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EquitySectoral/ ThematicDirect · Growth

Tata Business Cycle Fund-Direct Plan-Growth

Tata · Scheme 149071

₹20.78▲ 0.04%NAV · 2026-09-18
69
Decent FundScore
Start SIP
AUM
₹2,634 cr
Expense ratio
0.89%
3Y CAGR
14.7%
Risk level
High
Min SIP
₹100
Benchmark
Nifty 500 TRI
Fund manager: Murthy NagarajanExit load: Exit load of 0.50%, if redeemed within 30 days.
Decent · 69/100

A solid option with a few areas worth a closer look.

🎯 For aggressive investors with a 7+ year horizon who can tolerate sharp ups and downs.

📈 Why it could do well

  • ✓Strong long-term record — 15.7% CAGR over 5 years.
  • ✓Very consistent — delivers dependably across market cycles, ideal for SIPs.
  • ✓3Y CAGR: +14.7%
  • ✓5Y CAGR: +15.7%
  • ✓Positive 3Y windows: 100% of rolling 3Y windows positive

📉 What could drag it down

  • •Sectoral/ Thematics are inherently higher-risk — best held 7+ years to ride out swings.
  • •3Y CAGR vs category: -1.8% vs category avg
  • •1Y return: +3.9%

FundScore breakdown

69/100 · Decent
How it works →
49
Returns
Average
100
Consistency
Excellent
54
Risk-adjusted
Average
67
Downside protection
Decent
76
Cost efficiency
Strong
50
Portfolio quality
Average

Each dial rates the fund 0–100 on one factor, computed from real NAV history. Fuller & greener = stronger.

SIP return calculator

Back-tested on this fund's actual historical NAVs. Past performance ≠ future returns.