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tata business cycle fund direct growth
Tata Business Cycle Fund Direct Growth

Tata Business Cycle Fund Direct Growth

  • Very High Risk
  • Equity
  • Equity - Other
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NAV as on Oct 1, 2025
i
Price per unit of the scheme.
19.78460.72%1 Day Change
0.56%
Minimum Investment₹5000
Expense Ratio0.53%

FUND RATING

A holistic measure of the rank of a fund relative to its peers. Top funds receive a score of 5.

RISK-O-METER

Level of risk associated with a mutual fund to help investors make informed investment decisions
 

bt_logoFUND PERFORMANCE

As On Jan 01, 2023
Compare fund’s performance against category average across different time periods


No Data Found.
Returns <= 1 year are absolute and > 1 year are annualised (CAGR)
For calculating Category Return & Scheme Ranking, only Growth & Direct schemes are considered.

bt_logoFUND COMPARISON

This Fund
Tata Business Cycle Fund Direct Growth
VS
Equity: Equity - Other Average NAV
    Topper in Equity: Equity - Other
    All Fund


    No Data Found.
    *For the other fund, rescaled NAVs are used
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    bt_logoRETURN CALCULATOR

    Check the return on your investment in the fund
    Tata Business Cycle Fund Direct Growth
    Investment Type
    Monthly Investment
    Time Period (yrs)
    Annual Return in %
    • Invested Amount
      0
    • Return
      0
    • Current Value
      0

