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 16-01-2026
18.5539
0.0141
CAGR Since Inception
14.99%
NIFTY 500 TRI 12.38%
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 | 2.99 | 16.52 | - | - | 14.99 |
| NIFTY 500 TRI | 9.28 | 16.45 | 15.66 | 15.39 | 12.38 |
| Equity: Thematic-Business-Cycle | 4.4 | 17.16 | 18.62 | 14.14 | 10.6 |
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 | 2.99 | 6.8 | 16.52 | 0.0 | 0.0 |
| ICICI Pru Business Cycle Fund Gr | 05-01-2021 | 16.46 | 15.84 | 21.91 | 0.0 | 0.0 |
| Mahindra Manulife Business Cycle Fund Reg Gr | 11-09-2023 | 10.5 | 13.72 | 0.0 | 0.0 | 0.0 |
| DSP Business Cycle Fund Reg Gr | 17-12-2024 | 8.03 | 0.0 | 0.0 | 0.0 | 0.0 |
| ABSL Business Cycle Fund Reg Gr | 06-12-2021 | 7.22 | 9.94 | 14.1 | 0.0 | 0.0 |
| Bandhan Business Cycle Fund Reg Gr | 01-09-2024 | 6.38 | 0.0 | 0.0 | 0.0 | 0.0 |
| Union Business Cycle Reg Gr | 05-03-2024 | 6.13 | 0.0 | 0.0 | 0.0 | 0.0 |
| Axis Business Cycles Fund Reg Gr | 05-02-2023 | 6.1 | 10.2 | 0.0 | 0.0 | 0.0 |
| Kotak Business Cycle Fund Reg Gr | 05-09-2022 | 6.08 | 13.71 | 17.39 | 0.0 | 0.0 |
| HDFC Business Cycle Fund Gr | 05-11-2022 | 4.42 | 6.02 | 14.14 | 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 | - | - | - | - | - | - |