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Showing Funds Performance since Sep 07, 2020

Fund Overview

Min. investment

SIP ₹100 & Lump. ₹5000

AUM (Fund size)

₹207 Cr

Lock In Period

N/A

Expense Ratio

1.09

Benchmark

BSE Select Business Groups Total Return

Exit Load

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

Summary

Latest details for Tata BSE Select Business Groups Index Fund Growth include a ₹10.3513 NAV as of May 08,2026 and returns since inception of --%. Minimum investments start at SIP ₹100. The Tata BSE Select Business Groups Index Fund Growth AUM is ₹207 Cr, with a lock-in of N/A years, expense ratio of 1.09%, and benchmark BSE Select Business Groups Total Return. Exit load is - 0.25% of the applicable NAV, if redeemed on or before 15 days from the date of allotment.. In the growth review for 1M Month/Year, the fund recorded 10.69% returns, against a category average of 1.83% and a category best of 21.91%.

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M10.691.8321.91
6M1.991.9670.41
1Y10.345.70161.92
3Y0.0015.23224.40

Portfolio Analysis

  • Equity: 100.03%
  • Debt: -0.03%
  • Others
As on: 2026-03-31
View allocation % by

1. RELIANCE INDUSTRIES LTD23.51%

1. LARSEN & TOUBRO LTD13.24%

1. TATA CONSULTANCY SERVICES LTD5.91%
2. TECH MAHINDRA LTD2.85%
3. LTIMINDTREE LTD1.19%
4. TATA ELXSI LTD0.34%

1. MAHINDRA & MAHINDRA LTD8.55%

1. ULTRATECH CEMENT LTD4.09%
2. GRASIM INDUSTRIES LTD3.15%
3. AMBUJA CEMENTS LTD0.80%

1. TATA STEEL LTD3.91%
2. JSW STEEL LTD3.37%

1. ADANI POWER LTD1.97%
2. TATA POWER COMPANY LTD1.56%
3. ADANI GREEN ENERGY LTD0.86%
4. JSW ENERGY LTD0.83%

1. HINDALCO INDUSTRIES LTD4.11%

1. TITAN COMPANY LTD3.99%

1. ADANI PORTS AND SPECIAL ECONOMIC ZONE LTD3.13%

1. TRENT LTD1.80%

1. TATA CONSUMER PRODUCTS LTD1.61%

1. TATA MOTORS PASSENGER VEHICLES LTD1.54%

1. ADANI ENTERPRISES LTD1.51%

1. JINDAL STEEL LTD1.32%

1. INDIAN HOTELS CO. LTD1.25%

1. VODAFONE IDEA LTD0.75%
2. TATA COMMUNICATIONS LTD0.39%

1. ADANI ENERGY SOLUTIONS LTD1.05%

About Fund

Tata BSE Select Business Groups Index Fund Growth managed by Tata Mutual Fund,is a Equity - Index Fundscheme with Assets Under Management of ₹207 Crore. The fund benchmarks its performance against the BSE Select Business Groups Total Return while maintaining an expense ratio of 1.09. 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
This FundSBI Nifty Midcap 150 ETF Growth06.98 CR0.2
This FundMotilal Oswal Nifty Midcap150 Momentum 50 ETF Growth030.4 CR0.53
This FundTata BSE Select Business Groups Index Fund Growth0207.48 CR1.09
This FundKotak Silver ETF Growth03319.12 CR0.35
This FundICICI Prudential Silver ETF Growth014511.43 CR0.4
Fund Name1Y3Y
This FundSBI Nifty Midcap 150 ETF Growth00
This FundMotilal Oswal Nifty Midcap150 Momentum 50 ETF Growth00
This FundTata BSE Select Business Groups Index Fund Growth10.34060
This FundKotak Silver ETF Growth161.2609223.4941
This FundICICI Prudential Silver ETF Growth161.9165224.3973

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 1.09. 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 : 10.69%
  • 6 Months : 1.99%
  • 1 Year : 10.34%
  • 3 Years : 0.00%
Returns of Tata BSE Select Business Groups Index Fund Growth are updated daily based on NAV of ₹ 10.3513 as on May 08,2026. 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 ₹207 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.
Min Inv Amount: ₹500