Tata BSE Select Business Groups Index Fund Growth Return
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- 6M
- 1Y
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- 5Y
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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)
₹240 Cr
Lock In Period
N/A
Expense Ratio
0.96
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
Summary
Tata BSE Select Business Groups Index Fund Growth NAV is ₹10.1946 as of 21 Jun, 2026. Tata BSE Select Business Groups Index Fund Growth has delivered 0.00% returns since its launch. The minimum SIP investment amount in Tata BSE Select Business Groups Index Fund Growth is ₹100. The AUM of Tata BSE Select Business Groups Index Fund Growth is ₹240 Cr. The expense ratio of the fund is 0.96%, and its benchmark is BSE Select Business Groups Total Return. The current exit load of the fund is 0.25% of the applicable NAV, if redeemed on or before 15 days from the date of allotment.. In the last 1M months, Tata BSE Select Business Groups Index Fund Growth has delivered 2.58% returns.
Tata BSE Select Business Groups Index Fund Growth Calculate Returns
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Growth Review
| Duration | Fund Return(%) | Category Average(%) | Category Best(%) |
|---|---|---|---|
| 1M | 2.58 | -0.66 | 11.43 |
| 6M | -0.85 | 0.94 | 38.47 |
| 1Y | 5.85 | 3.92 | 117.55 |
| 3Y | 0.00 | 11.78 | 222.99 |
Portfolio Analysis
- Equity: 99.79%
- Debt: 0.21%
- Others
As on: 2026-05-31
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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 ₹240 Crore. The fund benchmarks its performance against the BSE Select Business Groups Total Return while maintaining an expense ratio of 0.96. 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 Name | Ratings | AUM | Expense Ratio |
|---|---|---|---|
| Motilal Oswal Nifty 500 Momentum 50 ETF Growth | 0 | 361.98 CR | 0.41 |
| Tata Nifty500 Multicap Infrastructure 50 30 20 Index Fund Growth | 0 | 74.2 CR | 1.01 |
| Tata BSE Select Business Groups Index Fund Growth | 0 | 239.94 CR | 0.96 |
| Axis Silver ETF Growth | 0 | 2163.42 CR | 0.42 |
| ICICI Prudential Silver ETF Growth | 0 | 15985.7 CR | 0.4 |
| Fund Name | 1Y | 3Y |
|---|---|---|
| This FundMotilal Oswal Nifty 500 Momentum 50 ETF Growth | -0.1206 | 0 |
| This FundTata Nifty500 Multicap Infrastructure 50 30 20 Index Fund Growth | 4.7325 | 0 |
| This FundTata BSE Select Business Groups Index Fund Growth | 5.852 | 0 |
| This FundAxis Silver ETF Growth | 116.7584 | 222.3264 |
| This FundICICI Prudential Silver ETF Growth | 117.5488 | 222.9939 |
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 0.96. 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 : 2.58%
- 6 Months : -0.85%
- 1 Year : 5.85%
- 3 Years : 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 ₹240 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.
