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Apr 02, 2026


Category Equity
AUM (Cr.) 2,694.53
Exit Load (%) 0.50
Min Inv Lumpsum 5,000
Expense Ratio 1.94
Sharpe Ratio -3.15
Beta Ratio 0.00
Fund Manager RahulSingh
Inception Date Aug 04, 2021
Risk Level Very High

Investment Objective

To generate long-term capital appreciation by investing with focus on riding business cycles through allocation between sectors and stocks at different stages of business cycles. However, there is no assurance or guarantee that the investment objective of the Scheme will be achieved. The scheme does not assure or guarantee any returns.

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Nifty 500 TRI Activating the following links will update the content below.

Return Calculator

Returns Type 1 Month (%) 6 Months (%) 1 Year (%) 3 Years (%) 5 Years (%) Since Inception (%)
Scheme - Tata Business Cycle Fund (G) -7.86 -9.68 -4.18 14.13 0 11.64
Benchmark - Nifty 500 TRI -8.28 -8.43 -0.6 13.97 12.03 0
Category Average - BEST EQUITY PERFORMERS -7.31 -8.03 1.22 16.02 13.5 5.84
Category Rank 3/10 4/10 2/10 6/10 7/10 10/10
Fund Name Nav () Chg (%) 1Y Return(%) 3Y Return(%) 5Y Return(%) AUM ( in Crs) Exp. Ratio (%) Min.Invst() Action
Kotak Pioneer Fund - Regular (G) 29.1100 2.27 7.54 18.68 13.66 3,318.06 1.84 100.00 invest
Kotak Pioneer Fund - Regular (IDCW) RI 29.1230 2.26 7.54 18.70 13.67 3,318.06 1.84 100.00 invest
Aditya Birla SL Digital India Fund (G) 141.2700 2.04 -10.66 6.45 7.47 3,882.51 1.91 1,000.00 invest
Aditya Birla SL Digital India Fund (IDCW) 35.0500 2.04 -10.66 6.45 7.47 3,882.51 1.91 1,000.00 invest
Nippon India Taiwan Equity Fund (IDCW) 24.9912 -2.47 158.04 47.06 0.00 519.50 2.42 500.00 invest
Returns Type 1 Month (%) 6 Months (%) 1 Year (%) 3 Years (%) 5 Years (%) Since Inception (%)
Scheme - Tata Business Cycle Fund (G) -7.86 -9.68 -4.18 14.13 0 11.64
Benchmark - Nifty 500 TRI -8.28 -8.43 -0.6 13.97 12.03 0
Category Average - BEST EQUITY PERFORMERS -7.31 -8.03 1.22 16.02 13.5 5.84
Category Rank 3/10 4/10 2/10 6/10 7/10 10/10
Fund Name Nav () Chg (%) 1Y Return(%) 3Y Return(%) 5Y Return(%) AUM ( in Crs) Exp. Ratio (%) Min.Invst() Action
Kotak Pioneer Fund - Regular (G) 29.1100 2.27 7.54 18.68 13.66 3,318.06 1.84 100.00 invest
Kotak Pioneer Fund - Regular (IDCW) RI 29.1230 2.26 7.54 18.70 13.67 3,318.06 1.84 100.00 invest
Aditya Birla SL Digital India Fund (G) 141.2700 2.04 -10.66 6.45 7.47 3,882.51 1.91 1,000.00 invest
Aditya Birla SL Digital India Fund (IDCW) 35.0500 2.04 -10.66 6.45 7.47 3,882.51 1.91 1,000.00 invest
Nippon India Taiwan Equity Fund (IDCW) 24.9912 -2.47 158.04 47.06 0.00 519.50 2.42 500.00 invest

Asset Allocation

Asset Legend Asset Val (Cr.) Allocation (%)

Top sectors

AUM in Cr.

top holdings

Company Name As on Date Invested Amt (Cr) % Portfolio Weight Change (%)
(Invested Amt.)
4 Months Trends
Equity-Reliance Industr Jan 31, 2026 173.86 6.44 -14.57
Equity-HDFC Bank Jan 31, 2026 134.95 5.00 -6.25
Equity-Jindal Steel Jan 31, 2026 118.13 4.38 7.42
Equity-Axis Bank Jan 31, 2026 106.60 3.95 7.96
Equity-Metropolis Healt Jan 31, 2026 97.72 3.62 2.87
Equity-L&T Finance Ltd Jan 31, 2026 85.91 3.18 -8.21
Equity-Larsen & Toubro Jan 31, 2026 84.53 3.13 -3.70
Equity-Ambuja Cements Jan 31, 2026 79.64 2.95 -8.30
Equity-Lupin Jan 31, 2026 70.69 2.62 2.05
Equity-Delhivery Jan 31, 2026 69.37 2.57 4.73

latest news

SCHEME DETAILS

AMC Name
Tata Mutual Fund
Fund Name
Tata Business Cycle Fund (G)
Contact Person
RahulSingh
Registered Address
1903, B-Wing, Parinee Crescenzo,G-Block, Bandra Kurla Complex,Bandra East Mumbai - 400051
Telephone No
022 62827777
Fax No.
022 2261 3782.
Email
service:tataamc.com
Website
www.tatamutualfund.com