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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 202619.0708
CategorySectoral / Thematic
PlanRegular · Idcw
Launched16 Jul 2021
Risk labelthe scheme's own riskometerVery High
Legal benchmarkSEBI Tier-1Nifty 500 TRI
Expense ratiodirect plan, a year2.16%
Growth of ₹10,000₹18,6632 Sep 2021 to 2 Sep 2026
₹20,181₹17,414₹14,648₹11,881₹9,115Sep 2021Nov 2022Mar 2024Jun 2025Sep 2026
₹18,663 (+13.3% a year) Tata Business Cycle Fund

Performance (trailing, annualised)

1Y annualised3.14%
3Y annualised11.27%
5Y annualised13.29%

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 ₹1,23,1764.92%
SIP 3Y (₹10,000 a month)invested ₹3,60,000 → worth ₹3,86,1704.61%
SIP 5Y (₹10,000 a month)invested ₹6,00,000 → worth ₹7,99,66411.43%

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

Calendar years

Calendar 202213.47%
Calendar 202334.29%
Calendar 202418.51%
Calendar 20250.79%

Rolling returns

Rolling 1Y · average210 windows since 16 Aug 202216.78%
Rolling 1Y · median8.93%
Rolling 1Y · worst window-10.36%
Rolling 1Y · best window54.64%
Rolling 1Y · windows positive83%
Rolling 3Y · average106 windows since 16 Aug 202418.80%
Rolling 3Y · median18.04%
Rolling 3Y · worst window12.10%
Rolling 3Y · best window26.04%
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)10.95%
Maximum drawdown-20.50%

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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