Advertisement

Tata Business Cycle Fund Regular Growth INF277KA1190

NAV / 1-Day Return
17.02 / 1.58%
Total Assets
27.3 Bil
Inception Date
Aug 04, 2021
Expense Ratio
1.970%
Fee Level
—
Load
Deferred
Category
India Fund Equity - Other
Investment Style
Large Growth
Minimum Initial Investment
5,000
Status
Open
TTM Yield
0.00%
Turnover
35%



Holdings

Portfolio Holdings
# Long
# Short
Equity Holding
66 0
Bond Holding
0 0
Other Holding
3 0
Total Holding
69 0
Equity Holdings
66
Bond Holdings
0
Other Holdings
3
Total Holdings
69
% Assets in Top 10 Holdings
35
Reported Turnover %
35.36
As of 03 / 31 / 24
Women Directors %
20
Women Executives %
11
Holdings
% Portfolio Weight
First Bought
Market Value as of Mar 31, 2025
Cur Currency
Share Change %
1-Year Return
Forward P/E
Equity Star Rating
Economic Moat
ESG Risk Rating Assessment
Sector
HDFC Bank Ltd
6.22 Sep 30, 2021 1,702,296,000
INR Indian Rupee
18.87 — — — Financial Services
Reliance Industries Ltd
5.16 Aug 31, 2021 1,410,166,000
INR Indian Rupee
-17.28 — — — Energy
Bharti Airtel Ltd
4.28 Aug 31, 2021 1,170,045,000
INR Indian Rupee
43.53 — — — Communication Services
Kotak Mahindra Bank Ltd
4.11 May 31, 2024 1,124,078,000
INR Indian Rupee
15.73 — — — Financial Services
Axis Bank Ltd
2.93 Sep 30, 2021 802,140,000
INR Indian Rupee
-1.56 — — — Financial Services
Larsen & Toubro Ltd
2.74 Aug 31, 2021 750,684,000
INR Indian Rupee
-16.23 — — — Industrials
Lupin Ltd
2.73 Nov 30, 2024 747,046,000
INR Indian Rupee
23.49 — — — Healthcare
ICICI Bank Ltd
2.49 Aug 31, 2021 681,826,000
INR Indian Rupee
19.13 18.28 — — Financial Services
HDFC Life Insurance Co Ltd
2.11 Jun 30, 2024 577,126,000
INR Indian Rupee
10.60 — — — Financial Services
State Bank of India
1.99 Aug 31, 2021 545,547,000
INR Indian Rupee
-1.48 9.18 — — Financial Services
Holdings as of Mar 31, 2025 | The top 69 largest holdings are available for display across Equity, Bond and Other.


STOCKS
MUTUAL FUNDS
ADITYABIRLAAXISBajajBANDHANBARODABNPBOICANARADSPEDELWEISSFRANKLINTEMPLETONGROWWHDFCHELIOSHSBCICICIIIFLINVESCOITIJMKOTAKLICMahindraManulifeMIRAEMOTILALNAVINipponNJOldBridgePGIMPPFASQUANTQUANTUMSAMCOSBISHRIRAMSUNDARAMTATATAURUSTrustUNIONUTIWhiteOakZERODHA
INSURANCE FUNDS
ABSLAEGONAGEASFEDERALAVIVABAJAJALLIANZBHARTIAXACANARAHSBCORIENTBANKEDELWEISSTOKIOEXIDEFUTUREGENERALIHDFCICICIPRUDENTIALINDIAFIRSTKOTAKMAHINDRALICMAXLIFEPNBMETLIFEPRAMERICARELIANCENIPPONSAHARASBISHRIRAMSTARUNIONDAI-ICHITATAAIA

About Us

Connect With Us

© Copyright 2025 Morningstar, Inc. All rights reserved.
Terms of Use    Privacy Policy
© Copyright 2025 Morningstar, Inc. All rights reserved. Please read our Terms of Use above. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
As of December 1st, 2023, the ESG-related information, methodologies, tools, ratings, data and opinions contained or reflected herein are not directed to or intended for use or distribution to India-based clients or users and their distribution to Indian resident individuals or entities is not permitted, and Morningstar/Sustainalytics accepts no responsibility or liability whatsoever for the actions of third parties in this respect.
Company: Morningstar India Private Limited; Regd. Office: 9th floor, Platinum Technopark, Plot No. 17/18, Sector 30A, Vashi, Navi Mumbai – 400705, Maharashtra, India; CIN: U72300MH2004PTC245103; Telephone No.: +91-22-61217100; Fax No.: +91-22-61217200; Contact: Morningstar India Help Desk (e-mail: helpdesk.in@morningstar.com) in case of queries or grievances.
Top