Mutual Fund Details – Invest Smart, Grow Wealth
Discover a variety of mutual funds tailored to your goals, from equity and debt to hybrid options. Track performance, compare funds, and get expert insights to make informed investment decisions. Grow your wealth with Motilal Oswal’s trusted mutual fund solutions.
Tata Business Cycle Fund Regular - Growth
Equity, Thematic-Business Cycle, Principal at very high risk
1 Year Return 10.13%
Fund Details
NAV 18.6381
Sub-Type Thematic-Business Cycle
Rating Not Rated
Min. SIP Amount 100.0
Fund Age(Year) 4.54
Fund Size 2698.78
Fund Performance
1 Month 0.45%
3 Month -2.9%
6 Month 0.93%
1 Year 10.13%
3 Year 17.32%
5 Year 0.0%
Comparison with same funds
Equity, Flexi Cap funds Aditya Birla Sun Life Business Cycle Fund Regular-Growth Ret 1M 0.25% Ret 1Y 13.41% Ret 3Y 14.27% Ret 5Y 0%
Equity, Flexi Cap funds Aditya Birla Sun Life Business Cycle Fund Regular-IDCW Ret 1M 0.25% Ret 1Y 13.41% Ret 3Y 14.27% Ret 5Y 0%
Equity, Flexi Cap funds Axis Business Cycles Fund Regular-Growth Ret 1M 0.48% Ret 1Y 14.95% Ret 3Y 0% Ret 5Y 0%
Equity, Flexi Cap funds Axis Business Cycles Fund Regular-IDCW Payout Ret 1M 0.48% Ret 1Y 14.95% Ret 3Y 0% Ret 5Y 0%
Equity, Flexi Cap funds Axis Business Cycles Fund Regular-IDCW Reinvestment Ret 1M 0.48% Ret 1Y 14.95% Ret 3Y 0% Ret 5Y 0%
Equity, Flexi Cap funds Bandhan Business Cycle Fund Regular-Growth Ret 1M -1.06% Ret 1Y 12.65% Ret 3Y 0% Ret 5Y 0%
Equity, Flexi Cap funds Bandhan Business Cycle Fund Regular-IDCW Ret 1M -1.06% Ret 1Y 12.65% Ret 3Y 0% Ret 5Y 0%
Equity, Flexi Cap funds Bandhan Business Cycle Fund Regular-IDCW Reinvestment Ret 1M -1.06% Ret 1Y 12.65% Ret 3Y 0% Ret 5Y 0%
Equity, Flexi Cap funds Bank of India Business Cycle Fund Regular-Growth Ret 1M 2.76% Ret 1Y 9.59% Ret 3Y 0% Ret 5Y 0%
Equity, Flexi Cap funds Bank of India Business Cycle Fund Regular-IDCW Payout Ret 1M 2.76% Ret 1Y 9.59% Ret 3Y 0% Ret 5Y 0%
Equity, Flexi Cap funds Bank of India Business Cycle Fund Regular-IDCW Reinvestment Ret 1M 2.76% Ret 1Y 9.59% Ret 3Y 0% Ret 5Y 0%
Charges & Taxes Expense Ratio
Returns are taxed as per your Income Tax Slab.
Expense Ratio (Inclusive of GST): 1.94%
Exit Load 0.5%
Stamp Duty 0.005%
Fund Management
The various expenses, charges and taxes associated with your Mutual Fund
Hasmukh Vishariya
Education Chartered Accountant
Experience Prior to joining Tata MF he was associated with Star Union Dai-Ichi Life Insurance 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..
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.
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.
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
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) 13
Date of Incorporation 2021-08-04
Total AUM 2026-01-31
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.
Know This Fund
As on 18 Feb 2026
Investment strategy that balances risk & reward by dividing the investment portfolio among different types of asset classes.
Equity (98%) Market Cap Mid Cap 22.6 Small Cap 21.72 Large Cap 53.68 Top Sectors Financial 24.34 Healthcare 11.05 Energy 10.17 Materials 10.08 Metals & Mining 7.78 Consumer Staples 6.76 Services 6.7 Capital Goods 5.49 Insurance 5.27 Construction 4.95 Technology 3.36 Chemicals 1.06 Automobile 0.99 Communication 0 Top Holding Havells India 1.27 PB Fintech 2.29 Lupin 2.62 Asian Paints 1.38 Hindustan Unilever 1.1 India Shelter Finance Corporation 1.16 Larsen & Toubro 3.13 Godrej Properties 1.82 PI Industries 1.06 Tata Capital 0.61 Marico 1.73 Shriram Finance 2.18 KEC International 1.6 Kotak Mahindra Bank 2.06 L&T Fin 3.18 Bank of Baroda 1.58 Adani Ports and Special Economic Zone 1.31 Alkem Laboratories 1.63 Nuvoco Vistas Corporation 1.44 Hyundai Motor 0.99 HDFC Life Insurance 1.74 Ambuja Cements 2.95 Metropolis Healthcare 3.62 Coforge 0.97 Infosys 1.13 Emmvee Photovoltaic Power 0.98 Jindal Steel 4.38 Kwality 0.06 Gravita India 0.93 Tata Steel 1.03 ICICI Lombard Gen. Insurance 1.54 Graphite India 0.59 Apollo Hospitals Enterprise 2.06 ITC 1.25 Dabur India 1.17 Five-Star Business Finance 0.74 Dr. Lal Pathlabs 1.12 DCB Bank 1.23 Cummins India 2.03 Bajaj Finserv 1.52 Shree Cement 2.19 Tech Mahindra 1.26 The Ramco Cements 2.12 HDFC Bank 5 Adani Energy Solutions 1.71 Niva Bupa Health Insurance Company 1.99 360 One Wam 1.13 Vedanta 1.44 ACME Solar Holdings 1.04 Varun Beverages 1.45 Delhivery 2.57 Reliance Industries 6.44 Vedant Fashions 0.53 Axis Bank 3.95
Debt & Others (2%) Sector Allocation Repo 0.08 Mutual Fund 0 Cash/Net Current Assets 1.92 Debt Credit Ratings Debt Category Others 2.0 Tata Nifty India Digital ETF-G 0.0
Take Your Next Step
