Scheme Information
Tata Business Cycle Reg IDCW-R
as of 26 May 2026, 16:57 PM
SIP Calculator
Invested Amount
₹6,00,000
Est. Return
₹5,61,695
Total Value
₹11,61,695
Scheme Ratings
rated by Value Research
Scheme Riskometer
Your principal will be at Very High Risk
Investment Returns
Absolute Returns
CAGR
Company Holdings
Company Name | Sector | Instrument | Assets |
|---|---|---|---|
| Reliance Industries Ltd | Energy | E | 5.29% |
| HDFC Bank Ltd | Financial Services | E | 4.25% |
| Jindal Steel Ltd | Basic Materials | E | 3.87% |
| Metropolis Healthcare Ltd | Healthcare | E | 3.77% |
| Axis Bank Ltd | Financial Services | E | 3.74% |
| Larsen & Toubro Ltd | Industrials | E | 3.08% |
| L&T Finance Ltd | Financial Services | E | 2.94% |
| Delhivery Ltd | Industrials | E | 2.90% |
| Cummins India Ltd | Industrials | E | 2.66% |
| Ambuja Cements Ltd | Basic Materials | E | 2.63% |
| Lupin Ltd | Healthcare | E | 2.38% |
| PB Fintech Ltd | Financial Services | E | 2.36% |
| Apollo Hospitals Enterprise Ltd | Healthcare | E | 2.31% |
| Godrej Properties Ltd | Real Estate | E | 2.16% |
| Tata Steel Ltd | Basic Materials | E | 2.13% |
| Adani Energy Solutions Ltd | Utilities | E | 2.11% |
| Shriram Finance Ltd | Financial Services | E | 2.05% |
| Niva Bupa Health Insurance Co Ltd | Financial Services | E | 2.02% |
| Adani Power Ltd | Utilities | E | 2.00% |
| Kotak Mahindra Bank Ltd | Financial Services | E | 1.98% |
| Varun Beverages Ltd | Consumer Defensive | E | 1.91% |
| Marico Ltd | Consumer Defensive | E | 1.88% |
| Ramco Cements Ltd | Basic Materials | E | 1.81% |
| Bank of Baroda | Financial Services | E | 1.77% |
| Sedemac Mechatronics Ltd | Consumer Cyclical | E | 1.71% |
| Adani Ports & Special Economic Zone Ltd | Industrials | E | 1.56% |
| ICICI Lombard General Insurance Co Ltd | Financial Services | E | 1.53% |
| ACME Solar Holdings Ltd | Utilities | E | 1.43% |
| HDFC Life Insurance Co Ltd | Financial Services | E | 1.43% |
| Bajaj Finserv Ltd | Financial Services | E | 1.39% |
| KEC International Ltd | Industrials | E | 1.37% |
| Dr. Lal PathLabs Ltd | Healthcare | E | 1.37% |
| One97 Communications Ltd | Technology | E | 1.31% |
| Nuvoco Vista Corp Ltd | Basic Materials | E | 1.25% |
| Havells India Ltd | Industrials | E | 1.25% |
| DCB Bank Ltd | Financial Services | E | 1.17% |
| Emmvee Photovoltaic Power Ltd | Technology | E | 1.10% |
| Bayer CropScience Ltd | Basic Materials | E | 1.10% |
| Gravita India Ltd | Industrials | E | 1.10% |
| Hindustan Unilever Ltd | Consumer Defensive | E | 1.07% |
| 360 One Wam Ltd Ordinary Shares | Financial Services | E | 1.06% |
| Dabur India Ltd | Consumer Defensive | E | 1.05% |
| PI Industries Ltd | Basic Materials | E | 1.04% |
| ITC Ltd | Consumer Defensive | E | 1.01% |
| Bharat Heavy Electricals Ltd | Industrials | E | 1.00% |
| Five-Star Business Finance Ltd | Financial Services | E | 0.99% |
