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: 2828.56 As on (30-09-2025)
Expense Ratio: 1.93% As on (29-09-2025)
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 29-10-2025
19.3246
0.1523
CAGR Since Inception
16.94%
NIFTY 500 TRI 12.52%
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 | 0.35 | 18.92 | - | - | 16.94 |
| NIFTY 500 TRI | 6.25 | 17.14 | 21.08 | 14.57 | 12.52 |
| Equity: Thematic-Business-Cycle | 3.32 | 18.81 | 24.8 | 13.72 | 13.46 |
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
Sector Allocation
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 | 0.35 | 18.68 | 18.92 | 0.0 | 0.0 |
| Motilal Oswal Business Cycle Fund Reg Gr | 27-08-2024 | 16.96 | 0.0 | 0.0 | 0.0 | 0.0 |
| ICICI Pru Business Cycle Fund Gr | 05-01-2021 | 11.88 | 26.95 | 22.87 | 0.0 | 0.0 |
| Kotak Business Cycle Fund Reg Gr | 05-09-2022 | 8.93 | 23.05 | 18.39 | 0.0 | 0.0 |
| Sundaram Business Cycle Fund Reg Gr | 25-06-2024 | 6.99 | 0.0 | 0.0 | 0.0 | 0.0 |
| Bandhan Business Cycle Fund Reg Gr | 01-09-2024 | 6.4 | 0.0 | 0.0 | 0.0 | 0.0 |
| HDFC Business Cycle Fund Gr | 05-11-2022 | 5.93 | 17.45 | 0.0 | 0.0 | 0.0 |
| Axis Business Cycles Fund Reg Gr | 05-02-2023 | 5.17 | 19.53 | 0.0 | 0.0 | 0.0 |
| ABSL Business Cycle Fund Reg Gr | 06-12-2021 | 4.42 | 18.49 | 14.53 | 0.0 | 0.0 |
| Union Business Cycle Reg Gr | 05-03-2024 | 2.84 | 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 | - | - | - | - | - | - |