MN
Murthy NagarajanFund Manager Since 4 Aug 2021
EquityEquity - Other
Tata Business Cycle Fund Direct Growth
3Y Annualised
19.11%
0.08% 1D
Fund Performance
Fund Multiplier
Fund Info
Peer Comparison
Fund Managers
AMC Details
Performance
1M Returns
0.78%
0.08% 1D
Benchmark
Nifty 50 Index Fund
Fund Multiplier
Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)
This Fund
3 years 12 months
NIFTY 50
5 years 2 months
FD
9 years 7 months
Fund info
Fund size
₹2698.78 Cr
Min. SIP amount
₹100
Min. Lumpsum amount
₹5000
Exit load
0.12%
Redemption/Switchout/SWP/STP/non-SIP 1. On or before 30 days from the date of allotment: 0.50%. 2. After 30 days from the date of allotment: NIL.
Risk Profile
Very High Risk
Peer Comparison
This Fund's Performance Compared With Peers
Over the Period of oneMonth
1st
Mirae Asset Nifty Metal ETF
10.26%
2nd
ICICI Prudential Nifty Metal ETF
10.24%
3rd
ICICI Prudential Housing Opportunities Fund Direct Payout Inc Dist cum Cap Wdrl
10.05%
4th
ICICI Prudential Housing Opportunities Fund Direct Reinvestment Inc Dist cum Cap Wdrl
10.05%
5th
DSP Natural Resources & New Energy Fund Direct Plan Reinvestment of Income Dis cum Cptl Wdrl Opt
9.30%
564th
Tata Business Cycle Fund Direct Growth
0.78%
Fund Managers
RS
Rahul SinghFund Manager Since 4 Aug 2021
VS
Venkat SamalaFund Manager Since 4 Aug 2021
About Tata Business Cycle Fund Direct Growth
Tata Business Cycle Fund Direct Growth is a Equity mutual fund scheme from Tata Asset Management Pvt Ltd. This fund has been in existence for 4 years, having been launched on 2021-08-04. Tata Business Cycle Fund Direct Growth has ₹2698.78 Cr worth of assets under management (AUM) as of Wed Feb 11 2026. The latest Net Asset Value (NAV) of Tata Business Cycle Fund Direct Growth as of Tue Feb 10 2026 is ₹20.1103. The fund has an expense ratio of 0.58%, which is medium comparable to most other Equity funds.
Tata Business Cycle Fund Direct Growth returns for the last 1 year are 7.74%. Since launch, it has delivered 16.71% average annual returns.
The Tata Business Cycle Fund Direct Growth has the majority of its money invested in Energy, Financial Services, Basic Materials, Healthcare, Industrials sectors.
Top 5 Holdings of Tata Business Cycle Fund Direct Growth.
- Reliance Industries Ltd: 6.44%
- HDFC Bank Ltd: 5.00%
- Jindal Steel Ltd: 4.38%
- Axis Bank Ltd: 3.95%
- Metropolis Healthcare Ltd: 3.62%
AMC Information
| Name | Tata Asset Management Pvt Ltd |
|---|---|
| Founding Date | 2021-08-04 |
| kiran@tataamc.com | |
| Phone | +91 22 6657 8282 |
| Website | www.tatamutualfund.com |
| Address | Tata Asset Management Private Limited,Mafatlal Centre, 9th Floor,,Nariman Point,,India |
Tax Implications of Tata Business Cycle Fund Direct Growth
| Short Term Gains | 20% + applicable Surcharge + 4% Cess |
|---|---|
| Long Term Gains | 12.5% without indexation + applicable Surcharge + 4% Cess |
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Calculate Your Returns
Estimated Returns in 3 Years (Based on past 3Y returns)
₹0
Total Amount
₹0
