46
Business CycleHold
Tata BusIness Cycle
Tata · Direct–Growth · rank #9 of 19 by Smart Score
Data updated
Trailing returns
1 Year
1.1%
+3.2% vs index
3 Years
11.8%
+2.0% vs index
5 Years
14.7%
+5.2% vs index
Since launch
15.1%
Year-by-year performance
2022
+15.4%+11.6% vs index
2023
+36.5%+10.0% vs index
2024
+20.4%+4.7% vs index
2025
+2.2%-5.4% vs index
2026
+0.7%+4.3% vs index
Why this score
Tata BusIness Cycle scores 46/100 — #9 of 19 Business Cycle fund (Hold). It stands out for expense ratio and fund size — beating 87% of peers on expense ratio. The main drag is its 3y return (better than only 15% of peers).
Each bar shows the fund's percentile vs Business Cycle peers — a longer bar beats more of the category.
3Y return11.78% · 15th percentile in category
Expense ratio0.89% · 87th percentile in category
Fund size2602.36 Cr · 82nd percentile in category
5Y return14.66% · 38th percentile in category
1Y return1.13% · 25th percentile in category
Volatility15.32 · 62nd percentile in category
Top holdings
1.Reliance Industries Ltd4.79%
2.Metropolis Healthcare Ltd4.57%
3.Axis Bank Ltd3.89%
4.Jindal Steel & Power Ltd3.82%
5.HDFC Bank Ltd3.47%
50 disclosed equity positions · portfolio as of Aug 2026 · weights are % of total corpus.