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Sectoral / Thematic · Tata Mutual Fund · AMFI code 149066Tata Business Cycle Fund
Disclosed for 9 months, Jan 2026 to Sep 2026.Published as: TATA BUSINESS CYCLE FUND
Portfolio value
₹2,602 Cr
down ₹31.4 Cr vs Jul 2026
- Stocks held
- 50
- down 4 vs Jul 2026
- Top 10 weight
- 35.4%
- of the portfolio in its ten largest
- Cash & debt
- 2.7%
- cash, money market and debt
- Moves this month
- 2 in · 6 out
- added to 10, trimmed 20
Tata Business Cycle Fund is an active equity fund in the Sectoral / Thematic category from Tata Mutual Fund. In August 2026 it disclosed 50 stocks worth ₹2,602 Cr, down ₹31.4 Cr from Jul 2026. Its largest positions were Reliance Industries Limited (4.8%), Metropolis Healthcare Limited (4.6%), Axis Bank Limited (3.9%); the ten largest together made up 35.4% of the portfolio, and Finance was the biggest sector at 9.5% of its equity. Cash and debt stood at 2.7%. Compared with Jul 2026 the fund entered 2 new stocks and exited 6.
Against 226 other Sectoral / Thematic funds
Concentration
19%
Top-10 weight is higher than 19% of peers
Breadth
63%
Holds more stocks than 63% of peers
Cash
38%
Holds more cash than 38% of peers
Holdings in August 2026
Download CSVEvery line the fund disclosed, with the change against Jul 2026. Click a column to sort; click a company to see every fund that owns it.
- Weight
- 4.79%
- Δ weight
- down 0.06 pts
- Value
- ₹125 Cr
- Δ value
- down ₹3 Cr
- Status
- Trimmed
- Weight
- 4.57%
- Δ weight
- up 0.05 pts
- Value
- ₹119 Cr
- Δ value
- down ₹2 L
- Status
- Held
- Weight
- 3.89%
- Δ weight
- up 0.25 pts
- Value
- ₹101 Cr
- Δ value
- up ₹5.5 Cr
- Status
- Added
- Weight
- 3.82%
- Δ weight
- up 0.33 pts
- Value
- ₹99.4 Cr
- Δ value
- up ₹7.5 Cr
- Status
- Added
- Weight
- 3.47%
- Δ weight
- down 0.15 pts
- Value
- ₹90.2 Cr
- Δ value
- down ₹5 Cr
- Status
- Trimmed
- Weight
- 3.33%
- Δ weight
- up 0.26 pts
- Value
- ₹86.7 Cr
- Δ value
- up ₹5.9 Cr
- Status
- Added
- Weight
- 3.13%
- Δ weight
- up 0.49 pts
- Value
- ₹81.5 Cr
- Δ value
- up ₹11.9 Cr
- Status
- Added
- Weight
- 2.91%
- Δ weight
- up 0.11 pts
- Value
- ₹75.8 Cr
- Δ value
- up ₹2 Cr
- Status
- Added
- Weight
- 2.88%
- Δ weight
- down 0.13 pts
- Value
- ₹74.8 Cr
- Δ value
- down ₹4.2 Cr
- Status
- Trimmed
- Cash, TREPS & receivables
- Weight
- 2.66%
- Δ weight
- up 0.54 pts
- Value
- ₹69.1 Cr
- Δ value
- up ₹13.4 Cr
- Status
- Added
- Weight
- 2.57%
- Δ weight
- up 0.03 pts
- Value
- ₹66.9 Cr
- Δ value
- up ₹9 L
- Status
- Held
- Shriram Transport Finance Company LimitedShriram Finance Limited · history in this fund
- Weight
- 2.46%
- Δ weight
- up 0.17 pts
- Value
- ₹64.1 Cr
- Δ value
- up ₹3.7 Cr
- Status
- Added
- Weight
- 2.43%
- Δ weight
- up 0.13 pts
- Value
- ₹63.1 Cr
- Δ value
- up ₹2.6 Cr
- Status
- Added
- Weight
- 2.41%
- Δ weight
- down 0.16 pts
- Value
- ₹62.6 Cr
- Δ value
- down ₹4.8 Cr
- Status
- Trimmed
- Weight
- 2.41%
- Δ weight
- down 0.08 pts
- Value
- ₹62.6 Cr
- Δ value
- down ₹2.8 Cr
- Status
- Trimmed
- Weight
- 2.34%
- Δ weight
- down 0.34 pts
- Value
- ₹60.9 Cr
- Δ value
- down ₹9.8 Cr
- Status
- Trimmed
- Weight
- 2.27%
- Δ weight
- up 0.36 pts
- Value
- ₹59.1 Cr
- Δ value
