NSE ScannerTata Mutual Fund · Equity · Sectoral / Thematic · Direct plan
Tata Business Cycle Fund - Direct Plan - Growth
₹18.5704NAV on 30 Oct 2026Expense ratio 0.92%
29 Oct 2025NAV low 17.71 · high 21.02-10.2%
In plain words
Over 3 years it returned +9.1% a year, against +7.4% for its benchmark index.
Its worst fall from a peak in the last 3 years was -20.0%.
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 | -5.1% | +1.9% |
| 3 months | -10.1% | -5.1% |
| 6 months | -6.3% | -3.2% |
| 1 year | -9.9% | -10.2% |
| 3 years (yearly) | +9.1% | +7.4% |
| 5 years (yearly) | +11.9% | +6.5% |
| Since start (yearly) | +12.6% | +11.2% |
Monthly SIP of ₹10,000
| Period | Invested | Value now | Yearly return |
|---|---|---|---|
| 1 year | ₹1,20,000 | ₹1,10,904 | -12.2% |
| 3 years | ₹3,60,000 | ₹3,52,354 | -1.3% |
| 5 years | ₹5,90,000 | ₹7,25,717 | +8.1% |
Other plan of this fund: Tata Business Cycle Fund - Regular Plan - Growth