Overview / Mutual Fund Discovery / Open Ended Schemes ( Equity Scheme - Sectoral/ Thematic ) / AMFI 149068

Tata Business Cycle Fund-Regular Plan-Growth

Tata Mutual Fund • Open Ended Schemes ( Equity Scheme - Sectoral/ Thematic ) • Regular Plan • Growth Option

Data last synced: 2026-11-10 09:32 (Latest NAV: 2026-11-09)

Latest NAV (2026-11-09)
₹18.4041
AMFI Code / ISIN
149068 / INF277KA1190
Category Peer Standing
#412 of 756 ranked peers in Open Ended Schemes ( Equity Scheme - Sectoral/ Thematic ) by 3Y Sortino
Historical Track
2021-08-11 to 2026-11-09 (1,293 daily observations)
Expense Ratio (TER)
Data unavailable (published only when verified against AMC statutory disclosures)
SEBI Riskometer
Data unavailable

Trailing CAGR, Rolling Returns & Risk Ratios

1Y CAGR
-3.11% p.a.
3Y CAGR
+9.15% p.a.
5Y CAGR
+11.02% p.a.
10Y CAGR
N/A
Since Inception CAGR
+12.37% p.a.
Sortino Ratio (3Y)
0.24
Sharpe Ratio (3Y)
0.18
Calmar Ratio
0.45
Annualized Volatility (3Y)
+14.98%
Maximum Drawdown
-20.50%
1Y / 3Y / 5Y Rolling Mean CAGR
+16.00% / +17.80% / +11.59%

Learn Sortino, Sharpe, Calmar & Drawdown in Knowledge Centre Module 3 • Quantitative Methodology

Monthly Portfolio Holdings & Overlap Check

Verified monthly AMC portfolio disclosure holdings are queried on demand for covered schemes and never fabricated. Learn multi-fund portfolio overlap analysis.

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