- up ₹8.8 Cr
- Status
- Added
- Weight
- 2.08%
- Δ weight
- up 0.47 pts
- Value
- ₹54.1 Cr
- Δ value
- up ₹11.8 Cr
- Status
- Added
- Weight
- 2.02%
- Δ weight
- down 0.10 pts
- Value
- ₹52.5 Cr
- Δ value
- down ₹3.2 Cr
- Status
- Trimmed
- Weight
- 1.97%
- Δ weight
- up 0.11 pts
- Value
- ₹51.4 Cr
- Δ value
- up ₹2.2 Cr
- Status
- Added
- Weight
- 1.97%
- Δ weight
- up 0.28 pts
- Value
- ₹51.2 Cr
- Δ value
- up ₹6.6 Cr
- Status
- Added
- Weight
- 1.96%
- Δ weight
- up 0.52 pts
- Value
- ₹50.9 Cr
- Δ value
- up ₹13.1 Cr
- Status
- Added
- Weight
- 1.95%
- Δ weight
- down 0.07 pts
- Value
- ₹50.8 Cr
- Δ value
- down ₹2.4 Cr
- Status
- Trimmed
- Weight
- 1.94%
- Δ weight
- up 0.04 pts
- Value
- ₹50.5 Cr
- Δ value
- up ₹51 L
- Status
- Added
- Weight
- 1.88%
- Δ weight
- down 0.03 pts
- Value
- ₹49 Cr
- Δ value
- down ₹1.4 Cr
- Status
- Trimmed
- Weight
- 1.85%
- Δ weight
- up 0.07 pts
- Value
- ₹48.1 Cr
- Δ value
- up ₹1.3 Cr
- Status
- Added
- Weight
- 1.75%
- Δ weight
- up 0.08 pts
- Value
- ₹45.7 Cr
- Δ value
- up ₹1.4 Cr
- Status
- Added
- Weight
- 1.75%
- Δ weight
- up 0.05 pts
- Value
- ₹45.4 Cr
- Δ value
- up ₹69 L
- Status
- Added
- Weight
- 1.63%
- Δ weight
- up 0.18 pts
- Value
- ₹42.5 Cr
- Δ value
- up ₹4.2 Cr
- Status
- Added
- Weight
- 1.63%
- Δ weight
- up 0.01 pts
- Value
- ₹42.4 Cr
- Δ value
- down ₹17 L
- Status
- Held
- Weight
- 1.55%
- Δ weight
- down 0.11 pts
- Value
- ₹40.3 Cr
- Δ value
- down ₹3.3 Cr
- Status
- Trimmed
- Weight
- 1.52%
- Δ weight
- down 0.08 pts
- Value
- ₹39.5 Cr
- Δ value
- down ₹2.6 Cr
- Status
- Trimmed
- Weight
- 1.51%
- Δ weight
- down 0.14 pts
- Value
- ₹39.3 Cr
- Δ value
- down ₹4.1 Cr
- Status
- Trimmed
- Weight
- 1.39%
- Δ weight
- up 1.39 pts
- Value
- ₹36.3 Cr
- Δ value
- up ₹36.3 Cr
- Status
- New
- Weight
- 1.39%
- Δ weight
- up 0.22 pts
- Value
- ₹36.2 Cr
- Δ value
- up ₹5.3 Cr
- Status
- Added
- Weight
- 1.38%
- Δ weight
- down 0.03 pts
- Value
- ₹35.8 Cr
- Δ value
- down ₹1.3 Cr
- Status
- Trimmed
- Weight
- 1.34%
- Δ weight
- up <0.01 pts
- Value
- ₹34.9 Cr
- Δ value
- down ₹33 L
- Status
- Trimmed
- Weight
- 1.23%
- Δ weight
- up 0.14 pts
- Value
- ₹31.9 Cr
- Δ value
- up ₹3.3 Cr
- Status
- Added
- Weight
- 1.21%
- Δ weight
- up 0.06 pts
- Value
- ₹31.6 Cr
- Δ value
- up ₹1.1 Cr
- Status
- Added
- Weight
- 1.21%
- Δ weight
- up 0.09 pts
- Value
- ₹31.5 Cr
- Δ value
- up ₹2.1 Cr
- Status
- Added
- Weight
- 1.11%
- Δ weight
- up 0.03 pts
- Value
- ₹29 Cr
- Δ value
- up ₹37 L
- Status
- Added
- Weight
- 1.11%
- Δ weight
- up 0.07 pts
- Value
- ₹29 Cr
- Δ value
- up ₹1.6 Cr
- Status
- Added
- Weight
- 1.10%
- Δ weight
- up 0.05 pts
- Value
- ₹28.5 Cr
- Δ value
- up ₹84 L
- Status
- Added
- Weight
- 1.04%
- Δ weight
- down 0.09 pts
- Value
- ₹27.2 Cr
- Δ value
- down ₹2.7 Cr
- Status
- Trimmed
- Weight
- 1.04%
- Δ weight
- down 0.06 pts
- Value
- ₹27 Cr
- Δ value
- down ₹1.8 Cr
- Status
- Trimmed
- Weight
- 0.95%
- Δ weight
- down 0.05 pts
- Value
- ₹24.6 Cr
- Δ value
- down ₹1.7 Cr
- Status
- Trimmed
- Weight
- 0.94%
- Δ weight
- up 0.09 pts
- Value
- ₹24.3 Cr
- Δ value
- up ₹2 Cr
- Status
- Added
- Weight
- 0.82%
- Δ weight
- down 0.01 pts
- Value
- ₹21.4 Cr
- Δ value
- down ₹51 L
- Status
