- Home
- Mutual Funds
- Tata Mutual Fund
- Tata Business Cycle Fund Direct-idcw
Fund Overview of Tata Business Cycle Fund Direct-idcw
-
₹2,674.7 CrAUM
-
₹20.53NAV
-
0.83%Expense Ratio
Minimum amount you can invest: ₹500
Maximum amount you can invest: ₹1,00,000
We have used a return rate of 15% for our calculations.
Returns of Tata Business Cycle Fund Direct-idcw
| Tenure | Absolute(%) | Annualised(%) | Category Average(%) |
|---|---|---|---|
| 3 Months | 10.34% | NA | NA |
| 6 Months | 2.49% | NA | NA |
| 1 Year | 3.88% | 3.88% | NA |
| 2 Years | 3.37% | 1.67% | NA |
| 3 Years | 58.81% | 16.67% | NA |
{{compareMutualFunds}}
Asset Allocation
equities
97.02%other assets or cash equivalents
2.98%Launched on 04 Aug 2021, the fund aims Long Term Capital Appreciation. An equity scheme that invests predominantly in Indian markets with focus on riding business cycles through dynamic allocation between various sectors and stocks at different stages of business cycles. It manages assets worth ₹2,674.7 crore as on Sun May 31, 2026. The expense ratio stands at 0.83%. Fund Manager Manager Education Fund Manager Manager Education Fund Manager Manager Education Fund Manager Manager EducationAbout Tata Business Cycle Fund Direct-idcw
The portfolio allocation consists of 97.02% in equities, 2.98% in other assets or cash equivalents.Managed by Rahul Singh, it has delivered a return of 3.88% in the last year, a total return since inception of 15.91%.
Choosing an appropriate best sip in india has an important role for long-term wealth creation.
Key Metrics of Tata Business Cycle Fund Direct-idcw
-
Standard Deviation15.82%
-
Sharpe Ratio0.75%
-
Alpha3.90%
-
Beta1.00%
Fund Details
|
|
Top Performing Mutual Funds
| Fund Names | AUM (Cr) | 1M | 3M | 1Yr | 3Yr | 5Yr |
|---|---|---|---|---|---|---|
ICICI Prudential Business Cycle Fund Direct-growth  |
₹15,798 | 2.45% | 5.78% | 3.78% | 19.31% | 17.79% |
| ICICI Prudential Business Cycle Fund Direct-idcw |
₹15,798 | 2.45% | 5.78% | 3.78% | 19.31% | 17.79% |
| HSBC Business Cycles Fund Direct-growth |
₹1,142 | 3.13% | 12.10% | -0.16% | 17.62% | 17.22% |
| HSBC Business Cycles Fund Direct-idcw |
₹1,142 | 3.13% | 12.10% | -0.16% | 17.62% | 17.22% |
| ICICI Prudential Business Cycle Fund-growth |
₹15,798 | 2.36% | 5.55% | 2.83% | 18.14% | 16.46% |
| ICICI Prudential Business Cycle Fund-idcw |
₹15,798 | 2.36% | 5.55% | 2.83% | 18.14% | 16.46% |
| HSBC Business Cycles Fund Regular-growth |
₹1,142 | 3.02% | 11.76% | -1.32% | 16.31% | 15.94% |
| HSBC Business Cycles Fund Regular-idcw |
₹1,142 | 3.02% | 11.76% | -1.32% | 16.31% | 15.94% |
growth is based on 1-month returns of the funds & Top fund are based on 3Y Returns
More funds from Tata Mutual Fund
| Fund Names | AUM (Cr) | 1M | 3M | 6M | 1Yr | 3Yr |
|---|---|---|---|---|---|---|
|
Tata Business Cycle Fund Regular-growth
|
₹2,675 | 2.50% | 9.98% | 1.81% | 2.46% | 14.95% |
|
Tata Business Cycle Fund Direct-growth
|
₹2,675 | 2.62% | 10.34% | 2.49% | 3.88% | 16.67% |
|
Tata Business Cycle Fund Regular-idcw
|
₹2,675 | 2.50% | 9.98% | 1.81% | 2.46% | 14.95% |
growth is based on 1-month returns of the fundsMutual Fund Calculator
