Tata Business Cycle Fund-Regular Plan-Growth

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  • Equity Scheme >  
  • Sectoral/Thematic Funds
NAV: ₹ 18.3760 ↓ -1.47%
[as on 13 February, 2026]

NAV chart

SMA (Simple Moving Average)

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Returns

CAGR returns till date

CAGR returns of Tata Business Cycle Fund-Regular Plan-Growth and its peers as on 13 February, 2026
NameYTD1D1W1M3M1Y3Y5Y7Y10Y
Tata Business Cycle Fund-Regular Plan-Growth -3.32% -1.47% -0.61% -0.54% -3.64% 6.81% 16.86%---
SBI HEALTHCARE OPPORTUNITIES FUND - REGULAR PLAN -GROWTH -0.83% -1.01% 1.51% -0.86% -3.72% 2.74% 24.22% 15.63% 20.13% 12.21%
SBI ESG Exclusionary Strategy Fund - Regular Plan - Growth -1.99% -0.96% -0.18% -0.98% -1.26% 9.59% 13.98% 11.45% 13.78% 14.08%
SBI INFRASTRUCTURE FUND - REGULAR PLAN - GROWTH -1.53% -1.22% -0.36% 1.68% -1.55% 7.95% 21.49% 20.31% 20.33% 17.55%
SBI PSU Fund - REGULAR PLAN -Growth 5.46% -1.19% 1.41% 5.72% 5.88% 28.78% 33.68% 28.49% 22.21% 16.99%
SBI CONSUMPTION OPPORTUNITIES FUND - REGULAR - GROWTH -3.56% -1.06% 0.58% -1.64% -4.97% 0.24% 12.71% 15.45% 14.98% 15.62%

Discrete returns (yearly)

Year2016201720182019202020212022202320242025
Returns------12.72%33.87%18.51%0.51%

Discrete returns (monthly)

MonthApr 2025May 2025Jun 2025Jul 2025Aug 2025Sep 2025Oct 2025Nov 2025Dec 2025Jan 2026
Returns3.91%2.57%3.21%-1.99%-0.24%-0.27%3.5%-0.36%-0.5%-5.14%

Returns from spefic dates

DescriptionCAGR returns from 18 Oct 2021 (Nifty 50 2021 high)CAGR returns from 26 Sep 2024 (Nifty 50 2024 high)
Returns12.89%-8.18%

Portfolio

Asset allocation

EquityDebtRealestateCommoditiesCash & Equivalents
97.66% 0.09% (Arbitrage: 0.00%) 0.00% 0.00% 2.25%