- Trimmed
- Weight
- 0.69%
- Δ weight
- down 0.34 pts
- Value
- ₹18.1 Cr
- Δ value
- down ₹9.1 Cr
- Status
- Trimmed
- Weight
- 0.57%
- Δ weight
- up 0.57 pts
- Value
- ₹14.9 Cr
- Δ value
- up ₹14.9 Cr
- Status
- New
- Weight
- 0.18%
- Δ weight
- down 0.02 pts
- Value
- ₹4.7 Cr
- Δ value
- down ₹70 L
- Status
- Trimmed
- TATA NIFTY INDIA DIGITAL EXCHANGE TRADED FUNDFund units
- Weight
- <0.01%
- Δ weight
- up <0.01 pts
- Value
- ₹1 L
- Δ value
- up ₹0 L
- Status
- Added
What changed, Jul 2026 to Aug 2026
New New positions (2)
- Abbott India Limited1.4% · ₹36.3 Cr
- Amber Enterprises India Limited0.6% · ₹14.9 Cr
Exited Exited (6)
- Bank of Barodawas 1.4% · ₹35.8 Cr
- NHPC Limitedwas 1.0% · ₹26.8 Cr
- Dabur India Limitedwas 1.0% · ₹26.3 Cr
- Adani Power Limitedwas 0.9% · ₹24 Cr
- ITC Limitedwas 0.9% · ₹23.9 Cr
- Kwality Walls (India) Limitedwas <0.1% · ₹39 L
Biggest additions
Sectors
Which sectors the fund is moving towards and away from, and where its money sits now. Shares are of the fund’s classified equity holdings, so they add up to 100%.
Where the weight moved
Compared with
Since Jul 2026, the weight rose most in Pharmaceuticals & Biotechnology (+1.7 pts) and Industrial Products (+1.1 pts), and fell most in Power (−2.1 pts) and Personal Products (−1.0 pts).
- Pharmaceuticals & Biotechnology1.7% → 3.5%+1.7 pts
- Industrial Products7.2% → 8.2%+1.1 pts
- Financial Technology (fintech)4.3% → 5.4%+1.0 pts
- Consumer Durables1.1% → 1.7%+0.7 pts
- Finance9.1% → 9.5%+0.4 pts
- Ferrous Metals5.5% → 5.9%+0.3 pts
- Power6.2% → 4.1%−2.1 pts
- Personal Products1.0% → 0.0%exited−1.0 pts
- Banks10.0% → 9.0%−1.0 pts
- Diversified FMCG1.9% → 1.0%−1.0 pts
- Cement & Cement Products7.2% → 6.7%−0.5 pts
- Beverages1.7% → 1.6%−0.1 pts
A sector’s weight changes when the fund buys or sells, and also when its shares rise or fall in price, so a change is not by itself a sign of buying or selling.
Main sectors’ weights over time
| Sector | Feb 2026 | May 2026 | Jul 2026 | Aug 2026 |
|---|---|---|---|---|
| Finance | 8.9% | 8.1% | 9.1% | 9.5% |
| Banks | 14.6% | 12.0% | 10.0% | 9.0% |
| Healthcare Services | 7.3% | 8.6% | 8.3% | 8.5% |
| Industrial Products | 3.4% | 5.0% | 7.2% | 8.2% |
| Cement & Cement Products | 8.8% | 6.9% | 7.2% | 6.7% |
| Ferrous Metals | 6.2% | 6.4% | 5.5% | 5.9% |
| Financial Technology (fintech) | 3.1% | 4.2% | 4.3% | 5.4% |
| Insurance | 5.4% | 5.3% | 5.2% | 5.3% |
| Petroleum Products | 6.4% | 5.0% | 5.0% | 4.9% |
| Power | 3.9% | 7.5% | 6.2% | 4.1% |
Allocation in Aug 2026change vs Jul 2026
- Finance (5)
Cash and debt
The share of the portfolio not in shares: cash and net receivables, money-market instruments and bonds, as disclosed each month. Cash can dip below zero when payables, often on derivative positions, exceed it. A change here describes what the fund did; it is not a signal.
Cash & debt, Aug 2026
2.7%
▲ 0.5 pts vs Jul 2026
- Cash alone
- 2.7%
- cash and net receivables
- A year earlier
- —
- no disclosure
- Last 12 months
- 1.0% – 3.5%
- lowest to highest · record 3.5% in Apr 2026
History
Disclosed portfolio value by month, with the stocks the fund entered and exited against its previous disclosure. Every month is a link to that portfolio.