Tata Business Cycle Fund Direct Growth
Very High Risk
Equity
NAV as of Aug 08, 2025
₹19.51
-1.09%1D Change
Returns since inception
18.13%p.a.
Very High Risk
Equity
NAV as of Aug 08, 2025
₹19.51
-1.09%1D Change
Returns since inception
18.13%p.a.
Tata Business Cycle Fund Direct Growth
Very High Risk|Equity
NAV as of Aug 08, 2025
₹19.51
-1.09%1D
Returns since inception
18.13%p.a.
Returns calculator
Investment Type
Monthly SIP
One-Time
₹
yrs
Total investment₹9.6 Lakhs
Returns₹0
Final Value₹0
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 Name | Assets (%) |
|---|---|
| Reliance Industries Ltd | 6.3% |
| HDFC Bank Ltd | 5.73% |
| Kotak Mahindra Bank Ltd | 3.75% |
| Axis Bank Ltd | 3.12% |
| Larsen & Toubro Ltd | 2.64% |
Peer Comparison
Overview
Returns
Risk Ratios
| Fund Name | AUM (In Crs.) | NAV | Risk |
|---|---|---|---|
| Kotak Pioneer Fund Direct... | ₹ 2,958 Cr | ₹34.10 | -1.07% | Very High |
| Aditya Birla Sun Life Spe... | ₹ 812 Cr | ₹25.82 | -1.30% | Very High |
| HSBC Business Cycles Dire... | ₹ 1,153 Cr | ₹46.34 | -1.02% | Very High |
| ICICI Prudential Exports ... | ₹ 1,429 Cr | ₹175.52 | -0.37% | Very High |
NAV History - Tata Business Cycle Fund - Direct Plan - Growth
FUND | Tata Business Cycle Fund - Direct Plan - Growth |
|---|---|
| NAV (Aug 08, 2025) | ₹19.51 |
| Class | Equity | Other |
| Inception Date | Aug 04, 2021 |
| Fund Manager | Murthy Nagarajan, Rahul Singh, Sailesh Jain, Hasmukh Vishariya |
FUND | Tata Business Cycle Fund - Direct Plan - Growth |
|---|---|
| Initial Price | ₹10 |
| Min. Investment Amount | SIP ₹100 and Lump. ₹5000 |
| Exit Load | 1% within 90 days |
Returns | 1W | 1M | 3M | 6M | 1Y | 3Y |
|---|---|---|---|---|---|---|
| Tata Business Cycle | -0.96% | -4.23% | 3.39% | 3.29% | -4.37% | 21.53% |
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)
2.54 Lakhs ₹
Min investment of ₹100 required
