Home › Mutual Funds › Tata Mutual Fund › Tata Business Cycle Fund Direct Growth
Latest NAV & returns of TATA ASSET MANAGEMENT LTD.

Tata Business Cycle Fund Direct Growth

Add To Compare

20.303 (1.365%)
NAV on May 25, 2026
Category Equity:
Equity - Other
Investment StyleBox
Large Growth
Total Assets 2,637 cr
Turnover Ratio 50.26%
Expense Ratio 0.61%
Exit Load 0.50%if redeemed within
30 Days0.00%if redeemed after 30 Days
Returns
  • 1M: 2.47%
  • 1Y: 3.43%
  • 3M: 0.98%
  • 3Y: 18.51%
  • 6M: 0.42%
  • 5Y: N/A
Min Investment 5,000
Buy Now Start SIP
ADDITIONAL INFO
Fund Manager Murthy Nagarajan (Since almost 5 years) Rahul Singh (Since almost 5 years) Sailesh Jain (Since over 4 years) Hasmukh Vishariya (Since about 1 year)
ISIN INF277KA1166
Fund Family Tata
P/E Ratio 27.29
P/B Ratio 3.16
Launch Date August 04, 2021
Benchmark Nifty 500 TR INR
ASSET ALLOCATION
EQUITY DISTRIBUTION
RISK MEASURES (3 yrs)
vs Nifty 500 TR INR

Alpha 2.57
Beta 1.00
R-Squared 95.22
Info Ratio 0.83
Tracking Err 3.46
Sortino 1.160
Sharpe 0.739
Std Dev 15.855
Risk -
SECTOR WEIGHTINGS (%)
Financial 30.79%
Industrial 16.73%
Technology 2.53%
Basic Materials 16.34%
Consumer Cyclical 1.8%
Utilities Services 6.36%
Healthcare Services 10.34%
Energy Services 5.56%
Communication Services 0.00%
Consumer Defensive 7.29%
Real Estate 2.27%
INVESTMENT OBJECTIVE

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.

You will not receive any dividends. Your investments will get the largest benefit of compounding.

View Factsheet
Top Equity Other Funds
NAME LATEST
NAV		 RETURNS
1y       		FUND
ASSETS 		EXPENSE
RATIO		 RISK
Icici
ICICI Prudential Manufacturing Fund Direct Growth —
41.180 13.51% 6,614 cr 0.66% -


Other plans of Tata Business Cycle Fund


Other Equity funds by Tata

Data Partner
Click here to visit AMC website and
read all scheme related documents Tata Fund