Analytics, not advice. Rankings and scores describe past performance and are not recommendations.

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Tata Business Cycle Fund-Direct Plan-Growth

Tata Mutual Fund · Managed by Murthy Nagarajan; Rahul Singh; Sailesh Jain; Hasmukh Vishariya

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FundScore
Latest NAV
₹20.7835
as of 18 Aug 2026
AUM
—
Expense ratio
0.60%
as of 30 Jun 2026
Inception
14 May 2026
FundScore
80/100strong
Rank #207 of 1015 · top 20%

A daily percentile of this fund’s past performance within its SEBI category — analytics, not advice, and not a prediction or recommendation.

Trailing returns
Annualised returns to the latest NAV. Refreshed nightly.
1M
-0.08%
3M
4.52%
6M
3.73%
1Y
3.90%
3Y CAGR
14.65%
5Y CAGR
15.69%
Since incep.
15.71%
Fund details
Fund manager
Murthy Nagarajan; Rahul Singh; Sailesh Jain; Hasmukh Vishariya
Riskometer
Very High Risk
Type
Open Ended
Portfolio turnover
53%
Volatility (3Y)
14.8%
Rating (external)
—
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.

NAV history
Zoom and pan · ranges from 1M to since-inception.
Rolling returns
Every 30-day step. The true distribution, not cherry-picked.
Rank history
Percentile within category over the last 2 years.
FundScore components
Pro-only breakdown of consistency, recency, and volatility scores.

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Pro
Market-cap distribution
Large / mid / small / micro-cap split of this fund's equity holdings, from its latest look-through portfolio. Shown as a share of classified equity.
Large cap46.7%
Mid cap22.8%
Small cap30.5%
Stock holdings
Latest portfolio disclosure for this scheme. Snapshot as of 31 Jul 2026.
RELIANCE INDUSTRIES LTD
equity
4.85%
METROPOLIS HEALTHCARE LTD
equity
4.52%
AXIS BANK LTD
equity
3.63%
HDFC BANK LTD
equity
3.61%
JINDAL STEEL LTD
equity
3.49%
L&T FINANCE LTD
equity
3.07%
DELHIVERY LTD
equity
3.00%
LARSEN & TOUBRO LTD
equity
2.80%
ADANI ENERGY SOLUTIONS LTD
equity
2.69%
PB FINTECH LTD
equity
2.64%
AMBUJA CEMENTS LTD
equity
2.56%
CUMMINS INDIA LTD
equity
2.54%
GODREJ PROPERTIES LTD
equity
2.48%
NIVA BUPA HEALTH INSURANCE COMPANY LTD
equity
2.30%
SHRIRAM FINANCE LTD
equity
2.30%
MARICO LTD
equity
2.12%
OIL & NATURAL GAS CO.
equity
2.02%
TATA STEEL LTD
equity
1.91%
RATNAMANI METALS & TUBES LTD
equity
1.91%
VEDANTA ALUMINIUM METAL LTD
equity
1.90%
APOLLO HOSPITALS ENTERPRISE LTD
equity
1.87%
THE RAMCO CEMENTS LTD
equity
1.78%
DR. LAL PATH LABS LTD
equity
1.70%
GLAXOSMITHKLINE PHARMACEUTICALS LTD
equity
1.69%
SEDEMAC MECHATRONICS LTD
equity
1.68%
NUVOCO VISTAS CORPORATION LTD
equity
1.65%
VARUN BEVERAGES LTD
equity
1.65%
BAJAJ FINSERV LTD
equity
1.62%
ONE 97 COMMUNICATIONS LTD
equity
1.61%
ADANI PORTS AND SPECIAL ECONOMIC ZONE LTD
equity
1.60%