Tata Business Cycle Fund -Regular Plan - Growth
Tata Asset Management Pvt Ltd
₹17.65 (+1.06%)
NAV as of 9 Oct 2026
Minimum Investment: ₹5,000
Return
-5.38% Returns for 1Y
Expense ratio & Others
- Net expense ratio
- 1.93%
- Exit load
- 0%
- Lock-in
- No
- Minimum investment
- ₹5,000
- Category
- Equity - Other
Expense ratio is inclusive of GST. Returns may be taxed based on the fund type and your holding period — please read the scheme-related documents and consult a tax advisor. Figures are historical and do not guarantee future results.
Fund Returns Estimator
One-time investment
₹1,000
6 months
₹999
Invested ₹1,000
▼-0.11%1 year
₹946
Invested ₹1,000
▼-5.38%3 years
₹1,082
Invested ₹1,000
▲+8.19%5 years
₹1,109
Invested ₹1,000
▲+10.91%
Based on the fund’s historic trailing returns — a planning illustration, not a guarantee of future results.
Invest One-TimePlan it your way
The figures above are fixed to this fund’s past returns over set periods. Use a calculator to set your own amount, tenure and expected rate of return.
Risk level
Riskometer scale
- Low
- Low to Moderate
- Moderate
- Moderate to High
- High
- Very HighThis fund
Riskometer level assigned by the fund house as per SEBI norms. It can change as the scheme’s portfolio changes.
Fund benchmark
| Primary Index Name | — |
|---|---|
| Secondary Index Name | — |
| Index Name | Nifty 500 TR INR |
| Weighting | 100% |
Returns
| 1Y | 3Y | 5Y | 10Y | |
|---|---|---|---|---|
| Fund returns (%) | -5.38% | +8.19% | +10.91% | — |
| Cumulative returns (%) | -5.38% | +26.64% | +67.86% | — |
Fund Manager
| Manager | Hasmukh Vishariya |
|---|---|
| Role | Manager |
| Manager Tenure | 1.59 yrs |
About Fund
| Date of Incorporation | 4 Aug 2021 |
|---|---|
| Fund House | Tata Asset Management Pvt Ltd |
| Custodian | Standard Chartered Bank |
| Registrar / Transfer Agent | Tata Asset Management Pvt Ltd |
| Address | Standard Chartered Bank,1095 Avenue of the Americas,New York, NY 10036,USA |
Top Holdings
| Company | Weightage (%) |
|---|---|
| Reliance Industries Ltd | 4.80% |
| Metropolis Healthcare Ltd | 4.25% |
| Axis Bank Ltd | 3.95% |
| Jindal Steel Ltd | 3.92% |
| HDFC Bank Ltd | 3.73% |
| PB Fintech Ltd | 3.13% |
| Lupin Ltd | 3.10% |
| L&T Finance Ltd | 2.96% |
| Larsen & Toubro Ltd | 2.92% |
| Delhivery Ltd | 2.78% |
| Ambuja Cements Ltd | 2.63% |
| Kotak Mahindra Bank Ltd | 2.59% |
| Cummins India Ltd | 2.58% |
| Adani Energy Solutions Ltd | 2.53% |
| Godrej Properties Ltd | 2.44% |
| Shree Cement Ltd | 2.26% |
Investment Strategy
To generate long-term capital appreciation by investing with focus on riding business cycles through allocation between sectors and stocks at different stages of business cycles.
Long Term Capital Appreciation
Mutual fund investments are subject to market risks. Read all scheme-related documents carefully. The data shown is for information only and does not constitute investment advice.