FundLens
65
Business CycleBuy

Tata BusIness Cycle

Tata · Direct–Growth · rank #5 of 19 by Smart Score

Trailing returns

vs Nifty 500 (index-fund proxy)
1 Year
1.9%
+1.4% vs index
3 Years
15.4%
+3.2% vs index
5 Years
Since launch
16.0%

Year-by-year performance

last entry = YTD
2022
+15.4%
2023
+36.5%
2024
+20.4%
2025
+2.2%
2026
+2.1%

Why this score

Tata BusIness Cycle scores 65/100 — #5 of 19 Business Cycle fund (Buy). It stands out for sharpe ratio and expense ratio — beating 81% of peers on sharpe ratio. The main drag is its 1y return (better than only 36% of peers).

Each bar shows the fund's percentile vs Business Cycle peers — a longer bar beats more of the category.

Sharpe ratio0.77 · 81st percentile in category
Expense ratio0.90% · 87th percentile in category
Fund size2667.69 Cr · 82nd percentile in category
Sortino ratio0.82 · 69th percentile in category
Alpha3.19 · 69th percentile in category
1Y return1.90% · 36th percentile in category

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