Tata Business Cycle Fund Regular-IDCW Payout

Fund Details

NAV 17.5727

Sub-Type Thematic-Business Cycle

Rating 2

Min. SIP Amount ₹100.0

Fund Age(Year) 5.21

Fund Size(in Crores) 2415.56

Fund Performance

1 Month -7.2%

3 Month -8.69%

6 Month -5.07%

1 Year -6.56%

3 Year 7.47%

5 Year 10.26%

Know This Fund

As on 21 Oct 2026

Investment strategy that balances risk & reward by dividing the investment portfolio among different types of asset classes.

Equity (97.76%) Market Cap Large Cap 41.67 Small Cap 30.41 Mid Cap 25.68 Top Sectors Financial 18.92 Metals & Mining 11.52 Energy 11.36 Healthcare 11.28 Services 8.93 Capital Goods 8.82 Materials 7.66 Insurance 5.29 Construction 5.02 Consumer Staples 4.81 Automobile 1.93 Consumer Discretionary 1.2 Chemicals 1.02 Technology 0 Communication 0 Top Holding Amber Enterprises India 1.2 Reliance Industries 4.8 Cummins India 2.58 Graphite India 1.9 L&T Fin 2.96 Five-Star Business Finance 1.09 SEDEMAC Mechatronics 1.99 Glaxosmithkline Pharma 1.52 One 97 Comm 1.95 Hitachi Energy India 1.29 PB Fintech 2.13 Marico 2.08 Bharat Forge 1.93 Adani Energy Solutions 2.53 Shriram Finance 2.35 Tata Steel 2.03 Jindal Steel 3.92 Hindustan Unilever 0.97 Dr. Lal Pathlabs 1.93 Axis Bank 3.95 Dixon Technologies (India) 1.06 360 One Wam 1.15 Niva Bupa Health Insurance Company 2.41 Bajaj Finserv 1.5 SBI Cards 0.79 Ambuja Cements 2.42 Lohia Corp 0.94 Apollo Hospitals Enterprise 1.95 Varun Beverages 1.76 HDFC Bank 3.73 Metropolis Healthcare 4.25 HDFC Life Insurance 1.38 Shree Cement 0.49 Godrej Properties 2.1 Larsen & Toubro 2.92 Ratnamani Metals & Tubes 2.52 Bayer CropScience 1.02 DEE Development Engineers 0.22 Adani Ports and Special Economic Zone 1.85 Abbott India 1.63 ICICI Lombard Gen. Insurance 1.5 ONGC 2.14 Nuvoco Vistas Corporation 1.82 DCB Bank 1.4 Vedanta Aluminium Metal 1.99 The Ramco Cements 1.99 ACME Solar Holdings 1.89 Delhivery 2.78 Gravita India 1.06

Debt & Others (2.24%) Sector Allocation Mutual Fund 0 Repo 0.42 Cash/Net Current Assets 1.82 Debt Credit Ratings Debt Category Others 2.24 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 -3.84% Ret 1Y 0.19% Ret 3Y 10.64% Ret 5Y 0%

Equity, Flexi Cap funds Aditya Birla Sun Life Business Cycle Fund Regular-IDCW Ret 1M -3.84% Ret 1Y 0.19% Ret 3Y 10.64% Ret 5Y 0%

Equity, Flexi Cap funds Axis Business Cycles Fund Regular-Growth Ret 1M -4.67% Ret 1Y -2.26% Ret 3Y 10.68% Ret 5Y 0%

Equity, Flexi Cap funds Axis Business Cycles Fund Regular-IDCW Payout Ret 1M -4.67% Ret 1Y -2.26% Ret 3Y 10.68% Ret 5Y 0%

Equity, Flexi Cap funds Axis Business Cycles Fund Regular-IDCW Reinvestment Ret 1M -4.67% Ret 1Y -2.26% Ret 3Y 10.68% Ret 5Y 0%

Equity, Flexi Cap funds Bandhan Business Cycle Fund Regular-Growth Ret 1M -3.45% Ret 1Y -7.32% Ret 3Y 0% Ret 5Y 0%

Equity, Flexi Cap funds Bandhan Business Cycle Fund Regular-IDCW Ret 1M -3.45% Ret 1Y -7.32% Ret 3Y 0% Ret 5Y 0%

Equity, Flexi Cap funds Bandhan Business Cycle Fund Regular-IDCW Reinvestment Ret 1M -3.45% Ret 1Y -7.32% Ret 3Y 0% Ret 5Y 0%

Equity, Flexi Cap funds Bank of India Business Cycle Fund Regular-Growth Ret 1M -3.11% Ret 1Y -0.21% Ret 3Y 0% Ret 5Y 0%

Equity, Flexi Cap funds Bank of India Business Cycle Fund Regular-IDCW Payout Ret 1M -3.11% Ret 1Y -0.21% Ret 3Y 0% Ret 5Y 0%

Equity, Flexi Cap funds Bank of India Business Cycle Fund Regular-IDCW Reinvestment Ret 1M -3.11% Ret 1Y -0.21% Ret 3Y 0% Ret 5Y 0%

Charges & Taxes Expense Ratio

Returns are taxed as per your Income Tax Slab.

Expense Ratio (Inclusive of GST): 2.18%

Exit Load 0.5%

Stamp Duty 0.005%

Fund Management

The various expenses, charges and taxes associated with your Mutual Fund

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.

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.

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

Hasmukh Vishariya

Education Chartered Accountant

Experience Prior to joining Tata MF he was associated with Star Union Dai-Ichi Life Insurance 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) 16

Date of Incorporation 2021-08-04

Total AUM 224588.36

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.