Tata Business Cycle Fund Regular - IDCW Payout
Tata Business Cycle Fund Regular - IDCW Payout: Mutual Fund Overview
Tata Business Cycle Fund Regular - IDCW Payout is an Thematic-Business Cycle mutual fund with over 4.6 years of performance history. The scheme manages an AUM of ₹2694.52 Cr and has a NAV of ₹17.5303. It is rated 'Not Rated' stars by analysts. Investors can begin a SIP with as little as ₹100.0, making it accessible for all types of investors. In the last 1 year, the fund has delivered a return of 5.22%.
Equity, Thematic-Business Cycle, Principal at very high risk
1 Year Return 5.22% at 12 Mar 2026 06:55 PM
Fund Details
NAV 17.5303
Sub-Type Thematic-Business Cycle
Rating Not Rated
Min. SIP Amount ₹100.0
Fund Age(Year) 4.6
Fund Size(in Crores) 2694.52
Fund Performance
1 Month -6.41%
3 Month -6.82%
6 Month -6.29%
1 Year 5.22%
3 Year 15.45%
5 Year 0.0%
Know This Fund
As on 12 Mar 2026
Investment strategy that balances risk & reward by dividing the investment portfolio among different types of asset classes.
Equity (97.15%) Market Cap Mid Cap 18.25 Small Cap 21.77 Large Cap 57.13 Top Sectors Financial 23.84 Energy 10.99 Healthcare 9.94 Materials 9.87 Metals & Mining 8.91 Services 7.47 Consumer Staples 6.79 Capital Goods 6.09 Construction 5.21 Insurance 5.21 Chemicals 1.85 Automobile 0.98 Technology 0 Communication 0 Top Holding Havells India 1.38 Lupin 2.81 PB Fintech 2.05 Asian Paints 1.35 Hindustan Unilever 1.08 Godrej Properties 2 Larsen & Toubro 3.21 India Shelter Finance Corporation 0.55 PI Industries 1.04 Tata Capital 0.6 Marico 1.87 Shriram Finance 2.31 KEC International 1.4 Kotak Mahindra Bank 2.1 Adani Power 0.78 L&T Fin 2.92 Bank of Baroda 2.12 One97 Communications 0.96 Adani Ports and Special Economic Zone 1.4 Kwality Wall's (India) 0.01 Hyundai Motor 0.98 Nuvoco Vistas Corporation 1.36 HDFC Life Insurance 1.7 Ambuja Cements 2.9 Metropolis Healthcare 3.69 Emmvee Photovoltaic Power 1 Jindal Steel 4.59 Gravita India 0.94 Tata Steel 1.45 Graphite India 0.89 ICICI Lombard Gen. Insurance 1.61 Apollo Hospitals Enterprise 2.32 ITC 0.99 Dabur India 1.2 Five-Star Business Finance 0.67 Dr. Lal Pathlabs 1.12 DCB Bank 1.14 Cummins India 2.42 Bajaj Finserv 1.55 Shree Cement 2.12 The Ramco Cements 2.14 HDFC Bank 4.78 Niva Bupa Health Insurance Company 1.9 Adani Energy Solutions 1.93 ACME Solar Holdings 1.09 Vedanta 1.93 360 One Wam 1.1 Varun Beverages 1.64 Reliance Industries 6.19 Delhivery 2.64 Bayer CropScience 0.81 Vedant Fashions 0.42 Axis Bank 4
Debt & Others (2.85%) Sector Allocation Repo 0.08 Mutual Fund 0 Cash/Net Current Assets 2.77 Debt Credit Ratings Debt Category Others 2.85 Tata Nifty India Digital ETF-G 0.0
Comparison with same funds
Equity, Flexi Cap funds Aditya Birla Sun Life Business Cycle Fund Regular-Growth Ret 1M -6.37% Ret 1Y 9.71% Ret 3Y 13.63% Ret 5Y 0%
Equity, Flexi Cap funds Aditya Birla Sun Life Business Cycle Fund Regular-IDCW Ret 1M -6.37% Ret 1Y 9.71% Ret 3Y 13.63% Ret 5Y 0%
