
T
Tata Business Cycle Fund Direct - Growth
3 Year Absolute Returns
NAV (₹) on 04 Mar 2026
19.0507
1 Day NAV Change (₹)
-0.4563About Fund
NAV
NIFTY50
NAV
NIFTY50
Returns Calculator
Based on Annualised Returns
Investment Type
SIP Amount
Investment Period
3Y
₹ 18.95 L
3.50%
₹ 20.40 L
8.00%
₹ 24.34 L
18.87%
Total Investment
₹ 18,00,000
Returns
₹ 6,34,002 (35.22%)
Maturity Value
₹ 24,34,002
Disclaimer: Fixed deposits offer guaranteed returns. Mutual fund investments carry market risks; read all scheme-related documents carefully. Past performance does not guarantee future returns.
Returns Comparison
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*The above returns are absolute.
Historical Returns
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Start SIP with as Low as ₹100.
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Asset Allocation
AUM
₹2,698.78 Cr
Cash Holding
-
Equity
-
Cash
-
Debt
-
Other
-
Sector Holdings
Sorry, No Data Available at this Moment!
Stock Holdings
Sorry, No Data Available at this Moment!
Fund Comparison
Fund Details
52W High NAV
₹ 20.6852
Min. SIP Amount
₹ 100.00
Min. Lumpsum Amount
₹ 5,000.00
AUM (in Cr.)
₹ 2,698.78
Expense Ratio
0.58%
Lock-in Period
No Lock in Period
52W Low NAV
₹ 17.5224
Inception Date
04 Aug 2021
Fund Age
4 Yrs
Benchmark
Nifty 500 TRI
Scheme Type
Open Ended
Stamp Duty
0.005% (from July 1st 2020)
Exit Load
- Redemption/switch-out/swp/stp/non-sip: On Or Before 30 Days From The Date Of Allotment: 0.50%.
- redemption/switch-out/swp/stp/non-sip: After 30 Days From The Date Of Allotment: Nil.
Tax Implication
- If you redeem within 1 year, STCG are taxed at 20%; If you redeem after 1 year, and returns exceed ₹1.25 Lakhs in a financial year, LTCG are taxed at 12.5%
Fund Managers
Name
Murthy Nagarajan
Qualification
M.COM,PGPMS, ICWA (Inter)
Name
Sailesh Jain
Qualification
B.Com, MBA,
Name
RahulSingh
Qualification
B.Tech, PGDBM
Name
Kapil Malhotra
Qualification
MBA (PGPEM) from Indian Institute of Management, Bangalore, B.Sc (Hons) in Business and Administration, Brunel University, London, U.K
Name
Hasmukh Vishariya
Qualification
Chartered Accountant
Fund Objective
To generate long-term capital appreciation by investing with focus on riding business cycles through allocation between sectors and stocks at different stages of business cycles.
Risk-O-Meter
Investors understand that their principal will be at
Very High Risk
Risk Scale
Low
Moderately Low
Moderate
Moderately High
High
Very High
AMC Information
Tata Mutual Fund
Funds Managed
60
Assets Managed (₹ Cr)
₹ 2,25,207.42
Contact Details
Registered Address
1903, B-Wing, Parinee Crescenzo,G-Block, Bandra Kurla Complex,Bandra East Mumbai - 400051
Open NFOs
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View AllFAQs
When was Tata Business Cycle Fund launched?
What is the current NAV of Tata Business Cycle Fund?
What is the AUM of Tata Business Cycle Fund?
What is the rate of return of Tata Business Cycle Fund?
- In the past 1Y: 11.83%
- In the past 3Y: 18.87%
- In the past 5Y: 0.00%
What is the expense ratio of Tata Business Cycle Fund?
What is exit load of Tata Business Cycle Fund?
What is the portfolio of Tata Business Cycle Fund?
No data to show right now!
Top 3 sectoral holdings include:
How risky is investing in Tata Business Cycle Fund?
Who is the fund manager Tata Business Cycle Fund?
What is the minimum investment required in Tata Business Cycle Fund?
How to invest in Tata Business Cycle Fund directly?
- Open Demat Account on Dhan if you don't have one.
- Analyze the fund performance.
- Invest via SIP or Lumpsum.



