MN
Murthy NagarajanFund Manager Since 4 Aug 2021
EquityEquity - Other
Tata Business Cycle Fund Regular Growth
3Y Annualised
16.09%
-0.63% 1D
Fund Performance
Fund Multiplier
Fund Info
Peer Comparison
Fund Managers
AMC Details
Performance
1M Returns
4.56%
-0.63% 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
4 years 8 months
NIFTY 50
6 years 6 months
FD
9 years 7 months
Fund info
Fund size
₹2366.34 Cr
Min. SIP amount
₹100
Min. Lumpsum amount
₹5000
Exit load
0.01%
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
Motilal Oswal Nifty Capital Market ETF
11.46%
2nd
Edelweiss Recently Listed IPO Fund Direct Plan Growth
10.98%
3rd
Edelweiss Recently Listed IPO Fund Direct Plan Transfer of Inc Dis cum Cptl Wdrl plan
10.98%
4th
Edelweiss Recently Listed IPO Fund Direct Plan Payout of Inc Dis cum Cptl Wdrl Opt
10.98%
5th
Edelweiss Recently Listed IPO Fund Direct Plan Reinvestment Inc Dist cum Cap Wdrl
10.98%
431st
Tata Business Cycle Fund Regular Growth
4.56%
Fund Managers
RS
Rahul SinghFund Manager Since 4 Aug 2021
VS
Venkat SamalaFund Manager Since 4 Aug 2021
About Tata Business Cycle Fund Regular Growth
Tata Business Cycle Fund Regular 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 Regular Growth has ₹2366.34 Cr worth of assets under management (AUM) as of Thu Apr 16 2026. The latest Net Asset Value (NAV) of Tata Business Cycle Fund Regular Growth as of Wed Apr 15 2026 is ₹18.1888. The fund has an expense ratio of 1.94%, which is medium comparable to most other Equity funds.
Tata Business Cycle Fund Regular Growth returns for the last 1 year are 4.89%. Since launch, it has delivered 13.16% average annual returns.
The Tata Business Cycle Fund Regular Growth has the majority of its money invested in Energy, Basic Materials, Financial Services, Healthcare, Industrials sectors.
Top 5 Holdings of Tata Business Cycle Fund Regular Growth.
- Reliance Industries Ltd: 7.08%
- Jindal Steel Ltd: 4.67%
- HDFC Bank Ltd: 4.49%
- Metropolis Healthcare Ltd: 3.83%
- Axis Bank Ltd: 3.82%
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 Regular 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
