Tata Business Cycle Fund Regular Growth
- Equity - Other
- Equity
- Very High Risk
Rating:
Key Metrics
Aum
₹2,667.69 Cr
Expense Ratio
1.69%
Exit Load
0.50%
Min. Investment
₹5,000.00
Min. SIP
₹100.00
Launch Date
4 Aug 2021
CAGR Returns
| Period | Absolute(%) | Annualised(%) |
|---|---|---|
| 1 Month | -0.38% | -- |
| 3 Months | +2.5% | -- |
| 6 Months | +4.64% | -- |
| 1 Year | +4.78% | +4.78% |
| 2 Years | -- | +0.47% |
| 3 Years | +45.4% | +13.29% |
| 5 Years | +93.47% | +14.11% |
| Since Launch | +93.48% | +14.1% |
Holdings as on 9 Aug 2026
| Name | Value (₹Cr) | Holding % |
|---|---|---|
| Reliance Industries | 126.28 | 4.73 |
| Metropolis Healthcare | 112.73 | 4.23 |
| AXIS Bank Ltd | 104.69 | 3.92 |
| Jindal Steel | 88.37 | 3.31 |
| Larsen & Toubro Ltd | 83.89 | 3.14 |
| HDFC Bank | 82.37 | 3.09 |
| L&T Finance | 80.65 | 3.02 |
| Delhivery | 77.43 | 2.90 |
| PB Fintech | 70.75 | 2.65 |
| Cummins India | 68.54 | 2.57 |
Morning Star Rating
Rating:
Risk
Return
Risk & Volitility
0.54
Sharpe Ratio
15.62%
Std. Deviation
--
Tracking Error
--
Alpha
--
Beta
Peer Comparison
| Fund Name | 1Y | 3Y | 5Y |
|---|---|---|---|
| DSP Natural Resources & New Energy Fund Regular Plan Growth | +23.21% | +20.29% | +15.36% |
| Tata Business Cycle Fund Regular Growth | +4.78% | +13.29% | +14.11% |
| UTI MNC Fund Regular Plan Growth | +7.28% | +10.4% | +9.47% |
| ICICI Prudential Housing Opportunities Fund Regular Growth | +2.39% | +12.7% | -- |
| HDFC Business Cycle Fund Regular Growth | +5.56% | +11.44% | -- |
Results are calculated on CAGR basis
About Fund
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.
The Tata Business Cycle Fund Regular Growth has an AUM of 2667.69 crores & has delivered CAGR of 14.11 in the last 5 years. The fund has an exit load of 0.50% and an expense ratio of 1.69%. The minimum investment in Tata Business Cycle Fund Regular Growth is Rs 5000 and the minimum SIP is Rs 100.
As per morningstar the risk & return rating of the fund are Medium & Exceptional respectively.
The fund has a present cash holding of %. The top holdings of the fund include Reliance Industries, Metropolis Healthcare, AXIS Bank Ltd, Jindal Steel.
The major sectors where the fund is invested are Regional Banks, Consumer Financial Services, Healthcare Facilities, Oil & Gas Operations.
Some of the similar funds are DSP Natural Resources & New Energy Fund Regular Plan Growth, Tata Business Cycle Fund Regular Growth, UTI MNC Fund Regular Plan Growth, ICICI Prudential Housing Opportunities Fund Regular Growth, HDFC Business Cycle Fund Regular Growth. Tata Business Cycle Fund Regular Growth has a sharpe ratio of 0.54 & a standard deviation of 15.62%.
FAQs
According to the morning star rating Tata Business Cycle Fund Regular Growth has a Medium risk & Exceptional return.
Tata Business Cycle Fund Regular Growth is managed by Murthy Nagarajan,Rahul Singh,Sailesh Jain,Hasmukh Vishariya.
The expense ratio of Tata Business Cycle Fund Regular Growth is 1.69%.
The 5 year annualized return on Tata Business Cycle Fund Regular Growth is 14.11% & it has generated 4.78% in the last 1 year.
The minimum investment in Tata Business Cycle Fund Regular Growth is 5000 Rs.
Tata Business Cycle Fund Regular Growth has an AUM of 2667.69 crores.
Wait for it…
Oops! Looks like you have exceeded the limit to bookmark the image. Remove some to bookmark this image.