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Tata Business Cycle Fund (G)

Tata Business Cycle Fund (G)

Equity | Sectoral / Thematic
Returns 3.3% annually for last 1 yr
NAV on 23 Jun 2026₹18.98
Min SIP Amount₹100

About Tata Business Cycle Fund (G)

Tata Business Cycle Fund (G) has an Asset Under Management (AUM) of Rs. 2674.73 Cr as on 2026-06-23. The fund has an expense ratio of 1.97, which is quite reasonable as compared to most other Equity mutual fund schemes.

Key features of Tata Business Cycle Fund (G)

Tata Business Cycle Fund (G) is a Equity mutual fund scheme from Tata Mutual Fund. This fund has been launched on 2021-07-16. The sub-category of this fund is Sectoral / Thematic. The 1-year, 3-year and 5-year returns of this fund were 3.3, 15.47 and respectively.

Fund age
4 years11 months
AUM
₹ 2,674.73 Cr
Lock-in Period
0
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.
Expense ratio
1.97%
Tax Implications

Withdrawal after 3 years: 12.5% tax on gains above ₹1.25 lakhs per financial year

Withdrawal within 2 years: Tax on gains as per income tax bracket Withdrawal after 2 year: 12.5% without indexation benefits

Withdrawal within 1 year: 20% tax on gains Withdrawal after 1 year: 12.5% tax on gains above ₹1.25 lakhs per financial year

Calculate your SIP value

Total value

₹58,08,477

94% growth in 10 years

Estimated returns

₹28,08,477

Invested Amount

₹30,00,000

Investment Type

Investment Amount

₹ 

Tenure (in years)

 years

Expected Return

 %

Returns (by years)

Estimated Returns
Invested Amount

Very High

Your investment will be at Very High risk

Sector NameAllocation
Banks13.32%
Cement & Cement Products8.08%
Healthcare Services7.81%
Finance7.66%
Petroleum Products7.08%
Ferrous Metals6.28%

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