Tata Business Cycle Fund Direct-Growth
Equity: Thematic-Business Cycle - Growth (Open ended) Factsheet
SEBI Riskometer: Very HighCategory: Equity: Thematic-Business CycleBenchmark: NIFTY 500 Total Return IndexCheck Portfolio Overlap →
NAV: ₹20.58-0.73%
07 Sept 2026
Similar Funds
Side-by-side comparison of Tata Business Cycle Fund Direct-Growth with similar funds — trailing returns, risk metrics, AUM and expense ratio.
| Period | This Fund | Category Avg | Category Rank |
|---|---|---|---|
| 1Y Return | +3.52% | 6.19% | 14 / 16 |
| 3Y Return | +12.17% | 14.99% | 5 / 7 |
| 5Y Return | +14.93% | 14.80% | 2 / 2 |
| 10Y Return | — | 12.86% | — |
Trailing annualised returns (%). Category rank: lower is better. Green = top third of category.
Funds in Equity: Thematic-Business Cycle
Top funds by AUM in the Equity: Thematic-Business Cycle category — see how Tata Business Cycle Fund Direct-Growth compares on size and returns.
Funds Tracking NIFTY 500 Total Return Index
Top funds tracking the NIFTY 500 Total Return Index — sorted by AUM to show the largest options available.
Frequently Asked Questions
Which funds are similar to Tata Business Cycle Fund Direct-Growth?
Funds similar to Tata Business Cycle Fund Direct-Growth in the Equity: Thematic-Business Cycle category include ICICI Prudential Business Cycle Fund Direct-Growth, Kotak Business Cycle Fund Direct-Growth, and HDFC Business Cycle Fund Direct-Growth. These funds follow a comparable investment mandate and are benchmarked against similar indices. You can compare them in detail — across returns, risk metrics, expense ratio, and portfolio composition — using the fund comparison tool on sharpely.
What is the rank of Tata Business Cycle Fund Direct-Growth in its category?
On a 3-year return basis Tata Business Cycle Fund Direct-Growth is ranked 5 out of 7 funds in the Equity: Thematic-Business Cycle category as of 6 Sep 2026. On a 5-year return basis it ranks 2 out of 2. Consistently ranking in the top across multiple time periods is a stronger signal of fund quality than a single-period rank.
How does Tata Business Cycle Fund Direct-Growth's expense ratio compare to similar funds?
Tata Business Cycle Fund Direct-Growth has an expense ratio of 0.89%. The peers ICICI Prudential Business Cycle Fund Direct-Growth has an expense ratio of 1.00% and Kotak Business Cycle Fund Direct-Growth has 0.77%. Over the long term, a higher expense ratio can meaningfully drag on returns, so it is worth evaluating whether the fund's performance justifies the additional cost.
How does Tata Business Cycle Fund Direct-Growth's AUM compare to similar funds?
Tata Business Cycle Fund Direct-Growth has an AUM of ₹2,633.73 crore. The peers ICICI Prudential Business Cycle Fund Direct-Growth has an AUM of ₹16,122.8 crore and Kotak Business Cycle Fund Direct-Growth has ₹3,411.09 crore. A large AUM can sometimes limit a fund's ability to take meaningful positions in mid and small-cap stocks, as larger trades can move prices. This is particularly relevant for funds that invest outside large caps.
Which fund has the best 3-year returns in the Equity: Thematic-Business Cycle?
The top performing fund in the Equity: Thematic-Business Cycle category on a 3-year basis is HSBC Business Cycles Fund Direct-Growth with a CAGR of 16.42% as of 6 Sep 2026. Tata Business Cycle Fund Direct-Growth has delivered 12.17% CAGR over the same period, ranking 5 out of 7 funds. You can view and compare the full category ranking on sharpely.
How does Tata Business Cycle Fund Direct-Growth rank in risk-adjusted returns vs peers?
On a risk-adjusted basis, Tata Business Cycle Fund Direct-Growth has a Sharpe ratio of 0.55 compared to the Equity: Thematic-Business Cycle average of 0.62 as of 6 Sep 2026. It ranks 7 out of 9 funds in its category on Sharpe ratio.