Mutual FundsTata BSE Select Business Groups Index Fund Direct - Growth

Tata BSE Select Business Groups Index Fund Direct - Growth

Other Index Fund

1 Year Returns

17.29%

NAV (₹) on 27 Feb 2026

10.2257

1 Day NAV Change (₹)

-0.1148

Overview

Direct vs Regular

Returns Comparison

Historical Data

Holdings

Fund Details

AMC Details

FAQs

About Fund

Tata BSE Select Business Groups Index Fund Direct - Growth is a mutual fund scheme launched on 12 Dec 2024. Investors can begin their investment journey with a minimum SIP of ₹100 or a lumpsum investment of ₹5,000. ...Read More

Returns Calculator

Based on Annualised Returns

Investment Type

Monthly SIPLumpsum

SIP Amount

Investment Period

₹ 6.10 L

3.50%

₹ 6.27 L

8.00%

₹ 6.59 L

17.29%

Savings Account

Regular Funds

This Fund on Dhan

Total Investment

₹ 6,00,000

Returns

₹ 59,271 (9.88%)

Maturity Value

₹ 6,59,271

Add to Cart Invest Now

Disclaimer: Fixed deposits offer guaranteed returns. Mutual fund investments carry market risks; read all scheme-related documents carefully. Past performance does not guarantee future returns.

Direct vs Regular Returns

Sorry, No Data Available at this Moment!

View All Schemes Comparison

Returns Comparison

Sorry, No Data Available at this Moment!

*The above returns are absolute.

Historical Returns

Sorry, No Data Available at this Moment!

Start SIP with as Low as ₹100.

Start SIP

Historical NAV

10 Days

1 Month

3 Months

6 Months

1 Year

3 Years

5 Years

Sorry, No Data Available at this Moment!

Asset Allocation

AUM

₹220.71 Cr

Cash Holding

Equity

Cash

Debt

Other

Sector Holdings

Sorry, No Data Available at this Moment!

Stock Holdings

Sorry, No Data Available at this Moment!

Fund Comparison

Long Term Returns
Short Term Returns
Overview

Fund Details

52W High NAV

₹ 10.8015

Min. SIP Amount

₹ 100.00

Min. Lumpsum Amount

₹ 5,000.00

AUM (in Cr.)

₹ 220.71

Expense Ratio

0.29%

Lock-in Period

No Lock in Period

52W Low NAV

₹ 8.3863

Inception Date

12 Dec 2024

Fund Age

1 Yrs

Benchmark

BSE Select Business Groups Index (TRI)

Scheme Type

Open Ended

Stamp Duty

0.005% (from July 1st 2020)

Exit Load

0.25% Of The Applicable Nav, If Redeemed On Or Before 15 Days From The Date Of Allotment.

Tax Implication

If you redeem within 1 year, STCG are taxed at 20%; If you redeem after 1 year, and returns exceed ₹1.25 Lakhs in a financial year, LTCG are taxed at 12.5%

Fund Managers

Name

Rakesh Prajapati

Qualification

B.Com

Name

Nitin Sharma

Qualification

MFM (Master's degree in financial management), BAF (Bachelor of Commerce-Accounting & Finance)

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. However, there is no assurance or guarantee that the investment objective of the scheme will be achieved. The scheme does not assure or guarantee any returns.

Risk-O-Meter

Investors understand that their principal will be at

Very High Risk

Risk Scale

Low

Moderately Low

Moderate

Moderately High

High

Very High

Explained by the Fund Manager

Get a deeper understanding of Tata BSE Select Business Group Fund straight from the expert. Here the fund manager has given a break down the fund’s investment objective, portfolio composition, and strategy. Learn how the holdings are selected, the sectors in focus, and what makes this scheme stand out. Whether you're an existing investor or currently evaluating the fund, this video offers valuable insights to help you make informed decisions.

AMC Information

View All Schemes

Tata Mutual Fund

Funds Managed

Assets Managed (₹ Cr)

₹ 2,25,207.42

Contact Details

www.tatamutualfund.com

@TataMutualFund

022 62827777

Registered Address

1903, B-Wing, Parinee Crescenzo,G-Block, Bandra Kurla Complex,Bandra East Mumbai - 400051

View All Scheme

Open NFOs

View All

Sorry, No Data Available at this Moment!

Explore Mutual Funds by Type

Equity Funds

High Risk, High Returns

Debt Funds

Better Than FD

Hybrid Funds

Some Equity, Some Debt

ELSS Funds

Save Tax in Section 80C

Index Funds

Buy an Entire Index!

Fund of Funds

One Fund, Many Assets

Popular Funds

Popular Schemes

View All MF Schemes

Mutual Fund Calculators

View All

SIP Calculator

Lumpsum Calculator

SIP Goal Calculator

SWP Calculator

Yearly SIP Calculator

FAQs

When was Tata BSE Select Business Groups Index Fund launched?