- 1
- 2
- 3
- 4
- 6
- 7
- 8
- 9
- 11
- 12
- 13
- 14
- 16
- 17
- 18
- 19
- 21
- 22
- 23
- 24
- 26
- 27
- 28
- 29
- 31
- 32
- 33
- 34
- 36
- 37
- 38
- 39
- 40
- 1
- 2
- 3
- 4
- 6
- 7
- 8
- 9
- 11
- 12
- 13
- 14
- 16
- 17
- 18
- 19
- 21
- 22
- 23
- 24
- 26
- 27
- 28
- 30
- 1
- 2
- 3
- 4
- 6
- 7
- 8
- 9
- 11
- 12
- 13
- 14
- 16
- 17
- 18
- 19
- 21
- 22
- 23
- 24
- 26
- 27
- 28
- 29
- 31
- 32
- 33
- 34
- 36
- 37
- 38
- 39
- 40
- 1
- 2
- 3
- 4
- 6
- 7
- 8
- 9
- 11
- 12
- 13
- 14
- 16
- 17
- 18
- 19
- 21
- 22
- 23
- 24
- 26
- 27
- 28
- 30
Top Mutual Funds
| Fund Names | AUM (Cr) | NAV | 3Yr | 5Yr | 10Yr |
|---|---|---|---|---|---|
| ICICI Prudential Business Cycle Fund-growth |
₹15,798 | ₹24.73 | 18.14% | 16.46% | - |
| ICICI Prudential Business Cycle Fund Direct-growth |
₹15,798 | ₹26.34 | 19.31% | 17.79% | - |
| ICICI Prudential Business Cycle Fund-idcw |
₹15,798 | ₹17.68 | 18.14% | 16.46% | - |
| ICICI Prudential Business Cycle Fund Direct-idcw |
₹15,798 | ₹19.18 | 19.31% | 17.79% | - |
| Kotak Business Cycle Fund Regular-growth |
₹3,135 | ₹16.61 | 15.18% | - | - |
| Kotak Business Cycle Fund Direct-growth |
₹3,135 | ₹17.57 | 16.85% | - | - |
| Kotak Business Cycle Fund Regular-idcw |
₹3,135 | ₹15.44 | 15.18% | - | - |
| Kotak Business Cycle Fund Direct-idcw |
₹3,135 | ₹16.33 | 16.85% | - | - |
| Tata Business Cycle Fund Regular-growth |
₹2,675 | ₹19.01 | 14.95% | - | - |
| Tata Business Cycle Fund Direct-growth |
₹2,675 | ₹20.53 | 16.67% | - | - |
Detailed Portfolio
| Stocks | Sector | % of Holding | Value |
|---|---|---|---|
| Reliance Industries Ltd | Energy & Utilities | 4.82% | ₹128.94 Cr |
| Metropolis Healthcare Ltd | Healthcare | 4.33% | ₹115.90 Cr |
| Jindal Steel & Power Ltd | Materials | 3.76% | ₹100.62 Cr |
| Axis Bank Ltd | Financial | 3.74% | ₹100.08 Cr |
| Larsen & Toubro Ltd | Industrials | 3.09% | ₹82.53 Cr |
| Hdfc Bank Ltd | Financial | 3.07% | ₹82.07 Cr |
| L&t Finance Holdings Ltd | Financial | 2.97% | ₹79.39 Cr |
| Cash/net Current Assets | Unspecified | 2.91% | ₹78.90 Cr |
| Delhivery Ltd | Industrials | 2.77% | ₹74.20 Cr |
| Pb Fintech Ltd | Financial | 2.77% | ₹73.96 Cr |
| Cummins India Ltd | Industrials | 2.66% | ₹71.22 Cr |
| Adani Transmission Ltd | Energy & Utilities | 2.63% | ₹70.36 Cr |
| Ambuja Cements Ltd | Materials | 2.61% | ₹69.92 Cr |
| Apollo Hospitals Enterprise Ltd | Healthcare | 2.44% | ₹65.34 Cr |
| Niva Bupa Health Insurance Company Ltd. | Financial | 2.17% | ₹58.12 Cr |
| Tata Steel Ltd | Materials | 2.07% | ₹55.27 Cr |
| Godrej Properties Ltd | Real Estate | 2.05% | ₹54.78 Cr |
| Shriram Transport Finance Company Ltd | Financial | 2.05% | ₹54.73 Cr |
| Marico Ltd | Consumer Staples | 1.97% | ₹52.59 Cr |
| Sedemac Mechatronics Ltd. | 1.97% | ₹52.57 Cr | |
| Kotak Mahindra Bank Ltd | Financial | 1.96% | ₹52.39 Cr |
| Varun Beverages Ltd | Consumer Staples | 1.94% | ₹51.84 Cr |
| Adani Power Ltd | Energy & Utilities | 1.85% | ₹49.40 Cr |
| Bank Of Baroda | Financial | 1.78% | ₹47.66 Cr |
| Adani Ports And Special Economic Zone Ltd | Industrials | 1.67% | ₹44.78 Cr |
