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Tata Business Cycle Fund (IDCW)

Sectoral / Thematic • OPEN
NAV as of May 12, 2026
₹18.38
1 day change
Returns since inception
13.80%
CAGR
AUM (Fund size)
₹2,637 Cr
NAV: ₹ 18.38
as on May 12, 2026
Tata Business Cycle Fund (IDCW)

Tata Business Cycle Fund (IDCW) Overview

AUM (Fund size) ₹ 2,637 Cr
Expense ratio 2.06 %
Exit load Redemption/Switch-out/SWP/STP/non-SIP 1. On or before 30 days from the date of allotment: 0.50%. 2. After 30 days from the date of allotment: NIL.
Plan type Regular Fund
Risk Very High
Lock-in Period Nil
Benchmark Nifty 500 TRI
Min. investment SIP: ₹100    Lumpsum: ₹5,000
Age 4 yrs 10 m since Jul 16, 2021
Tax implication STCG Tax: 15% if redeemed before 1 Year, LTCG Tax: 10% without indexation benefit exceeding Rs. 1 lakh post 1 Year

Holdings Distribution

Banks
13.32%
Cement & Cement Products
8.08%
Healthcare Services
7.81%
Finance
7.66%
Petroleum Products
7.08%

Top Holdings

Reliance Industr 7.08%
Jindal Steel 4.67%
HDFC Bank 4.49%
Metropolis Healt 3.83%
Axis Bank 3.82%
Lupin 3.10%
Larsen & Toubro 3.00%
Delhivery 2.89%
L&T Finance Ltd 2.81%
Ambuja Cements 2.65%

Scheme Information

Tata Business Cycle Fund (IDCW) was launched on 16/07/2021. The fund manages ₹2,637 Cr in assets. Its current expense ratio is 2.06%.

Fund Manager: RahulSingh

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FAQs on Tata Business Cycle Fund (IDCW)

The current expense ratio of Tata Business Cycle Fund (IDCW) is 2.06%.

The AUM of Tata Business Cycle Fund (IDCW) is ₹2,637 crore.

Log in to your investment platform, select the fund, enter units or amount, and confirm the redemption request.

Yes, Tata Business Cycle Fund (IDCW) allows both SIP and lump sum investments.

The latest NAV is ₹18.38.

Minimum SIP starts from ₹100.

Redemption can be done via AMC website or your investment platform.

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