Mutual Funds Performance Comparison

Data as on - 09-05-2025

Summary

Fund Name Category Launch Date AUM (Crore) Expense Ratio (%)
Tata Business Cycle Fund-Regular Plan-Growth Equity: Thematic-Others 04-08-2021 2,734.94 1.94

Performance Comparison

Fund Name 1-Year Ret (%) 3-Yrs Ret (%) 5-Yrs Ret (%) 10-Yrs Ret (%) Since Launch Ret (%)
Tata Business Cycle Fund-Regular Plan-Growth 2.06 20.61 - - 16.39
Equity: Thematic-Others 6.29 18.28 26.9 13.25 7.86
NIFTY 500 TRI 6.52 16.68 24.9 13.75 12.38