← Tata Mutual Fund
Tata Business Cycle Fund-Regular Plan-IDCW Payout
Open Ended Schemes(Equity Scheme - Sectoral/ Thematic)Very High RiskISIN INF277KA1208
NAV · 06-Jul-2026
₹19.4217
1M
+4.24%
6M
+0.98%
1Y (CAGR)
+1.83%
3Y (CAGR)
+14.89%
5Y (CAGR)
—
Since inception (CAGR)
+14.43%
NAV history
hover for values
Risk & SIP analytics
Q2 · 3Y in categoryVolatility (3y)
14.72%
Downside dev (3y)
12.31%
Max drawdown (3y)
-20.5%
Sharpe (3y)
0.57
SIP XIRR (3y)
+6.55%
Calendar-year returns
2022 +13.5%2023 +34.3%2024 +18.5%2025 +0.8%
Fund facts
Fund managerMurthy Nagarajan · Rahul Singh · Sailesh Jain · Hasmukh Vishariya
AUM₹26,747 Cr
TER · AMFI officialDirect 0.90% · Regular 2.17% (2026-06-30)
Launch date16-Jul-2021
Plan typeOpen Ended · Equity
Min lumpsumRs 5000/- and in multiple of Re.1/- thereafter.
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 ↗