Tata Mutual FundEquity Scheme - Sectoral/ ThematicDirectGrowth

Tata Business Cycle Fund - Direct Plan - Growth Option

Scheme code #149071 · Open Ended Schemes

₹20.7329

Latest NAV

04-09-2026

0.14%

Day change

₹21.0157

52-week high

₹17.7116

52-week low

NAV history

Returns

1 month	-0.97%
3 months	3.78%
6 months	8.83%
1 year (absolute)	4.21%
3 years (absolute)	43.45%
5 years (absolute)	102.11%
1Y CAGR	4.22%
3Y CAGR	12.78%
5Y CAGR	15.10%
Since inception CAGR	15.51%

Risk metrics

Volatility (1Y, annualized σ)	14.51%
Volatility (3Y, annualized σ)	14.75%
Max drawdown (1Y)	-14.38%
Max drawdown (3Y)	-20.01%
Max drawdown (all time)	-20.01%
Sharpe ratio (1Y, rf=6%)	-0.12
Sharpe ratio (3Y, rf=6%)	0.43

Scheme metadata

Fund house	Tata Mutual Fund
Scheme type	Open Ended Schemes
Scheme category	Equity Scheme - Sectoral/ Thematic
Plan	Direct
Option	Growth
ISIN (Growth)	INF277KA1166
ISIN (Div reinvest)	—
AMC code	T
Scheme code	149071
Earliest NAV date	11-08-2021
Total NAV observations	1,249
History last refreshed	2026-09-06 10:56:50 UTC

Returns and risk metrics are computed from the stored NAV series (daily observations, risk-free rate 6% for Sharpe). This is descriptive analytics, not investment advice.