TradePilotMutual funds · Sectoral / Thematic
Tata Business Cycle Fund
Tata Mutual Fund · Regular plan · Growth option
NAV history
NAV history: mfapi.in (AMFI data).
Scheme facts
- Scheme code
- 149068
- Category
- Equity Scheme - Sectoral/ Thematic
- ISIN
- INF277KA1190
- Plan / option
- Regular / Growth
- Fund age
- 5.2 years
- Rank in category
- 110 of 139 by 3-year CAGR
- Expense ratio (TER)
- 2.17% a year declared 2026-11-09, AMFI
- AUM
- Not in free feeds
Returns and risk
1 month▲ +4.3%
3 months▼ -4.9%
6 months▼ -2.2%
1 year▼ -3.1%
3-year CAGR▲ +9.1%
5-year CAGR▲ +11.1%
10-year CAGR–
Volatility (3y)15.1%
Sharpe (3y)0.27
Sortino (3y)0.36
Beta vs NIFTY 500.99
Max fall (3y)-20.5%
Computed from NAV (1292 daily points to 2026-11-09). Returns are after expenses. Risk-free rate assumed 6.0% for Sharpe and Sortino.
Other plans of this scheme
| Direct · Growth | 19.9709 |
| Direct · IDCW | 19.9709 |
| Direct · IDCW | 19.9709 |
| Regular · IDCW | 18.4041 |
| Regular · IDCW | 18.4041 |
Information only, not investment advice. Past performance does not predict future results. Risk disclosure Mutual fund investments are subject to market risks; read all scheme-related documents carefully.