Tata BSE Select Business Groups Index Fund was launched on 12 Dec 2024.

What is the current NAV of Tata BSE Select Business Groups Index Fund?

The current NAV of Tata BSE Select Business Groups Index Fund is ₹10.2257 as of 27 Feb 2026.

What is the AUM of Tata BSE Select Business Groups Index Fund?

The latest value of AUM of Tata BSE Select Business Groups Index Fund is ₹220.71 crores as of 27 Feb 2026.

What is the rate of return of Tata BSE Select Business Groups Index Fund?

The return on investment of Tata BSE Select Business Groups Index Fund is:

In the past 1Y: 17.29%
In the past 3Y: 0.00%
In the past 5Y: 0.00%

What is the expense ratio of Tata BSE Select Business Groups Index Fund?

The expense ratio of Tata BSE Select Business Groups Index Fund is 0.29%.

What is exit load of Tata BSE Select Business Groups Index Fund?

The exit load of Tata BSE Select Business Groups Index Fund is as follows:

0.25% Of The Applicable Nav, If Redeemed On Or Before 15 Days From The Date Of Allotment.|nil

What is the portfolio of Tata BSE Select Business Groups Index Fund?

The portfolio of Tata BSE Select Business Groups Index Fund includes:

No data to show right now!

Top 3 sectoral holdings include:

How risky is investing in Tata BSE Select Business Groups Index Fund?

On the risk scale of Low, Moderately Low, Moderate, Moderately High, High and Very High, the risk-o-meter of Tata BSE Select Business Groups Index Fund is Very High.

Who is the fund manager Tata BSE Select Business Groups Index Fund?

The fund manager of Tata BSE Select Business Groups Index Fund is Rakesh Prajapati, Nitin Sharma.

What is the minimum investment required in Tata BSE Select Business Groups Index Fund?

If you wish to invest in Tata BSE Select Business Groups Index Fund, the minimum SIP amount is ₹100 and Lumpsum is ₹5,000.

How to invest in Tata BSE Select Business Groups Index Fund directly?

You can easily invest in mutual funds at 0% commission on Dhan. Here's how you can directly invest in Tata BSE Select Business Groups Index Fund:

Open Demat Account on Dhan if you don't have one.
Analyze the fund performance.
Invest via SIP or Lumpsum.

Invest in

Tata BSE Select Business Groups Index Fund

Pay 0% Commission!

+91

error

Or Scan the QR Code to download the Dhan App

Explore | Sitemap

*All securities mentioned on this website are exemplary and not recommendatory.

*Current prices on the website are delayed by 15 mins, login to check live prices.

We are bullish on India, we are bullish on India's prospects to be one of the largest economies in the world. We believe that the stock market provides a unique opportunity for all of India's traders and investors to participate in the growth story of the country.

Yet, most investing & trading platforms in India have remained more or less the same over the past decade. Times have changed and retail traders and investors have become smarter about managing their trades and money. Modern traders & investors require an online trading platform that helps them keep up with the technological advancements of our time.

That's why we're building Dhan - to help you trade, to help you invest, and to help you participate in India's growth stock via the stock market with awesome features and an incredible experience.

We are doing so by giving you access to not just one but 6 products within the Dhan ecosystem:

Dhan App: The only online trading app you need for buying and selling equity, futures, options, commodity, and currency.
Dhan Web: Trade on the big screen across segments with our web trading platform.
Options Trader App: A dedicated option trading app built for India's F&O traders.
Options Trader Web: Love big screens and F&O trading? Use our web option trading platform.
Dhan + TradingView: The magic of Tradingview charts for free with the Lightning-Fast experience of Dhan on tv.dhan.co.
Connect to TradingView: Our Tradingview broker integration allows you to trade in Stocks, Futures, and Commodities directly from tradingview.com via Dhan.

This means that with Dhan, you'll be able to start:

Lakhs of users already trust Dhan for their online stock trading and investing needs. Dhan is growing rapidly because of the love we receive from SuperTraders and Long-Term Investors who acknowledge that the platform is innovating for them, building super useful features that help them do everything from investing in stock market to trading F&O like a pro on the Tradingview charts and much more.

While we are growing, we will always remember why we started building in the first place - you. Our user-first approach will always be at the heart of our philosophy. Come join us on this incredible journey!

Try it out, you can close your account at anytime using this link.

SEBI Stock Broker Registration No: INZ000006031 | Depository Participant (CDSL) ID: IN-DP-289-2016 | SEBI Research Analyst Registration No: INH000023357
Exchange Membership No. : NSE: 90133 | BSE: 6593 | MCX: 56320
Registered & Corporate Office: Unit No. 2201, 22nd Floor, Gold Medal Avenue, S.V. Road, Beside Patel Petrol Pump, Piramal Nagar, Goregaon West, Mumbai – 400104, Customer Care: 9987761000.

