42176
5431
Tata Business Cycle Fund Growth
16.32
1.46
0.10
-0.54
0.17
-2.10
13.76
https://storage.googleapis.com/5paisa-prod-storage/files/2024-06/tata-mf_0.png
7
1.57
16.32
Tata Business Cycle Fund (G)
1.57
16.32
1.11
3.5
3 Years
Tata Business Cycle Fund Growth
-
NAV
18.57
22 May 2026
-
0.37%
1 Day
-
16.32%
3Y CAGR returns
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-
₹ 100
Min SIP -
₹ 5000
Min Lumpsum -
2.06%
Expense Ratio -
2,637 Cr
Fund Size -
4 Years
Fund Age
SIP Calculator
₹
₹
Yr
- Invested Amount
- ₹ 00
- Wealth Gained
- ₹ 00
- Expected Amount
- ₹ 00
₹
Yr
- Invested Amount
- ₹ 00
- Wealth Gained
- ₹ 00
- Expected Amount
- ₹ 00
Returns and Ranks ( as on 22 May 2026 )
- 1Y Returns
- 3Y Returns
- 5Y Returns
- MAX Returns
- Trailing Returns
- 1.46%
- 16.32%
- 13.76
- 0.46Alpha
- 4.23SD
- 0.97Beta
- 0.47Sharpe
- 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
- Fund Name
-
- Equity
- Sectoral / Thematic
- Fund Size (Cr.) - ₹ 7,707
-
- Equity
- Sectoral / Thematic
- Fund Size (Cr.) - ₹ 8,365
-
- Equity
- Sectoral / Thematic
- Fund Size (Cr.) - ₹ 8,535
-
- Equity
- Sectoral / Thematic
- Fund Size (Cr.) - ₹ 2,637
-
- Equity
- Sectoral / Thematic
- Fund Size (Cr.) - ₹ 1,648
5431
- Fund Name
-
- Equity
- Sectoral / Thematic
- AUM - ₹ 1,325
-
- Other
- Index Fund
- AUM - ₹ 1,123
-
- Equity
- Mid Cap Fund
- AUM - ₹ 5,604
-
- Equity
- Sectoral / Thematic
- AUM - ₹ 1,343
-
- Equity
- Sectoral / Thematic
- AUM - ₹ 2,084
- Address :
- 1903, B-Wing, Parinee Crescenzo, G-Block, Bandra Kurla Complex, Bandra East Mumbai - 400051
-
- Contact :
- +91022 62827777
-
- Email ID :
- service@tataamc.com
Mutual Fund by Category
Large Cap
- Fund Name
Quant Large Cap Fund Growth
- 15.57%
-
- Equity
- Large Cap Mutual Funds
- Fund Size (Cr.) - 3,112
-
- Equity
- Large Cap Mutual Funds
- Fund Size (Cr.) - 51,690
-
- Equity
- Large Cap Mutual Funds
- Fund Size (Cr.) - 213
-
- Equity
- Large Cap Mutual Funds
- Fund Size (Cr.) - 1,722
-
- Equity
- Large Cap Mutual Funds
- Fund Size (Cr.) - 75,650
Mid Cap
Multi Cap
ELSS
Focused
Sectoral / Thematic
Small Cap
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Liquid Mutual
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FAQs
Tata Business Cycle Fund Growth has delivered 13.96% since inception
The NAV of Tata Business Cycle Fund Growth is ₹18.6736 as of 22 May 2026
The expense ratio of Tata Business Cycle Fund Growth is 2.06 % as of 22 May 2026
The AUM of Tata Business Cycle Fund Growth 2637.21 CR as of 22 May 2026
The minimum SIP amount of Tata Business Cycle Fund Growth is 100
The top stock holdings of Tata Business Cycle Fund Growth are
- Reliance Industr - 5.29%
- HDFC Bank - 4.25%
- Jindal Steel - 3.87%
- Metropolis Healt - 3.77%
- Axis Bank - 3.74%
The top sectors Tata Business Cycle Fund Growth has invested in are
- - 0%