42179
5431
Tata Business Cycle Fund - Direct (G)
16.55
3.23
1.59
4.35
15.90
1.64
16.13
https://storage.googleapis.com/5paisa-prod-storage/files/2024-06/tata-mf_0.png
7
1.58
16.55
Tata Business Cycle Fund - Direct (G)
1.51
14.84
1.11
3.5
3 Years
Tata Business Cycle Fund - Direct (G)
Invest in Mutual Funds at 0 Transaction cost
-
NAV
20.86
03 Jul 2026
-
0.15%
1 Day
-
16.55%
3Y CAGR returns
Note: Data shown is for Direct Plan. Our Platform offers Regular Plans only.
Returns may differ due to expense ratio differences.
One click to compare funds with our smart tool—analyze returns & more!
Compare
-
₹ 100
Min SIP -
₹ 5000
Min Lumpsum -
0.9%
Expense Ratio -
2,675 Cr
Fund Size -
4 Years
Fund Age
Returns and Ranks ( as on 03 Jul 2026 )
- 1Y Returns
- 3Y Returns
- 5Y Returns
- MAX Returns
- Trailing Returns
- 3.23%
- 16.55%
- 16.13
- 3.53Alpha
- 4.57SD
- 0.99Beta
- 0.77Sharpe
- 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.
- Tax implication
- Returns redeemed within a year are taxed at 20%, while those held longer incur a 12.5% LTCG tax on gains over Rs 1.25 lakh per financial year.
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. However, there is no assurance or guarantee that the investment objective of the Scheme will be achieved. The scheme does not assure or guarantee any returns.
Low
Low to
moderate Moderate Moderately
High High Very
High
moderate Moderate Moderately
High High Very
High
- Address :
- 1903, B-Wing, Parinee Crescenzo, G-Block, Bandra Kurla Complex, Bandra East Mumbai - 400051
-
- Contact :
- +91022 62827777
-
- Email ID :
- service@tataamc.com
Other Calculators
FAQs
Tata Business Cycle Fund - Direct (G) has delivered 27.57% since inception
The NAV of Tata Business Cycle Fund - Direct (G) is ₹20.4314 as of 03 Jul 2026
The expense ratio of Tata Business Cycle Fund - Direct (G) is 0.9 % as of 03 Jul 2026
The AUM of Tata Business Cycle Fund - Direct (G) 2311.19 CR as of 03 Jul 2026
The minimum SIP amount of Tata Business Cycle Fund - Direct (G) is 100
The top stock holdings of Tata Business Cycle Fund - Direct (G) are
- Reliance Industr - 4.82%
- Metropolis Healt - 4.33%
- Jindal Steel - 3.76%
- Axis Bank - 3.74%
- Larsen & Toubro - 3.09%
The top sectors Tata Business Cycle Fund - Direct (G) has invested in are
- Banks - 20.29%
- Pharmaceuticals & Biotech - 7.64%
- Power - 7.07%
- Realty - 5.51%
- Petroleum Products - 4.77%