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Tata Business Cycle Fund Growth

Tata Business Cycle Fund Growth

+15.07%
3Y annualised
+0.36% 1D
1M
6M
1Y
3Y
All
NAV: 19 Jun '26
?19.09
Min. for SIP
?100
Fund size (AUM)
?2,674.74 Cr
Expense ratio
2.09%
Rating
--

Return calculator

Monthly investment
?5,000
Over the pastTotal investmentWould've becomeHistoric returnsReturns
3 months?15,000?15,441
+2.94%
6 months?30,000?30,439
+1.46%
1 year?60,000?60,273
+0.46%
3 years?1,80,000?1,95,092
+8.38%

Holdings (62)

NameSectorInstrumentsAssets
Reliance Industries LtdEnergy & UtilitiesEquity4.82%
Metropolis Healthcare LtdHealthcareEquity4.33%
Jindal Steel & Power LtdMaterialsEquity3.76%
Axis Bank LtdFinancialEquity3.74%
Larsen & Toubro LtdIndustrialsEquity3.09%
HDFC Bank LtdFinancialEquity3.07%
L&T Finance Holdings LtdFinancialEquity2.97%
Cash/Net Current AssetsUnspecifiedCash/Net Current Assets2.91%
Delhivery LtdIndustrialsEquity2.77%
PB Fintech LtdFinancialEquity2.77%
Cummins India LtdIndustrialsEquity2.66%
Adani Transmission LtdEnergy & UtilitiesEquity2.63%
Ambuja Cements LtdMaterialsEquity2.61%
Apollo Hospitals Enterprise LtdHealthcareEquity2.44%
Niva Bupa Health Insurance Company Ltd.FinancialEquity2.17%
Tata Steel LtdMaterialsEquity2.07%
Godrej Properties LtdReal EstateEquity2.05%
Shriram Transport Finance Company LtdFinancialEquity2.05%
SEDEMAC Mechatronics Ltd.IndustrialsEquity1.97%
Marico LtdConsumer StaplesEquity1.97%
Kotak Mahindra Bank LtdFinancialEquity1.96%
Varun Beverages LtdConsumer StaplesEquity1.94%
Adani Power LtdEnergy & UtilitiesEquity1.85%
Bank Of BarodaFinancialEquity1.78%
Adani Ports and Special Economic Zone LtdIndustrialsEquity1.67%
The Ramco Cements LtdMaterialsEquity1.66%
Dr. Lal Pathlabs LtdHealthcareEquity1.59%
ICICI Lombard General Insurance Company LtdFinancialEquity1.53%
NUVOCO Vistas Corp LtdMaterialsEquity1.45%
ACME Solar Holdings Ltd.Energy & UtilitiesEquity1.44%
HDFC Life Insurance Co LtdFinancialEquity1.43%
Bajaj Finserv LtdFinancialEquity1.40%
Emmvee Photovoltaic Power Ltd.Energy & UtilitiesEquity1.35%
One 97 Communications LtdIndustrialsEquity1.32%
Graphite India LtdIndustrialsEquity1.22%
KEC International LtdDiversifiedEquity1.21%
IIFL Wealth Management LtdFinancialEquity1.11%
DCB Bank LtdFinancialEquity1.09%
Gravita India LtdIndustrialsEquity1.07%
Dixon Technologies (India) LtdConsumer DiscretionaryEquity1.06%
Dabur India LtdConsumer StaplesEquity1.03%
Bayer CropScience LtdMaterialsEquity1.03%
Hindustan Unilever LtdConsumer StaplesEquity1.01%
NHPC LtdEnergy & UtilitiesEquity1.00%
Shree Cement LtdMaterialsEquity0.99%
Oil & Natural Gas Corporation LtdEnergy & UtilitiesEquity0.99%
Bharat Forge LtdConsumer DiscretionaryEquity0.99%
Vedanta LtdMaterialsEquity0.98%
Five-Star Business Finance LtdFinancialEquity0.91%
ITC LtdConsumer StaplesEquity0.91%
Bharat Heavy Electricals LtdIndustrialsEquity0.86%
Glaxosmithkline Pharmaceuticals LtdHealthcareEquity0.83%
TATA CAPITAL LIMITED EQFinancialEquity0.55%
HEXAWARE TECHNOLOGIES LIMITED EQ NEW FV RS.2/-TechnologyEquity0.42%
Vedanta Oil and Gas LtdEnergy & UtilitiesEquity0.34%
Vedanta Aluminium Metal LtdMaterialsEquity0.34%
Vedanta Iron And Steel LtdMaterialsEquity0.34%
Vedanta Power LtdIndustrialsEquity0.34%
DEE Development Engineers Ltd.IndustrialsEquity0.08%
RepoUnspecifiedRepo0.07%
Kwality Walls India LtdConsumer StaplesEquity0.01%
Tata 橘子影城 India Digital ETF - GrowthUnspecifiedMutual Fund0.00%
See All

