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Mutual Funds

Tata Business Cycle Fund

Ta

Tata Business Cycle Fund

Thematic-Business CycleRank #9
Not Rated

NAV (2026-07-14)

19.25

AUM

₹2,667.69 Cr

Exp. Ratio: 1.91%

RISK LEVEL

Very High

Returns & Performance

1 Year1.11%1.08% vs cat avgRank #11
3 Year14.05%0.05% vs cat avgRank #4
5 Year----
Since Launch14.16%--

Fund vs Category Average

1Y
1.11%-1.08%
3Y
14.05%+0.05%

Pros & Cons

Pros

Strong 3Y track record vs category
No lock-in period
Decent 1Y category rank (#11)
Overall top-10 rank in category (#9)

Cons

1Y returns trail category average
Higher expense ratio (1.91%)
ISININF277KA1190
NAV₹19.25
NAV Date2026-07-14
AUM₹2,667.69 Cr
Expense Ratio1.91%
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,

Top Holdings

Holdings data not available for this scheme