TradePilotMutual funds · Sectoral / Thematic
Tata Business Cycle Fund
Tata Mutual Fund · Direct plan · Growth option
NAV history
NAV history: mfapi.in (AMFI data).
Scheme facts
- Scheme code
- 149071
- Category
- Equity Scheme - Sectoral/ Thematic
- ISIN
- INF277KA1166
- Plan / option
- Direct / Growth
- Fund age
- 5.2 years
- Rank in category
- 107 of 139 by 3-year CAGR
- Expense ratio (TER)
- 0.91% a year declared 2026-11-09, AMFI
- AUM
- Not in free feeds
Returns and risk
1 month▲ +4.4%
3 months▼ -4.6%
6 months▼ -1.5%
1 year▼ -1.8%
3-year CAGR▲ +10.7%
5-year CAGR▲ +12.9%
10-year CAGR–
Volatility (3y)15.1%
Sharpe (3y)0.37
Sortino (3y)0.49
Beta vs NIFTY 501.00
Max fall (3y)-20.0%
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 · IDCW | 19.9709 |
| Direct · IDCW | 19.9709 |
| Regular · Growth | 18.4041 |
| 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.