Tata Business Cycle Fund (G)

Sectoral / Thematic

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NAV
19.21(-0.16%)
Fund Size (CR)
₹2,667.69
Expense Ratio
2.17
Scheme Type
Active Fund
Value Research

Min. investment
₹5,000
Minimum Additional Investment
₹1,000
Minimum SIP Investment
₹100
Minimum Withdrawal
₹500
Exit Load
0.5%
Return Since Launch
13.92%

Absolute Return: 2.16%

Annualized Return: 0%

Basic Details

Scheme Manager

RahulSingh

Bench Mark

Nifty 500 TRI

Type

OPEN

Lumpsum Returns

Period Invested For	₹10,000 Invested on	Latest Value	Absolute Returns	Annualised Returns	Category Avg	Rank within Category
1 Week	August 4, 2026	9941.42	-0.59%	-	0.61%	924/1011
1 Month	July 10, 2026	9931.26	-0.69%	-	2.57%	875/1007
3 Month	May 11, 2026	10232.18	2.32%	-	6.48%	838/1007
6 Month	February 11, 2026	10273.59	2.74%	-	5.80%	568/974
1 Year	August 11, 2025	10443.63	4.44%	4.44%	11.28%	683/908
3 Year	August 11, 2023	14368.74	43.69%	12.83%	16.29%	384/552
5 Year	August 11, 2021	19276.43	92.76%	14.02%	14.40%	215/448
Since Inception	August 4, 2021	19245.20	92.45%	13.92%	12.81%	475/1015

Note: Lumpsum Returns since Inception Date.

SIP Returns

Period Invested For	₹10,000 Invested on	Investments	Latest Value	Absolute Returns	Annualised Returns
1 Year	September 1, 2025	1,20,000	124274.54	3.56%	3.56%
3 Year	September 1, 2023	3,60,000	389908.55	8.31%	2.70%
5 Year	September 1, 2021	6,00,000	807515.32	34.59%	6.12%
10 Year	-	-	-	-	-

Note: SIP Returns since Inception Date.

Tax Treatment

If sold after 1 year from purchase date, long term capital gain tax will be applicable. Current tax rate is 10%, if your total long term capital gain exceeds 1 lakh. Any cess/surcharge is not included.If sold before 1 year from purchase date, short term capital gain tax will be applicable. Current tax rate is 15%. Any cess/surcharge is not included in the 15%.

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Risk Ratios

4.41%

Standard Deviation

0.97%

Beta

0.49%

Sharpe Ratio

0.00%

Treynor's Ratio

0.24%

Jension's Alpha

Asset Allocation

Sector Allocation

Top 10 stock holding in portfolio

Stock Invested in	% of Total Holdings	Quantity	Value (Cr)	Asset Type	Segment
Reliance Industr	4.85%	975926	127.63	Equity	Refineries
Metropolis Healt	4.52%	2042366	118.96	Equity	Healthcare
Axis Bank	3.63%	777895	95.64	Equity	Banks
HDFC Bank	3.61%	1272264	95.18	Equity	Banks
Jindal Steel	3.49%	833532	91.89	Equity	Steel
L&T Finance Ltd	3.07%	2595037	80.77	Equity	Finance
Delhivery	3.00%	1640254	79.05	Equity	Logistics
Larsen & Toubro	2.80%	187454	73.84	Equity	Infrastructure Developers & Operators
Adani Energy Sol	2.69%	429918	70.74	Equity	Power Generation & Distribution
PB Fintech.	2.64%	434416	69.57	Equity	E-Commerce/App based Aggregator

Peer Comparison

Scheme Name	Asset Size (Cr)	1M	3M	6M	1Y	3Y
Nippon India Taiwan Equity Fund - Direct (G)	1191.72	-0.48%	-5.20%	63.30%	135.22%	60.29%
Nippon India Taiwan Equity Fund - Direct (IDCW)	1191.72	-0.48%	-5.20%	63.30%	135.22%	60.29%
Franklin Asian Equity Fund - Direct (G)	979.21	-0.67%	1.81%	14.44%	42.56%	21.73%
Franklin Asian Equity Fund - Direct (IDCW)	979.21	-0.67%	1.81%	14.44%	42.55%	21.72%
SBI Automotive Opportunities Fund - Direct (G)	5380.09	10.66%	15.68%	15.85%	41.34%	-

