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Index FundVery High📊 BSE Select Business Groups

Tata BSE Select Business Groups Index Fund · Regular · Growth

Tata Mutual Fund

#110 of 253 (1Y)

NAV

₹10.0031

as of 15 Jul 2026

Expense Ratio

1.09%

AUM

₹221 Cr

Viewing Regular · Growth
LowLow toModerateModerateModerately HighHighVery High
Riskometer
Very High
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Lumpsum returns (CAGR)

1Y
+2.11%
3Y
5Y
Since Inception
+0.24%

SIP returns (XIRR)

1Y
+0.51%
3Y
5Y
Since Inception
+3.52%

Not enough verified history to show honest backtest scenarios (this fund is under 3 years old).

Risk Metrics

Trailing 1 year, annualised

-0.05

Sharpe Ratio

Alpha

Beta

-0.05

Sortino

16.72%

Std Dev

-15.21%

Max Drawdown

Performance Comparison

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Fund Details

Fund HouseTata Mutual Fund
CategoryIndex Fund
BenchmarkBSE Select Business Groups
Launch Date25 Nov 2024
AMFI Code153134
Transaction facts
Min. Lumpsum₹5,000
Min. SIP₹100
Exit Load0.25% of the applicable NAV if redeemed on or before 15 days from the date of allotment

Available transactions

PurchaseSIPRedeemSWPSwitchSTPDemat

Investment Objective

Tata BSE Select Business Groups Index Fund · Regular · Growth is a passively managed fund that tracks a specific market index, aiming to replicate its returns with minimal tracking error. Index funds offer low-cost, diversified exposure to the market with full transparency of holdings.

About This Fund

Tata BSE Select Business Groups Index Fund · Regular · Growth is a Index Fund mutual fund offered by Tata Mutual Fund. The fund has been operational for over 1 years. It manages assets worth ₹221 Cr, reflecting investor confidence in the fund's strategy. It benchmarks its performance against BSE Select Business Groups. The current expense ratio is 1.09%.

Who Should Invest?

  • Aggressive investors comfortable with significant short-term volatility
  • Investors with a long-term horizon of 7+ years who can ride out market cycles
  • Cost-conscious investors who prefer passive investing with low expense ratios
  • SIP investors who can benefit from rupee cost averaging during market fluctuations
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