3 Year Returns
10.17%
NAV (₹)
19.0144
1 Day NAV Change
0.03%
Tata Business Cycle Fund IDCW is a scheme from Tata Mutual Fund AMC, launched on 04 Aug 2021 and currently managing ₹ 2633.73 Cr in assets. It sits in the very high risk category on the riskometer, with a minimum SIP of ₹100 and a lump sum of ₹5000. The sections below cover its latest NAV, historical returns, portfolio holdings, and expense ratio.
Tata Business Cycle Fund IDCW Fund Details
| Min. SIP Amount | ₹ 100 |
| Min. Lumpsum Amount | ₹ 5000 |
| AUM | ₹ 2633.73 Cr |
| Expense Ratio | 2.16% |
| Lock-in Period | No Lock-in Period |
| Inception Date | 04 Aug 2021 |
| Fund Age | 5 Yrs |
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.
Fund’s Investment 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. 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.
Calculate Your Mutual Fund Returns
Returns Estimator
Estimation is based on the past performance
Expected Rate of Return
The value of your investment after 5 Years will be
₹4,12,432
Invested Amount
₹3,00,000
Est. Returns
₹1,12,432
Scheme’s Historical Return
Asset Allocation
AUM
₹1,33,309.00 Cr
Cash Holdings
21.45%
Equity
70.84%
Cash
21.45%
Debt
1.71%
Other
6%
Tata Business Cycle Fund IDCW Sector Holdings
Last Updated: 31 Jul 2026| Sectors | Allocation | Weightage | Value (in Cr.) |
|---|---|---|---|
| Others | 15.02% | ₹ 395.706 | |
| Banks | 9.99% | ₹ 263.027 | |
| Finance | 9.14% | ₹ 240.737 | |
| Healthcare | 8.26% | ₹ 217.487 | |
| Cement | 7.18% | ₹ 189.038 | |
| FMCG | 6.83% | ₹ 179.8 | |
| Steel | 5.73% | ₹ 150.86 | |
| Capital Goods-Non Electrical Equipment | 5.69% | ₹ 149.861 | |
| Insurance | 5.15% | ₹ 135.734 | |
| Refineries | 4.95% | ₹ 130.39 |
Tata Business Cycle Fund IDCW Stock Holdings
Last Updated: 31 Jul 2026| Name | Allocation | Weightage | Value (in Cr.) | Sector |
|---|---|---|---|---|
| Reliance Industr | 4.85% | ₹ 127.632 | Refineries | |
| Metropolis Healt | 4.52% | ₹ 118.958 | Healthcare | |
| Axis Bank | 3.63% | ₹ 95.642 | Banks | |
| HDFC Bank | 3.61% | ₹ 95.184 | Banks | |
| Jindal Steel | 3.49% | ₹ 91.889 | Steel | |
| L&T Finance Ltd | 3.07% | ₹ 80.771 | Finance | |
| Delhivery | 3.00% | ₹ 79.052 | Logistics | |
| Larsen & Toubro | 2.80% | ₹ 73.836 | Infrastructure Developers & Operators | |
| Adani Energy Sol | 2.69% | ₹ 70.739 | Power Generation & Distribution | |
| PB Fintech. | 2.64% | ₹ 69.572 | E-Commerce/App based Aggregator |
Fund Manager Details
Risk-O-Meter
Investors understand that their principal will be at Very High Risk
Risk Scale
AMC Information
Tata Mutual Fund
Funds Managed
68
Assets Managed
₹ 2,31,388.31 Cr
Contact Details
Registered Address
1903, B-Wing, Parinee Crescenzo,G-Block, Bandra Kurla Complex,Bandra East Mumbai - 400051
Managing Director
Anand Vardarajan
Chief Executive Officer
Anand Vardarajan
Compliance Officer
Mr. Padmanabhan Ramanatha
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Disclaimer
The information provided on this page is for informational purposes only and should not be construed as investment advice, recommendation, or solicitation to buy or sell any securities or financial pr...
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