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Tata Business Cycle Fund

Tata Mutual Fund Sectoral / Thematic Highly Differentiated As of 2026-07-31
Holdings
57
Well diversified
Top 10 weight
34%
Concentration
Active share
78%
Highly Differentiated
Equity
98%
Asset allocation

Portfolio

29Sectors 0Large positions 9.8%Top: Banks 0.0%Cash

Market-cap allocation

Large cap41%
Mid cap27%
Small cap25%

Asset allocation

Equity98%

Top holdings

3.6%
3.6%
3.1%
3.0%
2.6%

AI Smart summary

Portfolio read

  • 98% equity.
  • 57 disclosed positions across 29 classified equity sectors.
  • Largest equity sector is Banks at 9.8% of the portfolio.
  • Top 10 positions account for 34%, indicating relatively distributed position weights.

Watchpoints

  • No threshold-based concentration or allocation warning was triggered by the available portfolio data.

Auto-generated from fund metrics. Educational only - not investment advice.

Peer comparison

Other funds in Sectoral / Thematic.

HDFC Manufacturing fund91 holdings · 34% top 10 · 80% AS
UTI Quant Fund89 holdings · 36% top 10
Icici Prudential Energy Opportunities Fund88 holdings · 43% top 10 · 83% AS
ICICI Prudential Business Cycle Fund86 holdings · 50% top 10 · 70% AS
Edelweiss Technology Fund84 holdings · 54% top 10
Axis Business Cycles Fund81 holdings · 29% top 10 · 67% AS

Sector exposure

Full industry / sector breakdown aggregated from the fund's holdings.

Banks9.8%
Power6.1%
Realty2.5%
Other 15 sectors21.5%