Tata Business Cycle Fund-Regular Plan-Growth
Fund House: Tata Mutual Fund
Category: Equity: Thematic-Business-Cycle
Status: Open Ended Schemes
Launch Date: 04-08-2021
Minimum Investment: 5000.0
Asset Class:
Minimum Topup: 1000.0
Benchmark: NIFTY 500 TRI
Total Assets: 2829.57 As on (31-12-2025)
Expense Ratio: 1.93% As on (31-12-2025)
Turn over: 81.00% | 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.
NAV as on 30-01-2026
18.2719
-0.0102
CAGR Since Inception
14.46%
NIFTY 500 TRI 12.3%
PERFORMANCE
| Scheme Performance (%) | 1-Year Ret (%) | 3-Yrs Ret (%) | 5-Yrs Ret (%) | 10-Yrs Ret (%) | Since Launch Ret (%) |
|---|---|---|---|---|---|
| Tata Business Cycle Fund-Regular Plan-Growth | 4.02 | 17.15 | - | - | 14.46 |
| NIFTY 500 TRI | 9.44 | 16.94 | 16.52 | 15.05 | 12.3 |
| Equity: Thematic-Business-Cycle | 5.96 | 17.38 | 19.79 | 13.86 | 9.23 |
Funds Manager
FM-1 Murthy Nagarajan, FM-2 Rahul Singh, FM-3 Sailesh Jain, FM-4 Hasmukh Vishariya
RETURNS CALCULATORS for Tata Business Cycle Fund-Regular Plan-Growth
Growth of 10000 In SIP (Fund vs Benchmark)
Amount
Period
Start
End
Growth of 10000 In LUMPSUM (Fund vs Benchmark)
Amount
Start
PORTFOLIO ANALYSIS of Tata Business Cycle Fund-Regular Plan-Growth
Portfolio Holdings
Sector Allocation
PEER COMPARISION of Tata Business Cycle Fund-Regular Plan-Growth
| Scheme Name | Inception Date | 1 Year Rtn (%) | 2 Year Rtn (%) | 3 Year Rtn (%) | 5 Year Rtn (%) | 10 Year Rtn (%) |
|---|---|---|---|---|---|---|
| Tata Business Cycle Fund Reg Gr | 04-08-2021 | 4.02 | 6.02 | 17.15 | 0.0 | 0.0 |
| ICICI Pru Business Cycle Fund Gr | 05-01-2021 | 15.61 | 14.25 | 22.18 | 20.46 | 0.0 |
| Mahindra Manulife Business Cycle Fund Reg Gr | 11-09-2023 | 12.61 | 12.42 | 0.0 | 0.0 | 0.0 |
| DSP Business Cycle Fund Reg Gr | 17-12-2024 | 9.55 | 0.0 | 0.0 | 0.0 | 0.0 |
| ABSL Business Cycle Fund Reg Gr | 06-12-2021 | 8.19 | 9.35 | 14.29 | 0.0 | 0.0 |
| Union Business Cycle Reg Gr | 05-03-2024 | 7.82 | 0.0 | 0.0 | 0.0 | 0.0 |
| Kotak Business Cycle Fund Reg Gr | 05-09-2022 | 7.79 | 14.19 | 17.79 | 0.0 | 0.0 |
| Edelweiss Business Cycle Fund Reg Gr | 30-07-2024 | 6.81 | 0.0 | 0.0 | 0.0 | 0.0 |
| Axis Business Cycles Fund Reg Gr | 05-02-2023 | 5.91 | 9.22 | 0.0 | 0.0 | 0.0 |
| Bandhan Business Cycle Fund Reg Gr | 01-09-2024 | 5.71 | 0.0 | 0.0 | 0.0 | 0.0 |
Asset Allocation (%)
Key Performance and Risk Statistics of Tata Business Cycle Fund-Regular Plan-Growth
| Key Statistics | Volatility | Sharpe Ratio | Alpha | Beta | Yield to Maturity | Average Maturity |
|---|---|---|---|---|---|---|
| Tata Business Cycle Fund-Regular Plan-Growth | 14.14 | 0.85 | 0.46 | 0.97 | - | - |
| Equity: Thematic-Business-Cycle | - | - | - | - | - | - |