IN / Mutual fund
Tata Business Cycle Fund — Regular Plan · IDCW Reinvestment Option
149069
Net asset value
₹17.8037
Source / date
MFAPI (AMFI-sourced NAV) · 2026-10-01
Mutual fund NAV is a dated end-of-day scheme value, not an exchange-traded quote. Plans and payout options can have different NAVs. Company P/E-based scores, DCF valuation and forensic analysis do not apply to this listing; the analysis below uses the framework appropriate to its investment type.
DeepScreen investment analysis
Mutual fund analysis
Refreshed 10/3/2026, 5:35:16 AM
Scheme and process
Scheme identity, category, benchmark and plan structure from the available official and NAV sources.
- Fund house
- Tata Mutual Fund
- Scheme type
- Open Ended Schemes
- Category
- Equity Scheme - Sectoral/ Thematic
- Benchmark
- Nifty 500 TRI
- Riskometer
- Very High
- Plan
- Regular
- Option
- IDCW
- Launch date
- 2021-07-16T00:00:00+05:30
Performance
AMFI-published performance is preferred where available; NAV-history calculations fill the remaining periods.
- 1Y return
- -4.79%
- 3Y annualized return
- 8.24%
- 5Y annualized return
- 11.28%
- 3Y rolling median
- 17.86%
- 5Y rolling median
- 13.17%
Risk-adjusted quality
Official AMFI risk parameters are used when AMFI publishes them for the matched category; otherwise realized NAV-history measures are shown.
- 3Y max drawdown
- -19.43%
- 5Y max drawdown
- -19.43%
- 3Y volatility
- 14.51%
- 5Y volatility
- 14.26%
Cost and capacity
Plan costs, current size and entry/exit information where AMFI publishes it.
- AUM
- ₹1,290.6 Cr
- Exit load
- Entry Load NA Exit Load Redemption/SwitchOut /SWP/STP on or before expiry of 365 days from the date of allotment: If the withdrawal amount or switched out amount is not more than 12% of the original cost of investment-NIL Redemption/Switchout /SWP/STP on or before expiry of 365 days from the date of allotment: If the withdrawal amount or switched out amount is more than 12% of the original cost of investment-1% Redemption/Switchout/SWP/STP after expiry of 365 days from the date of allotment:Nil
- Minimum investment
- ₹5,000
- Latest NAV
- ₹17.8037
NAV history date: 2026-10-01
Scheme objective
To generate long-term capital appreciation by investing with focus on riding business cycles through allocation between sectors and stocks at different stages of business cycles. However, there is no assurance or guarantee that the investment objective of the Scheme will be achieved. The scheme does not assure or guarantee any returns.
DeepScreen displays verified values returned by its current sources. Metrics without a verified value are omitted rather than shown as empty placeholder cards.
Investment FAQ
Questions about Tata Business Cycle Fund — Regular Plan · IDCW Reinvestment Option
Research answers for Tata Business Cycle Fund — Regular Plan · IDCW Reinvestment Option (149069) using the analysis framework appropriate to a mutual fund.
Mutual fund FAQ
- What is Tata Business Cycle Fund — Regular Plan · IDCW Reinvestment Option (149069)?
- Tata Business Cycle Fund — Regular Plan · IDCW Reinvestment Option is listed by DeepScreen as an Indian mutual fund scheme. Its NAV is a dated per-unit scheme value rather than an exchange-traded stock price. Use the scheme's stated category, benchmark, plan type, portfolio, manager record, risk measures and costs together when researching it.
- How should I analyze Tata Business Cycle Fund — Regular Plan · IDCW Reinvestment Option?
- Start with Tata Business Cycle Fund — Regular Plan · IDCW Reinvestment Option's objective and benchmark, then compare multi-year and rolling returns, drawdowns, volatility and risk-adjusted measures with relevant peers. Review portfolio concentration, manager tenure, TER, turnover and exit load where disclosed. For Indian schemes, compare Direct and Regular plans like-for-like because their expenses and NAVs can differ.
- What costs should I check for Tata Business Cycle Fund — Regular Plan · IDCW Reinvestment Option?
- Check the current total expense ratio, whether the listing is a Direct or Regular plan, portfolio turnover and any applicable exit load. Costs reduce investor returns over time, so compare the correct plan and option rather than relying on a scheme name alone.
- Is Tata Business Cycle Fund — Regular Plan · IDCW Reinvestment Option a good mutual fund to invest in?
- DeepScreen does not make a personalized investment recommendation. Whether Tata Business Cycle Fund — Regular Plan · IDCW Reinvestment Option is suitable depends on the scheme mandate, risk, cost, portfolio, time horizon and how it fits an investor's broader financial situation. Use the analysis as research input and verify the latest scheme documents before making a decision.