← Tata Mutual Fund

Tata Business Cycle Fund-Direct Plan-Growth

Equity Data as of Jul 2026 Comparing Jun 2026 → Jul 2026
Share: WhatsApp X
Stocks Held
54
Jul 2026
Equity Holdings
₹2,578.02 Cr
Equity only, excl. debt & cash
AAUM
₹2,617.49 Cr
Apr-Jun 2026 · Direct + Regular
Top 5 Weight
20.1%
Diversified
Top 10 Weight
34.3%
Diversified
Changes
54
1 new · 3 exits
Top Sector
Banks
9.8% of portfolio
Launch Date
16 Jul 2021
5 years old

AAUM (Average Assets Under Management) of ₹2,617.49 Cr for Apr-Jun 2026 is the combined figure across Direct and Regular plans — sourced from AMFI India's quarterly disclosure. Equity Holdings above shows only the stock portion from the latest portfolio filing.

📋 What Happened This Month Tata Business Cycle Fund made 1 new addition and exited 3 stocks this month. The biggest new buy was Lohia Corp Ltd (Industrial Manufacturing) at 1.05% weight. Kotak Mahindra Bank Limited was the biggest exit (Banks), which was held at 2.01%. Among existing holdings, HDFC Bank Limited saw the biggest increase — now at 3.61% of the portfolio. Adani Power Limited was trimmed the most, now at 0.91%. Reliance Industries Limited remains the top holding with Banks the dominant sector at 9.8%. ↓ Scroll down for full holdings, sector allocation and month-on-month changes in detail.
Sector Shift Industry allocation month-over-month
May 2026 Jun 2026
Sector Prev Curr Delta
Banks 11.6% 12.0% +0.3%
Finance 7.9% 8.5% +0.6%
Healthcare Services 8.4% 7.5% -0.9%
Power 6.9% 6.7% -0.3%
Cement & Cement Products 6.7% 6.5% -0.2%
Ferrous Metals 5.8% 5.2% -0.7%
Insurance 5.1% 5.1% 0.0%
Industrial Products 3.9% 5.1% +1.2%
Petroleum Products 4.8% 4.7% -0.1%
Construction 4.3% 4.4% +0.1%
Jun 2026 Jul 2026
Sector Prev Curr Delta
Banks 12.0% 9.8% -2.2%
Finance 8.5% 9.0% +0.5%
Healthcare Services 7.5% 8.1% +0.6%
Cement & Cement Products 6.5% 7.0% +0.5%
Power 6.7% 6.1% -0.6%
Industrial Products 5.1% 5.6% +0.5%
Ferrous Metals 5.2% 5.4% +0.2%
Insurance 5.1% 5.1% 0.0%
Petroleum Products 4.7% 4.9% +0.1%
Financial Technology (Fintech) 4.0% 4.3% +0.3%
🟢
Biggest New Buy
Lohia Corp Ltd
1.05% weight · Industrial Manufacturing
🔴
Biggest Exit
Kotak Mahindra Bank Limited
2.01% was held · Banks
Biggest Add
HDFC Bank Limited
+0.52% · now 3.61%
Biggest Trim
Adani Power Limited
-0.79% · now 0.91%
🤝 Other funds also bought this month
Lohia Corp Ltd 14 funds
Lohia Corp Ltd
Motilal Oswal Focused Fund - Direct Plan Growth Option
Kotak Manufacture in India Fund - Direct Plan Growth
Motilal Oswal Small Cap Fund - Direct - Growth + more
👋 Other funds also exited
Kotak Mahindra Bank Limited 67 funds
Kotak Mahindra Bank Limited
Mirae Asset Nifty Bank ETF
Mirae Asset Nifty Financial Services ETF
Baroda BNP Paribas Banking and Financial Services Fund - Direct - Growth Option + more
Hexaware Technologies Limited 15 funds
Hexaware Technologies Limited
Invesco India Technology Fund - Direct Plan - Growth
Invesco India Midcap Fund - Direct Plan - Growth Option
Invesco India Multicap Fund - Direct Plan - Growth Option + more
KEC International Limited 11 funds
KEC International Limited
Groww Nifty Smallcap250 ETF
THE WEALTH COMPANY BALANCED ADVANTAGE FUND
ITI ELSS Tax Saver Fund - Direct Plan - Growth Option + more

What Changed in the Portfolio This Month?

