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Tata Business Cycle Fund-Direct Plan-Growth

Equity Data as of Aug 2026 Comparing Jul 2026 → Aug 2026
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Stocks Held
50
Aug 2026
Equity Holdings
₹2,533.23 Cr
Equity only, excl. debt & cash
AAUM
₹2,617.49 Cr
Apr-Jun 2026 · Direct + Regular
Top 5 Weight
20.5%
Diversified
Top 10 Weight
35.4%
Diversified
Changes
55
2 new · 6 exits
Top Sector
Finance
9.3% 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 2 new additions and exited 6 stocks this month. The biggest new buy was Abbott India Limited (Pharmaceuticals & Biotechnology) at 1.39% weight. Bank of Baroda was the biggest exit (Banks), which was held at 1.36%. Among existing holdings, Bharat Forge Limited saw the biggest increase — now at 1.96% of the portfolio. Adani Energy Solutions Limited was trimmed the most, now at 2.34%. Reliance Industries Limited remains the top holding with Finance the dominant sector at 9.3%. ↓ Scroll down for full holdings, sector allocation and month-on-month changes in detail.
Sector Shift Industry allocation month-over-month
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%
Jul 2026 Aug 2026
Sector Prev Curr Delta
Finance 9.0% 9.3% +0.3%
Banks 9.8% 8.8% -1.0%
Healthcare Services 8.1% 8.3% +0.2%
Cement & Cement Products 7.0% 6.5% -0.5%
Industrial Products 5.6% 6.1% +0.5%
Ferrous Metals 5.4% 5.7% +0.3%
Financial Technology (Fintech) 4.3% 5.2% +1.0%
Insurance 5.1% 5.2% +0.1%
Petroleum Products 4.9% 4.8% -0.1%
Power 6.1% 4.0% -2.1%
🟢
Biggest New Buy
Abbott India Limited
1.39% weight · Pharmaceuticals & Biotechnology
🔴
Biggest Exit
Bank of Baroda
1.36% was held · Banks
Biggest Add
Bharat Forge Limited
+0.52% · now 1.96%
Biggest Trim
Adani Energy Solutions Limited
-0.35% · now 2.34%
🤝 Other funds also bought this month
Amber Enterprises India Limited 24 funds
Amber Enterprises India Limited
Invesco India Manufacturing Fund - Direct Plan - Growth
Invesco India Large & Mid Cap Fund - Direct Plan - Growth
WCMC-The Wealth Company Mid cap fund + more
Abbott India Limited 17 funds
Abbott India Limited
ICICI Prudential Healthcare Fund
Bank of India Aggressive Hybrid Fund
Mirae Asset Nifty 500 Healthcare ETF + more
👋 Other funds also exited
ITC Limited 52 funds
ITC Limited
Kotak Nifty Top 10 Equal Weight Index Fund-Direct Plan-Growth
Kotak Nifty India Consumption ETF
Kotak Nifty 50 Value 20 ETF - Payout of Income Distribution cum capital withdrawal option + more
Adani Power Limited 22 funds
Adani Power Limited
Kotak Nifty 200 Momentum 30 ETF
Kotak Nifty 200 Momentum 30 Index Fund - Direct Plan - Growth Option
Bandhan Nifty 500 Momentum 50 Index Fund Direct Plan-Growth + more
Bank of Baroda 20 funds
Bank of Baroda
Kotak Nifty PSU Bank ETF
Kotak Nifty Bank ETF
Kotak Nifty200 Value 30 Index Fund - Direct - Growth + more
Dabur India Limited 14 funds
Dabur India Limited
Tata India Innovation Fund- Direct Growth
KOTAK NIFTY MIDCAP 50 INDEX FUND-DIRECT PLAN- GROWTH
Kotak Nifty Midcap 50 ETF + more
NHPC Limited 13 funds
NHPC Limited
Kotak Energy Opportunities Fund-Direct-Growth
Kotak Nifty Commodities Index Fund-Direct Growth
KOTAK NIFTY MIDCAP 50 INDEX FUND-DIRECT PLAN- GROWTH + more
Kwality Walls (India) Limited 7 funds
Kwality Walls (India) Limited
HDFC Consumption Fund - Growth Option - Direct Plan
WhiteOak Capital Quality Equity Fund Direct Plan Growth
Groww Largecap Fund (formerly known as Indiabulls Blue Chip Fund) - Direct Plan - Growth Option + more

What Changed in the Portfolio This Month?

