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Tata Business Cycle Fund

Tata Mutual Fund Sectoral / Thematic Highly Differentiated As of 2026-05-31
Holdings
61
Well diversified
Top 10 weight
34%
Concentration
Active share
78%
Highly Differentiated
Equity
96%
Asset allocation

Portfolio

30Sectors 0Large positions 11.6%Top: Banks 3.0%Cash

Market-cap allocation

Large cap44%
Mid cap25%
Small cap23%

Asset allocation

Equity96%
Cash3%
Other1%

Top holdings

Holdings appear once portfolio data is connected.

AI Smart summary

Portfolio read

  • 96% equity, 3% cash.
  • 61 disclosed positions across 30 classified equity sectors.
  • Largest equity sector is Banks at 11.6% 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.

JioBlackRock Sector Rotation Fund291 holdings · 33% top 10 · 36% AS
Bandhan Business Cycle Fund95 holdings · 35% top 10 · 65% AS
WhiteOak Capital Special Opportunities Fund91 holdings · 29% top 10 · 73% AS
UTI Quant Fund90 holdings · 35% top 10 · 66% AS
ICICI Prudential Manufacturing Fund86 holdings · 37% top 10 · 79% AS
Axis India Manufacturing Fund86 holdings · 34% top 10 · 73% AS

Sector exposure

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

Banks11.6%
Healthcare Services8.4%
Finance7.9%
Power6.9%
Cement & Cement Products6.7%
Ferrous Metals5.8%
Insurance5.1%
Petroleum Products4.8%
Construction4.3%
Financial Technology (Fintech)4.1%
Industrial Products3.9%
Auto Components3.0%
Transport Services2.8%
Electrical Equipment2.2%
Other 16 sectors18.2%