Tata Business Cycle Fund - Direct - Growth
Equity Scheme by Tata Asset Management Limited
3Y Returns (CAGR)
14.98%
Expense Ratio
0.90%
as of 01/07/2026
AUM
₹301.96 Cr
Qtr End: Mar 26
NAV
₹20.801
as of 17/07/2026
3Y Returns (CAGR)
14.98%
Expense Ratio
0.90%
as of 01/07/2026
AUM
₹301.96 Cr
Qtr End: Mar 26
NAV
₹20.801
as of 17/07/2026
Historical Performance
Investment growth and SIP performance over time.
Performance Metrics
Returns, CAGR, and Volatility.
| Period | Returns | CAGR | Volatility |
|---|---|---|---|
| 3M | 4.47% | 19.12% | 14.21% |
| 6M | 4.65% | 9.52% | 18.98% |
| 1Y | 1.96% | 1.96% | 15.06% |
| 3Y | 51.99% | 14.98% | 14.85% |
| 5Y | 107.16% | 15.68% | 14.92% |
Scheme Details
- Launch Date
- 16/07/2021
- Fund Age
- 5 years
- Minimum Investment
- ₹5,000
- Fund House
- Tata Mutual Fund
- Category
- Equity Scheme
- Sub-category
- Sectoral/ Thematic (Equity Scheme)
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