Comparing Jul 2026 → Aug 2026

Jul 2026 Aug 2026
🟢 2 New Entries 🔴 6 Exits ↑ 28 Increased ↓ 19 Decreased
#StockSectorWeight (Aug 2026)
1
Abbott India Limited
₹36.28 Cr
Pharmaceuticals & Biotechnology 1.39%
2
Amber Enterprises India Limited
₹14.88 Cr
Consumer Durables 0.57%
#StockSectorLast Weight (Jul 2026)
1
Bank of Baroda
₹35.78 Cr
Banks 1.36%
2
NHPC Limited
₹26.77 Cr
Power 1.02%
3
Dabur India Limited
₹26.31 Cr
Personal Products 1.00%
4
Adani Power Limited
₹24.03 Cr
Power 0.91%
5
ITC Limited
₹23.89 Cr
Diversified FMCG 0.91%
6
Kwality Walls (India) Limited
₹38.64 L
Food Products 0.01%
#StockSectorJul 2026Aug 2026Change
1
Bharat Forge Limited
₹50.94 Cr
Auto Components 1.44% 1.96% +0.52%
2
PB Fintech Limited
₹81.45 Cr
Financial Technology (Fintech) 2.64% 3.13% +0.49%
3
One 97 Communications Limited
₹54.09 Cr
Financial Technology (Fintech) 1.61% 2.08% +0.47%
4
Ratnamani Metals & Tubes Ltd.
₹59.14 Cr
Industrial Products 1.91% 2.27% +0.36%
5
Jindal Steel Limited
₹99.43 Cr
Ferrous Metals 3.49% 3.82% +0.33%
6
GlaxoSmithKline Pharmaceuticals Limited
₹51.24 Cr
Pharmaceuticals & Biotechnology 1.69% 1.97% +0.28%
7
Axis Bank Limited
₹101.13 Cr
Banks 3.63% 3.89% +0.26%
8
L&T Finance Limited
₹86.69 Cr
Finance 3.07% 3.33% +0.26%
9
DCB Bank Limited
₹36.18 Cr
Banks 1.17% 1.39% +0.22%
10
Acme Solar Holdings Ltd
₹42.53 Cr
Power 1.46% 1.63% +0.17%
#StockSectorJul 2026Aug 2026Change
1
Adani Energy Solutions Limited
₹60.94 Cr
Power 2.69% 2.34% -0.35%
2
Shree Cement Limited
₹18.05 Cr
Cement & Cement Products 1.03% 0.69% -0.34%
3
Ambuja Cements Limited
₹62.63 Cr
Cement & Cement Products 2.56% 2.41% -0.15%
4
HDFC Bank Limited
₹90.20 Cr
Banks 3.61% 3.47% -0.14%
5
Varun Beverages Limited
₹39.32 Cr
Beverages 1.65% 1.51% -0.14%
6
Delhivery Limited
₹74.83 Cr
Transport Services 3.00% 2.88% -0.12%
7
Marico Limited
₹52.48 Cr
Agricultural Food & other Products 2.12% 2.02% -0.10%
8
Nuvoco Vistas Corporation Limited
₹40.30 Cr
Cement & Cement Products 1.65% 1.55% -0.10%
9
Five Star Business Finance Limited
₹27.15 Cr
Finance 1.14% 1.04% -0.10%
10
Adani Ports and Special Economic Zone Limited
₹39.53 Cr
Transport Infrastructure 1.60% 1.52% -0.08%

What Stocks Does This Fund Hold?

50 stocks — Aug 2026

# Stock Sector Cap Weight & Value
1
₹124.63 Cr
Petroleum Products
4.79%
2
₹118.94 Cr
Healthcare Services
4.57%
3
₹101.13 Cr
Banks
3.89%
4
₹99.43 Cr
Ferrous Metals
3.82%
5
₹90.20 Cr
Banks
3.47%
6
₹86.69 Cr
Finance
3.33%
7
₹81.45 Cr
Financial Technology (Fintech)
3.13%
8
₹75.82 Cr
Construction
2.91%
9
₹74.83 Cr
Transport Services
2.88%
10
₹66.93 Cr
Industrial Products
2.57%
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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.

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