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Tata Business Cycle Fund
Thematic-Business CycleRank #14
Not Rated
NAV (2026-09-11)
₹18.89
AUM
₹2,602.35 Cr
Exp. Ratio: 2.17%
RISK LEVEL
Very High
Returns & Performance
1 Year0.95%2.48% vs cat avgRank #14
3 Year9.61%3.17% vs cat avgRank #9
5 Year12.93%0.10% vs cat avgRank #3
Since Launch13.26%1.03% vs cat avg
Fund vs Category Average
1Y
0.95%-2.48%
3Y
9.61%-3.17%
5Y
12.93%-0.10%
Pros & Cons
Pros
✔No lock-in period
✔Decent 1Y category rank (#14)
✔Outperforms category avg since launch
Cons
✖1Y returns trail category average
✖3Y returns below category average
✖5Y returns below category average
✖Higher expense ratio (2.17%)
✖Overall rank #14 in category
ISININF277KA1190
NAV₹18.89
NAV Date2026-09-11
AUM₹2,602.35 Cr
Expense Ratio2.17%
RiskVery High
RatingNot Rated / 5
Min SIP Amount₹100
Max SIP Amount₹999999999
Min Additional Inv.₹1000
SIP AllowedYes
Plan TypeRegular
Plan OptionGrowth
Is NFONo
Fund House Incorp.1995-06-30
INVESTMENT OBJECTIVE
The scheme seeks 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.
Exit Load1.00%
Stamp duty on investment0.005% (from July 1st, 2020)
Tax implicationsIf you redeem within one year, your returns will be taxed at 20%. For redemptions after one year, returns exceeding ₹1.25 lakh in a financial year will be taxed at 12.5%.
Hasmukh Vishariya
Chartered Accountant
Prior to joining Tata MF he was associated with Star Union Dai-Ichi Life Insurance Ltd,
Common questions about this fund, answered from scheme data
The latest Net Asset Value (NAV) of Tata Business Cycle Fund is ₹18.89 as of 2026-09-11.
Tata Business Cycle Fund is classified as a Thematic-Business Cycle fund.
Tata Business Cycle Fund is managed by Tata Mutual Fund.
The Assets Under Management (AUM) of Tata Business Cycle Fund is ₹2,602.35 Cr.
The expense ratio of Tata Business Cycle Fund is 2.17%.
Tata Business Cycle Fund is managed by Hasmukh Vishariya.
The minimum SIP investment for Tata Business Cycle Fund is ₹100.
The exit load for Tata Business Cycle Fund is 1%.
As per the SEBI Riskometer, Tata Business Cycle Fund carries a Very High risk level.
Tata Business Cycle Fund has delivered 0.95% (1Y), 9.61% (3Y) and 12.93% (5Y) annualised returns as of 2026-09-11.
Tata Business Cycle Fund was launched on 1995-06-30.
Open an account with Indiabulls Securities, complete your KYC, and invest via SIP or a one-time lumpsum through our platform.
A Systematic Investment Plan (SIP) lets you invest a fixed amount at regular intervals (e.g., monthly) instead of a single lumpsum.
There is no separate brokerage on mutual fund units. The AMC charges an expense ratio, which is already reflected in the NAV. An exit load may apply if you redeem before the specified period.
Mutual fund NAVs are declared once per business day after market close, in line with SEBI norms.
The FAQs above are generated from data provided by the AMC and are for educational purposes only. They do not constitute financial advice, buy/sell recommendations, or return guarantees. Mutual fund investments are subject to market risks — read all scheme-related documents carefully before investing. Past performance is not indicative of future returns.
