AMC
Tata Mutual Fund
Category
Sectoral/ Thematic
ISIN
INF277KA1216

Tata Business Cycle Fund

₹17.5727

−₹0.1879 (−1.06%)

NAV · Regular · IDCW (Reinvestment) ·

Tata Business Cycle Fund's Regular IDCW (Reinvestment) NAV was ₹17.5727 on 19 Oct 2026, down 1.06% on the day. Its 3-year return is 7.48% a year.

52-week NAV range9.5% below high
₹16.4514₹19.4248
Expense ratio
2.16%
Fund size
₹2,632.09 Cr
Min. investment
₹5,000

Between 20 Oct 2025 and 19 Oct 2026, the NAV ranged from ₹16.4514 to ₹19.4248.

Regular · IDCW (Reinvestment) plan. 3Y, 5Y and since-launch returns are annualised; since launch is absolute until the fund is a year old.

Fund details

Expense ratio
2.16% (Regular)
Exit load
0.50% if redeemed/switched-out on or before 30 days from allotment date; nil after 30 days
Riskometer
Very high
Benchmark
Nifty 500 TRI
Launched
16 Jul 2021
Fund managers
Rahul Singh, Sailesh Jain, Murthy Nagarajan, Hasmukh Vishariya

Fund size, expense ratio and minimums as of 16 Oct 2026.

All plans

PlanISINNAV1 dayExpense ratio1 year
Direct · GrowthINF277KA1166₹19.0547−1.05%0.89%−5.34%
Regular · GrowthINF277KA1190₹17.5727−1.06%2.16%−6.60%
Direct · IDCW (Payout)INF277KA1174₹19.0547−1.05%0.89%−5.34%
Direct · IDCW (Reinvestment)INF277KA1182₹19.0547−1.05%0.89%−5.34%
Regular · IDCW (Payout)INF277KA1208₹17.5727−1.06%2.16%−6.60%
Regular · IDCW (Reinvestment)INF277KA1216₹17.5727−1.06%2.16%−6.60%

All plans hold the same portfolio. They differ in expense ratio (Direct plans pay no distributor commission) and in how gains are handled (Growth reinvests, IDCW pays out).

Armor risk check

Tata Business Cycle Fund moves about as much as the market

Volatility, past year

This fund16%
Nifty 50015%

Worst fall, past year

This fund−15%
Nifty 500−15%

Compared with the Nifty 500 over the past 12 months.

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About this fund

Tata Business Cycle Fund is an open-ended mutual fund from Tata Mutual Fund, in the Sectoral/ Thematic category. It began on 16 Jul 2021. It is benchmarked to the Nifty 500 TRI. The fund manages ₹2,632.09 Cr across its plans as of 16 Oct 2026. The Regular · IDCW (Reinvestment) plan has an expense ratio of 2.16%. The minimum first investment is ₹5,000, and SIPs are available.

FAQs

What is the NAV of Tata Business Cycle Fund?

The NAV of Tata Business Cycle Fund (Regular · IDCW (Reinvestment)) was ₹17.5727 on 19 Oct 2026, down 1.06% from the previous NAV.

What plans does Tata Business Cycle Fund have?

Tata Business Cycle Fund has 6 plans: Direct · Growth; Regular · Growth; Direct · IDCW (Payout); Direct · IDCW (Reinvestment); Regular · IDCW (Payout); Regular · IDCW (Reinvestment).

What is the expense ratio of Tata Business Cycle Fund?

The Regular · IDCW (Reinvestment) plan of Tata Business Cycle Fund has an expense ratio of 2.16%.

What is the fund size (AUM) of Tata Business Cycle Fund?

Tata Business Cycle Fund manages ₹2,632.09 Cr across all plans as of 16 Oct 2026.

What returns has Tata Business Cycle Fund delivered?

Tata Business Cycle Fund returned −6.60% over 1Y, +7.48% a year over 3Y, +10.27% a year over 5Y. Past performance does not guarantee future returns.

What is the exit load of Tata Business Cycle Fund?

Tata Business Cycle Fund: 0.50% if redeemed/switched-out on or before 30 days from allotment date; nil after 30 days.

What is the minimum investment and SIP amount for Tata Business Cycle Fund?

The minimum first investment in Tata Business Cycle Fund is ₹5,000, and ₹1,000 after that. SIPs are available (SIP available with Monthly/Quarterly/Weekly/Daily frequencies. Minimum amount Rs.100 (except monthly with Rs.999 max). Minimum 12 instalments for monthly, 6 for quarterly, 4 for certain quarterly, 12 for weekly/daily.).

How risky is Tata Business Cycle Fund?

Tata Business Cycle Fund is rated "very high risk" on SEBI's riskometer.

For information only. Not investment advice or a research report. Past performance does not guarantee future returns. Mutual fund investments are subject to market risks; read all scheme-related documents carefully.

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