Tata BSE Select Business Groups Index Fund Growth Return

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  • 6M
  • 1Y
  • 3Y
  • 5Y
This Fund:
Sensex:
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)

₹225 Cr

Lock In Period

N/A

Expense Ratio

1.07

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-3.92-1.054.56
6M8.523.2140.91
1Y-1.493.6271.53
3Y0.0011.59210.09

Portfolio Analysis

  • Equity: 99.98%
  • Debt: 0.02%
  • Others
As on: 2026-08-31
View allocation % by

1. RELIANCE INDUSTRIES LTD22.69%

1. LARSEN & TOUBRO LTD12.80%

1. TATA CONSULTANCY SERVICES LTD5.11%
2. TECH MAHINDRA LTD2.81%
3. LTM LTD1.13%

1. MAHINDRA & MAHINDRA LTD8.07%

1. ULTRATECH CEMENT LTD3.68%
2. GRASIM INDUSTRIES LTD3.37%
3. AMBUJA CEMENTS LTD0.68%

1. JSW STEEL LTD3.31%
2. TATA STEEL LTD3.24%

1. ADANI POWER LTD2.18%
2. TATA POWER COMPANY LTD1.23%
3. ADANI GREEN ENERGY LTD1.09%
4. JSW ENERGY LTD0.76%

1. TITAN COMPANY LTD4.46%

1. HINDALCO INDUSTRIES LTD3.97%

1. TATA MOTORS LTD2.11%
2. TATA MOTORS PASSENGER VEHICLES LTD1.42%

1. ADANI PORTS AND SPECIAL ECONOMIC ZONE LTD3.27%

1. ADANI ENTERPRISES LTD2.66%

1. TRENT LTD2.03%

1. VODAFONE IDEA LTD1.07%
2. TATA COMMUNICATIONS LTD0.43%

1. TATA CONSUMER PRODUCTS LTD1.43%

1. INDIAN HOTELS CO. LTD1.35%

1. ADANI ENERGY SOLUTIONS LTD1.29%

1. JINDAL STEEL LTD1.16%
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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 ₹225 Crore. The fund benchmarks its performance against the BSE Select Business Groups Total Return while maintaining an expense ratio of 1.07. 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 Nifty200 Quality 30 Index Fund Growth025 CR0.94
Motilal Oswal Nifty Alpha 50 ETF Growth03 CR0.82
Tata BSE Select Business Groups Index Fund Growth0225 CR1.07
HDFC Silver ETF Growth08,312 CR0.58
Axis Silver ETF Growth02,068 CR0.42
Fund Name1Y3Y
This FundICICI Prudential Nifty200 Quality 30 Index Fund Growth-5.46380
This FundMotilal Oswal Nifty Alpha 50 ETF Growth8.44960
This FundTata BSE Select Business Groups Index Fund Growth-1.49030
This FundHDFC Silver ETF Growth69.5792208.9566
This FundAxis Silver ETF Growth70.1053210.095

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 1.07. 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 : -3.92%
  • 6 Months : 8.52%
  • 1 Year : -1.49%
  • 3 Years : 0.00%
Returns of Tata BSE Select Business Groups Index Fund Growth are updated daily based on NAV of ₹ 9.8751 as on Sep 23,2026. 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 ₹225 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.