
Tata BSE Select Business Groups Index Fund Direct Growth
Tata BSE Select Business Groups Index Fund Direct Growth
as on 27 Oct 2026
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. The fund manages total assets worth ₹212.82 crores, and the current NAV stands at ₹9.6019 as of 27 Oct 2026. The fund has delivered absolute returns of -7.51% in the past 1 year. The expense ratio of the fund is 0.40%.
Returns Calculator
basis annualised returns
Investment Type
SIP Amount
Investment Period
1Y
₹ 6.10 L
3.50%
₹ 6.27 L
8.00%
₹ 5.76 L
-7.51%
Total Investment
₹ 6,00,000
Returns
₹ -23,856 (-7.51%)
Maturity Value
₹ 5,76,144
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
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Returns vs Category
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*The above returns are absolute
Returns Vs Nifty 50
Historical Returns
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Start SIP with as Low as ₹100.
Historical NAV
Sorry, No Data Available at this Moment!
Asset Allocation
AUM
₹ 212.82 Cr
Cash Holding
-
Equity
-
Cash
-
Debt
-
Other
-
Asset Allocation
AUM
₹212.82 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
Fund Details
52W High NAV
₹ NaN
Min. SIP Amount
₹ 100.00
Min. Lumpsum Amount
₹ 5,000.00
AUM (in Cr.)
₹ 212.82
Expense Ratio
0.40%
Lock-in Period
No Lock in Period
52W Low NAV
₹ NaN
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% for redemption within 15 Days
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 | Qualification |
|---|---|
| Rakesh Indrajeet Prajapati | B.Com |
| Nitin Bharat Sharma | 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
AMC Information
Tata Mutual Fund
No. of Schemes
61
Total AUM
₹ 2,13,620.14 Cr
Contact Details
1903, B-Wing, Parinee Crescenzo,G-Block, Bandra Kurla Complex,Bandra East Mumbai - 400051
Contact Details
1903, B-Wing, Parinee Crescenzo,G-Block, Bandra Kurla Complex,Bandra East Mumbai - 400051
FAQs
When was Tata BSE Select Business Groups Index Fund launched?
What is the current NAV of Tata BSE Select Business Groups Index Fund?
What is the AUM of Tata BSE Select Business Groups Index Fund?
What is the rate of return of Tata BSE Select Business Groups Index Fund?
- In the past 1Y: -7.51%
- 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?
What is exit load of Tata BSE Select Business Groups Index Fund?
What is the portfolio of Tata BSE Select Business Groups Index Fund?
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Top 3 sectoral holdings include:
How risky is investing in Tata BSE Select Business Groups Index Fund?
Who is the fund manager Tata BSE Select Business Groups Index Fund?
What is the minimum investment required in Tata BSE Select Business Groups Index Fund?
How to invest in Tata BSE Select Business Groups Index Fund directly?
- Open Demat Account on Dhan if you don't have one.
- Analyze the fund performance.
- Invest via SIP or Lumpsum.

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