Tata Business Cycle Fund - Direct (G) logo

Tata Business Cycle Fund Direct Growth

NAV ₹20.56 as on 17 Nov 2025

RiskVery High

Fund Size₹2,915.05Cr

NAV₹20.56 as on 17 Nov 2025
RiskVery High
Fund Size₹2,915.05Cr

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Investment Details
Top Rated Funds

Lock-in

No Lock-in

Min One Time Amount

₹5,000

Min Withdrawal Amount

₹-

Min SIP Amount

₹100

Min Additional Amount

₹1,000

Exit Load

Redemption/Switch-out/SWP/STP/non-SIP 1. On or before 30 days from the date of allotment: 0.50%. 2. After 30 days from the date of allotment: NIL.

Basic Details

Age

4 years 3 months (Since Aug 04, 2021)

Return since Launch

18.30%

Expense ratio

0.5%

Type

OPEN

AUM (Fund Size)

₹2,915.05

Risk Grade

Very High

Benchmark

Nifty 500 TRI

Calculate Your Returns
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Returns
Total investment of ₹2,40,000
Would have become ₹61,949 (+209.74%)
Fund Manager

Name:

RahulSingh

Experience:

From October 2018 to date with Tata Asset Management Ltd. He is Chief Investment Officer-Equities at Tata Asset Management Ltd and reporting to Chief Executive Officer & Managing Director. From July 2015 to October 2018 with Ampersand Capital Investment Advisors LLP as Managing Partner. From August 2010 to March 2015 with Standard Chartered Securities Ltd. as Managing Director Reporting to CEO. From August 2005 to June 2010 with Citigroup Global Markets as Senior Research Analyst Reporting to Head of Research.

Asset Allocation

Net CA & Others 2.15%

Reverse Repo 0.10%

Tata Nifty Auto Index Fund - Regular (G) 0.09%

Tata Nifty India Digital Exchange Traded Fund 0.00%

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Scheme Holding Summary

Refineries

Banks

Steel

Healthcare

Infrastructure Developers & Operators

Finance

Cement

Pharmaceuticals

Lupin Ltd

2.48%

Realty

TARC Ltd

0.55%

Capital Goods-Non Electrical Equipment

Debt Others

Logistics

IT - Software

Insurance

Non Ferrous Metals

Telecom-Service

Power Generation & Distribution

Tobacco Products

ITC Ltd

1.51%

Consumer Durables

Paints/Varnish

Marine Port & Services

Agro Chemicals

FMCG

Aerospace & Defence

Miscellaneous

Automobile

Entertainment

Readymade Garments/ Apparells

Textiles

Air Transport Service

Mutual Fund Units

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RiskometerLevel of risk in the scheme
Moderate
High
Low
Very
High

Your investment will be at Very High Risk

Fund house & investment objective
Rank (total assets)#9 in India
Total AUM₹2,17,939.09Cr
Date of Incorporation15 Mar 1994
Tata Business Cycle Fund Direct Growth is a Equity Mutual Fund Scheme launched by Tata Mutual Fund. This scheme was made available to investors on 04 Aug 2021. The fund currently has an Asset Under Management(AUM) of ₹2,17,939.09 Cr and the Latest NAV as of 17 Nov 2025 is ₹20.56.
The Tata Business Cycle Fund Direct Growth is rated Very High. Minimum SIP Investment is set to ₹100 . Minimum Lumpsum Investment is ₹5,000. Exit load of Redemption/Switch-out/SWP/STP/non-SIP 1. On or before 30 days from the date of allotment: 0.50%. 2. After 30 days from the date of allotment: NIL..
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Returns and Rankings

Category: Equity Sectoral / Thematic

1Y3Y5YAll
Fund returns5.12%6.15%-4.29%
Category average8.02%6.14%3.98%-
Rank within category1395995-

FAQ’s

What kind of returns does Tata Business Cycle Fund Direct Growth provide?

Tata Business Cycle Fund Direct Growth has given a return of 19.62% in the past 3 years.

What is the expense ratio charged by Tata Business Cycle Fund Direct Growth?

The Expense Ratio charged by Tata Business Cycle Fund Direct Growth is 0.5%.

What is the AUM size of Tata Business Cycle Fund Direct Growth?

The AUM size of Tata Business Cycle Fund Direct Growth is ₹2,915.05Cr.

What is the minimum SIP amount that you can invest in Tata Business Cycle Fund Direct Growth?

₹100 is the minimum SIP amount that you can invest in Tata Business Cycle Fund Direct Growth .

What are the top stock holdings of Tata Business Cycle Fund Direct Growth?

The top stock holdings of Tata Business Cycle Fund Direct Growth include , Reliance Industries Ltd , HDFC Bank Ltd and Axis Bank Ltd.

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Get started with us today and
start building your wealth journey

*By clicking, I agree to the T&C and Whatsapp updates.