Tata Business Cycle Fund Regular - IDCW
Tata Business Cycle Fund Regular - IDCW: Mutual Fund Overview
Tata Business Cycle Fund Regular - IDCW 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 06:41 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 Large Cap 57.13 Small Cap 21.77 Mid Cap 18.25 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 Reliance Industries 6.19 Cummins India 2.42 Graphite India 0.89 ITC 0.99 L&T Fin 2.92 Five-Star Business Finance 0.67 KEC International 1.4 One97 Communications 0.96 Marico 1.87 PB Fintech 2.05 Adani Energy Solutions 1.93 Adani Power 0.78 Shriram Finance 2.31 Lupin 2.81 Vedant Fashions 0.42 Emmvee Photovoltaic Power 1 Tata Steel 1.45 Jindal Steel 4.59 Hindustan Unilever 1.08 Dr. Lal Pathlabs 1.12 Kotak Mahindra Bank 2.1 Axis Bank 4 Bank of Baroda 2.12 Kwality Wall's (India) 0.01 Niva Bupa Health Insurance Company 1.9 360 One Wam 1.1 Bajaj Finserv 1.55 PI Industries 1.04 Vedanta 1.93 Ambuja Cements 2.9 Hyundai Motor 0.98 Apollo Hospitals Enterprise 2.32 Varun Beverages 1.64 HDFC Bank 4.78 Metropolis Healthcare 3.69 HDFC Life Insurance 1.7 Shree Cement 2.12 Godrej Properties 2 Larsen & Toubro 3.21 Bayer CropScience 0.81 India Shelter Finance Corporation 0.55 Adani Ports and Special Economic Zone 1.4 ICICI Lombard Gen. Insurance 1.61 Asian Paints 1.35 Nuvoco Vistas Corporation 1.36 DCB Bank 1.14 Dabur India 1.2 The Ramco Cements 2.14 Tata Capital 0.6 Havells India 1.38 Delhivery 2.64 ACME Solar Holdings 1.09 Gravita India 0.94
Debt & Others (2.85%) Sector Allocation Mutual Fund 0 Repo 0.08 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 Banking & Financial Services Fund Regular-Growth Ret 1M -7.9% Ret 1Y 15.41% Ret 3Y 15.64% Ret 5Y 11.23%
Equity, Flexi Cap funds Aditya Birla Sun Life Banking & Financial Services Fund Regular-IDCW Ret 1M -7.9% Ret 1Y 15.41% Ret 3Y 15.64% Ret 5Y 11.23%
Equity, Flexi Cap funds Aditya Birla Sun Life Banking & Financial Services Fund Regular-IDCW Reinvestment Ret 1M -7.9% Ret 1Y 15.41% Ret 3Y 15.64% Ret 5Y 11.23%
Equity, Flexi Cap funds Axis Nifty Bank Index Fund Regular-Growth Ret 1M -8.33% Ret 1Y 16.13% Ret 3Y 0% Ret 5Y 0%
Equity, Flexi Cap funds Axis Nifty Bank Index Fund Regular-IDCW Payout Ret 1M -8.33% Ret 1Y 16.13% Ret 3Y 0% Ret 5Y 0%
Equity, Flexi Cap funds Axis Nifty Bank Index Fund Regular-IDCW Reinvestment Ret 1M -8.33% Ret 1Y 16.13% Ret 3Y 0% Ret 5Y 0%
Equity, Flexi Cap funds Bajaj Finserv Banking And Financial Services Fund Regular-Growth Ret 1M -8.51% Ret 1Y 0% Ret 3Y 0% Ret 5Y 0%
Equity, Flexi Cap funds Bajaj Finserv Banking And Financial Services Fund Regular-IDCW Payout Ret 1M -8.51% Ret 1Y 0% Ret 3Y 0% Ret 5Y 0%
Equity, Flexi Cap funds Bajaj Finserv Banking And Financial Services Fund Regular-IDCW Reinvestment Ret 1M -8.51% Ret 1Y 0% Ret 3Y 0% Ret 5Y 0%
Equity, Flexi Cap funds Bandhan Financial Services Fund Regular-Growth Ret 1M -8.44% Ret 1Y 11.25% Ret 3Y 0% Ret 5Y 0%
Equity, Flexi Cap funds Bandhan Financial Services Fund Regular-IDCW Ret 1M -8.44% Ret 1Y 11.25% 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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