List of Schemes under Tata Mutual Fund

Fund Name	Category	Risk	1Y Returns	Ratings	Fund Size (Cr)
Tata India Pharma & Healthcare Fund	Equity	Very High	13.8%	3	₹1,541.42
Tata Balanced Advantage Fund	Hybrid	Moderately High	6.4%	4	₹8,779.78
Tata Nifty G-Sec Dec 2029 Index Fund	Other	Moderate	5.75%	0	₹134.31
Tata Nifty MidSmall Healthcare Index Fund	Other	Very High	19.4%	0	₹207.04
Tata Gilt Securities Fund	Debt	Moderately Low	4.96%	4	₹878.43
Tata Nifty Midcap 150 Index Fund	Other	Very High	12.04%	0	₹316.58
Tata Mid Cap Fund	Equity	Very High	12.65%	3	₹6,056.43
Tata Income Plus Arbitrage Active FOF	Other	Moderately Low	5.96%	0	₹268.99
Tata Gold ETF Fund of Fund	Other	High	49.22%	5	₹1,389.17
Tata Retirement Savings Fund - Conservative	Solution Oriented	Moderately High	6.23%	2	₹168.88
Tata Infrastructure Fund	Equity	Very High	9.12%	1	₹2,071.90
Tata Silver ETF Fund of Fund	Other	Very High	97.47%	0	₹1,008.57
Tata BSE Quality Index Fund	Other	Very High	10.01%	0	₹58.02
Tata BSE Sensex Index Fund	Other	Very High	-2.23%	2	₹393.49
Tata Nifty500 Multicap India Manufacturing 50:30:20 Index Fund	Other	Very High	15.84%	0	₹138.43
Tata BSE Multicap Consumption 50:30:20 Index Fund	Other	Very High	0%	0	₹46.22
Tata Large Cap Fund	Equity	Very High	7.23%	4	₹2,783.80
Tata Banking & Financial Services Fund	Equity	Very High	7.01%	3	₹3,180.97
Tata Nifty Financial Services Index Fund	Other	Very High	0.53%	0	₹71.15
Tata Arbitrage Fund	Hybrid	Low	6.72%	5	₹24,724.74
Tata Nifty500 Multicap Infrastructure 50:30:20 Index Fund	Other	Very High	6.51%	0	₹79.33
Tata Nifty Next 50 Index Fund	Other	Very High	0%	0	₹124.10
Tata Large & Mid Cap Fund	Equity	Very High	-0.56%	2	₹7,900.58
Tata Nifty Auto Index Fund	Other	Very High	24.76%	0	₹105.99
Tata Nifty Realty Index Fund	Other	Very High	0.14%	0	₹65.00
Tata Corporate Bond Fund	Debt	Moderately Low	5.58%	3	₹3,238.30
Tata Nifty Capital Markets Index Fund	Other	Very High	22.8%	0	₹913.12
Tata Housing Opportunities Fund	Equity	Very High	2.32%	0	₹493.05
Tata Retirement Savings Fund - Moderate	Solution Oriented	Very High	9.72%	2	₹2,217.96
Tata Nifty G-Sec Dec 2026 Index Fund	Other	Moderate	5.67%	0	₹73.72
Tata Multi Asset Allocation Fund	Hybrid	Very High	12.52%	3	₹5,234.08
Tata Ethical Fund	Equity	Very High	1.7%	0	₹3,864.51
Tata Resources & Energy Fund	Equity	Very High	11.98%	0	₹1,421.10
Tata Overnight Fund	Debt	Low	5.36%	4	₹5,278.06
Tata BSE Select Business Groups Index Fund	Other	Very High	8.85%	0	₹228.30
Tata Small Cap Fund	Equity	Very High	0.72%	4	₹12,695.77
Tata Aggressive Hybrid Fund	Hybrid	Very High	4.98%	2	₹3,930.21
Tata Nifty India Tourism Index Fund	Other	Very High	-10.58%	0	₹269.84
Tata Liquid Fund	Debt	Moderately Low	6.45%	4	₹27,602.85
Tata India Consumer Fund	Equity	Very High	11.06%	3	₹2,814.95
Tata Money Market Fund	Debt	Moderately Low	6.58%	5	₹34,138.15
Tata Nifty 50 Index Fund	Other	Very High	0.43%	3	₹1,722.15
Tata Nifty India Digital ETF Fund of Fund	Other	Very High	1.08%	0	₹113.18
Tata Ultra Short Term Fund	Debt	Moderately Low	6.94%	5	₹6,377.77
Tata Treasury Advantage Fund	Debt	Moderately Low	6.43%	4	₹2,239.61
Tata Nifty200 Alpha 30 Index Fund	Other	Very High	8.46%	0	₹198.02
Tata Business Cycle Fund	Equity	Very High	5.86%	0	₹2,633.73
Tata Value Fund	Equity	Very High	5.96%	2	₹8,492.28
Tata Multi Sector Passive FOF	Other	Very High	0%	0	₹82.78
Tata Flexi Cap Fund	Equity	Very High	2.46%	3	₹3,704.51
Tata Children's Fund (After 7 Years)	Solution Oriented	Very High	-4.96%	3	₹334.58
Tata Retirement Savings Fund - Progressive	Solution Oriented	Very High	10.28%	3	₹2,217.18
Tata Dividend Yield	Equity	Very High	16.76%	0	₹1,122.49
Tata Focused Fund	Equity	Very High	3.03%	3	₹1,791.51
Tata ELSS Fund	Equity	Very High	11.48%	2	₹4,663.57
Tata India Innovation Fund	Equity	Very High	8.23%	0	₹1,368.35
Tata Nifty Midcap 150 Momentum 50 Index Fund	Other	Very High	5.86%	2	₹1,216.75
Tata Short Term Bond Fund	Debt	Moderately Low	5.6%	3	₹2,941.40
Tata Floating Rate Fund	Debt	Moderately Low	6.4%	2	₹121.44
Tata Multicap Fund	Equity	Very High	14.3%	0	₹3,542.75
Tata Nifty SDL Plus AAA PSU Bond Dec 2027 60:40 Index Fund	Other	Moderate	5.75%	0	₹644.59
Tata Digital India Fund	Equity	Very High	-3.97%	0	₹10,214.39

