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NAVs as of 20 Aug 2026
Add a second fund to compare. Until then every figure below is shown against the Sectoral/ Thematic median (248 funds), which is the only comparison one fund can support.
Growth of ₹100 (rebased over the selected window)
Common period 11 Aug 2021 – 20 Aug 2026, limited by Tata Business Cycle Fund. Every series is rebased to ₹100 at the start of this window. Benchmark lines are the category index WealthTicker measures against, which is not always the benchmark the scheme itself declares — the fund page’s Scheme Info names that one.
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| Date | Tata Business Cycle Fund | Nifty 500 |
|---|---|---|
| 11 Aug 2021 | ₹100.00 | ₹100.00 |
| 11 Jan 2022 | ₹108.88 | ₹111.92 |
| 13 Jun 2022 | ₹96.85 | ₹96.69 |
| 13 Nov 2022 | ₹117.62 | ₹112.77 |
| 15 Apr 2023 | ₹114.30 | ₹107.77 |
| 15 Sep 2023 | ₹142.46 | ₹127.31 |
| 15 Feb 2024 | ₹167.37 | ₹144.39 |
| 16 Jul 2024 | ₹195.85 | ₹167.22 |
| 16 Dec 2024 | ₹195.80 | ₹168.29 |
| 18 May 2025 | ₹185.39 | ₹164.82 |
| 18 Oct 2025 | ₹188.44 | ₹170.06 |
| 20 Mar 2026 | ₹171.00 | ₹153.70 |
| 20 Aug 2026 | ₹192.10 | ₹169.44 |
| Metric | Tata · Regular · IDCW NAV ₹19.18 Very High risk ★★★★☆ | Category median Sectoral/ Thematic · 248 funds |
|---|---|---|
| +1.63% | +3.54% | |
| +12.90% | +11.47% | |
| +14.10% | +9.70% | |
| — | +10.32% | |
| +13.88% | +9.15% | |
| +11.98% | — | |
| +19.07% | +12.10% | |
| +14.10% | +10.32% | |
| — | +8.80% | |
| Risk | ||
| 14.73% | 15.91% | |
| 0.43 | 0.25 | |
| 0.58 | 0.32 | |
| -20.50% | -26.14% | |
| Nifty 500 | — | |
| +0.47% | -0.04% | |
| 0.98 | 0.98 | |
| 99.3% | 98.3% | |
| 96.5% | 101.5% | |
| 2.16% | 2.38% | |
| ₹2,632Cr | ₹1,160Cr | |
| Up to 0.50% | — | |
| None | — | |
| ₹100 | — | |
| ₹5.00K | — | |
| 53% | 42% | |
| Hasmukh Vishariya | — | |
| 11 Aug 2021 | — | |
| 56 | — | |
| 33.6% | — | |
| 1.7% | — | |
Best marks the strongest value in a row, and only where the gap is bigger than noise — a near-tie is left unmarked rather than dressed up as a result. SIP XIRR is a ₹10,000/month instalment over 5 years of real NAV history. Nothing here is supplied by a fund house. For research only — not investment advice.