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 06-02-2026
18.4889
0.0122
CAGR Since Inception
14.7%
NIFTY 500 TRI 12.34%
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 | 3.49 | 17.07 | - | - | 14.7 |
| NIFTY 500 TRI | 8.52 | 17.16 | 14.95 | 15.36 | 12.34 |
| Equity: Thematic-Business-Cycle | 5.29 | 17.36 | 18.41 | 14.33 | 9.99 |
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 | 3.49 | 5.4 | 17.07 | 0.0 | 0.0 |
| ICICI Pru Business Cycle Fund Gr | 05-01-2021 | 15.69 | 14.56 | 22.58 | 19.58 | 0.0 |
| Mahindra Manulife Business Cycle Fund Reg Gr | 11-09-2023 | 11.46 | 10.66 | 0.0 | 0.0 | 0.0 |
| DSP Business Cycle Fund Reg Gr | 17-12-2024 | 9.05 | 0.0 | 0.0 | 0.0 | 0.0 |
| ABSL Business Cycle Fund Reg Gr | 06-12-2021 | 7.47 | 9.59 | 14.24 | 0.0 | 0.0 |
| Union Business Cycle Reg Gr | 05-03-2024 | 7.33 | 0.0 | 0.0 | 0.0 | 0.0 |
| Axis Business Cycles Fund Reg Gr | 05-02-2023 | 6.88 | 8.73 | 0.0 | 0.0 | 0.0 |
| Kotak Business Cycle Fund Reg Gr | 05-09-2022 | 6.17 | 13.53 | 17.18 | 0.0 | 0.0 |
| Edelweiss Business Cycle Fund Reg Gr | 30-07-2024 | 5.83 | 0.0 | 0.0 | 0.0 | 0.0 |
| Bandhan Business Cycle Fund Reg Gr | 01-09-2024 | 5.53 | 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 | 0.88 | -0.23 | 0.98 | - | - |
| Equity: Thematic-Business-Cycle | - | - | - | - | - | - |