Tata Business Cycle Fund
2Fund Details
- Expense Ratio: A charge to the mutual fund for handling your investments. It's a percentage of the fund's assets used for various expenses like administration and management.
- Exit Load : A fee paid to a mutual fund for leaving the investment early before a set period
- Lock In : Withdrawals are not allowed for this period
Current NAV
₹18.55
Expense Ratio
1.95%
Min SIP
₹100
Fund Size
₹2637Cr
Min Investment
₹5.00K
Lock In
NA
Scheme Information Document
Exit load: Nil upto 12% of investment and 1% for remaining investments on or before 90D, Nil after 90D
Fund Performance
- Alpha: Excess returns relative to market benchmark,
- Beta : Volatility of the scheme relative to its market benchmark
- Sharpe Ratio : Risk-adjusted returns
- Risk : Volatility of the fund
Alpha
0.08%
Beta
1.02
Sharpe Ratio
0.224031
Risk
16.00%
Above numbers are based upon past 3 years
Returns Calculator
Would have become
₹1,49,748.59
(0.57)%
| Name | Holding(%) |
| Name | Sector(%) |
| Name | Assets(%) |
- WhiteOak Capital ESG Best-In-Class Strategy Fund
- HDFC Business Cycle Fund
- Bandhan Transportation and Logistics Fund
- Kotak Pioneer Fund
- Kotak ESG Exclusionary Strategy Fund
- SBI Equity Minimum Variance Fund
- Invesco India ESG Integration Strategy Fund
- Aditya Birla Sun Life Business Cycle Fund
- Tata Business Cycle Fund
- 360 ONE Quant Fund
- Kotak Special Opportunities Fund
- Nippon India Quant Fund
- Edelweiss Recently Listed IPO Fund
- Axis Quant Fund
- Tata Ethical Fund
- Axis Business Cycles Fund
- Invesco India Manufacturing Fund
- Quant ESG Integration Strategy Fund
- Quant Quantamental Fund
- HSBC India Export Opportunities Fund
- Shriram Multi Sector Rotation Fund
- Edelweiss Business Cycle Fund
- Canara Robeco Manufacturing Fund
- Motilal Oswal Special Opportunities Fund
- Quant Manufacturing Fund
- Quant Business Cycle Fund
- Baroda BNP Paribas Innovation Fund
- ICICI Prudential Conglomerate Fund
- WhiteOak Capital Special Opportunities Fund
- ICICI Prudential Manufacturing Fund
- UTI-Transportation and Logistics Fund
- Aditya Birla Sun Life Special Opportunities Fund
- Baroda BNP Paribas Business Cycle Fund
- Kotak Transportation & Logistics Fund
- HDFC Housing Opportunities Fund
- SBI ESG Exclusionary Strategy Fund
- Aditya Birla Sun Life PSU Equity Fund
- Motilal Oswal Manufacturing Fund
- ICICI Prudential Active Momentum Fund
- Sundaram Business Cycle Fund
- HDFC Innovation Fund
- LIC MF Manufacturing Fund
- Nippon India Active Momentum Fund
- ICICI Prudential Transportation and Logistics Fund
- Axis Innovation Fund
- Quant Commodities Fund
- Sundaram Multi-Factor Fund
- Bandhan Business Cycle Fund
- HDFC Consumption Fund
- Baroda BNP Paribas Business Conglomerates Fund
- Mahindra Manulife Innovation Opportunities Fund
- Aditya Birla Sun Life Transportation and Logistics Fund
- SBI Innovative Opportunities Fund
- Baroda BNP Paribas Manufacturing Fund
- The Wealth Company Ethical Fund
- HDFC Manufacturing Fund
- HDFC Transportation and Logistics Fund
- Axis Momentum Fund
- Motilal Oswal Quant Fund
- Union Innovation & Opportunities Fund
- Union Business Cycle Fund
- Kotak Rural Opportunities Fund
- Motilal Oswal Business Cycle Fund
- Motilal Oswal Innovation Opportunities Fund
- SBI PSU Fund
- UTI Innovation Fund
- Bandhan Innovation Fund
- SBI Quality Fund
- Bank of India Business Cycle Fund
- Aditya Birla Sun Life Manufacturing Equity Fund
- Union Active Momentum Fund
- Aditya Birla Sun Life Conglomerate Fund
- Invesco India Business Cycle Fund
- Invesco India PSU Equity Fund
- DSP Business Cycle Fund
- Nippon India Innovation Fund
- WhiteOak Capital Quality Equity Fund
- Mahindra Manulife Manufacturing Fund
- Tata India Innovation Fund
- Quantum ESG Best In Class Strategy Fund
- ICICI Prudential ESG Exclusionary Strategy Fund
- ICICI Prudential Quant Fund
- ICICI Prudential Commodities Fund
- Franklin India Opportunities Fund
- ICICI Prudential Business Cycle Fund
- ICICI Prudential PSU Equity Fund
- ITI Business Cycle Fund
- Quantum Ethical Fund
- Aditya Birla Sun Life Quant Fund
- Taurus Ethical Fund
- Baroda BNP Paribas ESG Best-in-class strategy Fund
- Bandhan Multi-Factor Fund
- Franklin India Multi-Factor Fund
- ICICI Prudential Quality Fund
- ICICI Prudential Equity Minimum Variance Fund
- ICICI Prudential Rural Opportunities Fund
- HSBC Business Cycles Fund
- Kotak Manufacture in India Fund
- Motilal Oswal Active Momentum Fund
- ICICI Prudential Housing Opportunities Fund
Rahul Singh (Tata)
Tata Mutual FundTotal assets under management
₹188.19L Crores
Date of incorporation
15 Mar 1994
Tata Business Cycle Fund
Ans.
- Open the Rupeezy app.
- If you're on the Stocks or F&O screen, switch to the Mutual Funds section.
- Tap on Explore to browse available mutual fund schemes.
- Select the Tata Business Cycle Fund (or any fund you want to invest in).
- Choose your investment mode: Lumpsum or SIP.
- Enter the investment amount.
- Complete the payment using UPI, Net Banking, or other available options.
Ans. The Tata Business Cycle Fund has an AUM of ₹2637.21 Cr as on 5/14/2026. The scheme has delivered CAGR returns for the past 3 years against a category average of 17.14%. The risk is Very High against the category average of 60.72.
Ans. Mutual fund taxation depends on the scheme type and investment holding period.
Taxation on equity funds: For equity funds (funds that invest at least 65% of the corpus in Indian stocks), if the holding period is more than 12 months, LTCG (Long Term Capital Gains) tax is applicable. For units sold within 12 months of purchase, STCG (Short Term Capital Gains) Tax is applicable.
LTCG tax on equity-oriented schemes is 12.5% on capital gains over ₹1.25 lakh (as per the latest update in Budget 2024).
STCG tax applicable on the sale of units of equity-oriented mutual fund schemes is 20%.
Ans. There is no lock-in period applicable on Tata Business Cycle Fund.
Ans. The expense ratio of Tata Business Cycle Fund is 1.95%.