Equity, Flexi Cap funds Axis Business Cycles Fund Regular-Growth Ret 1M -7.32% Ret 1Y 8.58% Ret 3Y 15.92% Ret 5Y 0%
Equity, Flexi Cap funds Axis Business Cycles Fund Regular-IDCW Payout Ret 1M -7.32% Ret 1Y 8.58% Ret 3Y 15.92% Ret 5Y 0%
Equity, Flexi Cap funds Axis Business Cycles Fund Regular-IDCW Reinvestment Ret 1M -7.32% Ret 1Y 8.58% Ret 3Y 15.92% Ret 5Y 0%
Equity, Flexi Cap funds Bandhan Business Cycle Fund Regular-Growth Ret 1M -8.41% Ret 1Y 5.58% Ret 3Y 0% Ret 5Y 0%
Equity, Flexi Cap funds Bandhan Business Cycle Fund Regular-IDCW Ret 1M -8.41% Ret 1Y 5.58% Ret 3Y 0% Ret 5Y 0%
Equity, Flexi Cap funds Bandhan Business Cycle Fund Regular-IDCW Reinvestment Ret 1M -8.41% Ret 1Y 5.58% Ret 3Y 0% Ret 5Y 0%
Equity, Flexi Cap funds Bank of India Business Cycle Fund Regular-Growth Ret 1M -4.61% Ret 1Y 6.66% Ret 3Y 0% Ret 5Y 0%
Equity, Flexi Cap funds Bank of India Business Cycle Fund Regular-IDCW Payout Ret 1M -4.61% Ret 1Y 6.66% Ret 3Y 0% Ret 5Y 0%
Equity, Flexi Cap funds Bank of India Business Cycle Fund Regular-IDCW Reinvestment Ret 1M -4.61% Ret 1Y 6.66% Ret 3Y 0% Ret 5Y 0%
Charges & Taxes Expense Ratio
Returns are taxed as per your Income Tax Slab.
Expense Ratio (Inclusive of GST): 1.95%
Exit Load 0.5%
Stamp Duty 0.005%
Fund Management
The various expenses, charges and taxes associated with your Mutual Fund
Sailesh Jain
Education Mr. Jain is a Commerce Graduate and an MBA.
Experience Prior to joining TATA Mutual Fund, he has worked with Invesco Mutual Fund, IDFC Securities Ltd. as Head Derivatives, Quant Broking Pvt Ltd. as Vice President and IIFL(India Infoline) as Vice President.
Hasmukh Vishariya
Education Chartered Accountant
Experience Prior to joining Tata MF he was associated with Star Union Dai-Ichi Life Insurance Ltd,
Kapil Malhotra
Education Mr.Malhotra has done B.Sc(Hons.) in Business and Administration and MBA(PGPEM)
Experience Prior to joining Tata Mutual Fund, he has worked with Trust Financial Consultancy Services Pvt Ltd., Avvanti Advisors Pvt. Ltd.and SHK India Pvt Ltd
Murthy Nagarajan
Education Mr. Nagarajan is a M.Com, ICWA and PGPMS.
Experience Prior to joining Tata AMC he has worked with Quantum AMC as head fixed income, Mirae Asset Global Investment India Ltd..
Rahul Singh
Education Mr. Singh is B.Tech & PGDBM
Experience Prior to Tata AMC, he has worked with Ampersand Capital Investment Advisors LLP, Standard Chartered Securities and Citigroup Global Markets India.
Riskometer
Mutual Fund Investments are subject to market risk. Read all scheme related documents carefully.
Principal at very high risk
AMC and Fund details
Rank (total sets) 9
Date of Incorporation 2021-08-04
Total AUM 232819.21
The Scheme Seeks to generate returns from a portfolio of pure debt oriented funds accessed through the diverse investment styles of underlying schemes selected in accordance with the BSLAMC process.
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