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OmniAsset › Mutual funds › Tata Business Cycle Fund

Tata Business Cycle Fund

Sectoral / Thematic fund benchmarked to Nifty 500 TRI. Every figure below is read from one dated snapshot; what the snapshot cannot prove is left out, never estimated.

Latest NAV2 Sep 202620.645
CategorySectoral / Thematic
PlanDirect · Idcw
Launched16 Jul 2021
Risk labelthe scheme's own riskometerVery High
Legal benchmarkSEBI Tier-1Nifty 500 TRI
Expense ratiodirect plan, a year0.90%
Growth of ₹10,000₹20,1802 Sep 2021 to 2 Sep 2026
₹21,242₹18,242₹15,243₹12,243₹9,244Sep 2021Nov 2022Mar 2024Jun 2025Sep 2026
₹20,180 (+15.1% a year) Tata Business Cycle Fund

Performance (trailing, annualised)

1Y annualised4.54%
3Y annualised12.91%
5Y annualised15.08%

Point-to-point from the fund's own published NAV; a period the history does not span is left out.

SIP returns

SIP 1Y (₹10,000 a month)invested ₹1,20,000 → worth ₹1,24,0616.31%
SIP 3Y (₹10,000 a month)invested ₹3,60,000 → worth ₹3,94,9336.10%
SIP 5Y (₹10,000 a month)invested ₹6,00,000 → worth ₹8,34,93813.18%

₹10,000 on the first of every month, valued at the latest NAV, as an annualised rate (XIRR).

Calendar years

Calendar 202215.42%
Calendar 202336.54%
Calendar 202420.37%
Calendar 20252.23%

Rolling returns

Rolling 1Y · average210 windows since 16 Aug 202218.65%
Rolling 1Y · median10.84%
Rolling 1Y · worst window-9.07%
Rolling 1Y · best window57.18%
Rolling 1Y · windows positive88%
Rolling 3Y · average106 windows since 16 Aug 202420.69%
Rolling 3Y · median19.92%
Rolling 3Y · worst window13.76%
Rolling 3Y · best window28.17%
Rolling 3Y · windows positive100%

Every window of that length in the published history, so one lucky start date cannot flatter the fund.

Risk

Volatility (3Y)14.77%
Downside deviation (3Y)10.91%
Maximum drawdown-20.01%

Management

Fund managerFM-1 Murthy Nagarajan, FM-2 Rahul Singh, FM-3 Sailesh Jain, FM-4 Hasmukh Vishariya
Managing since1 Mar 2025

Related

Source: the OmniAsset signed reference snapshot, as of 4 Sep 2026. Figures are deterministic; missing data is withheld, never estimated. See methodology and data sources. Not investment advice.

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