Tata Business Cycle Fund · Regular · Growth
NAV
₹19.0149
as of 17 Jun 2026
Expense Ratio
1.94%
AUM
₹2,657 Cr
Lumpsum returns (CAGR)
- 1Y
- +2.46%
- 3Y
- +14.98%
- 5Y
- —
- Since Inception
- +14.11%
SIP returns (XIRR)
- 1Y
- +5.51%
- 3Y
- +6.92%
- 5Y
- —
- Since Inception
- +12.45%
Beat the benchmark — ₹100/month SIP
Same SIP in this fund vs the benchmark index
This fund
₹7,432
Benchmark
₹7,350
+₹82 extra wealth vs the benchmark index
Backtest this SIP yourselfSIP since inception — what ₹100/month became
Real NAV backtest from day one
₹5,800
Invested
₹7,432
Value today
10.4%
XIRR (p.a.)
₹100/month SIP from fund inception · Current value as of today
Try SIP Calculator with this fund's history₹5,000 lumpsum at launch — value today
Invested on the fund's first NAV date
₹5,000
Invested
₹9,066
Value today
13.0%
CAGR (p.a.)
One-time investment at fund inception · Growth purely from NAV appreciation
Try Lumpsum Calculator₹6L corpus via 12-month STP from a liquid fund at inception
₹50K/month transferred from HDFC Liquid → this fund at launch
₹6,00,000
Invested
₹10,63,369
Value today
-2.3%
vs lumpsum
Direct lumpsum would have beaten STP by 2.3% — but STP reduced timing risk
Model your own STP with real NAVRisk Metrics
Trailing 1 year, annualised-0.28
Sharpe Ratio
-0.03
Alpha
0.50
Beta
-0.27
Sortino
15.32%
Std Dev
-14.87%
Max Drawdown
Performance Comparison
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Fund Details
Available transactions
Portfolio holdings
portfolio shared with Tata Business Cycle Fund-Direct Plan-IDCW Payout
- 1Reliance Industries Ltd5.29%
- 2Hdfc Bank Ltd4.25%
- 3Jindal Steel Ltd3.87%
- 4Metropolis Healthcare Ltd3.77%
- 5Axis Bank Ltd3.74%
- 6Larsen & Toubro Ltd3.08%
- 7L&T Finance Ltd2.94%
- 8Delhivery Ltd2.90%
- 9Cummins India Ltd2.66%
- 10Ambuja Cements Ltd2.63%
Investment Objective
Tata Business Cycle Fund · Regular · Growth invests in stocks from a specific sector or theme, offering concentrated exposure to a particular area of the economy. These funds carry sector-specific risks but can deliver significant returns when the underlying sector performs well.
About This Fund
Tata Business Cycle Fund · Regular · Growth is a Sectoral / Thematic mutual fund offered by Tata Mutual Fund. The fund has been operational for over 4 years. It manages assets worth ₹2,657 Cr, reflecting investor confidence in the fund's strategy. It benchmarks its performance against NIFTY 500 TRI. The current expense ratio is 1.94%.
Who Should Invest?
- •Aggressive investors comfortable with significant short-term volatility
- •Investors with a long-term horizon of 7+ years who can ride out market cycles
- •SIP investors who can benefit from rupee cost averaging during market fluctuations