Key metrics
Further reading: Why large-cap funds show deeper drawdowns than small caps
Trailing returns
| Period | 1W | 1M | 3M | 6M | 1Y | 3Y | 5Y | 7Y | 10Y |
|---|---|---|---|---|---|---|---|---|---|
| Return | -3.23% | -9.29% | -9.54% | -7.39% | -8.32% | 8.53% | 11.66% | – | – |
NAV history
About this fund
Tata Business Cycle Fund is a sectoral/thematic equity fund offered by Tata Mutual Fund, classified under Equity as Sectoral/Thematic - Business Cycle. Because it concentrates on one sector or theme, it typically shows larger price swings than diversified equity funds. Its latest NAV is ₹18.63, with assets under management of about ₹2,632 Cr (April - June 2026).
Further reading: How much does the category decide, and how much the fund?
Performance analysis
Over the trailing one year, Tata Business Cycle Fund has recorded a return of about -8.3%, with a three-year return of 8.5% and a five-year return of 11.7%. Its annualised volatility is 14.8% — moderate fluctuations — and its Sharpe ratio is -1.00, a measure of return per unit of risk taken. The direct-plan base expense ratio is 0.60%, deducted daily from the NAV.
Further reading: Reading a fund page: what each number does and doesn't say
Rolling returns
| Window | Avg | Median | Min | Max | % Pos | % >12 |
|---|---|---|---|---|---|---|
| 1Y | 18.11 | 10.73 | -10.21 | 57.65 | 87% | 46% |
| 3Y | 20.13 | 19.77 | 8.53 | 28.18 | 100% | 95% |
| 5Y | 14.31 | 14.71 | 11.66 | 16.11 | 100% | 96% |
Further reading: Why a single trailing return misleads, measured across 830 funds
Frequently asked questions
Compare with peers
Further reading: Every fund measured against the best performer in its own category
| Fund | 1M | 3M | 6M | 1Y | 3Y | 5Y | 10Y | TER % |
|---|---|---|---|---|---|---|---|---|
| Baroda BNP Paribas Business Cycle Fund Sectoral/Thematic - Business Cycle | -4.45 | -4.29 | -2.49 | -2.83 | 11.48 | 10.07 | – | 0.83 |
| Aditya Birla Sun Life Business Cycle Fund Sectoral/Thematic - Business Cycle | -5.27 | -3.35 | 0.00 | -0.98 | 11.39 | – | – | 0.94 |
| Kotak Business Cycle Fund Sectoral/Thematic - Business Cycle | -5.20 | -2.69 | 1.86 | -0.49 | 14.62 | – | – | – |
| HDFC Business Cycle Fund Sectoral/Thematic - Business Cycle | -7.56 | -5.35 | 0.07 | -5.12 | 9.27 | – | – | – |
| HSBC Business Cycles Fund Sectoral/Thematic - Business Cycle | -7.52 | -3.81 | -2.69 | -4.64 | 13.94 | – | – | 0.86 |
| Axis Business Cycles Fund Sectoral/Thematic - Business Cycle | -6.64 | -4.45 | -2.05 | -3.68 | 11.49 | – | – | 1.11 |
| quant Business Cycle Fund Sectoral/Thematic - Business Cycle | -5.64 | -6.89 | -1.48 | -0.16 | 9.64 | – | – | 0.61 |
| Mahindra Manulife Business Cycle Fund Sectoral/Thematic - Business Cycle | -6.87 | -7.95 | -5.98 | -3.06 | 14.93 | – | – | 0.52 |
| Fund | 1M | 3M | 6M | 1Y | 3Y | 5Y | 10Y | TER % |
|---|---|---|---|---|---|---|---|---|
| Tata Large Cap Fund Equity Scheme - Large Cap Fund | -4.05 | -6.58 | -5.69 | -7.68 | 9.24 | 7.82 | 11.52 | 0.82 |
| Tata Ethical Fund Equity Scheme - Sectoral/Thematic | -2.15 | -4.25 | -5.00 | -8.92 | 4.30 | 5.98 | 11.02 | 0.61 |
| Tata Mid Cap Fund Equity Scheme - Mid Cap Fund | -8.15 | -8.41 | -4.82 | -2.21 | 12.24 | 12.75 | 15.30 | 0.54 |
| Tata Large & Mid Cap Fund Equity Scheme - Large & Mid Cap Fund | -7.51 | -8.83 | -5.73 | -12.79 | 5.10 | 7.81 | 11.66 | 0.60 |
| Tata Value Fund Equity Scheme - Value Fund | -4.47 | -4.46 | -5.09 | -6.31 | 11.07 | 11.31 | 13.25 | 0.69 |
| Tata Infrastructure Fund Sectoral/Thematic - Infrastructure | -7.36 | -9.88 | -6.77 | -2.15 | 10.00 | 13.92 | 13.97 | 0.98 |
| Tata Retirement Savings Fund-Progressive Plan Solution Oriented Scheme - Retirement Fund | -6.95 | -7.08 | -1.54 | -3.16 | 10.59 | 8.82 | 12.81 | 0.54 |
| Tata Retirement Savings Fund-Moderate Plan Solution Oriented Scheme - Retirement Fund | -6.05 | -5.92 | -1.05 | -2.38 | 10.27 | 8.91 | 12.00 | 0.57 |