    bt_logoFUND MANAGER

    Rahul Singh
    Rahul Singh
    i
    Lead Fund Manager.
    Aug 4, 2021 - Present
    • Schemes managed11
    • Total AUM43,452.28 Cr
    • Highest Return In 1 Yr7.97 %
    Other Funds
    • table
    • card
    1M
    3M
    6M
    1Y
    3Y
    5Y
    Fund NameMorningstar RatingNAVFund ReturnCategory ReturnRiskFund Size
    --
    ₹ 14.48
    0.89%
    0.54%
    Very High Risk
    805.91Cr
    --
    ₹ 19.78
    0.56%
    -%
    Very High Risk
    2,836.96Cr
    --
    ₹ 1,360.65
    0.44%
    -%
    Low to Moderate Risk
    969.15Cr
    LIC MF Balanced Advantage Fund Direct Growth
    Very High Risk--
    • NAV₹ 14.48
    • Fund Size805.91Cr
    Fund Return0.89%
    Category Return0.54%
    Tata Business Cycle Fund Direct Growth
    Very High Risk--
    • NAV₹ 19.78
    • Fund Size2,836.96Cr
    Fund Return0.56%
    Category Return--
    LIC MF Overnight Fund Direct Growth
    Low to Moderate Risk--
    • NAV₹ 1,360.65
    • Fund Size969.15Cr
    Fund Return0.44%
    Category Return--
    Returns <= 1 year are absolute and > 1 year are annualised (CAGR)
    Murthy Nagarajan
    Murthy Nagarajan
    i
    Lead Fund Manager.
    Aug 4, 2021 - Present
    • Schemes managed12
    • Total AUM23,439.48 Cr
    • Highest Return In 1 Yr187.22 %
    Other Funds
    • table
    • card
    1M
    3M
    6M
    1Y
    3Y
    5Y
    Fund NameMorningstar RatingNAVFund ReturnCategory ReturnRiskFund Size
    ₹ 77.79
    -0.45%
    -%
    Very High Risk
    2,047.44Cr
    ₹ 75.74
    -0.04%
    -%
    Very High Risk
    2,114.86Cr
    ₹ 37.09
    0.53%
    -%
    Moderately High risk
    176.98Cr
    Tata Retirement Savings Progressive Fund Direct Plan Growth
    Very High Risk
    • NAV₹ 77.79
    • Fund Size2,047.44Cr
    Fund Return-0.45%
    Category Return--
    Tata Retirement Savings Moderate Fund Direct Plan Growth
    Very High Risk
    • NAV₹ 75.74
    • Fund Size2,114.86Cr
    Fund Return-0.04%
    Category Return--
    Tata Retirement Savings Conservative Fund Direct Plan Growth
    Moderately High risk
    • NAV₹ 37.09
    • Fund Size176.98Cr
    Fund Return0.53%
    Category Return--
    Returns <= 1 year are absolute and > 1 year are annualised (CAGR)
    Sailesh Jain
    Sailesh Jain
    i
    Lead Fund Manager.
    Dec 16, 2021 - Present
    • Schemes managed9
    • Total AUM41,997.86 Cr
    • Highest Return In 1 Yr8.51 %
    Other Funds
    • table
    • card
    1M
    3M
    6M
    1Y
    3Y
    5Y
    Fund NameMorningstar RatingNAVFund ReturnCategory ReturnRiskFund Size
    --
    ₹ 19.33
    2.08%
    1.58%
    Very High Risk
    941.82Cr
    --
    ₹ 15.38
    -1.11%
    -%
    Very High Risk
    61.70Cr
    ₹ 62.29
    0.32%
    0.55%
    Moderate Risk
    265.63Cr
    Tata Dividend Yield Fund Direct Growth
    Very High Risk--
    • NAV₹ 19.33
    • Fund Size941.82Cr
    Fund Return2.08%
    Category Return1.58%
    Tata Quant Fund Direct Growth
    Very High Risk--
    • NAV₹ 15.38
    • Fund Size61.70Cr
    Fund Return-1.11%
    Category Return--
    Tata Equity Savings Direct Plan Growth
    Moderate Risk
    • NAV₹ 62.29
    • Fund Size265.63Cr
    Fund Return0.32%
    Category Return0.55%
    Returns <= 1 year are absolute and > 1 year are annualised (CAGR)
    Arvindkumar Chetty
    Arvindkumar Chetty
    i
    Lead Fund Manager.
    Dec 1, 2022 - Present
    • Schemes managed7
    • Total AUM23,308.92 Cr
    • Highest Return In 1 Yr-3.02 %
    Other Funds
    • table
    • card
    1M
    3M
    6M
    1Y
    3Y
    5Y
    Fund NameMorningstar RatingNAVFund ReturnCategory ReturnRiskFund Size
    ₹ 577.78
    2.03%
    1.07%
    Very High Risk
    2,615.27Cr
    --
    ₹ 52.37
    -3.65%
    -2.46%
    Very High Risk
    11,519.88Cr
    --
    ₹ 19.33
    2.08%
    1.58%
    Very High Risk
    941.82Cr
    Tata Large Cap Fund Direct Plan Growth
    Very High Risk
    • NAV₹ 577.78
    • Fund Size2,615.27Cr
    Fund Return2.03%
    Category Return1.07%
    Tata Digital India Fund Direct Growth
    Very High Risk--
    • NAV₹ 52.37
    • Fund Size11,519.88Cr
    Fund Return-3.65%
    Category Return-2.46%
    Tata Dividend Yield Fund Direct Growth
    Very High Risk--
    • NAV₹ 19.33
    • Fund Size941.82Cr
    Fund Return2.08%
    Category Return1.58%
    Returns <= 1 year are absolute and > 1 year are annualised (CAGR)
    Kapil Malhotra
    Kapil Malhotra
    i
    Lead Fund Manager.
    Dec 19, 2023 - Present
    • Schemes managed8
    • Total AUM31,810.18 Cr
    • Highest Return In 1 Yr-3.02 %
    Other Funds
    • table
    • card
    1M
    3M
    6M
    1Y
    3Y
    5Y
    Fund NameMorningstar RatingNAVFund ReturnCategory ReturnRiskFund Size
    ₹ 577.78
    2.03%
    1.07%
    Very High Risk
    2,615.27Cr
    --
    ₹ 19.33
    2.08%
    1.58%
    Very High Risk
    941.82Cr
    --
    ₹ 15.68
    -0.45%
    -%
    Very High Risk
    523.74Cr
    Tata Large Cap Fund Direct Plan Growth
    Very High Risk
    • NAV₹ 577.78
    • Fund Size2,615.27Cr
    Fund Return2.03%
    Category Return1.07%
    Tata Dividend Yield Fund Direct Growth
    Very High Risk--
    • NAV₹ 19.33
    • Fund Size941.82Cr
    Fund Return2.08%
    Category Return1.58%
    Tata Housing Opportunities Fund Direct Growth
    Very High Risk--
    • NAV₹ 15.68
    • Fund Size523.74Cr
    Fund Return-0.45%
    Category Return--
    Returns <= 1 year are absolute and > 1 year are annualised (CAGR)
    Hasmukh Vishariya
    Hasmukh Vishariya
    i
    Lead Fund Manager.
    Mar 1, 2025 - Present
    • Schemes managed7
    • Total AUM23,308.92 Cr
    • Highest Return In 1 Yr-3.02 %
    Other Funds
    • table
    • card
    1M
    3M
    6M
    1Y
    3Y
    5Y
    Fund NameMorningstar RatingNAVFund ReturnCategory ReturnRiskFund Size
    --
    ₹ 19.78
    0.56%
    -%
    Very High Risk
    2,836.96Cr
    --
    ₹ 19.33
    2.08%
    1.58%
    Very High Risk
    941.82Cr
    --
    ₹ 15.68
    -0.45%
    -%
    Very High Risk
    523.74Cr
    Tata Business Cycle Fund Direct Growth
    Very High Risk--
    • NAV₹ 19.78
    • Fund Size2,836.96Cr
    Fund Return0.56%
    Category Return--
    Tata Dividend Yield Fund Direct Growth
    Very High Risk--
    • NAV₹ 19.33
    • Fund Size941.82Cr
    Fund Return2.08%
    Category Return1.58%
    Tata Housing Opportunities Fund Direct Growth
    Very High Risk--
    • NAV₹ 15.68
    • Fund Size523.74Cr
    Fund Return-0.45%
    Category Return--
    Returns <= 1 year are absolute and > 1 year are annualised (CAGR)

