sectorHigh risk

Tata Business Cycle Fund - Direct Plan - Growth Option

Invests only in one industry or theme (like banking, pharma, tech). Highly concentrated — bigger swings. From Tata Mutual Fund. It's been running since 11 Aug 2021.

Latest price per unit

₹20.7329

▲ 0.14% today

As of 4 Sep 2026 · updated once each business day

What ₹1 lakh would have become

Based on past returns

Invested 1 year ago

₹1.04 L

▲ ₹4.2k gain · 4.2% / year

Invested 3 years ago

₹1.43 L

▲ ₹43.4k gain · 12.8% / year

Invested 5 years ago

₹2.02 L

▲ ₹1.02 L gain · 15.1% / year

These are calculations from the fund's past prices, not a prediction. Real future returns can and often do differ.

Price over time

How the per-unit price has moved. Tap a range to zoom in.

Bumpiness & worst drops

Day-to-day bumpiness

14.8%

The value swings roughly 15% up or down in a typical year. Finance-speak calls this volatility.

Worst drop ever

-20.01%

A lump sum invested at the previous peak would have temporarily lost about this much before recovering. Finance-speak calls this max drawdown.

Technical details (for the pros)

CAGR — 1 year4.22%

CAGR — 3 years12.78%

CAGR — 5 years15.10%

CAGR — since launch15.51%

Volatility — 1 year (annualised)14.51%

Volatility — 3 years (annualised)14.75%

Max drawdown — 1 year-14.38%

Max drawdown — 3 years-20.01%

Sharpe ratio — 1 year (rf=6%)-0.12

Sharpe ratio — 3 years (rf=6%)0.43

Fund info

Fund house: Tata Mutual Fund
Category: Equity Scheme - Sectoral/ Thematic
Plan: Direct
Option: Growth
ISIN (Growth): INF277KA1166
ISIN (Div re-invest): —
Fund code: 149071
First price on record: 11 Aug 2021 · 1,249 daily prices

Numbers are computed from stored daily prices from mfapi.in/AMFI. This is descriptive analytics, not investment advice. Past performance is not indicative of future returns.