What is the NAV of Tata Business Cycle Fund?
The Current NAV of Tata Business Cycle Fund is ₹19.71, as of 13th June 2025What are the returns of Tata Business Cycle Fund?
The Tata Business Cycle Fund has been there since 4th August 2021- 1 Year Returns: -0.22
- 3 Year Returns: 26.16
What are the top 5 sectors holdings of Tata Business Cycle Fund?
The top sectors Tata Business Cycle Fund has invested in are as for 4th 08 2021 are as follows -- Private Banks | 18.11%
- Construction & Engineering | 13.25%
- Insurance | 6.49%
- Oil & Gas - Refining & Marketing | 5.65%
- Others | 4.88%
What are the top 5 holdings Tata Business Cycle Fund?
The top 5 holdings for Tata Business Cycle Fund are- HDFC Bank Ltd | 6.22%
- Reliance Industries Ltd | 5.65%
- Kotak Mahindra Bank Ltd | 3.69%
- Axis Bank Ltd | 3.19%
- Larsen and Toubro Ltd | 2.72%
What is the asset allocation of Tata Business Cycle Fund?
The Tata Business Cycle Fund is a plan that invests- Equity | 97.62%
- Cash & Equivalents | 2.31%
- Mutual Funds | 0.08%
How to invest in Tata Business Cycle Fund?
If you wish to invest in Tata Business Cycle Fund Plan via smallcase, you can follow these quick and easy steps -- Log in to smallcase
- Search and select the Tata Business Cycle Fund
- Complete filling your details and KYC
- Enter the Amount and type of investment (SIP or Lumpsum)
- And Voila! your SIP or Lumpsump investment in Tata Business Cycle Fund is completed
You can also calculate the returns on your investment based on our smallcase Lumpsum & SIP Calculator.
What is the AUM of Tata Business Cycle Fund?
The AUM of Tata Business Cycle Fund is 2909.25 Cr as of 13th June 2025What is the expense ratio of Tata Business Cycle Fund Plan?
The expense ratio of Tata Business Cycle Fund Plan is 0.49How to exit Tata Business Cycle Fund?
If you have invested in Tata Business Cycle Fund, then simply visit your investment and you will find an option to exit the funds or invest more. Please click on 'exit' and add the amount or units. In case you want to exit from all units, you can simply click on the checkbox option shown.What is the alpha of Tata Business Cycle Fund?
The alpha ratio for the Tata Business Cycle Fund is 0.90
Alpha is the excess return of a fund compared to its expected return based on its beta and the risk-free rate. Positive alpha indicates that the fund has outperformed its expected return, while negative alpha suggests underperformance.
What is the Volatility or Standard Deviation of Tata Business Cycle Fund?
The volatility or standard deviation for the Tata Business Cycle Fund is 14.78
Standard Deviation measures the volatility or risk associated with the returns of a mutual fund. A higher standard deviation indicates higher volatility, suggesting that the returns of the mutual fund are more spread out from the average. On the other hand, a lower standard deviation implies lower volatility and a more stable performance.
What is the sharpe ratio of Tata Business Cycle Fund?
The sharpe ratio for the Tata Business Cycle Fund is -0.26
The Sharpe Ratio is a measure of risk-adjusted return that evaluates the performance of an investment, such as a mutual fund, by adjusting for its risk. Higher Sharpe Ratio, indicates a better risk-adjusted performance. A positive Sharpe Ratio indicates that the MF has provided a return in excess of the risk-free rate for the amount of risk taken. Conversely, a negative Sharpe Ratio suggests that the MF did not adequately compensate for the risk.
What is the Sortino ratio of Tata Business Cycle Fund?
The Sortino ratio for the Tata Business Cycle Fund is -0.03
The Sortino ratio is a measure of risk-adjusted return for an investment, such as a mutual fund.
What is the Price to Earnings (PE) of Tata Business Cycle Fund?
The PE ratio (price-to-earnings) of the Tata Business Cycle Fund is 41.27 while category PE ratio is 44.321. Test MF FAQ for Mutual Fund Tata Business Cycle Fund Shares?
The Current NAV of Tata Business Cycle Fund is ₹19.71, as of 13th June 20255. Test MF FAQ Is there any lock-in period for Tata Business Cycle Fund Plan?
