Tata Business Cycle Fund Direct Growth

Scheme code: INF277KA1166 NAV value: ₹ 18.2999 NAV date: 19 March, 2026 TER: 0.57%

Fund option: Direct Fund type: Growth

Asset class: Equity Asset category: Sectoral/Thematic

Rolling returns

Duration	Min (%)	Max (%)	Median (%)	Average return (%)	Category average return (%)
1 year	-10.20	58.52	15.84	20.84	13.63
3 year	16.53	28.18	21.24	22.08	18.78

Index

Metrics

NIFTY 50

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-7.02	20.62	5.61	20.84
3 year	6.28	30.95	15.04	22.08
5 year	8.38	26.02	14.22
7 year	10.18	15.62	12.93
10 year	11.42	12.93	12.18
15 year	-5.65	15.88	6.78

NIFTY 100

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-8.47	19.78	4.49	20.84
3 year	6.56	19.64	13.57	22.08
5 year	9.22	12.29	10.75

NIFTY 200

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-8.39	20.91	4.75	20.84
3 year	7.68	21.49	15.06	22.08
5 year	10.37	13.5	11.93

NIFTY 500

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-8.47	20.67	4.16	20.84
3 year	8.04	32.03	17.81	22.08
5 year	8.18	28.64	15.34
7 year	10.64	16.42	13.77
10 year	12.56	14.06	13.31

If you invest ₹1 lakh per month in this fund through SIP, here are the estimated returns over different timeframes.

Duration	Invested amount	Final value	Return	CAGR (%)

Index	Metrics

- Total Invested Amount: ₹12,00,000 - Final Portfolio Value: ₹12,98,290 - Absolute Returns: ₹98,290 - CAGR: %

- Total Invested Amount: ₹36,00,000 - Final Portfolio Value: ₹47,90,691 - Absolute Returns: ₹11,90,691 - CAGR: %

Max Drawdown

-20.01 %

Drawdown Duration

5 months

Avg Drawdown

-4.89 %

1 Y

1.0414

3 Y

1.1034

vs NIFTY 50

Duration	Alpha	Beta	Upside Capture	Downside Capture	Fund CAGR	Benchmark CAGR
1 year	0.59	0.99	99.2	97.9	4.62 %	4.00 %
3 years	6.19	0.99	101.4	93.0	17.42 %	11.28 %
5 years	5.61	0.97	99.3	91.8	13.00 %	7.42 %
7 years	3.83	0.97	99.3	91.8	9.12 %	5.25 %
10 years	2.57	0.97	99.3	91.8	6.30 %	3.64 %
12 years	2.09	0.97	99.3	91.8	5.23 %	3.03 %
15 years	1.61	0.97	99.3	91.8	4.16 %	2.42 %