Tata BSE Select Business Groups Index Fund - IDCW - Regular Plan

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  • 1.25 %Nav, as on 20-03-2026

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  • Net Change on 20-03-2026

  • PersonalFN Rating

  • Assets (Cr.)

  • Expense Ratio

Fund Overview IDCW | Regular Plan

  • Fund House

  • Launch Date

  • Benchmark

  • Minimum Investment (₹)

  • Minimum Addl Investment (₹)

  • Exit Load (%)

  • Minimum SIP Investment (₹)

  • Minimum STP Investment (₹)

  • Minimum SWP Investment (₹)

  • 52 Week Low Nav (₹)

  • 52 Week Low Nav Date

  • 52 Week High Nav (₹)

  • 52 Week High Nav Date

Fund Objective

The investment objective of the scheme is to provide returns, before expenses, that commensurate with the performance of BSE Select Business Groups Index (TRI), subject to tracking error.

Fund Performance

Scheme Name 1-Month Return (%) 3-Month Return (%) 1-Year Return (%) 3-Year Return (%) 5-Year Return (%) Since Inception
BSE Select Business Groups Index - TRI N/A N/A N/A N/A N/A N/A
NIFTY 50 - TRI N/A N/A N/A N/A N/A N/A

Returns upto 1 year is Absolute, and above 1 year are Compounded Annualised

Peer Fund Comparison

Scheme Name Launch Date Ratings 1-Year Return (%) 3-Year Return (%) 5-Year Return (%) Expense Ratio (%) Assets (Cr.)
NIPPON INDIA NIFTY SMALLCAP 250 INDEX FUND - IDCW Option Oct 16, 2020 -1.90 17.98 15.41 0.97 2,752.94
DSP Nifty 50 Equal Weight Index Fund - Regular Plan - IDCW Oct 23, 2017 5.41 16.34 14.02 0.94 2,471.39
NIPPON INDIA NIFTY MIDCAP 150 INDEX FUND - IDCW Option Feb 19, 2021 6.50 21.21 17.55 0.80 2,188.15
Axis Nifty 100 Index Fund - Regular Plan - IDCW Oct 18, 2019 0.31 12.28 9.96 0.92 1,983.85
NIPPON INDIA NIFTY 50 VALUE 20 INDEX FUND - IDCW Option Feb 19, 2021 -3.34 10.37 11.11 0.78 1,020.60

Fund Holdings as on 28-February-2026

  • RELIANCE INDUSTRIES LTD.

  • LARSEN & TOUBRO LTD.

  • MAHINDRA & MAHINDRA LTD.

  • TATA CONSULTANCY SERVICES LTD.

  • ULTRATECH CEMENT LTD.

  • HINDALCO INDUSTRIES LTD.

  • TITAN COMPANY LTD.

  • TATA STEEL LTD.

  • JSW STEEL LTD.

  • ADANI PORTS AND SPECIAL ECONOMIC ZONE LTD.

  • GRASIM INDUSTRIES LTD.

  • TECH MAHINDRA LTD.

  • TRENT LTD.

  • TATA MOTORS PASSENGER VEHICLES LTD.

  • ADANI ENTERPRISES LTD.

  • TATA CONSUMER PRODUCTS LTD.

  • ADANI POWER LTD.

  • JINDAL STEEL LTD.

  • TATA POWER COMPANY LTD.

  • INDIAN HOTELS CO. LTD.

  • LTIMINDTREE LTD.

  • ADANI ENERGY SOLUTIONS LTD.

  • AMBUJA CEMENTS LTD.

  • ADANI GREEN ENERGY LTD.

  • VODAFONE IDEA LTD.

  • VOLTAS LTD.

  • JSW ENERGY LTD.

  • JINDAL STAINLESS LTD.

  • TATA COMMUNICATIONS LTD.

  • TATA ELXSI LTD.

  • NET CURRENT LIABILITIES

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  • Refineries

  • Engineering - Construction

  • Automobiles - Passenger Cars

  • IT - Software

  • Steel & Iron Products

  • Power Generation/Distribution

  • Cement & Construction Materials

  • Metal - Non Ferrous

  • Diamond & Jewellery

  • Port

  • Diversified

  • Retailing

  • Trading

  • Tea/Coffee

  • Steel/Sponge Iron/Pig Iron

  • Hotel, Resort & Restaurants

  • Telecommunication - Service Provider

  • Air Conditioners

  • Miscellaneous

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Fund Manager

  • Cash

  • Equity

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About Tata BSE Select Business Groups Index Fund

Scheme Analysis

Tata BSE Select Business Groups Index Fund is a Index Funds - Other fund and belongs to Tata Mutual Fund. It was launched on 12-Dec-2024 and currently has an AUM of ₹225.19 crore. Tata BSE Select Business Groups Index Fund is benchmarked against BSE Select Business Groups Index - TRI as primary index and NIFTY 50 - TRI as secondary index.

The NAV of Tata BSE Select Business Groups Index Fund ended up ₹0.12(1.25%)yesterday to ₹9.3764.

Among its top 3 holdings the fund has exposure to RELIANCE INDUSTRIES LTD., and

The Tata BSE Select Business Groups Index Fund is managed by Rakesh Prajapati and Nitin Sharma.

Fund House Contact

1903, B Wing, Parinee Crescenzo, G Block, Bandra Kurla Complex, Bandra East, Mumbai - 400 051

022 6282 7777
service@tataamc.com
+91 (22) 22613782