Tata BSE Select Business Groups Index Fund Growth Return

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This Fund:
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BankFD:

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)

₹228 Cr

Lock In Period

N/A

Expense Ratio

1.04

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(%)
1M-3.21-1.765.37
6M2.750.8734.21
1Y3.212.8586.63
3Y0.009.97216.41

Portfolio Analysis

  • Equity: 101.18%
  • Debt: -1.18%
  • Others
As on: 2026-07-31
View allocation % by

1. RELIANCE INDUSTRIES LTD23.18%

1. LARSEN & TOUBRO LTD12.56%

1. TATA CONSULTANCY SERVICES LTD5.14%
2. TECH MAHINDRA LTD2.87%
3. LTM LTD1.09%

1. MAHINDRA & MAHINDRA LTD8.29%

1. ULTRATECH CEMENT LTD3.83%
2. GRASIM INDUSTRIES LTD3.16%
3. AMBUJA CEMENTS LTD0.74%

1. TATA STEEL LTD3.35%
2. JSW STEEL LTD3.22%

1. ADANI POWER LTD2.33%
2. TATA POWER COMPANY LTD1.36%
3. ADANI GREEN ENERGY LTD1.24%
4. JSW ENERGY LTD0.80%

1. TITAN COMPANY LTD4.27%

1. HINDALCO INDUSTRIES LTD3.82%

1. TATA MOTORS LTD1.97%
2. TATA MOTORS PASSENGER VEHICLES LTD1.53%

1. ADANI PORTS AND SPECIAL ECONOMIC ZONE LTD3.42%

1. ADANI ENTERPRISES LTD2.76%

1. TRENT LTD2.13%

1. TATA CONSUMER PRODUCTS LTD1.49%

1. ADANI ENERGY SOLUTIONS LTD1.46%

1. INDIAN HOTELS CO. LTD1.40%

1. VODAFONE IDEA LTD0.96%
2. TATA COMMUNICATIONS LTD0.44%

1. JINDAL STEEL LTD1.10%
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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 ₹228 Crore. The fund benchmarks its performance against the BSE Select Business Groups Total Return while maintaining an expense ratio of 1.04. 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
ICICI Prudential Nifty Metal ETF Growth0971 CR0.52
Edelweiss Nifty Bank ETF Growth03 CR1.08
Tata BSE Select Business Groups Index Fund Growth0228 CR1.04
Kotak Silver ETF Growth03,375 CR0.35
ICICI Prudential Silver ETF Growth013,700 CR0.4
Fund Name1Y3Y
This FundICICI Prudential Nifty Metal ETF Growth36.24230
This FundEdelweiss Nifty Bank ETF Growth5.84070
This FundTata BSE Select Business Groups Index Fund Growth3.20820
This FundKotak Silver ETF Growth85.6201215.8735
This FundICICI Prudential Silver ETF Growth85.849216.4102

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 1.04. 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 : -3.21%
  • 6 Months : 2.75%
  • 1 Year : 3.21%
  • 3 Years : 0.00%
Returns of Tata BSE Select Business Groups Index Fund Growth are updated daily based on NAV of ₹ 10.0949 as on Sep 07,2026. 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 ₹228 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.