e.g. Tata motors, Reliance MF, 500570

Tata Business Cycle Fund - Direct Plan - Growth

Equity Mid Cap Very High

NAV on (22 Apr 2026 )

₹20.12

(+0.24%)

Fund Size

₹2366.34 Crores

1Y Returns

4.43 %

 

Earn 1% Higher Returns on Direct Funds

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Disclaimer: Mutual Fund investments are subject to market risks. Read all scheme related documents carefully before investing.

 

Investment 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.

AMC

Tata Asset Management Ltd.

Fund Details

Launch Date

July 16, 2021

Fund Manager

Mr. Rahul Singh

Initial Price

10

AUM Fund

2366.34 Cr

Min investment

Rs 5000

Expense Ratio

0.59%

SIP Minimum Investment

Daily - Rs. 150/- and in multiples of Re. 1/- thereafter. Minimum 12 installments.Monthly - Rs. 150/- and multiple of Re. 1/- thereafter. Minimum 12 installments.Monthly - Rs. 1000/- and multiple of Re. 1/- thereafter. Minimum 6 installments.Quarterly - Rs. 1000/- and multiple of Re. 1/- thereafter. Minimum 6 installments.Quarterly - Rs. 1500/- and multiple of Re. 1/- thereafter. Minimum 4 installments.

Exit Load

On or before 30 days from the date of allotment: 0.50%.After 30 days from the date of allotment: NIL.

1 Month

+9.49%

6 Months

-1.00%

1 Year

+4.43%

2 Years (CAGR)

+5.37%

3 Years (CAGR)

+19.83%

5 Years (CAGR)

NA

Equity / Mid Cap funds 1Y 3Y Fund Size (Cr)
39.46% 0.00% ₹2709.75
38.60% 56.97% ₹10450.74
30.66% 67.83% ₹13553.62
29.59% 70.65% ₹38138.08
29.14% 32.31% ₹10450.74

Holdings

Sector Allocation

Miscellaneous 17.81%
Iron and Steel 6.28%
Banks 13.32%
Pharmaceuticals and health care 10.91%
Cement 8.08%
Engineering 5.06%
Service 5.20%
Finance 13.13%
Mining 2.05%
Personal Care 4.17%
Beverages - Non-Alcoholic 1.59%
Power 2.78%
Electric Equipment 2.61%
Chemicals 2.23%
Tobacco 1.03%
Retail 0.44%
Address
1903, B-Wing, Parinee Crescenzo,G-Block, Bandra Kurla Complex, Bandra East, Mumbai Maharashtra India 400051
Phone
+91 22 66578282
Fax
+91 22 22613782
Launch Date
July 16, 2021
Custodian
Deutsche Bank; HDFC Bank; Standard Chartered Bank; ICICI Bank; Orbis Financial Corporation Ltd
Registrar & Transfer Agent
CAMS Ltd.

Frequently Asked Questions

Q: What is the current NAV of Tata Business Cycle Fund - Direct Plan - Growth?

A: The latest NAV of Tata Business Cycle Fund - Direct Plan - Growth is ₹ 20.12 as on 22 Apr 2026.

Q: What type of mutual fund is Tata Business Cycle Fund - Direct Plan - Growth?

A: Tata Business Cycle Fund - Direct Plan - Growth is a 'Equity - Mid Cap' type mutual fund managed by 'Tata Asset Management Ltd.'.

Q: What is the expense ratio of Tata Business Cycle Fund - Direct Plan - Growth?

A: The expense ratio of Tata Business Cycle Fund - Direct Plan - Growth is 0.59%, which impacts overall returns.

Q: Who manages Tata Business Cycle Fund - Direct Plan - Growth?

A: Tata Business Cycle Fund - Direct Plan - Growth is managed by Mr. Rahul Singh, who oversees investment strategy and portfolio decisions.

Q: Is Tata Business Cycle Fund - Direct Plan - Growth a good investment?

A: Tata Business Cycle Fund - Direct Plan - Growth may be suitable depending on your financial goals, risk appetite, and investment horizon. Always evaluate fund performance and consult a financial advisor.

Q: What is the exit load of Tata Business Cycle Fund - Direct Plan - Growth?

A: The exit load of Tata Business Cycle Fund - Direct Plan - Growth is On or before 30 days from the date of allotment: 0.50%.After 30 days from the date of allotment: NIL., applicable if redeemed within the specified period.

Q: How is Tata Business Cycle Fund - Direct Plan - Growth taxed?

A: Taxation depends on the fund type (equity/debt) and holding period as per Indian tax laws.

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