Tata Business Cycle Fund Direct Growth: NAV, Returns, Calculator, Expense Ratio & Review

Tata Business Cycle Fund Direct Growth

Very High Risk

Equity

NAV as of Aug 29, 2025

19.53

-0.47%1D Change

Returns since inception

17.89%p.a.

Very High Risk

Equity

NAV as of Aug 29, 2025

19.53

-0.47%1D Change

Returns since inception

17.89%p.a.

Tata Business Cycle Fund Direct Growth

Very High Risk|Equity
NAV as of Aug 29, 2025

19.53

-0.47%1D

Returns since inception

17.89%p.a.

Returns Calculator

Investment Type

Monthly SIP
One-Time
4000
20
yrs
Total investment₹9.6 Lakhs
Returns0
Final Value0
Absolute ReturnNaN%

Fund Overview

  • RatingNo Rating
  • Expense ratio0.48%
  • Exit Load1% within 90 days
  • AUM (Fund size)₹2,990.49 Crore
  • Lock-in periodNo Lock-in
  • Age4 yrs since Aug 04, 2021
  • Min. investmentSIP ₹100 & Lump. ₹5000
  • RiskVery High
  • Short-term capital gains (STCG)Returns taxed at 20% if you redeem before 1 year
  • Long-term capital gains (LTCG)After 1 year, pay tax of 12.5% on returns of ₹1.25 lakh+ in a financial year

Fund Distribution

Equity
97.36%
Debt
0%
Others
2.64%
Top Holdings
Top Sectors
Holding NameAssets (%)
Reliance Industries Ltd6.02%
HDFC Bank Ltd5.06%
Kotak Mahindra Bank Ltd3.53%
Axis Bank Ltd2.87%
Larsen & Toubro Ltd2.7%

Peer Comparison

Overview
Returns
Risk Ratios
Fund NameAUM (In Crs.)NAVRisk
Kotak Pioneer Fund Direct...₹ 3,023 Cr
34.83
| -0.42%
Very High
ICICI Prudential Commodit...₹ 2,934 Cr
45.09
| -0.86%
Very High
ICICI Prudential India Op...₹ 29,718 Cr
38.11
| -0.39%
Very High
ICICI Prudential Exports ...₹ 1,397 Cr
175.54
| -0.41%
Very High

NAV History

FUND

Tata Business Cycle Fund Direct Growth

NAV (Aug 29, 2025)₹19.53
ClassEquity | Other
Inception DateAug 04, 2021
Fund ManagerMurthy Nagarajan, Rahul Singh, Sailesh Jain, Hasmukh Vishariya

FUND

Tata Business Cycle Fund Direct Growth

Initial Price₹10
Min. Investment AmountSIP ₹100 and Lump. ₹5000
Exit Load1% within 90 days

Returns

1W

1M

3M

6M

1Y

3Y

Tata Business Cycle-2.53%-2.26%-0.75%11.98%-6.65%21.01%

About Tata Asset Management Limited

Tata Mutual Fund is a part of the prestigious Tata Group of companies. The fund house was established in 1994 with their business model based on trust, service and performance. The company, with its investment products, intends to make the lives of investors better. You will find mutual fund plans to achieve various financial goals.

Tata Asset Management Limited Details

  • No. of schemes108
  • Total AUM₹61,684.02 Crore
  • AddressTata Asset Management Private Limited, Mafatlal Centre, 9th Floor, Mumbai, 400 021
  • Phone+91 22 6657 8282
Start your investment
Lumpsum
SIP
Amount
Estimated value after 3 years

(as per historical returns)

2.52 Lakhs ₹
Min investment of ₹100 required