Tata Business Cycle Fund Growth Return

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Showing Funds Performance since Sep 07, 2020

Tata Business Cycle Fund Growth Fund Overview

Min. investment

SIP ₹100 & Lump. ₹5000

AUM (Fund size)

₹2,634 Cr

Lock In Period

N/A

Expense Ratio

2.17

Exit Load

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

Benchmark

NIfty 500 Total Return

Tata Business Cycle Fund Growth Calculate Returns

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M-1.02-1.3210.23
6M9.221.6571.06
1Y2.253.47124.33
3Y10.2311.59316.88

Portfolio Analysis

  • Equity: 97.91%
  • Debt: 2.09%
  • Others
As on: 2026-07-31
View allocation % by

1. AXIS BANK LTD3.63%
2. HDFC BANK LTD3.61%
3. DCB BANK LTD1.17%

1. METROPOLIS HEALTHCARE LTD4.52%
2. APOLLO HOSPITALS ENTERPRISE LTD1.87%
3. DR. LAL PATH LABS LTD1.70%

1. L&T FINANCE LTD3.07%
2. SHRIRAM FINANCE LTD2.30%
3. FIVE-STAR BUSINESS FINANCE LTD1.14%
4. SBI CARDS AND PAYMENT SERVICES LTD0.83%

1. AMBUJA CEMENTS LTD2.56%
2. THE RAMCO CEMENTS LTD1.78%
3. NUVOCO VISTAS CORPORATION LTD1.65%
4. SHREE CEMENT LTD1.03%

1. RELIANCE INDUSTRIES LTD4.85%

1. PB FINTECH LTD2.64%
2. ONE 97 COMMUNICATIONS LTD1.61%

1. ADANI ENERGY SOLUTIONS LTD2.69%
2. ACME SOLAR HOLDINGS LTD1.46%

1. NIVA BUPA HEALTH INSURANCE COMPANY LTD2.30%
2. ICICI LOMBARD GENERAL INSURANCE CO. LTD1.41%

1. JINDAL STEEL LTD3.49%

1. DELHIVERY LTD3.00%

1. LARSEN & TOUBRO LTD2.80%

1. CUMMINS INDIA LTD2.54%

1. GODREJ PROPERTIES LTD2.48%

1. MARICO LTD2.12%

1. LOHIA CORP LTD1.05%
2. BHARAT HEAVY ELECTRICALS LTD0.85%
3. DEE DEVELOPMENT ENGINEERS LTD0.20%

1. OIL & NATURAL GAS CO.2.02%

1. DABUR INDIA LTD1.00%
2. HINDUSTAN UEVER LTD1.00%

1. NHPC LTD1.02%
2. ADANI POWER LTD0.91%

1. TATA STEEL LTD1.91%

1. RATNAMANI METALS & TUBES LTD1.91%

1. VEDANTA ALUMINIUM METAL LTD1.90%

1. GLAXOSMITHKLINE PHARMACEUTICALS LTD1.69%

1. SEDEMAC MECHATRONICS LTD1.68%

1. VARUN BEVERAGES LTD1.65%

1. BAJAJ FINSERV LTD1.62%

1. ADANI PORTS AND SPECIAL ECONOMIC ZONE LTD1.60%

1. BHARAT FORGE LTD1.44%

1. BANK OF BARODA1.36%

1. HDFC LIFE INSURANCE CO. LTD1.34%

1. 360 ONE WAM LTD1.16%

1. GRAPHITE INDIA LTD1.12%

1. GRAVITA INDIA LTD1.09%

1. BAYER CROPSCIENCE LTD1.09%

1. EMMVEE PHOTOVOLTAIC POWER LTD1.09%

1. DIXON TECHNOLOGIES (INDILTD1.04%
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About Fund Tata Business Cycle Fund Growth

Tata Business Cycle Fund Growth managed by Tata Mutual Fund,is a Sectoral/Thematic Fundsscheme with Assets Under Management of ₹2,634 Crore. The fund benchmarks its performance against the NIfty 500 Total Return while maintaining an expense ratio of 2.17. 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
ICICI Prudential Housing Opportunities Fund Growth12,728 CR2.04
SBI Dividend Yield Fund Growth08,657 CR2
Tata Business Cycle Fund Growth12,633 CR2.17
UTI Gold Exchange Traded Fund Growth04,090 CR0.59
Nippon India Taiwan Equity Fund Growth31,128 CR2.53
Fund Name1Y3Y
This FundICICI Prudential Housing Opportunities Fund Growth-0.410633.0721
This FundSBI Dividend Yield Fund Growth3.882833.7123
This FundTata Business Cycle Fund Growth2.246233.9527
This FundUTI Gold Exchange Traded Fund Growth38.737152.5761
This FundNippon India Taiwan Equity Fund Growth121.3311300.0101

Tata Business Cycle Fund Growth 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 2.17. 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 : -1.02%
  • 6 Months : 9.22%
  • 1 Year : 2.25%
  • 3 Years : 10.23%
Returns of Tata Business Cycle Fund Growth are updated daily based on NAV of ₹ 19.0008 as on Sep 10,2026. Since inception, the return has been 33.95%.

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 ₹2,634 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.