| The Ramco Cements Ltd | Materials | 1.66% | ₹44.41 Cr |
| Dr. Lal Pathlabs Ltd | Healthcare | 1.59% | ₹42.57 Cr |
| Icici Lombard General Insurance Company Ltd | Financial | 1.53% | ₹40.96 Cr |
| Nuvoco Vistas Corp Ltd | Materials | 1.45% | ₹38.83 Cr |
| Acme Solar Holdings Ltd. | Energy & Utilities | 1.44% | ₹38.61 Cr |
| Hdfc Life Insurance Co Ltd | Financial | 1.43% | ₹38.17 Cr |
| Bajaj Finserv Ltd | Financial | 1.40% | ₹37.46 Cr |
| Emmvee Photovoltaic Power Ltd. | 1.35% | ₹36.03 Cr | |
| One 97 Communications Ltd | Industrials | 1.32% | ₹35.24 Cr |
| Graphite India Ltd | Industrials | 1.22% | ₹32.68 Cr |
| Kec International Ltd | Diversified | 1.21% | ₹32.31 Cr |
| Iifl Wealth Management Ltd | Financial | 1.11% | ₹29.71 Cr |
| Dcb Bank Ltd | Financial | 1.09% | ₹29.07 Cr |
| Gravita India Ltd | Industrials | 1.07% | ₹28.61 Cr |
| Dixon Technologies (india) Ltd | Consumer Discretionary | 1.06% | ₹28.23 Cr |
| Dabur India Ltd | Consumer Staples | 1.03% | ₹27.68 Cr |
| Bayer Cropscience Ltd | Materials | 1.03% | ₹27.48 Cr |
| Hindustan Unilever Ltd | Consumer Staples | 1.01% | ₹26.92 Cr |
| Nhpc Ltd | Energy & Utilities | 1.00% | ₹26.82 Cr |
| Oil & Natural Gas Corporation Ltd | Energy & Utilities | 0.99% | ₹26.54 Cr |
| Bharat Forge Ltd | Consumer Discretionary | 0.99% | ₹26.42 Cr |
| Shree Cement Ltd | Materials | 0.99% | ₹26.39 Cr |
| Vedanta Ltd | Materials | 0.98% | ₹26.15 Cr |
| Itc Ltd | Consumer Staples | 0.91% | ₹24.39 Cr |
| Five-star Business Finance Ltd | Financial | 0.91% | ₹24.28 Cr |
| Bharat Heavy Electricals Ltd | Industrials | 0.86% | ₹22.92 Cr |
| Glaxosmithkline Pharmaceuticals Ltd | Healthcare | 0.83% | ₹22.10 Cr |
| Tata Capital Limited Eq | Financial | 0.55% | ₹14.76 Cr |
| Hexaware Technologies Limited Eq New Fv Rs.2/- | Technology | 0.42% | ₹11.16 Cr |
| Vedanta Oil And Gas Ltd | Materials | 0.34% | ₹8.97 Cr |
| Vedanta Aluminium Metal Ltd | 0.34% | ₹8.97 Cr | |
| Vedanta Iron And Steel Ltd | 0.34% | ₹8.97 Cr | |
| Vedanta Power Ltd | Industrials | 0.34% | ₹8.97 Cr |
| Dee Development Engineers Ltd. | Industrials | 0.08% | ₹2.11 Cr |
| Repo | Unspecified | 0.07% | ₹1.94 Cr |
| Kwality Walls India Ltd | 0.01% | ₹0.34 Cr | |
| Tata Nifty India Digital Etf - Growth | Unspecified | 0.00% | ₹0.01 Cr |
Top Funds
| Fund Names | NAV | 3Yr | 5Yr | 52 weeks high |
|---|---|---|---|---|
| ICICI Prudential Business Cycle Fund Direct-growth |
₹26.34 | 19.31% | 17.79% | - |
| ICICI Prudential Business Cycle Fund Direct-idcw |
₹19.18 | 19.31% | 17.79% | - |
| HSBC Business Cycles Fund Direct-growth |
₹47.28 | 17.62% | 17.22% | - |
| HSBC Business Cycles Fund Direct-idcw |
₹27.25 | 17.62% | 17.22% | - |
| ICICI Prudential Business Cycle Fund-growth |
₹24.73 | 18.14% | 16.46% | - |
| ICICI Prudential Business Cycle Fund-idcw |
₹17.68 | 18.14% | 16.46% | - |
| HSBC Business Cycles Fund Regular-growth |
₹42.50 | 16.31% | 15.94% | - |
| HSBC Business Cycles Fund Regular-idcw |
₹24.63 | 16.31% | 15.94% | - |
growth is based on 5Y returns of the funds
Frequently Asked Questions
Tata Business Cycle Fund Direct-idcw
What is the current AUM of Tata Business Cycle Fund Direct-idcw?
