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Tata Business Cycle Fund - Regular Plan - Growth

  • Regular
  • Direct
Category : Sectoral/Thematic
Fund House : Tata Mutual Fund

Returns (NAV as on 25th November, 2025)

Period Invested for ₹10000 Invested on Latest Value Absolute Returns Annualised Returns Category Avg Rank within Category
1 Week 18-Nov-25 9884.40 -1.16% - -0.80% 168/242
1 Month 24-Oct-25 9917.60 -0.82% - -0.45% 141/241
3 Month 25-Aug-25 10038.80 0.39% - 1.73% 161/237
6 Month 23-May-25 10225.30 2.25% - 5.10% 179/225
YTD 01-Jan-25 9977.40 -0.23% - 3.54% 134/213
1 Year 25-Nov-24 9974.60 -0.25% -0.25% 3.80% 145/199
2 Year 24-Nov-23 13002.10 30.02% 13.99% 17.31% 122/156
3 Year 25-Nov-22 15836.50 58.37% 16.54% 18.11% 72/129
Since Inception 04-Aug-21 18867.60 88.68% 15.86% 12.02% 80/220

SIP Returns (NAV as on 25th November, 2025)

Period Invested for ₹1000 SIP Started on Investments Latest Value Absolute Returns Annualised Returns
1 Year 25-Nov-24 12000 12390.02 3.25 % 6.05 %
2 Year 24-Nov-23 24000 25234.9 5.15 % 4.89 %
3 Year 25-Nov-22 36000 43794.13 21.65 % 13.12 %

Compare performance

Category 1 D 1 M 3 M 6 M YTD 1 Y 2 Y 3 Y 5 Y
This Fund 1.24% 0.41% 3.00% 3.17% 1.40% 1.30% 14.67% 17.01% 0.00%
Nifty 50 1.24% 1.59% 6.04% 4.82% 10.83% 8.31% 14.95% 12.26% 15.06%
Benchmark: Nifty 500 TRI 1.27% 1.24% 5.37% 5.34% 8.14% 7.25% 17.56% 16.12% 18.74%
Category Average 1.13% 0.58% 3.97% 5.69% 4.58% 4.78% 17.87% 18.51% 20.20%
Category Rank 83/217 125/240 148/236 170/226 131/212 138/198 117/155 71/128 0/0
Best in Category 1.77% 4.74% 14.31% 49.08% 42.09% 47.47% 36.63% 35.30% 34.27%
Worst in Category 0.09% -3.30% -4.16% -7.80% -19.23% -14.50% 2.44% 7.29% 2.60%

Best Quarters

Period This Fund Nifty 50 Nifty 500 TRI Category Average
Q2 - 2023 12.77% 10.29% 12.52% 8.99%
Q4 - 2023 12.65% 11.33% 12.84% 12.4%
Q4 - 2023 12.65% 11.33% 12.84% 12.4%

Worst Quarters

Period This Fund Nifty 50 Nifty 500 TRI Category Average
Q2 - 2022 -10.53% -10.70% -11.27% -8.45%
Q4 - 2024 -8.25% -8.34% -7.81% -5.84%
Q2 - 2022 -8.40% -10.70% -11.27% -8.45%
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