    bt_logoDETAILED PORTFOLIO

    As on Aug, 2025
    EQUITY (98.16%)
    DEBT (-%)
    CASH (1.84%)
    Allocation by Market Cap
    Large Cap(55.18%)
    Mid Cap(14.73%)
    Small Cap(28.25%)
    Industry Holdings
    • Banks Regional14.97%
    • Building Materials8.65%
    • Oil Gas Refining Marketing6.32%
    • Credit Services5.83%
    • Engineering Construction5.60%
    • Insurance Life4.05%
    Stock Holdings
    • Reliance Industries Ltd6.20%
    • HDFC Bank Ltd4.87%
    • Jindal Steel Ltd2.94%
    • Axis Bank Ltd2.87%
    • Larsen & Toubro Ltd2.73%
    • Metropolis Healthcare Ltd2.71%

    bt_logoPERFORMANCE MEASURES

    Fund evaluation across critical parameters for better decision making. Study period is 3 years.
    • Consistency
      i
      It represents the consistency of a fund in beating its benchmark.
      ----
    • Downside Risk
      i
      Measured by Maximum Drawdown which shows the maximum loss from a peak to a nadir over a specified time period
    • Risk Adjusted Return
      i
      Risk adjusted return represents the return generated after factoring the risk taken to achieve it.
    • Volatility
      i
      Volatility represents the standard deviation of fund returns that is, how much the fund returns have deviated from the average.
    • Upside Capture Ratio
      i
      Fund performance relative to the index when the market is up. An upside capture ratio of >100 indicates better fund performance.
      ----
    • Downside Capture Ratio
      i
      Fund performance relative to the index when the market is down. A downside capture ratio of <100 indicates better fund performance.
      ----