As of Sun May 31, 2026, Tata Business Cycle Fund Direct-idcw manages assets worth ₹2,674.7 crore
How has Tata Business Cycle Fund Direct-idcw performed recently?
- 3 Months: 10.34%
- 6 Months: 2.49%
What is the long-term performance of Tata Business Cycle Fund Direct-idcw?
- 3 Years CAGR: 16.67%
- Since Inception: 15.91%
What is the portfolio composition of Tata Business Cycle Fund Direct-idcw?
Equity: 97.02%, Others: 2.98%.
Who manages Tata Business Cycle Fund Direct-idcw?
Tata Business Cycle Fund Direct-idcw is managed by Rahul Singh from Tata Mutual Fund.
What is the market-cap allocation of Tata Business Cycle Fund Direct-idcw?
Large Cap: 47.72%, Mid Cap: 25.78%, Small Cap: 26.50%.
Which are the top companies Tata Business Cycle Fund Direct-idcw has invested in?
- Reliance Industries Ltd – 4.82% of the fund's portfolio
- Metropolis Healthcare Ltd – 4.33% of the fund's portfolio
- Jindal Steel & Power Ltd – 3.76% of the fund's portfolio
- Axis Bank Ltd – 3.74% of the fund's portfolio
- Larsen & Toubro Ltd – 3.09% of the fund's portfolio
Which are the major sectors Tata Business Cycle Fund Direct-idcw focuses on?
- Financial – 28.53% of the fund's portfolio
- Industrials – 15.08% of the fund's portfolio
- Materials – 14.89% of the fund's portfolio
- Energy & Utilities – 12.73% of the fund's portfolio
- Healthcare – 9.19% of the fund's portfolio
Policybazaar does not endorse rates/returns or recommend any particular insurer, fund house, AMC (Asset Management Company), insurance and mutual fund product.
Please consult your financial advisor for an informed decision.
Past performance may not be indicative of future results.
The information presented on this page is not owned or generated by Policybazaar. The data has been collected from publicly available sources and online research. We do not claim any ownership or guarantee the accuracy, completeness, or timeliness of this information. It is shared solely for the informational purpose of the viewer and should not be considered as financial advice.
Policybazaar is not acting as a financial advisor, broker, or agent for any mutual fund mentioned here.
Mutual fund investments are subject to market risks. Please read all scheme-related documents carefully before investing.
Policybazaar shall not be held responsible or liable for any losses, damages, or decisions made based on the information provided on this page.
For a complete list of mutual funds registered in India, please refer to the Securities and Exchange Board of India (SEBI) website at www.sebi.gov.in. We do not sell, endorse, or recommend any mutual fund or investment product. For a complete list of mutual funds registered in India, please refer to the Securities and Exchange Board of India (SEBI) website at www.sebi.gov.in. We do not sell, endorse, or recommend any mutual fund or investment product.
For more details on risk factors, terms, and conditions, please read the sales brochure and benefit illustration carefully before concluding a sale.
Policybazaar is a registered Insurance Broker | Registration No. 742, Registration Code No. IRDA/ DB 797/ 19, Valid till 09/06/2024, License category- Direct Broker (Life & General) |CIN: U74999HR2014PTC053454 | Registered Office - Plot No.119, Sector - 44, Gurgaon, Haryana – 122001 |Visitors are hereby informed that their information submitted on the website may be shared with insurers. Product information is authentic and solely based on the information received from the insurers.©️ Copyright 2008-2025 policybazaar.com. All Rights Reserved
^Returns as on 10th Jan’25. Tata AIA Life Top 200 ULIP Fund has delivered 18% returns over the last 10 years. Past performance is not necessarily indicative of future results. This disclaimer is specifically regarding a ULIP fund and is not related to mutual funds. Source: Morningstar.
