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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 Jul 25, 2025
i
Price per unit of the scheme.
20.0452-1.23%1 Day Change
0.23%
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 AUM40,311.51 Cr
    • Highest Return In 1 Yr8.30 %
    Other Funds
    • table
    • card
    1M
    3M
    6M
    1Y
    3Y
    5Y
    Fund NameMorningstar RatingNAVFund ReturnCategory ReturnRiskFund Size
    --
    ₹ 14.66
    -0.93%
    -0.10%
    Very High Risk
    845.35Cr
    --
    ₹ 20.05
    0.23%
    -%
    Very High Risk
    2,990.49Cr
    --
    ₹ 1,347.55
    0.44%
    -%
    Low to Moderate Risk
    452.59Cr
    LIC MF Balanced Advantage Fund Direct Growth
    Very High Risk--
    • NAV₹ 14.66
    • Fund Size845.35Cr
    Fund Return-0.93%
    Category Return-0.10%
    Tata Business Cycle Fund Direct Growth
    Very High Risk--
    • NAV₹ 20.05
    • Fund Size2,990.49Cr
    Fund Return0.23%
    Category Return--
    LIC MF Overnight Fund Direct Growth
    Low to Moderate Risk--
    • NAV₹ 1,347.55
    • Fund Size452.59Cr
    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 AUM24,177.29 Cr
    • Highest Return In 1 Yr187.22 %
    Other Funds
    • table
    • card
    1M
    3M
    6M
    1Y
    3Y
    5Y
    Fund NameMorningstar RatingNAVFund ReturnCategory ReturnRiskFund Size
    ₹ 79.18
    -2.54%
    -%
    Very High Risk
    2,178.32Cr
    ₹ 76.56
    -1.85%
    -%
    Very High Risk
    2,229.84Cr
    ₹ 37.15
    -0.20%
    -%
    Moderately High risk
    179.87Cr
    Tata Retirement Savings Progressive Fund Direct Plan Growth
    Very High Risk
    • NAV₹ 79.18
    • Fund Size2,178.32Cr
    Fund Return-2.54%
    Category Return--
    Tata Retirement Savings Moderate Fund Direct Plan Growth
    Very High Risk
    • NAV₹ 76.56
    • Fund Size2,229.84Cr
    Fund Return-1.85%
    Category Return--
    Tata Retirement Savings Conservative Fund Direct Plan Growth
    Moderately High risk
    • NAV₹ 37.15
    • Fund Size179.87Cr
    Fund Return-0.20%
    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 AUM40,218.40 Cr
    • Highest Return In 1 Yr8.51 %
    Other Funds
    • table
    • card
    1M
    3M
    6M
    1Y
    3Y
    5Y
    Fund NameMorningstar RatingNAVFund ReturnCategory ReturnRiskFund Size
    --
    ₹ 19.24
    -0.40%
    -0.98%
    Very High Risk
    997.06Cr
    --
    ₹ 15.38
    -1.11%
    -%
    Very High Risk
    61.70Cr
    ₹ 62.08
    0.18%
    0.18%
    Moderate Risk
    267.81Cr
    Tata Dividend Yield Fund Direct Growth
    Very High Risk--
    • NAV₹ 19.24
    • Fund Size997.06Cr
    Fund Return-0.40%
    Category Return-0.98%
    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₹ 62.08
    • Fund Size267.81Cr
    Fund Return0.18%
    Category Return0.18%
    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 AUM24,503.11 Cr
    • Highest Return In 1 Yr-0.24 %
    Other Funds
    • table
    • card
    1M
    3M
    6M
    1Y
    3Y
    5Y
    Fund NameMorningstar RatingNAVFund ReturnCategory ReturnRiskFund Size
    ₹ 569.85
    -1.33%
    -1.12%
    Very High Risk
    2,701.78Cr
    --
    ₹ 53.92
    -5.53%
    -5.44%
    Very High Risk
    12,216.31Cr
    --
    ₹ 19.24
    -0.40%
