Tata Business Cycle Fund - Direct - Growth

Equity Scheme by Tata Asset Management Private Limited

3Y Returns (CAGR)
10.09%
Expense Ratio
0.89%

as of 01/08/2026

AUM
₹278.29 Cr

Qtr End: Jun 26

NAV
₹19.256

as of 16/10/2026

Historical Performance
Investment growth and SIP performance over time.
Performance Metrics
Returns, CAGR, and Volatility.
Period
Returns
CAGR
Volatility
3M-7.43%-26.58%13.16%
6M-3.29%-6.46%13.77%
1Y-5.61%-5.61%15.70%
3Y33.44%10.09%15.00%
5Y76.22%12.00%15.03%
Scheme Details
Launch Date
16/07/2021
Fund Age
5.3 years
Minimum Investment
₹5,000
Fund House
Tata Mutual Fund
Category
Equity Scheme
Sub-category
Sectoral/ Thematic (Equity Scheme)
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