TickerKhojTata Mutual Fund · Equity · Sectoral / Thematic · Regular plan
Tata Business Cycle Fund - Regular Plan - Growth
₹17.1195NAV on 30 Oct 2026Expense ratio 2.19%
29 Oct 2025NAV low 16.45 · high 19.42-11.4%
In plain words
Over 3 years it returned +7.5% a year, against +7.4% for its benchmark index.
Its worst fall from a peak in the last 3 years was -20.5%.
On 3-year return it ranks 107 of 139 funds in Sectoral / Thematic.
A monthly SIP over 5 years ended ₹30,580 higher in the direct plan than the regular plan, because of the lower expense ratio.
Past returns, not a promise of future returns or a recommendation.
Returns vs benchmark
| Period | Fund | Benchmark |
|---|---|---|
| 1 month | -5.2% | +1.9% |
| 3 months | -10.3% | -5.1% |
| 6 months | -6.8% | -3.2% |
| 1 year | -11.1% | -10.2% |
| 3 years (yearly) | +7.5% | +7.4% |
| 5 years (yearly) | +10.2% | +6.5% |
| Since start (yearly) | +10.9% | +11.2% |
Monthly SIP of ₹10,000
| Period | Invested | Value now | Yearly return |
|---|---|---|---|
| 1 year | ₹1,20,000 | ₹1,10,021 | -13.3% |
| 3 years | ₹3,60,000 | ₹3,44,292 | -2.7% |
| 5 years | ₹5,90,000 | ₹6,95,137 | +6.4% |
Other plan of this fund: Tata Business Cycle Fund - Direct Plan - Growth