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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)

₹2,668 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(%)
1M1.02-0.267.74
6M5.042.1064.49
1Y2.704.31137.57
3Y12.3711.33202.94

Portfolio Analysis

  • Equity: 98.31%
  • Debt: 1.69%
  • Others
As on: 2026-06-30
View allocation % by

1. AXIS BANK LTD3.92%
2. HDFC BANK LTD3.09%
3. KOTAK MAHINDRA BANK LTD2.01%
4. DCB BANK LTD1.15%

1. METROPOLIS HEALTHCARE LTD4.23%
2. APOLLO HOSPITALS ENTERPRISE LTD1.79%
3. DR. LAL PATH LABS LTD1.45%

1. L&T FINANCE LTD3.02%
2. SHRIRAM FINANCE LTD2.26%
3. FIVE-STAR BUSINESS FINANCE LTD1.03%
4. SBI CARDS AND PAYMENT SERVICES LTD0.74%

1. AMBUJA CEMENTS LTD2.47%
2. THE RAMCO CEMENTS LTD1.78%
3. NUVOCO VISTAS CORPORATION LTD1.27%
4. SHREE CEMENT LTD0.99%

1. ADANI ENERGY SOLUTIONS LTD2.40%
2. ACME SOLAR HOLDINGS LTD1.51%
3. KEC INTERNATIONAL LTD1.26%

1. RELIANCE INDUSTRIES LTD4.73%

1. PB FINTECH LTD2.65%
2. ONE 97 COMMUNICATIONS LTD1.35%

1. NIVA BUPA HEALTH INSURANCE COMPANY LTD2.21%
2. ICICI LOMBARD GENERAL INSURANCE CO. LTD1.49%

1. JINDAL STEEL LTD3.31%

1. LARSEN & TOUBRO LTD3.14%

1. DELHIVERY LTD2.90%

1. ADANI POWER LTD1.70%
2. NHPC LTD1.04%

1. CUMMINS INDIA LTD2.57%

1. GODREJ PROPERTIES LTD2.17%

1. MARICO LTD2.01%

1. HINDUSTAN UEVER LTD0.99%
2. DABUR INDIA LTD0.99%

1. OIL & NATURAL GAS CO.1.93%

1. TATA STEEL LTD1.87%

1. VARUN BEVERAGES LTD1.87%

1. BANK OF BARODA1.81%

1. SEDEMAC MECHATRONICS LTD1.79%

1. ADANI PORTS AND SPECIAL ECONOMIC ZONE LTD1.68%

1. GLAXOSMITHKLINE PHARMACEUTICALS LTD1.54%

1. VEDANTA ALUMINIUM METAL LTD1.50%

1. RATNAMANI METALS & TUBES LTD1.47%

1. EMMVEE PHOTOVOLTAIC POWER LTD1.42%

1. BAJAJ FINSERV LTD1.40%

1. HDFC LIFE INSURANCE CO. LTD1.39%

1. BHARAT FORGE LTD1.29%

1. DIXON TECHNOLOGIES (INDILTD1.09%

1. GRAVITA INDIA LTD1.08%

1. 360 ONE WAM LTD1.08%

1. BAYER CROPSCIENCE LTD1.06%

1. BHARAT HEAVY ELECTRICALS LTD0.85%
2. DEE DEVELOPMENT ENGINEERS LTD0.19%

1. GRAPHITE INDIA LTD1.03%

About Fund Tata Business Cycle Fund Growth

Tata Business Cycle Fund Growth managed by Tata Mutual Fund,is a Equity - Diversifiedscheme with Assets Under Management of ₹2,668 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
Baroda BNP Paribas Business Cycle Fund Growth3560 CR2.51
Tata Business Cycle Fund Growth12,667 CR2.17
Sundaram Emerging Small Cap - Series III Growth0299 CR1.35
Fund Name1Y3Y
This FundBaroda BNP Paribas Business Cycle Fund Growth3.936541.3841
This FundTata Business Cycle Fund Growth2.704641.881
This FundSundaram Emerging Small Cap - Series III Growth15.667197.535

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 : 5.04%
  • 1 Year : 2.70%
  • 3 Years : 12.37%
Returns of Tata Business Cycle Fund Growth are updated daily based on NAV of ₹ 19.1921 as on Jul 31,2026. Since inception, the return has been 41.88%.

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 ₹2,668 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.