← Tata Mutual Fund
Tata Business Cycle Fund-Direct Plan-IDCW Reinvestment
Open Ended Schemes(Equity Scheme - Sectoral/ Thematic)Very High Risk
NAV · 06-Jul-2026
₹20.9820
1M
+4.35%
6M
+1.64%
1Y (CAGR)
+3.23%
3Y (CAGR)
+16.61%
5Y (CAGR)
—
Since inception (CAGR)
+16.24%
NAV history
hover for values
Risk & SIP analytics
Q2 · 3Y in categoryVolatility (3y)
14.72%
Downside dev (3y)
12.31%
Max drawdown (3y)
-20.0%
Sharpe (3y)
0.69
SIP XIRR (3y)
+8.08%
Calendar-year returns
2022 +15.4%2023 +36.5%2024 +20.4%2025 +2.2%
Fund facts
Fund managerMurthy Nagarajan · Rahul Singh · Sailesh Jain · Hasmukh Vishariya
AUM₹26,747 Cr
Expense ratio0.61% · 2026-05-31
TER · AMFI officialDirect 0.90% · Regular 2.17% (2026-06-30)
Launch date16-Jul-2021
Plan typeOpen Ended · Equity
Min lumpsum₹5,000
Min SIP₹100
Lock-inNone
Volatility14.88
AMCTata Asset Management Limited
Objective · To generate long-term capital appreciation by investing with focus on riding business cycles through allocation between sectors and stocks at different stages of business cycles.
scheme documents ↗