    bt_logoHISTORICAL RISK MEASURES

    Statistical measures to evaluate mutual fund risk. All ratios are calculated for a three-year time duration.
    • Alpha: Excess return of the fund over benchmark
      i
      Any Alpha above zero is considered good. However, for comparison, a fund with a higher Alpha is considered better. Alpha is normally used in conjunction with Beta. If the Beta is high, it implies that the fund manager took a high risk to generate Alpha.
      --
      This Fund
      VS
      --
      Category Avg
    • R-Squared: How well the fund tracks benchmark
      i
      R-Squared measures the correlation of fund returns and its benchmark returns. It varies between 0 and 1. The metric, Beta makes no sense if R-Squared is equal to zero. Thus, both Beta and R-Squared should be used in conjunction. A fund with a high R-Squared and low Beta is considered a less risky fund.
      --
      This Fund
      VS
      --
      Category Avg
    • Beta: Risk of the fund in relation to benchmark
      i
      Beta >1 indicates that the fund is more volatile than its benchmark while Beta < 1 indicates that the fund is less volatile than its benchmark. The Beta of the benchmark is equal to 1.
      --
      This Fund
      VS
      --
      Category Avg
    • Sharpe Ratio: Risk adjusted return of the fund
      i
      Sharpe Ratio is a measure of return per unit of risk. A higher Sharpe ratio indicates better risk adjusted return given by the fund.
      0.95
      This Fund
      VS
      --
      Category Avg
    • Sortino Ratio: Return per unit of bad risk
      i
      A variation of Sharpe ratio, Sortino considers only the downside risk. Unlike Sharpe ratio which considers both good risk and bad risk, Sortino factors only the bad risk. A high Sortino ratio indicates better return for each unit of downside risk.
      1.60
      This Fund
      VS
      --
      Category Avg
    • Standard Devation: Volatility of the fund
      i
      Standard deviation is a measure of dispersion of fund returns from its average return. A fund with a higher Standard deviation is more volatile than a fund with a low standard deviation.
      13.51
      This Fund
      VS
      --
      Category Avg
    Benchmark used in calculation : S&P BSE 500 India TR INR

    bt_logoPEER ANALYSIS

    1M
    3M
    6M
    1Y
    3Y
    5Y
    • card
    • table
    Fund NameMorningstar RatingNAV Fund Return Category ReturnRisk Fund Size
    --
    ₹ 104.03
    6.93%
    --
    Very High Risk
    ₹ 1,291.79 Cr
    --
    ₹ 36.26
    5.56%
    --
    Very High Risk
    ₹ 5,227.05 Cr
    ₹ 76.01
    5.50%
    --
    Very High Risk
    ₹ 1,340.73 Cr
    --
    ₹ 35.61
    5.14%
    --
    Very High Risk
    ₹ 5,179.37 Cr
    --
    ₹ 24.65
    4.61%
    --
    Very High Risk
    ₹ 6,532.01 Cr
    --
    ₹ 21.64
    4.34%
    --
    Very High Risk
    ₹ 1,870.33 Cr
    DSP Natural Resources & New Energy Fund Direct Plan Growth
    Very High Risk--
    • NAV₹ 104.03
    • Fund Size₹ 1,291.79 Cr
    Fund Return6.93%
    Category Return--
    Aditya Birla Sun Life PSU Equity Fund Direct Growth
    Very High Risk--
    • NAV₹ 36.26
    • Fund Size₹ 5,227.05 Cr
    Fund Return5.56%
    Category Return--
    Invesco India PSU Equity Fund Direct Plan Growth
    Very High Risk
    • NAV₹ 76.01
    • Fund Size₹ 1,340.73 Cr
    Fund Return5.50%
    Category Return--
    SBI PSU Direct Growth
    Very High Risk--
    • NAV₹ 35.61
    • Fund Size₹ 5,179.37 Cr
    Fund Return5.14%
    Category Return--
    HDFC Defence Fund Direct Growth
    Very High Risk--
    • NAV₹ 24.65
    • Fund Size₹ 6,532.01 Cr
    Fund Return4.61%
    Category Return--
    ICICI Prudential PSU Equity Fund Direct Growth
    Very High Risk--
    • NAV₹ 21.64
    • Fund Size₹ 1,870.33 Cr
    Fund Return4.34%
    Category Return--
    Returns <= 1 year are absolute and > 1 year are annualised (CAGR)