Details of client bank account

For any query / feedback / clarifications, email at help@dhan.co.

In case of grievances for any of the services rendered by Raise Securities Private Limited, please write to grievance@dhan.co (for NSE, BSE and MCX) or grievancedp@dhan.co (for Depository Participant). Please ensure that you carefully read the Risk Disclosure Document as prescribed by SEBI, our Terms of Use and Privacy Policy. Compliance Officer: Mr. Manish Garg and Mobile: 8655740961 Email: complianceofficer@dhan.co To lodge your complaints using SEBI SCORES, click here.

Disclaimer: All communications with the client via chat, phone, or email are for support purposes only. Any commitments or statements made by the agent (human or virtual) shall not be binding on the company.

DHAN is a brand owned by Raise Securities Private Limited. All DHAN clients are registered under Raise Securities Private Limited. Clients are advised to refer to our company as Raise Securities Private Limited when communicating with regulatory authorities.

Procedure to file a complaint on SEBI SCORES: Register on SCORES portal. Mandatory details for filing complaints on SCORES: Name, PAN, Address, Mobile Number, E-mail ID. Benefits: Effective Communication, Speedy redressal of the grievances. You may refer the website https://scores.sebi.gov.in/ for more information. You may also download the SEBI Scores app to log a complaint Android: https://play.google.com store apps sebiscores iOS: https://apps.apple.com app sebiscores.

Disclaimer: Investment in the securities market are subject to market risks, read all the related documents carefully before investing. Brokerage will not exceed the SEBI prescribed limit

Attention investors:

Stock brokers can accept securities as margins from clients only by way of pledge in the depository system w.e.f September 01, 2020.
Update your e-mail and phone number with your stock broker / depository participant and receive OTP directly from depository on your e-mail and/or mobile number to create pledge.
Check your securities / MF / bonds in the consolidated account statement issued by NSDL/CDSL every month.

Note: As a policy we do not give stock tips or recommendations and have not authorized anyone to give this on behalf of us. If you know anyone claiming to be a part of Dhan / / Raise or our associate companies or partners and offering such services, please report us on help@dhan.co. Important Information for Investors: To prevent unauthorized transactions in your trading / demat account, do not share your account details, credentials or any personal details with anyone. Keep your mobile number updated with your Stock Broker, Depository Participant and ensure that the same is registered with Stock Exchanges, Depository and KRAs. You will receive alerts and information on your registered mobile number / email for debit and other important transactions in your demat account directly from CDSL / Exchange on the same day. KYC is one time exercise while dealing in securities markets - once KYC is done through a SEBI registered intermediary (Stock Broker, DP, Mutual Fund, etc.), you need not undergo the same process again when you approach another intermediary. No need to issue cheques by investors while subscribing to IPO. Just write the bank account number and sign in the application form to authorise your bank to make payment in case of allotment. No worries for refund as the money remains in investor's account. This is issued in the interest of investors.

Investors should be cautious on unsolicited emails and SMS advising to buy, sell or hold securities and trade only on the basis of informed decision. Investors are advised to invest after conducting appropriate analysis of respective companies and not to blindly follow unfounded rumours, tips etc. Further, you are also requested to share your knowledge or evidence of systemic wrongdoing, potential frauds or unethical behaviour through the anonymous portal facility provided on BSE & NSE website. Issued in the interest of the investors.

Raise Securities Private Limited also known as Dhan is only an order collection platform that collects orders on behalf of clients and places them on BSE StarMF for execution. Client expressly agrees that Dhan is not liable or responsible and does not represent or warrant any damages regarding non- execution of orders or any incorrect execution of orders with regard to the funds chosen by the client or due to, but not being limited to, any link/system failure, delay in transfer of the funds on account of any unforeseen circumstances/issues in the banking system/payment aggregators or any other problems that may result in a delay in crediting the funds into the BSE Star MF's bank account. Raise Securities Private Limited (Dhan) does not engage in proprietary trading on its own account.

Mutual fund investments are subject to market risks, read all scheme related documents carefully before investing. Dhan is not a distributor or agent of any mutual fund. Mutual Funds are not exchange-traded products. Any related disputes will not have access to the Exchange-investor redressal forum or arbitration mechanism. For other disclaimers please refer https://dhan.co/advertisement-disclaimer/

Download client registration documents (Rights & Obligations, Risk Disclosure Document, Do's & Don'ts) in vernacular language: BSE | NSE | MCX

Kindly, read the Advisory Guidelines of BSE | NSE | MCX for investors as prescribed by the exchange with reference to their circular dated 27th August, 2021 regarding investor awareness and safeguarding client's assets