Equity

NameSymbol / ISINSectorWeight %
RELIANCE INDUSTRIES LTDRELIANCE (INE002A01018)Petroleum Products6.61%
HDFC BANK LTDHDFCBANK (INE040A01034)Banks4.92%
JINDAL STEEL LTDJINDALSTEL (INE749A01030)Ferrous Metals3.62%
AXIS BANK LTDAXISBANK (INE238A01034)Banks3.29%
METROPOLIS HEALTHCARE LTDMETROPOLIS (INE112L01020)Healthcare Services3.09%
LARSEN & TOUBRO LTDLT (INE018A01030)Construction2.97%
L&T FINANCE LTDLTF (INE498L01015)Finance2.84%
AMBUJA CEMENTS LTDAMBUJACEM (INE079A01024)Cement & Cement Products2.49%
LUPIN LTDLUPIN (INE326A01037)Pharmaceuticals & Biotechnology2.48%
GODREJ PROPERTIES LTDGODREJPROP (INE484J01027)Realty2.44%
CUMMINS INDIA LTDCUMMINSIND (INE298A01020)Industrial Products2.42%
SHREE CEMENT LTDSHREECEM (INE070A01015)Cement & Cement Products2.13%
DELHIVERY LTDDELHIVERY (INE148O01028)Transport Services2.11%
KOTAK MAHINDRA BANK LTDKOTAKBANK (INE237A01028)Banks1.97%
PB FINTECH LTDPOLICYBZR (INE417T01026)Financial Technology (Fintech)1.95%
APOLLO HOSPITALS ENTERPRISE LTDAPOLLOHOSP (INE437A01024)Healthcare Services1.93%
HDFC LIFE INSURANCE CO. LTDHDFCLIFE (INE795G01014)Insurance1.86%
THE RAMCO CEMENTS LTDRAMCOCEM (INE331A01037)Cement & Cement Products1.83%
KEC INTERNATIONAL LTDKEC (INE389H01022)Construction1.81%
HINDALCO INDUSTRIES LTDHINDALCO (INE038A01020)Non - Ferrous Metals1.79%
BHARTI AIRTEL LTDBHARTIARTL (INE397D01024)Telecom - Services1.76%
NIVA BUPA HEALTH INSURANCE COMPANY LTDNIVABUPA (INE995S01015)Insurance1.75%
ADANI ENERGY SOLUTIONS LTDADANIENSOL (INE931S01010)Power1.74%
SHRIRAM FINANCE LTDSHRIRAMFIN (INE721A01047)Finance1.69%
NUVOCO VISTAS CORPORATION LTDNUVOCO (INE118D01016)Cement & Cement Products1.58%
ITC LTDITC (INE154A01025)Diversified FMCG1.51%
BAJAJ FINSERV LTDBAJAJFINSV (INE918I01026)Finance1.50%
RBL BANK LTDRBLBANK (INE976G01028)Banks1.47%
ALKEM LABORATORIES LTDALKEM (INE540L01014)Pharmaceuticals & Biotechnology1.46%
HAVELLS INDIA LTDHAVELLS (INE176B01034)Consumer Durables1.36%
ICICI LOMBARD GENERAL INSURANCE CO. LTDICICIGI (INE765G01017)Insurance1.36%
ASIAN PAINTS LTDASIANPAINT (INE021A01026)Consumer Durables1.32%
ADANI PORTS AND SPECIAL ECONOMIC ZONE LTDADANIPORTS (INE742F01042)Transport Infrastructure1.24%
POWER GRID CORPORATION OF INDIA LTDPOWERGRID (INE752E01010)Power1.22%
INDIA SHELTER FINANCE CORPORATION LTDINDIASHLTR (INE922K01024)Finance1.21%
ACME SOLAR HOLDINGS LTDACMESOLAR (INE622W01025)Power1.20%
BANDHAN BANK LTDBANDHANBNK (INE545U01014)Banks1.11%
PI INDUSTRIES LTDPIIND (INE603J01030)Fertilizers & Agrochemicals1.10%
VARUN BEVERAGES LTDVBL (INE200M01039)Beverages1.08%
HINDUSTAN UNILEVER LTDHINDUNILVR (INE030A01027)Diversified FMCG1.06%
DABUR INDIA LTDDABUR (INE016A01026)Personal Products1.04%
POWER FINANCE CORPORATION LTDPFC (INE134E01011)Finance1.04%
INFOSYS LTDINFY (INE009A01021)IT - Software1.03%
360 ONE WAM LTD360ONE (INE466L01038)Capital Markets1.00%
FIVE-STAR BUSINESS FINANCE LTDFIVESTAR (INE128S01021)Finance0.98%
HINDUSTAN AERONAUTICS LTDHAL (INE066F01020)Aerospace and Defense0.96%
COFORGE LTDCOFORGE (INE591G01025)IT - Software0.96%
APTUS VALUE HOUSING FINANCE INDIA LTDAPTUS (INE852O01025)Finance0.94%
DCB BANK LTDDCBBANK (INE503A01015)Banks0.90%
GRAVITA INDIA LTDGRAVITA (INE024L01027)Minerals & Mining0.90%
TEAMLEASE SERVICES LTDTEAMLEASE (INE985S01024)Commercial Services & Supplies0.83%
DR. LAL PATH LABS LTDLALPATHLAB (INE600L01024)Healthcare Services0.78%
MAHINDRA & MAHINDRA LTDM&M (INE101A01026)Automobiles0.72%
PVR INOX LTDPVRINOX (INE191H01014)Entertainment0.68%
VEDANT FASHIONS LTDMANYAVAR (INE825V01034)Retailing0.65%
GO FASHION (INDIA) LTDGOCOLORS (INE0BJS01011)Retailing0.55%
TARC LTDTARC (INE0EK901012)Realty0.55%
SPICEJET LTDINE285B01017Transport Services0.52%
G R INFRAPROJECTS LTDGRINFRA (INE201P01022)Construction0.36%

Debt

NameRatingWeight %
TATA NIFTY AUTO INDEX FUNDCAPITAL MARKETS0.09%
TATA NIFTY INDIA DIGITAL EXCHANGE TRADED FUNDCAPITAL MARKETS0.00%
Portfolio data is as on date 31 October, 2025

NAV history

Tata Business Cycle Fund-Regular Plan-Growth - 30 days NAV (Net asset value) history

DateNAV
13 February, 202618.3760
12 February, 202618.6511
11 February, 202618.7327
10 February, 202618.7126
9 February, 202618.6978
6 February, 202618.4889
5 February, 202618.4767
4 February, 202618.4953
3 February, 202618.4151
2 February, 202618.0308
30 January, 202618.2719
29 January, 202618.2821
28 January, 202618.2172
27 January, 202618.0471
23 January, 202617.9515
22 January, 202618.2737
21 January, 202618.0980
20 January, 202618.1959
19 January, 202618.5101
16 January, 202618.5539
14 January, 202618.5398
13 January, 202618.4756
12 January, 202618.5490
9 January, 202618.5891
8 January, 202618.7438
7 January, 202619.0719
6 January, 202619.0864
5 January, 202619.1480
2 January, 202619.1206
1 January, 202619.0074

FAQ (Frequently asked questions)

  • What is latest/current NAV/price of Tata Business Cycle Fund-Regular Plan-Growth?
    The latest NAV of Tata Business Cycle Fund-Regular Plan-Growth is 18.3760 as on 13 February, 2026.
  • What are YTD (year to date) returns of Tata Business Cycle Fund-Regular Plan-Growth?
    The YTD (year to date) returns of Tata Business Cycle Fund-Regular Plan-Growth are -3.32% as on 13 February, 2026.
  • What are 1 year returns of Tata Business Cycle Fund-Regular Plan-Growth?
    The 1 year returns of Tata Business Cycle Fund-Regular Plan-Growth are 6.81% as on 13 February, 2026.
  • What are 3 year CAGR returns of Tata Business Cycle Fund-Regular Plan-Growth?
    The 3 year annualized returns (CAGR) of Tata Business Cycle Fund-Regular Plan-Growth are 16.86% as on 13 February, 2026.