NAV
₹20.5288
as of 17 Jun 2026
Expense Ratio
—
see scheme documents
Viewing Direct · Growth
Lumpsum returns (CAGR)
- 1Y
- +3.88%
- 3Y
- +16.70%
- 5Y
- —
- Since Inception
- +15.92%
SIP returns (XIRR)
- 1Y
- +6.92%
- 3Y
- +8.50%
- 5Y
- —
- Since Inception
- +14.23%
Performance Comparison
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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 Apr 2026
portfolio shared with Tata Business Cycle Fund-Direct Plan-IDCW Payout
Holding% NAV
- 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%
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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