    bt_logoTOP FUNDS FROM THIS AMC

    1M
    3M
    6M
    1Y
    3Y
    5Y
    • card
    • table
    Fund NameMorningstar RatingNAV Fund Return Category Return Risk Fund Size (Cr)
    ₹ 49.77
    2.77%
    3.26%
    Very High Risk
    ₹ 2,819.02 Cr
    ₹ 390.64
    2.51%
    2.22%
    Very High Risk
    ₹ 8,347.76 Cr
    --
    ₹ 26.23
    2.36%
    --
    Very High Risk
    ₹ 4,047.69 Cr
    ₹ 88.05
    2.31%
    1.14%
    Moderate Risk
    ₹ 1,317.79 Cr
    --
    ₹ 19.33
    2.08%
    1.58%
    Very High Risk
    ₹ 941.82 Cr
    Tata Banking & Financial Services Fund Direct Growth
    Very High Risk
    • NAV₹ 49.77
    • Fund Size₹ 2,819.02 Cr
    1 Month Return2.77%
    Category Return3.26%
    Tata Equity P/E Fund Direct Plan Growth
    Very High Risk
    • NAV₹ 390.64
    • Fund Size₹ 8,347.76 Cr
    1 Month Return2.51%
    Category Return2.22%
    Tata Multi Asset Opportunities Fund Direct Growth
    Very High Risk--
    • NAV₹ 26.23
    • Fund Size₹ 4,047.69 Cr
    1 Month Return2.36%
    Category Return--
    Tata Gilt Securities Fund Direct Plan Growth
    Moderate Risk
    • NAV₹ 88.05
    • Fund Size₹ 1,317.79 Cr
    1 Month Return2.31%
    Category Return1.14%
    Tata Nifty500 Multicap India Manufacturing 50:30:20 Index Direct Growth
    Very High Risk--
    • NAV₹ 11.50
    • Fund Size₹ 119.33 Cr
    1 Month Return2.30%
    Category Return--
    Tata Dividend Yield Fund Direct Growth
    Very High Risk--
    • NAV₹ 19.33
    • Fund Size₹ 941.82 Cr
    1 Month Return2.08%
    Category Return1.58%
    Returns <= 1 year are absolute and > 1 year are annualised (CAGR)

    bt_logoABOUT THE AMC

    company icon
    Tata Asset Management Limited
    Tata Asset Management Limited manages assets worth ₹ 2,16,211.03 crores. It’s current offering of mutual fund schemes includes 37 equity, 18 debt and 9 hybrid schemes.
    phone icon
    Phone
    +91 22 6657 8282
    mail icon
    Email
    kiran@tataamc.com
    aum
    AUM
    2,16,211.03 Cr (
    As on Aug 31, 2025
    )
    location
    Address
    Mafatlal Centre, 9th Floor, Mumbai,400 021

    bt_logoFAQ's

    What is the category of Tata Business Cycle Fund Direct Growth ?
    The category of Tata Business Cycle Fund Direct Growth is Equity - Equity - Other
    What is the current NAV of Tata Business Cycle Fund Direct Growth ?
    The current NAV of Tata Business Cycle Fund Direct Growth as on Oct 01, 2025 is ₹19.78
    How safe is Tata Business Cycle Fund Direct Growth ?
    The risk level of Tata Business Cycle Fund Direct Growth is Very High.
    What are short term returns given by Tata Business Cycle Fund Direct Growth ?
    The return given by Tata Business Cycle Fund Direct Growth in 1 month is 0.56%, 3 months is -2.61%, 6 months is 7.77%, and 1 year is -8.60%
    What are the long term returns given by Tata Business Cycle Fund Direct Growth ?
    The return given by Tata Business Cycle Fund Direct Growth in 3 years is 21.36% and 5 years is --.
    What is the expense ratio of Tata Business Cycle Fund Direct Growth ?
    The expense ratio of Tata Business Cycle Fund Direct Growth is 0.53%
    What is the AUM of Tata Business Cycle Fund Direct Growth ?
    The assets under Management (AUM) of Tata Business Cycle Fund Direct Growth is Rs 2,836.96 crores.
    What is the minimum investment in Tata Business Cycle Fund Direct Growth ?
    The minimum Lumpsum investment in Tata Business Cycle Fund Direct Growth is ₹5,000.00 and the minimum SIP investment in Tata Business Cycle Fund Direct Growth is ₹1,000.00
    What is the asset allocation of Tata Business Cycle Fund Direct Growth?
    Tata Business Cycle Fund Direct Growth has an exposure of 98.16% in Equity and 1.84% in Cash & Money Market Securities