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Tata BSE Select Business Groups Index Fund Growth Return

  • 1M
  • 3M
  • 6M
  • 1Y
  • 3Y
  • 5Y
This Fund:
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Showing Funds Performance since Sep 07, 2020

Tata BSE Select Business Groups Index Fund Growth Fund Overview

Min. investment

SIP ₹100 & Lump. ₹5000

AUM (Fund size)

₹241 Cr

Lock In Period

N/A

Expense Ratio

0.98

Exit Load

0.25% of the applicable NAV, if redeemed on or before 15 days from the date of allotment.

Benchmark

BSE Select Business Groups Total Return

Tata BSE Select Business Groups Index Fund Growth Calculate Returns

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M0.71-1.1215.43
6M-0.010.4726.46
1Y4.732.7990.52
3Y0.0010.30187.54

Portfolio Analysis

  • Equity: 99.88%
  • Debt: 0.12%
  • Others
As on: 2026-06-30
View allocation % by

1. RELIANCE INDUSTRIES LTD23.21%

1. LARSEN & TOUBRO LTD13.36%

1. TATA CONSULTANCY SERVICES LTD4.47%
2. TECH MAHINDRA LTD2.47%
3. LTM LTD0.90%

1. ULTRATECH CEMENT LTD3.66%
2. GRASIM INDUSTRIES LTD3.20%
3. AMBUJA CEMENTS LTD0.73%

1. MAHINDRA & MAHINDRA LTD7.58%

1. TATA STEEL LTD3.36%
2. JSW STEEL LTD3.14%

1. ADANI POWER LTD2.50%
2. TATA POWER COMPANY LTD1.39%
3. ADANI GREEN ENERGY LTD1.36%
4. JSW ENERGY LTD0.85%

1. TITAN COMPANY LTD3.90%

1. HINDALCO INDUSTRIES LTD3.79%

1. ADANI PORTS AND SPECIAL ECONOMIC ZONE LTD3.68%

1. TATA MOTORS LTD1.93%
2. TATA MOTORS PASSENGER VEHICLES LTD1.60%

1. ADANI ENTERPRISES LTD2.38%

1. TRENT LTD2.35%

1. VODAFONE IDEA LTD1.08%
2. TATA COMMUNICATIONS LTD0.50%

1. TATA CONSUMER PRODUCTS LTD1.50%

1. INDIAN HOTELS CO. LTD1.37%

1. ADANI ENERGY SOLUTIONS LTD1.33%

1. JINDAL STEEL LTD1.07%

About Fund Tata BSE Select Business Groups Index Fund Growth

Tata BSE Select Business Groups Index Fund Growth managed by Tata Mutual Fund,is a Equity - Index Fundscheme with Assets Under Management of ₹241 Crore. The fund benchmarks its performance against the BSE Select Business Groups Total Return while maintaining an expense ratio of 0.98. Under the expert guidance of Nitin Sharma ,the fund implements a disciplined investment approach aligned with its mandate. The scheme requires a minimum investment of ₹500 for SIP and ₹1,000 for lump sum investments, making it accessible to diverse investor profiles.

Fund Managers

Nitin Sharma

Mr. Nitin Sharma holds MFM, BAF(Bachelor of Commerce Accounting & Finance). Prior to joining the Tata MF, he was associated with Share India Securities Ltd, Sharekhan Ltd, Choice Equity Broking Pvt Ltd, Globe Capital Market Ltd. Angel Broking Ltd.

Peer Comparison

Fund NameRatingsAUMExpense Ratio
Bandhan Nifty Alpha Low Volatility 30 Index Fund Growth08 CR1.12
Bandhan Nifty Midcap 150 Index Fund Growth0103 CR1.64
Tata BSE Select Business Groups Index Fund Growth0241 CR0.98
Kotak Silver ETF Growth03,461 CR0.35
ICICI Prudential Silver ETF Growth013,863 CR0.4
Fund Name1Y3Y
This FundBandhan Nifty Alpha Low Volatility 30 Index Fund Growth2.63870
This FundBandhan Nifty Midcap 150 Index Fund Growth6.95520
This FundTata BSE Select Business Groups Index Fund Growth4.72760
This FundKotak Silver ETF Growth89.2787186.8846
This FundICICI Prudential Silver ETF Growth89.543187.5361

Tata BSE Select Business Groups Index Fund Growth FAQs

Tata BSE Select Business Groups Index Fund Growth's fund is managed by experienced SEBI-registered investment fund manager , who implements the fund's strategy through research-backed decisions while adhering to its stated objectives.

The expense ratio of Tata BSE Select Business Groups Index Fund Growth is 0.98. This expense ratio is calculated by dividing the fund's operating expenses by its net assets.

Tata BSE Select Business Groups Index Fund Growth’s fund performance is as follows:
  • 1 Month : 0.71%
  • 6 Months : -0.01%
  • 1 Year : 4.73%
  • 3 Years : 0.00%
Returns of Tata BSE Select Business Groups Index Fund Growth are updated daily based on NAV of ₹ 10.1710 as on Jul 30,2026. Since inception, the return has been 0.00%.

You can invest in Tata BSE Select Business Groups Index Fund Growth through SIP with a minimum of ₹500 monthly or make a lump sum investment of a minimum ₹1,000. Additional purchase minimums vary by scheme.

The fund size (AUM) of Tata BSE Select Business Groups Index Fund Growth is ₹241 crore. It changes based on market performance, inflows, and outflows.

You can track your investment in Tata BSE Select Business Groups Index Fund Growth through our website, our Choice FinX mobile app, regular statements, and email updates. Our customer support team is available for queries.