There is a lock in period of N/A for Tata Business Cycle Fund
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Tata Business Cycle Fund Direct Growth
Growth
19.710.71% (-0.14)
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Low
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Returns
0.00%
0.00%
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6M
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3Y
5Y
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SIP
1M
6M
1Y
3Y
5Y
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Tata Business Cycle Fund Performance & Key Metrics
Tata Business Cycle Fund Performance & Key Metrics
| Expense RatioExpense Ratio | No LabelNo Label | No LabelNo Label |
|---|---|---|
| 0.49 | 41.27 | -0.26 |
| No LabelNo Label | No LabelNo Label | No LabelNo Label |
|---|---|---|
| 1.45 | 44.32 | 0.02 |
Tata Business Cycle Fund Scheme InfoTata Business Cycle Fund Scheme Info
| PlanPlan | Lock inLock in | Exit LoadExit Load |
|---|---|---|
| Growth | 0 yrs | 1.00% |
| SIP Inv.SIP Inv. | Min. LumpsumMin. Lumpsum |
|---|---|
| Allowed | ₹ 5,000 |
| BenchmarkBenchmark |
|---|
| NIFTY 500 - TRI |
About Thematic Fund
About Thematic Fund
Thematic funds are the equity mutual funds. They invest in stocks linked to a theme. They are well diversifies and may invest in several sectors around a particular opportunity.
Tata Business Cycle Fund Peers
What are peers and why compare against them?
What are peers and why compare against them?
A mutual fund’s peers are schemes which belong to the same category. Comparing various metrics against peers can give valuable insights on how the scheme is performing as compared to the scheme category as a whole.
Tata Business Cycle Fund Peers & Comparison
Comparing 3 mutual funds from
EquityThematic Fund
EquityThematic Fund
Returns
Scheme
Ratios
| Mutual Fund | 1Y Returns1Y Returns | 3Y CAGR3Y CAGR | Life CAGRLife CAGR |
|---|---|---|---|
| Tata Business Cycle Fund | -0.22% | 26.16% | 19.21% |
| ICICI Pru India Opp Fund | 12.42% | 28.79% | 23.34% |
| HDFC Manufacturing Fund | -1.02% | — | 4.13% |
| Franklin India Opportunities Fund | 5.59% | 36.34% | 18.30% |
Tata Business Cycle Fund Returns Comparison
Compare Tata Business Cycle Fund with any MF, ETF, stock or indexCompare Tata Business Cycle Fund with any MF, ETF, stock or index
Tata Business Cycle Fund
Hmm, looks like data is unavailable here. Please come back after some timeTata Business Cycle Fund Portfolio
What are constituents?
What are constituents?
Mutual fund constituents are the various stocks, bonds, and other securities held within a fund. The size and mix of holdings depend on the category or type of fund. The holding analysis can give valuable understanding regarding the diversification of the fund.
Tata Business Cycle Fund Asset Allocation
Tata Business Cycle Fund Asset Allocation
Actual
Target
Sep 2024
Nov 2024
Mar 2025
May 2025
Sep 2024
Nov 2024
Mar 2025
May 2025
Tata Business Cycle Fund Sector Distribution
Tata Business Cycle Fund Sector Distribution
Sep 2024
Nov 2024
Mar 2025
May 2025
Tata Business Cycle Fund Sector Weightage
Tata Business Cycle Fund Sector Weightage
Private Banks
Private Banks as a % of total holdings for last six quarters
Tata Business Cycle Fund Current Holdings
Tata Business Cycle Fund Current Holdings
Equity
Others
- ConstituentHolding Weight3M Change
Holdings
6.22 %
-0.08 %Holdings
5.65 %
0.45 %Holdings
3.69 %
0.56 %
AMC Profile of Tata Business Cycle Fund
AMC Profile of Tata Business Cycle Fund
Tata Asset Management Private Ltd. (TAMPL) is part of the Tata Group that manages Tata Mutual Fund. The company was established in 1994 and offers diverse investment options to investors based on their risk appetite, financial objectives, and income.
Tata Asset Management Private Ltd. (TAMPL) is part of the Tata Group that manages Tata Mutual Fund. The company was established in 1994 and offers diverse investment options to investors based on their risk appetite, financial objectives, and income.
No.of Schemes
58
Total AUM
₹ 1,89,865.96 Cr.
Tata Business Cycle Fund Manager Details
Tata Business Cycle Fund Manager Details
Tata Business Cycle Fund Manager Profile
Tata Business Cycle Fund Manager Profile
Rahul Singh (Tata)
AUM: ₹16,931.39 Cr.
|
Exp: 23yrs
Murthy Nagarajan
AUM: ₹19,671.78 Cr.
|
Exp: 19yrs
Sailesh Jain
AUM: ₹37,704.56 Cr.
|
Exp: —
Hasmukh Vishariya
AUM: ₹25,114.48 Cr.
|
Exp: 7yrs
Tata Business Cycle Fund Manager Performance (0)
Tata Business Cycle Fund Manager Performance (0)
Equity: Thematic Fund
Tata Business Cycle Fund Tax Implications
Tata Business Cycle Fund Tax Implications
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Investment frequency
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Investment period (years)
CAGR (%)
This CAGR is calculated based on the actual past return given by the fund during the selected investment period. This is the annualised growth rate assuming monthly compounding.
Historical
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Tata Business Cycle Fund Review & Opinions
Tata Business Cycle Fund Review & Opinions
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Gains are treated as short-term capital gains and taxed at 20%
Gains are treated as long-term capital gains and taxed at 12.5%