    -0.98%
    Very High Risk
    997.06Cr
    Tata Large Cap Fund Direct Plan Growth
    Very High Risk
    • NAV₹ 569.85
    • Fund Size2,701.78Cr
    Fund Return-1.33%
    Category Return-1.12%
    Tata Digital India Fund Direct Growth
    Very High Risk--
    • NAV₹ 53.92
    • Fund Size12,216.31Cr
    Fund Return-5.53%
    Category Return-5.44%
    Tata Dividend Yield Fund Direct Growth
    Very High Risk--
    • NAV₹ 19.24
    • Fund Size997.06Cr
    Fund Return-0.40%
    Category Return-0.98%
    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 AUM33,389.99 Cr
    • Highest Return In 1 Yr2.29 %
    Other Funds
    • table
    • card
    1M
    3M
    6M
    1Y
    3Y
    5Y
    Fund NameMorningstar RatingNAVFund ReturnCategory ReturnRiskFund Size
    ₹ 569.85
    -1.33%
    -1.12%
    Very High Risk
    2,701.78Cr
    --
    ₹ 19.24
    -0.40%
    -0.98%
    Very High Risk
    997.06Cr
    --
    ₹ 16.24
    0.34%
    -%
    Very High Risk
    554.44Cr
    Tata Large Cap Fund Direct Plan Growth
    Very High Risk
    • NAV₹ 569.85
    • Fund Size2,701.78Cr
    Fund Return-1.33%
    Category Return-1.12%
    Tata Dividend Yield Fund Direct Growth
    Very High Risk--
    • NAV₹ 19.24
    • Fund Size997.06Cr
    Fund Return-0.40%
    Category Return-0.98%
    Tata Housing Opportunities Fund Direct Growth
    Very High Risk--
    • NAV₹ 16.24
    • Fund Size554.44Cr
    Fund Return0.34%
    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 AUM24,503.11 Cr
    • Highest Return In 1 Yr-0.24 %
    Other Funds
    • table
    • card
    1M
    3M
    6M
    1Y
    3Y
    5Y
    Fund NameMorningstar RatingNAVFund ReturnCategory ReturnRiskFund Size
    --
    ₹ 20.05
    0.23%
    -%
    Very High Risk
    2,990.49Cr
    --
    ₹ 19.24
    -0.40%
    -0.98%
    Very High Risk
    997.06Cr
    --
    ₹ 16.24
    0.34%
    -%
    Very High Risk
    554.44Cr
    Tata Business Cycle Fund Direct Growth
    Very High Risk--
    • NAV₹ 20.05
    • Fund Size2,990.49Cr
    Fund Return0.23%
    Category Return--
    Tata Dividend Yield Fund Direct Growth
    Very High Risk--
    • NAV₹ 19.24
    • Fund Size997.06Cr
    Fund Return-0.40%
    Category Return-0.98%
    Tata Housing Opportunities Fund Direct Growth
    Very High Risk--
    • NAV₹ 16.24
    • Fund Size554.44Cr
    Fund Return0.34%
    Category Return--
    Returns <= 1 year are absolute and > 1 year are annualised (CAGR)

    bt_logoDETAILED PORTFOLIO

    As on Jun, 2025
    EQUITY (97.53%)
    DEBT (-%)
    CASH (2.47%)
    Allocation by Market Cap
    Large Cap(51.68%)
    Mid Cap(18.18%)
    Small Cap(27.31%)
    Industry Holdings
    • Banks Regional18.44%
    • Building Materials8.11%
    • Oil Gas Refining Marketing6.46%
    • Credit Services6.05%
    • Engineering Construction5.70%
    • Insurance Life5.11%
    Stock Holdings
    • Reliance Industries Ltd6.30%
    • HDFC Bank Ltd5.73%
    • Kotak Mahindra Bank Ltd3.75%
    • Axis Bank Ltd3.12%
    • Larsen & Toubro Ltd2.64%
    • Ambuja Cements Ltd2.48%

    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.
      1.35
      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.
      2.42
      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.
