45
Business CycleHold
Tata BusIness Cycle
Tata · Direct–Growth · rank #10 of 19 by Smart Score
Data updated
Trailing returns
1 Year
4.5%
+1.5% vs index
3 Years
12.9%
+1.3% vs index
5 Years
15.1%
+4.7% vs index
Since launch
15.4%
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
+1.3%+3.4% vs index
Why this score
Tata BusIness Cycle scores 45/100 — #10 of 19 Business Cycle fund (Hold). It stands out for sharpe ratio and expense ratio — beating 85% of peers on sharpe ratio. The main drag is its 3y return (better than only 17% of peers).
Each bar shows the fund's percentile vs Business Cycle peers — a longer bar beats more of the category.
3Y return12.90% · 17th percentile in category
5Y return15.07% · 17th percentile in category
Sharpe ratio0.77 · 85th percentile in category
Expense ratio0.90% · 87th percentile in category
Fund size2633.73 Cr · 82nd percentile in category
1Y return4.54% · 19th percentile in category
Top holdings
1.Reliance Industries Ltd4.85%
2.Metropolis Healthcare Ltd4.52%
3.Axis Bank Ltd3.63%
4.HDFC Bank Ltd3.61%
5.Jindal Steel & Power Ltd3.49%
54 disclosed equity positions · portfolio as of Jul 2026 · weights are % of total corpus.