| Graphite India Ltd | Industrials | E | 0.99% |
| Shree Cement Ltd | Basic Materials | E | 0.96% |
| Vedanta Ltd | Basic Materials | E | 0.76% |
| Tata Capital Ltd | Financial Services | E | 0.61% |
| NHPC Ltd | Utilities | E | 0.50% |
| Malco Energy Ltd | - | E | 0.34% |
| Talwandi Sabo Power Ltd | - | E | 0.34% |
| Vedanta Aluminium Metal Ltd | - | E | 0.34% |
| Vedanta Iron And Steel Ltd | - | E | 0.34% |
| Kwality Walls India Ltd | Consumer Defensive | E | 0.01291% |
| Tata Nifty India Digital ETF | - | FE | 0.00049% |
| Cash / Net Current Asset | - | C | 3.40% |
| A) Repo | - | CR | 0.08% |
| Vedant Fashions Ltd | - | E | - |
Sector Holding Analysis
Equity / Debt / Cash Split
Equity
96.52%
Cash
3.48%
Equity sector allocation
Basic Materials
15.55%
Consumer Cyclical
1.71%
Consumer Defensive
6.93%
Energy
5.29%
Financial Services
29.3%
Healthcare
9.84%
Industrials
15.92%
Real Estate
2.16%
Technology
2.41%
Utilities
6.05%
Others
4.84%
Fund House Contact Details
Asset Management Company
Funds in this Category
Nippon India Taiwan Equity Reg Gr
Equity
Min. Investment
₹500
Category Returns
32.09%
63.78%
3Y Returns
+63.78%
Mirae Asset NYSE FANG+ ETF FoF Reg Gr
Equity
Min. Investment
₹5000
Category Returns
32.09%
63.78%
3Y Returns
+48.34%
DSP Wld Gld Mng Ovrs Eq Omni FoF Gr
Equity
Min. Investment
₹100
Category Returns
32.09%
63.78%
3Y Returns
+45.98%
About Tata Business Cycle Reg IDCW-R
Investment Objective of the Scheme
Key Features of The Fund
5-year return
-
Fund Manager
Murthy Nagarajan
Risk Profile
Very High Risk
Expense Ratio
1.70%
Fund Size
₹2637.21 Cr
FAQ's
What is the expense ratio of Tata Business Cycle Reg IDCW-R?
What is the AUM (Assets Under Management) of Tata Business Cycle Reg IDCW-R?
What are the top stock holdings of Tata Business Cycle Reg IDCW-R?
The Tata Business Cycle Reg IDCW-R has invested the majority of its money in the stocks of the following companies:
| Company | Percentage of Portfolio |
|---|---|
| Reliance Industries Ltd | 5.29% |
| HDFC Bank Ltd | 4.25% |
| Jindal Steel Ltd | 3.87% |
| Metropolis Healthcare Ltd | 3.77% |
| Axis Bank Ltd | 3.74% |
| Larsen & Toubro Ltd | 3.08% |
| L&T Finance Ltd | 2.94% |
| Delhivery Ltd | 2.90% |
| Cummins India Ltd | 2.66% |
| Ambuja Cements Ltd | 2.63% |
| Lupin Ltd | 2.38% |
| PB Fintech Ltd | 2.36% |
| Apollo Hospitals Enterprise Ltd | 2.31% |
| Godrej Properties Ltd | 2.16% |
| Tata Steel Ltd | 2.13% |
| Adani Energy Solutions Ltd | 2.11% |
| Shriram Finance Ltd | 2.05% |
| Niva Bupa Health Insurance Co Ltd | 2.02% |
| Adani Power Ltd | 2.00% |
| Kotak Mahindra Bank Ltd | 1.98% |
| Varun Beverages Ltd | 1.91% |
| Marico Ltd | 1.88% |
| Ramco Cements Ltd | 1.81% |
| Bank of Baroda | 1.77% |
| Sedemac Mechatronics Ltd | 1.71% |
| Adani Ports & Special Economic Zone Ltd | 1.56% |
| ICICI Lombard General Insurance Co Ltd | 1.53% |
