Tata Business Cycle Fund Regular - IDCW

Fund Details

NAV 18.4953

Sub-Type Thematic-Business Cycle

Rating Not Rated

Min. SIP Amount ₹100.0

Fund Age(Year) 4.51

Fund Size(in Crores) 2829.57

Fund Performance

1 Month -3.27%

3 Month -3.64%

6 Month -0.6%

1 Year 3.93%

3 Year 17.07%

5 Year 0.0%

Know This Fund

As on 05 Feb 2026

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

Equity (99.14%) Market Cap Large Cap 51.2 Small Cap 23.19 Mid Cap 24.75 Top Sectors Financial 23.47 Energy 11.04 Healthcare 10.44 Materials 9.93 Services 7.46 Consumer Staples 6.82 Metals & Mining 6.4 Capital Goods 6.31 Insurance 5.36 Construction 5.3 Technology 3.09 Communication 1.5 Chemicals 1.03 Automobile 0.99 Top Holding Reliance Industries 7.19 Cummins India 2.35 Hindustan Aero 0.93 ITC 1.5 L&T Fin 3.31 Five-Star Business Finance 0.84 KEC International 1.69 Tech Mahindra 1.1 PB Fintech 2.41 Marico 1.7 Adani Energy Solutions 1.87 Shriram Finance 2.03 Lupin 2.45 Alkem Laboratories 1.51 Kwality Walls India 0.05 Vedant Fashions 0.6 Emmvee Photovoltaic Power 0.94 Tata Steel 0.69 Jindal Steel 3.89 Hindustan Unilever 1.02 Dr. Lal Pathlabs 1.13 Kotak Mahindra Bank 2.12 Bharti Airtel 1.5 Axis Bank 3.49 Bank of Baroda 1.25 Niva Bupa Health Insurance Company 1.81 360 One Wam 1.13 Bajaj Finserv 1.51 Vedanta 0.79 PI Industries 1.03 Coforge 0.93 Spicejet 0.41 Hyundai Motor 0.99 Ambuja Cements 3.07 Apollo Hospitals Enterprise 1.99 HDFC Bank 5.09 Varun Beverages 1.44 Metropolis Healthcare 3.36 HDFC Life Insurance 1.97 Shree Cement 2.06 Godrej Properties 2.2 Larsen & Toubro 3.1 India Shelter Finance Corporation 1.11 Adani Ports and Special Economic Zone 1.29 ICICI Lombard Gen. Insurance 1.58 Infosys 1.06 Nuvoco Vistas Corporation 1.4 Asian Paints 1.5 DCB Bank 1.01 Tata Capital 0.58 The Ramco Cements 1.9 Dabur India 1.11 Havells India 1.34 Go Fashion (India) 0.41 Gravita India 1.03 Delhivery 2.34 ACME Solar Holdings 1.04

Debt & Others (0.86%) Sector Allocation Mutual Fund 0 Repo 0.05 Cash/Net Current Assets 0.81 Debt Credit Ratings Debt Category Others 0.86 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 -1.71% Ret 1Y 9.65% Ret 3Y 14.42% Ret 5Y 0%

Equity, Flexi Cap funds Aditya Birla Sun Life Business Cycle Fund Regular-IDCW Ret 1M -1.71% Ret 1Y 9.65% Ret 3Y 14.42% Ret 5Y 0%

Equity, Flexi Cap funds Axis Business Cycles Fund Regular-Growth Ret 1M -1.66% Ret 1Y 7.52% Ret 3Y 0% Ret 5Y 0%

Equity, Flexi Cap funds Axis Business Cycles Fund Regular-IDCW Payout Ret 1M -1.66% Ret 1Y 7.52% Ret 3Y 0% Ret 5Y 0%

Equity, Flexi Cap funds Axis Business Cycles Fund Regular-IDCW Reinvestment Ret 1M -1.66% Ret 1Y 7.52% Ret 3Y 0% Ret 5Y 0%

Equity, Flexi Cap funds Bandhan Business Cycle Fund Regular-Growth Ret 1M -3.46% Ret 1Y 6.92% Ret 3Y 0% Ret 5Y 0%

Equity, Flexi Cap funds Bandhan Business Cycle Fund Regular-IDCW Ret 1M -3.46% Ret 1Y 6.92% Ret 3Y 0% Ret 5Y 0%

Equity, Flexi Cap funds Bandhan Business Cycle Fund Regular-IDCW Reinvestment Ret 1M -3.46% Ret 1Y 6.92% Ret 3Y 0% Ret 5Y 0%

Equity, Flexi Cap funds Bank of India Business Cycle Fund Regular-Growth Ret 1M -3.52% Ret 1Y -1.01% Ret 3Y 0% Ret 5Y 0%

Equity, Flexi Cap funds Bank of India Business Cycle Fund Regular-IDCW Payout Ret 1M -3.52% Ret 1Y -1.01% Ret 3Y 0% Ret 5Y 0%

Equity, Flexi Cap funds Bank of India Business Cycle Fund Regular-IDCW Reinvestment Ret 1M -3.52% Ret 1Y -1.01% 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

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..

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

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.

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.

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) 12

Date of Incorporation 2021-08-04

Total AUM 2025-12-31

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.