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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)

₹2,637 Cr

Lock In Period

N/A

Expense Ratio

2.06

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

Summary

Tata Business Cycle Fund Growth NAV is ₹18.5213 as of 4 Jun, 2026. Tata Business Cycle Fund Growth has delivered 53.07% returns since its launch. The minimum SIP investment amount in Tata Business Cycle Fund Growth is ₹100. The AUM of Tata Business Cycle Fund Growth is ₹2,637 Cr. The expense ratio of the fund is 2.06%, and its benchmark is NIfty 500 Total Return. The current exit load of the fund is On or before 30 days from the date of allotment: 0.50%.After 30 days from the date of allotment: NIL.. In the last 1M months, Tata Business Cycle Fund Growth has delivered 1.09% returns.

Tata Business Cycle Fund Growth Calculate Returns

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M1.090.097.74
6M-2.211.5364.49
1Y0.815.00137.57
3Y15.2515.13202.94

Portfolio Analysis

  • Equity: 96.48%
  • Debt: 3.52%
  • Others
As on: 2026-04-30
View allocation % by

1. HDFC BANK LTD4.25%
2. AXIS BANK LTD3.74%
3. KOTAK MAHINDRA BANK LTD1.98%
4. DCB BANK LTD1.17%

1. METROPOLIS HEALTHCARE LTD3.77%
2. APOLLO HOSPITALS ENTERPRISE LTD2.31%
3. DR. LAL PATH LABS LTD1.37%

1. AMBUJA CEMENTS LTD2.63%
2. THE RAMCO CEMENTS LTD1.81%
3. NUVOCO VISTAS CORPORATION LTD1.25%
4. SHREE CEMENT LTD0.96%

1. L&T FINANCE LTD2.94%
2. SHRIRAM FINANCE LTD2.05%
3. FIVE-STAR BUSINESS FINANCE LTD0.99%

1. RELIANCE INDUSTRIES LTD5.29%

1. ADANI ENERGY SOLUTIONS LTD2.11%
2. ACME SOLAR HOLDINGS LTD1.43%
3. KEC INTERNATIONAL LTD1.37%

1. JINDAL STEEL LTD3.87%

1. PB FINTECH LTD2.36%
2. ONE 97 COMMUNICATIONS LTD1.31%

1. NIVA BUPA HEALTH INSURANCE COMPANY LTD2.02%
2. ICICI LOMBARD GENERAL INSURANCE CO. LTD1.53%

1. LARSEN & TOUBRO LTD3.08%

1. DELHIVERY LTD2.90%

1. CUMMINS INDIA LTD2.66%

1. ADANI POWER LTD2.00%
2. NHPC LTD0.50%

1. LUPIN LTD2.38%

1. GODREJ PROPERTIES LTD2.16%

1. BAYER CROPSCIENCE LTD1.10%
2. PI INDUSTRIES LTD1.04%

1. TATA STEEL LTD2.13%

1. HINDUSTAN UNILEVER LTD1.07%
2. DABUR INDIA LTD1.05%

1. VARUN BEVERAGES LTD1.91%

1. MARICO LTD1.88%

1. GRAVITA INDIA LTD1.10%
2. VEDANTA LTD0.76%

1. BANK OF BARODA1.77%

1. SEDEMAC MECHATRONICS LTD1.71%

1. 360 ONE WAM LTD1.06%
2. TATA CAPITAL LTD0.61%

1. ADANI PORTS AND SPECIAL ECONOMIC ZONE LTD1.56%

1. HDFC LIFE INSURANCE CO. LTD1.43%

1. BAJAJ FINSERV LTD1.39%

1. Talwandi Sabo Power Ltd.0.34%
2. MALCO Energy Ltd.0.34%
3. Vedanta Iron and Steel Ltd.0.34%
4. Vedanta Aluminium Metal Ltd.0.34%

1. HAVELLS INDIA LTD1.25%

1. EMMVEE PHOTOVOLTAIC POWER LTD1.10%

1. ITC LTD1.01%

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 ₹2,637 Crore. The fund benchmarks its performance against the NIfty 500 Total Return while maintaining an expense ratio of 2.06. 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
Kotak Business Cycle Fund Growth13064.28 CR1.95
Tata Business Cycle Fund Growth12637.21 CR2.06
Sundaram Emerging Small Cap - Series III Growth0299.68 CR1.35
Fund Name1Y3Y
This FundKotak Business Cycle Fund Growth1.756252.3059
This FundTata Business Cycle Fund Growth0.812853.0735
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 2.06. 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 : 1.09%
  • 6 Months : -2.21%
  • 1 Year : 0.81%
  • 3 Years : 15.25%
Returns of Tata Business Cycle Fund Growth are updated daily based on NAV of ₹ 18.5213 as on Jun 03,2026. Since inception, the return has been 53.07%.

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 ₹2,637 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.