NAV
₹19.5686
as of 30 Sept 2026
Expense Ratio
0.91%
Lumpsum returns (CAGR)
- 1Y
- -0.38%
- 3Y
- +10.16%
- 5Y
- +13.40%
- Since Inception
- +13.91%
SIP returns (XIRR)
- 1Y
- -3.68%
- 3Y
- +2.47%
- 5Y
- +10.74%
- Since Inception
- +10.87%
Performance Comparison
Sectoral allocation
as of 31 Aug 2026- Finance9.28%
- Banks8.75%
- Healthcare Services8.29%
- Cement & Cement Products6.50%
- Industrial Products6.05%
- Ferrous Metals5.70%
- Financial Technology (Fintech)5.21%
- Insurance5.15%
- Petroleum Products4.79%
- Power3.97%
- Auto Components3.71%
- Pharmaceuticals & Biotechnology3.36%
Each sector links to the mutual funds most exposed to it.
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Fund Details
Available transactions
Portfolio holdings
portfolio shared with Tata Business Cycle Fund-Direct Plan-IDCW Payout
- 1Reliance Industries Ltd4.79%
- 2Metropolis Healthcare Ltd4.57%
- 3Axis Bank Ltd3.89%
- 4Jindal Steel Ltd3.82%
- 5Hdfc Bank Ltd3.47%
- 6L&T Finance Ltd3.33%
- 7Pb Fintech Ltd3.13%
- 8Larsen & Toubro Ltd2.91%
- 9Delhivery Ltd2.88%
- 10Cummins India Ltd2.57%
What this fund does
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 5 years. The current expense ratio is 0.91%.