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Showing Funds Performance since Sep 07, 2020

Fund Overview

Min. investment

SIP ₹100 & Lump. ₹5000

AUM (Fund size)

₹2,366 Cr

Lock In Period

N/A

Expense Ratio

1.95

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 ₹18.3862 NAV as of Apr 24,2026 and returns since inception of 62.80%. Minimum investments start at SIP ₹100. The Tata Business Cycle Fund Growth AUM is ₹2,366 Cr, with a lock-in of N/A years, expense ratio of 1.95%, 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 12.09% returns, against a category average of 0.96% and a category best of 18.97%.

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M12.090.9618.97
6M-3.061.2264.49
1Y1.474.42137.57
3Y17.6412.93202.94

Portfolio Analysis

  • Equity: 99.06%
  • Debt: 0.94%
  • Others
As on: 2026-03-31
View allocation % by

1. HDFC BANK LTD4.49%
2. AXIS BANK LTD3.82%
3. KOTAK MAHINDRA BANK LTD2.04%
4. DCB BANK LTD1.11%

1. AMBUJA CEMENTS LTD2.65%
2. SHREE CEMENT LTD2.13%
3. THE RAMCO CEMENTS LTD1.98%
4. NUVOCO VISTAS CORPORATION LTD1.32%

1. METROPOLIS HEALTHCARE LTD3.83%
2. APOLLO HOSPITALS ENTERPRISE LTD2.51%
3. DR. LAL PATH LABS LTD1.47%

1. RELIANCE INDUSTRIES LTD7.08%

1. L&T FINANCE LTD2.81%
2. SHRIRAM FINANCE LTD2.13%
3. FIVE-STAR BUSINESS FINANCE LTD0.65%

1. ADANI ENERGY SOLUTIONS LTD2.03%
2. KEC INTERNATIONAL LTD1.40%
3. ACME SOLAR HOLDINGS LTD1.38%

1. JINDAL STEEL LTD4.67%

1. NIVA BUPA HEALTH INSURANCE COMPANY LTD2.02%
2. ICICI LOMBARD GENERAL INSURANCE CO. LTD1.65%

1. PB FINTECH LTD2.25%
2. ONE 97 COMMUNICATIONS LTD1.28%

1. LUPIN LTD3.10%

1. VEDANTA LTD2.05%
2. GRAVITA INDIA LTD0.99%

1. LARSEN & TOUBRO LTD3.00%

1. DELHIVERY LTD2.89%

1. CUMMINS INDIA LTD2.53%

1. BAYER CROPSCIENCE LTD1.20%
2. PI INDUSTRIES LTD1.03%

1. HINDUSTAN UNILEVER LTD1.09%
2. DABUR INDIA LTD1.08%

1. MARICO LTD1.99%

1. GODREJ PROPERTIES LTD1.93%

1. BANK OF BARODA1.86%

1. 360 ONE WAM LTD1.08%
2. TATA CAPITAL LTD0.62%

1. ADANI POWER LTD1.67%

1. TATA STEEL LTD1.61%

1. HDFC LIFE INSURANCE CO. LTD1.60%

1. VARUN BEVERAGES LTD1.59%

1. SEDEMAC MECHATRONICS LTD1.57%

1. BAJAJ FINSERV LTD1.45%

1. ADANI PORTS AND SPECIAL ECONOMIC ZONE LTD1.38%

1. HAVELLS INDIA LTD1.34%

1. EMMVEE PHOTOVOLTAIC POWER LTD1.27%

1. ITC LTD1.03%

About Fund

Tata Business Cycle Fund Growth managed by Tata Mutual Fund,is a Equity - Diversifiedscheme with Assets Under Management of ₹2,366 Crore. The fund benchmarks its performance against the NIfty 500 Total Return while maintaining an expense ratio of 1.95. 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.

Fund Managers

Rahul Singh

Mr. Rahul Singh Holds Bsc Economics Hons., PGDM (MBA) - IIM-Ahmedabad. His prior assignments include Dealer - Fixed Income - BOI AXA Investment Managers (August 2009 - August 2015), Credit Analyst - ING Investment Management (May 2008 - August 2009), Internship - Standard Chartered Bank (April 2007 - May 2007), Research Analyst - Ashika Capital (Jan 2004 to April 2006.

Peer Comparison

Fund NameRatingsAUMExpense Ratio
This FundBaroda BNP Paribas Large and Mid Cap Fund Growth21538.44 CR2.09
This FundDSP A.C.E. Fund (Analysts Conviction Equalized) Series 2 Growth0115.18 CR1.36
This FundTata Business Cycle Fund Growth52366.34 CR1.95
This FundSundaram Emerging Small Cap - Series III Growth0299.68 CR1.35
Fund Name1Y3Y
This FundBaroda BNP Paribas Large and Mid Cap Fund Growth1.10461.7664
This FundDSP A.C.E. Fund (Analysts Conviction Equalized) Series 2 Growth44.060762.6171
This FundTata Business Cycle Fund Growth1.467762.8021
This FundSundaram Emerging Small Cap - Series III Growth15.667197.535

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 1.95. 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 : 12.09%
  • 6 Months : -3.06%
  • 1 Year : 1.47%
  • 3 Years : 17.64%
Returns of Tata Business Cycle Fund Growth are updated daily based on NAV of ₹ 18.3862 as on Apr 24,2026. Since inception, the return has been 62.80%.

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 ₹2,366 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