Minimum investments

Min. for 1st investment
?5,000
Min. for 2nd investment
?1,000
Min. for SIP
?100

Returns and rankings

Annualised returns
Absolute returns
Name6M1Y3YAll
Fund returns+2.4%+3.0%+15.1%+14.2%
Category average (Equity Thematic)-1.0%-0.6%+16.8%--
Rank (Equity Thematic)--74--

Exit load, stamp duty and tax

Exit load

Exit load of 0.50%, if redeemed within 30 days.

Stamp duty on investment: 0.005% (from July 1st, 2020)

from July 1st 2020

Tax implication

If you redeem within one year, returns are taxed at 20%. If you redeem after one year, returns exceeding Rs 1.25 lakh in a financial year are taxed at 12.5%.
Check past data

Fund management

RS
Rahul Singh
Jul 2021 - Present
View details

Education
Mr. Singh is B.Tech & PGDBM
Experience
Prior to Tata AMC, he has worked with Ampersand Capital Investment Advisors LLP, Standard Chartered Securities and Citigroup Global Markets India.

HV
Hasmukh Vishariya
Mar 2025 - Present
View details

SJ
Sailesh Jain
Dec 2021 - Present
View details

Education
Mr. Jain is a Commerce Graduate and an MBA.
Experience
Prior to joining TATA Mutual Fund, he has worked with Invesco Mutual Fund, IDFC Securities Ltd. as Head Derivatives, Quant Broking Pvt Ltd. as Vice President and IIFL(India Infoline) as Vice President.

About Tata Business Cycle Fund Growth

Tata Business Cycle Fund Growth is a Equity Mutual Fund Scheme launched by Tata Mutual Fund. This scheme was made available to investors on 30 Jun 1995. Rahul Singh is the Current Fund Manager of Tata Business Cycle Fund Growth fund. The fund currently has an Asset Under Management(AUM) of ?2,25,507 Cr and the Latest NAV as of 19 Jun 2026 is ?19.09. The Tata Business Cycle Fund Growth is rated Very High risk. Minimum SIP Investment is set to ?100. Minimum Lumpsum Investment is ?5,000. Exit load of 0.50%, if redeemed within 30 days. ;

Investment Objective

The scheme seeks 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.
Fund benchmarkNIFTY 500 Total Return Index

Fund house

Rank (total assets)#14 in India
Total AUM?2,25,506.60 Cr
Date of Incorporation30 Jun 1995
Launch Date30 Jun 1995
Address9th Floor, Mafatlal Centre,Nariman Point, Mumbai 400021
CustodianStandard Chartered Bank
Registrar & Transfer AgentCams
Address7th Floor, Tower II, Rayala Towers, 158, Anna Salai,

銀行貸款 小額借貸 線上貸款 汽車貸款 手機貸 瘋正妹 橘子影城 古蹟交流社 東森新聞手機板 東森新聞 港書館 super娛樂城 金鈦城娛樂城 信用版娛樂城 贏家娛樂城 WG娛樂城

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