NAV
₹20.7522
as of 31 Jul 2026
Expense Ratio
—
see scheme documents
Viewing Direct · Growth
Lumpsum returns (CAGR)
- 1Y
- +4.11%
- 3Y
- +14.24%
- 5Y
- —
- Since Inception
- +15.76%
SIP returns (XIRR)
- 1Y
- +7.70%
- 3Y
- +7.97%
- 5Y
- —
- Since Inception
- +14.01%
Performance Comparison
Thinking about Tata Business Cycle Fund · Direct · Growth?
Talk to our AMFI-registered team — free, no pressure. We'll help you see if this fund fits your goals.
Fund Details
Fund HouseTata Mutual Fund
CategorySectoral / Thematic
Launch Date04 Aug 2021
AMFI Code149071
Transaction facts
Min. Lumpsum₹5,000
Min. SIP₹100
Exit LoadOn or before 30 days from the date of allotment 0.50% After 30 days from the date of allotment NIL
Available transactions
PurchaseSIPRedeemSWPSwitchSTPDemat
Portfolio holdings
as of 30 Jun 2026
portfolio shared with Tata Business Cycle Fund-Regular Plan-Growth
Holding% NAV
- 1Reliance Industries Ltd4.73%
- 2Metropolis Healthcare Ltd4.23%
- 3Axis Bank Ltd3.92%
- 4Jindal Steel Ltd3.31%
- 5Larsen & Toubro Ltd3.14%
- 6Hdfc Bank Ltd3.09%
- 7L&T Finance Ltd3.02%
- 8Delhivery Ltd2.90%
- 9Pb Fintech Ltd2.65%
- 10Cummins India Ltd2.57%
Rows per page· 56 total
Page 1/6
Investment Objective
Tata Business Cycle Fund · Direct · 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 · Direct · Growth is a Sectoral / Thematic mutual fund offered by Tata Mutual Fund. The fund has been operational for over 4 years.
Who Should Invest?
- •Investors with a high risk appetite seeking long-term wealth creation
- •Investors with an investment horizon of 5 years or more
- •SIP investors who can benefit from rupee cost averaging during market fluctuations