Fundalysisby DARKHORSESTOCKS

Scheme

Tata Business Cycle Fund

Holds 49 companies worth ₹2,361 Cr in Sept 2026.

  • Fund house

    TataThe fund house that runs this scheme.

  • AUM

    ₹2,416 CrTata Business Cycle Fund's AUM at the end of 30 Sept 2026, as AMFI reports it. Down 7.2% on Aug 2026, ₹2,602 Cr.

  • Largest holding

    Reliance IndustriesReliance Industries is 4.8% of this scheme's NAV.

  • Fund manager

    Murthy NagarajanRuns it since 4 Aug 2021, as the fund house dates it. With Rahul Singh (fund manager), Hasmukh Vishariya (fund manager), Sailesh Jain (co-manager).

AUM(Sept 2021 – Sept 2026)

AUM at month end each month, and its change on the month before
12 months₹ CrChange
Sept 20262,416−7.2%
Aug 20262,602−1.2%
Jul 20262,634−1.3%
Jun 20262,668−0.3%
May 20262,675+1.4%
Apr 20262,637+11.1%
Mar 20262,374−11.9%
Feb 20262,695−0.2%
Jan 20262,699−4.6%
Dec 20252,830−1.6%
Nov 20252,876−1.3%
Oct 20252,915+3.1%
AUM at month end, Sept 2026
₹2,416 Cr
−17.1% since Oct 2025
Fig. 1.AUM at each month's end, ₹ crore; under All, the quarterly average since 2010. Source: AMFI.

Direct plans(Sept 2021 – Sept 2026)

Direct plans' share of AUM each quarter, and its change on the quarter before
4 quartersShareChange
Sept 20269.63%−1.05 pt
Jun 202610.67%−0.79 pt
Mar 202611.46%+0.04 pt
Dec 202511.42%+0.31 pt
Direct plans' share of AUM, Sept 2026
9.63%
−1.79 pt since Dec 2025
Fig. 2.Tata Business Cycle Fund's quarterly average AUM in direct plans, which pay no distributor; changes in points. Source: AMFI.

Returns(9 Oct 2026)

Growth · Direct and Regular plans

To 9 Oct 2026; past a year, a yearly rate. Benchmark: Nifty 500 TRI. * From NAVs. Source: AMFI. Click a column's header to sort by it.
1 month *
−7.21%−7.31%––−4.51%
3 months *
−7.40%−7.70%––−3.15%
6 months *
+0.53%−0.11%––+4.22%
1 year
−4.10%−5.38%−5.06%+0.95 pt+0.43%
3 years
+9.76%+8.18%+9.52%+0.24 pt+12.61%
5 years
+12.64%+10.90%+8.39%+4.25 pt+11.64%
Since launch
+13.33%+11.58%+10.12%+3.21 pt+13.17%
Fig. 3.To 9 Oct 2026; past a year, a yearly rate. Benchmark: Nifty 500 TRI. * From NAVs. Source: AMFI.