Tata Business Cycle Fund - Direct - Growth
A Equity Scheme by Tata Asset Management Limited
3Y Returns (CAGR)
19.69%
Expense Ratio
0.59%
as of 01/02/2026
AUM
₹324.35 Cr
Qtr End: Dec 25
NAV
₹19.507
as of 02/03/2026
3Y Returns (CAGR)
19.69%
Expense Ratio
0.59%
as of 01/02/2026
AUM
₹324.35 Cr
Qtr End: Dec 25
NAV
₹19.507
as of 02/03/2026
Historical Performance
Investment growth and SIP performance over time.
Lump Sum mode selected.
₹
Total Invested₹10.0k
Current Value₹16.5k
Abs. Returns65.1%
CAGR18.2%
Growth of ₹10.0k
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Performance Metrics
Returns, CAGR, and Volatility.
| Period | Returns | CAGR | Volatility |
|---|---|---|---|
| 3M | -3.76% | -14.20% | 12.82% |
| 6M | -1.95% | -3.86% | 10.80% |
| 1Y | 8.87% | 8.87% | 12.70% |
| 3Y | 71.45% | 19.69% | 13.40% |
| 5Y | N/A | N/A | N/A |
Scheme Details
- Launch Date
- 16/07/2021
- Fund Age
- 4.6 years
- Minimum Investment
- ₹5,000
- Fund House
- Tata Mutual Fund
- Category
- Equity Scheme
- Sub-category
- Sectoral/ Thematic (Equity Scheme)
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Top funds in the same category and sub-category.
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|---|---|---|---|
| Nippon India Taiwan Equity Fund - Direct - Growth | 45.42% | 1.05% | ₹92.83 |
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