Tata Business Cycle Fund Direct Growth

Very High Risk
Equity
Equity - Other

NAV as on Sep 8, 2026

Price per unit of the scheme.

₹ 20.58830.03%1 Day Change

-1.04%

Minimum Investment₹5000

Expense Ratio0.53%

FUND RATING

A holistic measure of the rank of a fund relative to its peers. Top funds receive a score of 5.

*Morningstar Rating Methodology i

RISK-O-METER

Level of risk associated with a mutual fund to help investors make informed investment decisions

FUND PERFORMANCE

As On Jan 01, 2023

Compare fund’s performance against category average across different time periods

No Data Found.

Returns <= 1 year are absolute and > 1 year are annualised (CAGR)

For calculating Category Return & Scheme Ranking, only Growth & Direct schemes are considered.

FUND COMPARISON

1M 3M 6M 1Y 3Y 5Y

This Fund

Tata Business Cycle Fund Direct Growth

Equity: Equity - Other Average NAV

Topper in Equity: Equity - Other

All Fund

No Data Found.

*For the other fund, rescaled NAVs are used

RETURN CALCULATOR

Check the return on your investment in the fund

Tata Business Cycle Fund Direct Growth

Investment Type

Monthly Investment

Time Period (yrs)

Annual Return in %

Invested Amount
₹0
Return
₹0

Current Value
₹0

FUND SUMMARY

Benchmark

IISL Nifty 500 TR INR

Expense Ratio

0.53%

Category Avg Expense Ratio

0.92%

Minimum Investment (Lumpsum/SIP)

₹ 5000 /₹ 1000

Lock In (Years)

No Lock-in

Fund Size

₹ 2,633.73 Cr(As on Jul, 2026)

Inception Date

Aug 04, 2021

Turnover

31.71 %

Exit Load

Redemption/Switchout/SWP/STP/non-SIP 1. On or before 30 days from the date of allotment: 0.50%. 2. After 30 days from the date of allotment: NIL.

Objective: To generate long-term capital appreciation by investing with focus on riding business cycles through allocation between sectors and stocks at different stages of business cycles. However, there is no assurance or guarantee that the investment objective of the Scheme will be achieved. The scheme does not assure or guarantee any returns.

Tata Business Cycle Fund Direct Growth is an Equity - Equity - Other fund. The fund was launched inAug 04, 2021. Its risk level is . The NAV of the fund as onSep 08, 2026 is ₹20.59. Its expense ratio is 0.53 %. The fund has an AUM of ₹2,633.73 Cr.The fund is managed byMurthy Nagarajan,Sailesh Jain,Arvindkumar Chetty,Rahul Singh,Kapil Malhotra,Hasmukh Vishariya.
The minimum initial investment is ₹5000 in Lumpsum mode.

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DETAILED PORTFOLIO

As on Aug, 2026

EQUITY (97.34%)

DEBT (-%)

CASH (2.66%)

Allocation by Market Cap

Large Cap(44.29%)

Mid Cap(23.50%)

Small Cap(28.45%)

Industry Holdings

Banks Regional8.98%
Steel8.19%
Credit Services7.87%
Building Materials6.68%
Diagnostics Research6.49%
Oil Gas Refining Marketing4.92%

Stock Holdings

Reliance Industries Ltd4.79%
Metropolis Healthcare Ltd4.57%
Axis Bank Ltd3.89%
Jindal Steel Ltd3.82%
HDFC Bank Ltd3.47%
L&T Finance Ltd3.33%

PERFORMANCE MEASURES

Fund evaluation across critical parameters for better decision making. Study period is 3 years.

Consistency
i
It represents the consistency of a fund in beating its benchmark.
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Downside Risk
i
Measured by Maximum Drawdown which shows the maximum loss from a peak to a nadir over a specified time period
Risk Adjusted Return
i
Risk adjusted return represents the return generated after factoring the risk taken to achieve it.
Volatility
i
Volatility represents the standard deviation of fund returns that is, how much the fund returns have deviated from the average.
Upside Capture Ratio
i
Fund performance relative to the index when the market is up. An upside capture ratio of >100 indicates better fund performance.
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Downside Capture Ratio
i
Fund performance relative to the index when the market is down. A downside capture ratio of <100 indicates better fund performance.
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PEER ANALYSIS

card
table

Fund NameMorningstar RatingNAV Fund Return Category ReturnRisk Fund Size

Returns <= 1 year are absolute and > 1 year are annualised (CAGR)

TOP FUNDS FROM THIS AMC

card
table

Fund NameMorningstar RatingNAV Fund Return Category Return Risk Fund Size (Cr)

Returns <= 1 year are absolute and > 1 year are annualised (CAGR)

ABOUT THE AMC

Tata Asset Management Pvt Ltd

Tata Asset Management Pvt Ltd manages assets worth ₹ 2,36,523.13 crores. It’s current offering of mutual fund schemes includes 39 equity, 18 debt and 11 hybrid schemes.

Phone

+91 22 6657 8282

kiran@tataamc.com

AUM

₹ 2,36,523.13 Cr (

As on Jul 31, 2026

)

Address

Mafatlal Centre, 9th Floor, Mumbai,400 021

FAQs

What is the category of Tata Business Cycle Fund Direct Growth ?

The category of Tata Business Cycle Fund Direct Growth is Equity - Equity - Other

What is the current NAV of Tata Business Cycle Fund Direct Growth ?

The current NAV of Tata Business Cycle Fund Direct Growth as on Sep 08, 2026 is ₹20.59

How safe is Tata Business Cycle Fund Direct Growth ?

The risk level of Tata Business Cycle Fund Direct Growth is Very High.

What are short term returns given by Tata Business Cycle Fund Direct Growth ?

The return given by Tata Business Cycle Fund Direct Growth in 1 month is -1.04%, 3 months is 4.63%, 6 months is 7.75%, and 1 year is 3.59%

What are the long term returns given by Tata Business Cycle Fund Direct Growth ?

The return given by Tata Business Cycle Fund Direct Growth in 3 years is 11.80% and 5 years is 14.93%.

What is the expense ratio of Tata Business Cycle Fund Direct Growth ?

The expense ratio of Tata Business Cycle Fund Direct Growth is 0.53%

What is the AUM of Tata Business Cycle Fund Direct Growth ?

The assets under Management (AUM) of Tata Business Cycle Fund Direct Growth is Rs 2,633.73 crores.

What is the minimum investment in Tata Business Cycle Fund Direct Growth ?

The minimum Lumpsum investment in Tata Business Cycle Fund Direct Growth is ₹5,000.00 and the minimum SIP investment in Tata Business Cycle Fund Direct Growth is ₹1,000.00

What is the asset allocation of Tata Business Cycle Fund Direct Growth?

Tata Business Cycle Fund Direct Growth has an exposure of 97.34% in Equity and 2.66% in Cash & Money Market Securities