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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(%)
1M6.08-1.0811.71
6M4.251.3164.49
1Y1.243.56137.57
3Y14.8510.87202.94

Portfolio Analysis

  • Equity: 97.02%
  • Debt: 2.98%
  • Others
As on: 2026-05-31
View allocation % by

1. AXIS BANK LTD3.74%
2. HDFC BANK LTD3.07%
3. KOTAK MAHINDRA BANK LTD1.96%
4. DCB BANK LTD1.09%

1. METROPOLIS HEALTHCARE LTD4.33%
2. APOLLO HOSPITALS ENTERPRISE LTD2.44%
3. DR. LAL PATH LABS LTD1.59%

1. AMBUJA CEMENTS LTD2.61%
2. THE RAMCO CEMENTS LTD1.66%
3. NUVOCO VISTAS CORPORATION LTD1.45%
4. SHREE CEMENT LTD0.99%

1. L&T FINANCE LTD2.97%
2. SHRIRAM FINANCE LTD2.05%
3. FIVE-STAR BUSINESS FINANCE LTD0.91%

1. ADANI ENERGY SOLUTIONS LTD2.63%
2. ACME SOLAR HOLDINGS LTD1.44%
3. KEC INTERNATIONAL LTD1.21%

1. RELIANCE INDUSTRIES LTD4.82%

1. PB FINTECH LTD2.77%
2. ONE 97 COMMUNICATIONS LTD1.32%

1. JINDAL STEEL LTD3.76%

1. NIVA BUPA HEALTH INSURANCE COMPANY LTD2.17%
2. ICICI LOMBARD GENERAL INSURANCE CO. LTD1.53%

1. LARSEN & TOUBRO LTD3.09%

1. ADANI POWER LTD1.85%
2. NHPC LTD1.00%

1. DELHIVERY LTD2.77%

1. CUMMINS INDIA LTD2.66%

1. TATA STEEL LTD2.07%

1. GODREJ PROPERTIES LTD2.05%

1. GRAVITA INDIA LTD1.07%
2. VEDANTA LTD0.98%

1. DABUR INDIA LTD1.03%
2. HINDUSTAN UNILEVER LTD1.01%

1. SEDEMAC MECHATRONICS LTD1.97%

1. MARICO LTD1.97%

1. VARUN BEVERAGES LTD1.94%

1. BANK OF BARODA1.78%

1. ADANI PORTS AND SPECIAL ECONOMIC ZONE LTD1.67%

1. 360 ONE WAM LTD1.11%
2. TATA CAPITAL LTD0.55%

1. HDFC LIFE INSURANCE CO. LTD1.43%

1. BAJAJ FINSERV LTD1.40%

1. TALWANDI SABO POWER LTD0.34%
2. MALCO ENERGY LTD0.34%
3. VEDANTA IRON AND STEEL LTD0.34%
4. VEDANTA ALUMINIUM METAL LTD0.34%

1. EMMVEE PHOTOVOLTAIC POWER LTD1.35%

1. GRAPHITE INDIA LTD1.22%

1. DIXON TECHNOLOGIES (INDILTD1.06%

1. BAYER CROPSCIENCE 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
Union Retirement Fund Growth0206.31 CR2.65
Sundaram Select Small Cap Series VI Growth052.72 CR1.35
Tata Business Cycle Fund Growth12667.69 CR2.17
Sundaram Emerging Small Cap - Series III Growth0299.68 CR1.35
Fund Name1Y3Y
This FundUnion Retirement Fund Growth5.266551.2306
This FundSundaram Select Small Cap Series VI Growth56.579251.3205
This FundTata Business Cycle Fund Growth1.241951.4778
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 : 6.08%
  • 6 Months : 4.25%
  • 1 Year : 1.24%
  • 3 Years : 14.85%
Returns of Tata Business Cycle Fund Growth are updated daily based on NAV of ₹ 19.3346 as on Jul 13,2026. Since inception, the return has been 51.48%.

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.