Return
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Showing Funds Performance since Sep 07, 2020
Fund Overview
Min. investment
SIP ₹100 & Lump. ₹5000
AUM (Fund size)
₹2,695 Cr
Lock In Period
N/A
Expense Ratio
1.94
Benchmark
NIfty 500 Total Return
Exit Load
On or before 30 days from the date of allotment: 0.50%.After 30 days from the date of allotment: NIL.
Summary
Latest details for Tata Business Cycle Fund Growth include a ₹17.0760 NAV as of Mar 13,2026 and returns since inception of 53.33%. Minimum investments start at SIP ₹100. The Tata Business Cycle Fund Growth AUM is ₹2,695 Cr, with a lock-in of N/A years, expense ratio of 1.94%, and benchmark NIfty 500 Total Return. Exit load is - On or before 30 days from the date of allotment: 0.50%.After 30 days from the date of allotment: NIL.. In the growth review for 1M Month/Year, the fund recorded -6.43% returns, against a category average of -2.24% and a category best of 7.74%.
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Growth Review
| Duration | Fund Return(%) | Category Average(%) | Category Best(%) |
|---|---|---|---|
| 1M | -6.43 | -2.24 | 7.74 |
| 6M | -6.90 | 1.01 | 64.49 |
| 1Y | 4.95 | 5.68 | 137.57 |
| 3Y | 15.31 | 13.26 | 202.94 |
Portfolio Analysis
- Equity: 98.00%
- Debt: 2.00%
- Others
As on: 2026-01-31
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About Fund
Tata Business Cycle Fund Growth managed by Tata Mutual Fund,is a Equity - Diversifiedscheme with Assets Under Management of ₹2,695 Crore. The fund benchmarks its performance against the NIfty 500 Total Return while maintaining an expense ratio of 1.94. Under the expert guidance of Rahul Singh ,the fund implements a disciplined investment approach aligned with its mandate. The scheme requires a minimum investment of ₹500 for SIP and ₹1,000 for lump sum investments, making it accessible to diverse investor profiles.
Peer Comparison
| Fund Name | Ratings | AUM | Expense Ratio |
|---|---|---|---|
| This FundHDFC Dividend Yield Fund Growth | 0 | 5853.38 CR | 1.84 |
| This FundTata Business Cycle Fund Growth | 5 | 2694.53 CR | 1.94 |
| This FundSundaram Emerging Small Cap - Series III Growth | 0 | 299.68 CR | 1.35 |
| Fund Name | 1Y | 3Y |
|---|---|---|
| This FundHDFC Dividend Yield Fund Growth | 7.5107 | 53.0564 |
| This FundTata Business Cycle Fund Growth | 4.9468 | 53.3308 |
| This FundSundaram Emerging Small Cap - Series III Growth | 15.667 | 197.535 |
FAQs
Tata Business Cycle Fund Growth's fund is managed by experienced SEBI-registered investment fund manager , who implements the fund's strategy through research-backed decisions while adhering to its stated objectives.
The expense ratio of Tata Business Cycle Fund Growth is 1.94. This expense ratio is calculated by dividing the fund's operating expenses by its net assets.
Tata Business Cycle Fund Growth’s fund performance is as follows:
- 1 Month : -6.43%
- 6 Months : -6.90%
- 1 Year : 4.95%
- 3 Years : 15.31%
You can invest in Tata Business Cycle Fund Growth through SIP with a minimum of ₹500 monthly or make a lump sum investment of a minimum ₹1,000. Additional purchase minimums vary by scheme.
The fund size (AUM) of Tata Business Cycle Fund Growth is ₹2,695 crore. It changes based on market performance, inflows, and outflows.
You can track your investment in Tata Business Cycle Fund Growth through our website, our Choice FinX mobile app, regular statements, and email updates. Our customer support team is available for queries.
Min Inv Amount: ₹500