Tata BSE Select Business Groups Index Fund Regular Growth
- Index Funds
- Index Funds
- Very High Risk
Rating:
Key Metrics
Aum
₹241.04 Cr
Expense Ratio
0.90%
Exit Load
0.25%
Min. Investment
₹5,000.00
Min. SIP
₹150.00
Launch Date
12 Dec 2024
CAGR Returns
| Period | Absolute(%) | Annualised(%) |
|---|---|---|
| 1 Month | +1.89% | -- |
| 3 Months | +0.02% | -- |
| 6 Months | +0.34% | -- |
| 1 Year | +7.75% | +7.75% |
| 2 Years | -- | 0% |
| 3 Years | -- | 0% |
| 5 Years | -- | 0% |
| Since Launch | +3.74% | +2.25% |
Holdings as on 7 Aug 2026
| Name | Value (₹Cr) | Holding % |
|---|---|---|
| Reliance Industries | 55.95 | 23.21 |
| Larsen & Toubro Ltd | 32.22 | 13.36 |
| Mahindra & Mahindra Ltd | 18.28 | 7.58 |
| Tata Consultancy Services | 10.77 | 4.47 |
| Titan Company | 9.40 | 3.90 |
| Hindalco Industries | 9.15 | 3.79 |
| Adani Ports and Special Economic Zone | 8.88 | 3.68 |
| UltraTech Cement | 8.83 | 3.66 |
| Tata Steel | 8.10 | 3.36 |
| Grasim Industries | 7.72 | 3.20 |
Morning Star Rating
Rating:
Risk
Return
Risk & Volitility
0.00
Sharpe Ratio
0.00%
Std. Deviation
--
Tracking Error
--
Alpha
--
Beta
Peer Comparison
| Fund Name | 1Y | 3Y | 5Y |
|---|---|---|---|
| ICICI Prudential Nifty Auto Index Fund Regular Growth | +22.56% | +23.7% | -- |
| UTI Nifty Midcap 150 Quality 50 Index Fund Regular Growth | +3.1% | +11.01% | -- |
| Bandhan Nifty 100 Index Fund Regular Growth | +2.86% | +10.31% | -- |
| Tata BSE Select Business Groups Index Fund Regular Growth | +7.75% | -- | -- |
| Nippon India Nifty Bank Index Fund Regular Growth | +4.68% | -- | -- |
Results are calculated on CAGR basis
About Fund
The investment objective of the scheme is to provide returns, before expenses, that commensurate with the performance of BSE Select Business Groups Index (TRI), subject to tracking error. 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.
The Tata BSE Select Business Groups Index Fund Regular Growth has an AUM of 241.04 crores & has delivered CAGR of 0.00 in the last 5 years. The fund has an exit load of 0.25% and an expense ratio of 0.90%. The minimum investment in Tata BSE Select Business Groups Index Fund Regular Growth is Rs 5000 and the minimum SIP is Rs 150.
As per morningstar the risk & return rating of the fund are Medium & Low respectively.
The fund has a present cash holding of %. The top holdings of the fund include Reliance Industries, Larsen & Toubro Ltd, Mahindra & Mahindra Ltd, Tata Consultancy Services.
The major sectors where the fund is invested are Oil & Gas Operations, Construction Services, Auto & Truck Manufacturers, Iron & Steel.
Some of the similar funds are ICICI Prudential Nifty Auto Index Fund Regular Growth, UTI Nifty Midcap 150 Quality 50 Index Fund Regular Growth, Bandhan Nifty 100 Index Fund Regular Growth, Tata BSE Select Business Groups Index Fund Regular Growth, Nippon India Nifty Bank Index Fund Regular Growth. Tata BSE Select Business Groups Index Fund Regular Growth has a sharpe ratio of 0.00 & a standard deviation of 0.00%.
FAQs
According to the morning star rating Tata BSE Select Business Groups Index Fund Regular Growth has a Medium risk & Low return.
Tata BSE Select Business Groups Index Fund Regular Growth is managed by Rakesh Prajapati,Nitin Sharma.
The expense ratio of Tata BSE Select Business Groups Index Fund Regular Growth is 0.90%.
The 5 year annualized return on Tata BSE Select Business Groups Index Fund Regular Growth is 0.00% & it has generated 7.75% in the last 1 year.
The minimum investment in Tata BSE Select Business Groups Index Fund Regular Growth is 5000 Rs.
Tata BSE Select Business Groups Index Fund Regular Growth has an AUM of 241.04 crores.
Wait for it…
Oops! Looks like you have exceeded the limit to bookmark the image. Remove some to bookmark this image.