Tata Business Cycle Fund - Direct - Growth
Equity Scheme by Tata Asset Management Limited
3Y Returns (CAGR)
12.39%
Expense Ratio
0.89%
as of 01/08/2026
AUM
₹278.29 Cr
Qtr End: Jun 26
NAV
₹20.645
as of 02/09/2026
3Y Returns (CAGR)
12.39%
Expense Ratio
0.89%
as of 01/08/2026
AUM
₹278.29 Cr
Qtr End: Jun 26
NAV
₹20.645
as of 02/09/2026
Historical Performance
Investment growth and SIP performance over time.
Performance Metrics
Returns, CAGR, and Volatility.
| Period | Returns | CAGR | Volatility |
|---|---|---|---|
| 3M | 3.41% | 14.37% | 11.92% |
| 6M | 8.04% | 16.74% | 17.68% |
| 1Y | 3.87% | 3.87% | 14.96% |
| 3Y | 41.95% | 12.39% | 14.84% |
| 5Y | 97.48% | 14.58% | 14.95% |
Scheme Details
- Launch Date
- 16/07/2021
- Fund Age
- 5.1 years
- Minimum Investment
- ₹5,000
- Fund House
- Tata Mutual Fund
- Category
- Equity Scheme
- Sub-category
- Sectoral/ Thematic (Equity Scheme)
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