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InvestVerdict

Tata Business Cycle Fund

Direct Plan · Growth Option · Sectoral / Thematic · Scheme code 149071

NAV₹20.9378as on 28 Aug 2026
Fund houseTata Mutual Fund
CategorySectoral / Thematic
Plan & optionDirect · Growth Option
History5.0 years

Returns (%)

 1M3M6M1Y3Y5Y7Y10YLaunch
This scheme 1.193.115.57 6.6914.1615.89 ——15.80
Nifty 500
benchmark		 0.874.312.15 5.2012.4911.41 ——15.49
Sectoral / Thematic
category median		 ——— 6.9716.9114.34 —15.17—

Over a year annualised (CAGR), under a year absolute. Computed from AMFI's published NAV history for this scheme.

Risk

 VolatilitySharpeSortinoBetaAlphaMax fallR²
This scheme 14.6% 0.53 0.72 0.97 4.79% -20.0% 93.24
Nifty 500
benchmark		 17.2%0.35 0.47—— -37.3%—

Risk-free rate 6.5%. Beta, alpha and R² are regressed on the 60 months this scheme and its benchmark share.

Growth of ₹100 since launch

85132180227202220242026InvestVerdict

Drawdown from peak (%)

0%-7%-15%-22%202220242026

Every one-year period it has lived through

WindowsWorstMedianBestPeriods that lost money
199 -9.1% 11.8% 56.8% 11%

Every one-year holding period in this scheme's history, not just the last one — the spread a real investor would have met depending only on when they started.

InvestVerdict

Tata Business Cycle Fund

Direct Plan · Growth Option

Allocation

By asset

Equity98.31%
Cash & Equivalents1.57%

By market cap

Large Cap49.59%
Mid Cap21.45%
Small Cap27.27%

Concentration

Number of stocks57
Top 5 stocks19.33%
Top 10 stocks33.56%
Top 20 stocks54.76%
Largest holding4.73%
Largest sectorBanks 11.98%
Effective stocks45.2
Cash1.57%
InvestVerdict

Tata Business Cycle Fund

Direct Plan · Growth Option · holdings

Top 18 holdings

#CompanySector% of fund
1— Petroleum Products4.73%
2— Healthcare Services4.23%
3— Banks3.92%
4— Ferrous Metals3.31%
5— Construction3.14%
6— Banks3.09%
7— Finance3.02%
8— Transport Services2.90%
9— Financial Technology (Fintech)2.65%
10— Industrial Products2.57%
11— Cement & Cement Products2.47%
12— Power2.40%
13— Finance2.26%
14— Insurance2.21%
15— Realty2.17%
16— Agricultural Food & other Products2.01%
17— Banks2.01%
18— Oil1.93%

Sector split

Banks — 12.0%Finance — 8.5%Healthcare Services — 7.5%Power — 6.7%Cement & Cement Products — 6.5%Ferrous Metals — 5.2%Insurance — 5.1%Industrial Products — 5.1%Petroleum Products — 4.7%Other — 38.8%Banks12.0%Finance8.5%Healthcare Services7.5%Power6.7%Cement & Cement Products6.5%Ferrous Metals5.2%Insurance5.1%Industrial Products5.1%Petroleum Products4.7%Other38.8%
Banks11.98%
Finance8.45%
Healthcare Services7.47%
Power6.65%
Cement & Cement Products6.51%
Ferrous Metals5.18%
Insurance5.09%
Industrial Products5.07%
Petroleum Products4.73%
Construction4.40%

A ₹10,000 monthly SIP over five years

InvestedValueGainXIRR
₹600,000 ₹854,446 ₹254,446 14.13%

XIRR, not CAGR — a SIP's money arrives over sixty months, so each instalment has been invested for a different length of time.

Not investment advice. InvestVerdict is not a SEBI-registered Investment Adviser or Research Analyst. Every figure is computed from AMFI's published NAV history and the portfolio the AMC filed with AMFI; none of it is a recommendation to buy, hold or sell. Past returns do not predict future ones. Generated 1 Sep 2026.