Tata Business Cycle Fund-Regular Plan-IDCW Payout

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: 2837.23 As on (29-08-2025)

Expense Ratio: 1.92% As on (31-08-2025)

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 07-10-2025

18.6863

0.0074

CAGR Since Inception

16.27%

NIFTY 500 TRI 12.44%

PERFORMANCE

Scheme Performance  (%) 1-Year Ret (%) 3-Yrs Ret (%) 5-Yrs Ret (%) 10-Yrs Ret (%) Since Launch Ret (%)
Tata Business Cycle Fund-Regular Plan-IDCW Payout -4.65 19.05 - - 16.27
NIFTY 500 TRI 1.13 16.66 20.42 14.26 12.44
Equity: Thematic-Business-Cycle -0.7 18.55 24.25 13.36 12.22

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-IDCW Payout

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-IDCW Payout

Portfolio Holdings

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Sector Allocation

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PEER COMPARISION of Tata Business Cycle Fund-Regular Plan-IDCW Payout

Scheme Name Inception Date 1 Year Rtn (%) 2 Year Rtn (%) 3 Year Rtn (%) 5 Year Rtn (%) 10 Year Rtn (%)
Tata Business Cycle Fund Reg IDCW 04-08-2021 -4.65 15.16 19.05 0.0 0.0
Motilal Oswal Business Cycle Fund Reg Gr 27-08-2024 14.35 0.0 0.0 0.0 0.0
ICICI Pru Business Cycle Fund Gr 05-01-2021 5.99 23.85 23.11 0.0 0.0
Kotak Business Cycle Fund Reg Gr 05-09-2022 5.09 20.08 18.01 0.0 0.0
Sundaram Business Cycle Fund Reg Gr 25-06-2024 4.84 0.0 0.0 0.0 0.0
HDFC Business Cycle Fund Gr 05-11-2022 1.89 14.66 0.0 0.0 0.0
Axis Business Cycles Fund Reg Gr 05-02-2023 1.65 17.37 0.0 0.0 0.0
Bandhan Business Cycle Fund Reg Gr 01-09-2024 1.35 0.0 0.0 0.0 0.0
HSBC Business Cycles Fund Reg Gr 20-08-2014 0.44 21.86 20.73 24.25 13.36
Union Business Cycle Reg Gr 05-03-2024 -1.39 0.0 0.0 0.0 0.0

Asset Allocation (%)

Key Performance and Risk Statistics of Tata Business Cycle Fund-Regular Plan-IDCW Payout

Key Statistics Volatility Sharpe Ratio Alpha Beta Yield to Maturity Average Maturity
Tata Business Cycle Fund-Regular Plan-IDCW Payout - -
Equity: Thematic-Business-Cycle - - - - - -