Comparing Jun 2026 → Jul 2026

Jun 2026 Jul 2026
🟢 1 New Entry 🔴 3 Exits ↑ 34 Increased ↓ 16 Decreased
#StockSectorWeight (Jul 2026)
1
Lohia Corp Ltd
₹27.70 Cr
Industrial Manufacturing 1.05%
#StockSectorLast Weight (Jun 2026)
1
Kotak Mahindra Bank Limited
₹53.49 Cr
Banks 2.01%
2
KEC International Limited
₹33.72 Cr
Construction 1.26%
3
Hexaware Technologies Limited
₹11.32 Cr
IT - Software 0.42%
#StockSectorJun 2026Jul 2026Change
1
HDFC Bank Limited
₹95.18 Cr
Banks 3.09% 3.61% +0.52%
2
Ratnamani Metals & Tubes Ltd.
₹50.38 Cr
Industrial Products 1.47% 1.91% +0.44%
3
Vedanta Aluminium Metal Limited
₹50.03 Cr
Metals & Minerals Trading 1.50% 1.90% +0.40%
4
Nuvoco Vistas Corporation Limited
₹43.56 Cr
Cement & Cement Products 1.27% 1.65% +0.38%
5
Godrej Properties Limited
₹65.44 Cr
Realty 2.17% 2.48% +0.31%
6
Metropolis Healthcare Limited
₹118.96 Cr
Healthcare Services 4.23% 4.52% +0.29%
7
Adani Energy Solutions Limited
₹70.74 Cr
Power 2.40% 2.69% +0.29%
8
One 97 Communications Limited
₹42.30 Cr
Financial Technology (Fintech) 1.35% 1.61% +0.26%
9
Dr. Lal Path Labs Limited
₹44.75 Cr
Healthcare Services 1.45% 1.70% +0.25%
10
Bajaj Finserv Limited
₹42.61 Cr
Finance 1.40% 1.62% +0.22%
#StockSectorJun 2026Jul 2026Change
1
Adani Power Limited
₹24.03 Cr
Power 1.70% 0.91% -0.79%
2
Bank of Baroda
₹35.78 Cr
Banks 1.81% 1.36% -0.45%
3
Larsen & Toubro Limited
₹73.84 Cr
Construction 3.14% 2.80% -0.34%
4
Emmvee Photovoltaic Power Ltd
₹28.64 Cr
Electrical Equipment 1.42% 1.09% -0.33%
5
Axis Bank Limited
₹95.64 Cr
Banks 3.92% 3.63% -0.29%
6
Varun Beverages Limited
₹43.42 Cr
Beverages 1.87% 1.65% -0.22%
7
SEDEMAC MECHATRONICS LTD
₹44.22 Cr
Auto Components 1.79% 1.68% -0.11%
8
Adani Ports and Special Economic Zone Limited
₹42.10 Cr
Transport Infrastructure 1.68% 1.60% -0.08%
9
ICICI Lombard General Insurance Company Limited
₹37.11 Cr
Insurance 1.49% 1.41% -0.08%
10
Acme Solar Holdings Ltd
₹38.36 Cr
Power 1.51% 1.46% -0.05%

What Stocks Does This Fund Hold?

54 stocks — Jul 2026

# Stock Sector Cap Weight & Value
1
₹127.63 Cr
Petroleum Products
4.85%
2
₹118.96 Cr
Healthcare Services
4.52%
3
₹95.64 Cr
Banks
3.63%
4
₹95.18 Cr
Banks
3.61%
5
₹91.89 Cr
Ferrous Metals
3.49%
6
₹80.77 Cr
Finance
3.07%
7
₹79.05 Cr
Transport Services
3.00%
8
₹73.84 Cr
Construction
2.80%
9
₹70.74 Cr
Power
2.69%
10
₹69.57 Cr
Financial Technology (Fintech)
2.64%
🏆 Top stocks held by Equity funds
See which stocks all active Equity fund managers are buying — ranked by total value invested
🏦 Tata Mutual Fund — Portfolio & Holdings
See all funds managed by Tata Mutual Fund — conviction stocks, monthly entries & exits

Disclaimer: Data sourced from individual AMC monthly portfolio disclosures, as mandated by SEBI/AMFI. While we strive for accuracy, errors in parsing or presentation may occasionally occur. This is not investment advice. Please consult a SEBI-registered investment adviser before making any investment decisions.

Found a discrepancy or have feedback? Contact Us — we read every message personally.