| ACME Solar Holdings Ltd | 1.43% |
| HDFC Life Insurance Co Ltd | 1.43% |
| Bajaj Finserv Ltd | 1.39% |
| KEC International Ltd | 1.37% |
| Dr. Lal PathLabs Ltd | 1.37% |
| One97 Communications Ltd | 1.31% |
| Nuvoco Vista Corp Ltd | 1.25% |
| Havells India Ltd | 1.25% |
| DCB Bank Ltd | 1.17% |
| Emmvee Photovoltaic Power Ltd | 1.10% |
| Bayer CropScience Ltd | 1.10% |
| Gravita India Ltd | 1.10% |
| Hindustan Unilever Ltd | 1.07% |
| 360 One Wam Ltd Ordinary Shares | 1.06% |
| Dabur India Ltd | 1.05% |
| PI Industries Ltd | 1.04% |
| ITC Ltd | 1.01% |
| Bharat Heavy Electricals Ltd | 1.00% |
| Five-Star Business Finance Ltd | 0.99% |
| Graphite India Ltd | 0.99% |
| Shree Cement Ltd | 0.96% |
| Vedanta Ltd | 0.76% |
| Tata Capital Ltd | 0.61% |
| NHPC Ltd | 0.50% |
| Malco Energy Ltd | 0.34% |
| Talwandi Sabo Power Ltd | 0.34% |
| Vedanta Aluminium Metal Ltd | 0.34% |
| Vedanta Iron And Steel Ltd | 0.34% |
| Kwality Walls India Ltd | 0.01% |
| Tata Nifty India Digital ETF | 0.00% |
| Cash / Net Current Asset | 3.40% |
| A) Repo | 0.08% |
| Vedant Fashions Ltd | - |
In which sectors has Tata Business Cycle Reg IDCW-R invested in?
The Tata Business Cycle Reg IDCW-R has invested the majority of its money in the stocks of the following sectors -
| Company | Percentage of Portfolio |
|---|---|
| Basic Materials | 15.55% |
| Communication Services | - |
| Consumer Cyclical | 1.71% |
| Consumer Defensive | 6.93% |
| Energy | 5.29% |
| Financial Services | 29.30% |
| Healthcare | 9.84% |
| Industrials | 15.92% |
| Real Estate | 2.16% |
| Technology | 2.41% |
| Utilities | 6.05% |
What is the risk level of Tata Business Cycle Reg IDCW-R?
Who are the fund managers of Tata Business Cycle Reg IDCW-R?
Is there a minimum SIP amount to invest in Tata Business Cycle Reg IDCW-R?
Can I invest in Tata Business Cycle Reg IDCW-R both in SIP and lump sum?
How to invest in Tata Business Cycle Reg IDCW-R?
Investing in mutual funds is easy on HDFC SKY.
Follow these simple steps to invest in Tata Business Cycle Reg IDCW-R:
- On HDFC SKY open your demat account if you don't have one.
- Check the performance of Tata Business Cycle Reg IDCW-R.
- Choose between SIP or Lumpsum and start your mutual fund investment journey on HDFC Sky.
Is there any exit load charges of Tata Business Cycle Reg IDCW-R?
The exit load of Tata Business Cycle Reg IDCW-R is as follows:
Exit load of 0.5%, if redeemed within 1 year
.What is the process to redeem my investment in HDFC SKY?
The following are the Steps to Redeem mutual funds on HDFC SKY:
1. Go to Mutual Funds > My Investments/Portfolio.
2. Select the fund and tap Redeem/Sell.
3. Choose Full, Units, or Amount.
4. Review NAV, units, and exit load.
5. Confirm. Amount (Units × NAV) is credited to the registered bank in T+1–T+3 days. ELSS has a 3-year lock-in.
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