      13.96
      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
    --
    ₹ 9.03
    3.67%
    --
    Very High Risk
    ₹ 166.20 Cr
    --
    ₹ 15.38
    2.60%
    --
    Very High Risk
    ₹ 2,954.61 Cr
    --
    ₹ 53.57
    2.48%
    --
    Very High Risk
    ₹ 1,172.49 Cr
    --
    ₹ 45.66
    2.40%
    --
    Very High Risk
    ₹ 2,912.03 Cr
    --
    ₹ 13.73
    2.23%
    --
    Very High Risk
    ₹ 596.63 Cr
    --
    ₹ 18.40
    2.19%
    --
    Very High Risk
    ₹ 565.52 Cr
    Samco Special Opportunities Fund Direct Growth
    Very High Risk--
    • NAV₹ 9.03
    • Fund Size₹ 166.20 Cr
    Fund Return3.67%
    Category Return--
    HDFC Business Cycle Fund Direct Growth
    Very High Risk--
    • NAV₹ 15.38
    • Fund Size₹ 2,954.61 Cr
    Fund Return2.60%
    Category Return--
    Tata Resources & Energy Fund Direct Growth
    Very High Risk--
    • NAV₹ 53.57
    • Fund Size₹ 1,172.49 Cr
    Fund Return2.48%
    Category Return--
    ICICI Prudential Commodities Fund Direct Growth
    Very High Risk--
    • NAV₹ 45.66
    • Fund Size₹ 2,912.03 Cr
    Fund Return2.40%
    Category Return--
    HDFC MNC Fund Direct Growth
    Very High Risk--
    • NAV₹ 13.73
    • Fund Size₹ 596.63 Cr
    Fund Return2.23%
    Category Return--
    Bandhan Transportation and Logistics Fund Direct Growth
    Very High Risk--
    • NAV₹ 18.40
    • Fund Size₹ 565.52 Cr
    Fund Return2.19%
    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)
    --
    ₹ 36.04
    4.33%
    4.45%
    Very High Risk
    ₹ 1,281.99 Cr
    --
    ₹ 53.57
    2.48%
    --
    Very High Risk
    ₹ 1,172.49 Cr
    ₹ 45.83
    1.41%
    0.36%
    Very High Risk
    ₹ 11,163.84 Cr
    --
    ₹ 51.07
    1.28%
    --
    Very High Risk
    ₹ 2,457.37 Cr
    ₹ 88.54
    0.89%
    0.60%
    Moderate Risk
    ₹ 1,149.08 Cr
    --
    ₹ 12.75
    0.71%
    0.54%
    Moderate Risk
    ₹ 3,990.28 Cr
    Tata India Pharma & Healthcare Fund Direct Growth
    Very High Risk--
    • NAV₹ 36.04
    • Fund Size₹ 1,281.99 Cr
    1 Month Return4.33%
    Category Return4.45%
    Tata Resources & Energy Fund Direct Growth
    Very High Risk--
    • NAV₹ 53.57
    • Fund Size₹ 1,172.49 Cr
    1 Month Return2.48%
    Category Return--
    Tata Small Cap Fund Direct Growth
    Very High Risk
    • NAV₹ 45.83
    • Fund Size₹ 11,163.84 Cr
    1 Month Return1.41%
    Category Return0.36%
    Tata India Consumer Fund Direct Growth
    Very High Risk--
    • NAV₹ 51.07
    • Fund Size₹ 2,457.37 Cr
    1 Month Return1.28%
    Category Return--
    Tata Gilt Securities Fund Direct Plan Growth
    Moderate Risk
    • NAV₹ 88.54
    • Fund Size₹ 1,149.08 Cr
    1 Month Return0.89%
    Category Return0.60%
    Tata Corporate Bond Fund Direct Growth
    Moderate Risk--
    • NAV₹ 12.75
    • Fund Size₹ 3,990.28 Cr
    1 Month Return0.71%
    Category Return0.54%
    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 ₹ 2,07,269.15 crores. It’s current offering of mutual fund schemes includes 36 equity, 18 debt and 9 hybrid schemes.
    phone icon
    Phone
    +91 22 6657 8282
    mail icon
    Email
    kiran@tataamc.com
    aum
    AUM
    2,07,269.15 Cr (
    As on Jun 30, 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 Jul 25, 2025 is ₹20.05
    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 0.23%, 3 months is 5.30%, 6 months is 7.96%, and 1 year is -1.46%
    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 23.91% 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 2,990.49 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 97.53% in Equity and 2.47% in Cash & Money Market Securities