News

Tata Mutual Fund announces change in fund manager under its schemes
Tata Mutual Fund has announced change in fund manager under the following scheme, With effect from 22 July 2026.
Change in Fund Manager:

Name of the Scheme(s) Existing Fund Managers New Fund Managers

Tata Multi Sector Passive FOF Rahul Singh 1. Nikunj Kumar Singhal (Fund Manager)
2. Rahul Singh (Co-Fund Manager)

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Name of the Scheme(s)	Existing Fund Managers	New Fund Managers
Tata Multi Sector Passive FOF	Rahul Singh	1. Nikunj Kumar Singhal (Fund Manager) 2. Rahul Singh (Co-Fund Manager)

Tata Mutual Fund announces Appointment of Key Personnel
Tata Mutual Fund has announced that Mr. Anand Vardarajan has been appointed as the Chief Executive Officer and Managing Director of Tata Asset Management Private Limited (TAMPL) from the above-mentioned effective date.
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Tata Mutual Fund announces Ceasation of Key Personnel
Tata Mutual Fund Announces Mr. Prathit D. Bhobe has ceased to be the Chief Executive Officer and Managing Director of Tata Asset Management Private Limited (TAMPL) from the close of business hours of July 6,2026.
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Fund House Details & Investment Objective

Date of Incorporation

July 16, 2021

Total AUM (Cr)

₹2633.73

Tata Business Cycle Fund (G) is an Sectoral / Thematic-oriented fund from the renowned AMC, Tata Mutual Fund. Launched in July 16, 2021, this fund is managed by RahulSingh. With assets under management (AUM) worth ₹2,633.73 (Cr), as of August 12, 2026, Tata Business Cycle Fund (G) is categorized as a Sectoral / Thematic within its segment. The fund has generated a return of 13.92% since its launch.
The current NAV of Tata Business Cycle Fund (G) is ₹19.21, as on August 12, 2026. The fund's benchmark index is Nifty 500 TRI. You can invest in Tata Business Cycle Fund (G) via both lumpsum and SIP modes. The minimum SIP amount in the fund is ₹100 while the minimum lumpsum investment is ₹5,000.

Being an open-ended fund, you can exit the fund anytime subject to applicable exit loads:
The fund has generated 12.83% and 14.02% CAGR in the last 3 and 5 years respectively.

The fund aims to provide long-term capital appreciation and growth, by investing in a mix of financial instruments 97.91% in Equity, 0.08% in Debt and 2.01% in cash and cash equivalents.
The top 5 sectors the fund invests in are: 11.64% in Banks, 8.36% in Healthcare Services, 7.88% in Finance, 7.26% in Power, 6.71% in Cement & Cement Products

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