38
Business CycleAvoid
Tata BusIness Cycle
Tata · Direct–Growth · rank #13 of 19 by Smart Score
Data updated
Trailing returns
1 Year
-4.4%
+0.3% vs index
3 Years
9.3%
-0.0% vs index
5 Years
12.2%
+4.3% vs index
Since launch
13.5%
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
-5.5%+0.5% vs index
Why this score
Tata BusIness Cycle scores 38/100 — #13 of 19 Business Cycle fund (Avoid). 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 5% of peers).
Each bar shows the fund's percentile vs Business Cycle peers — a longer bar beats more of the category.
3Y return9.32% · 5th percentile in category
Expense ratio0.92% · 87th percentile in category
Fund size2415.57 Cr · 82nd percentile in category
5Y return12.20% · 38th percentile in category
Alpha0.29 · 21st percentile in category
1Y return-4.37% · 19th percentile in category
Top holdings
1.Reliance Industries Ltd4.8%
2.Metropolis Healthcare Ltd4.25%
3.Axis Bank Ltd3.95%
4.Jindal Steel & Power Ltd3.92%
5.HDFC Bank Ltd3.73%
49 disclosed equity positions · portfolio as of Sept 2026 · weights are % of total corpus.