What is the NAV of Tata BSE Select Business Groups Index Fund?
The Current NAV of Tata BSE Select Business Groups Index Fund is ₹9.73, as of 13th June 2025What are the top 5 sectors holdings of Tata BSE Select Business Groups Index Fund?
The top sectors Tata BSE Select Business Groups Index Fund has invested in are as for 1st 01 1970 are as follows -- Oil & Gas - Refining & Marketing | 23.68%
- Construction & Engineering | 19.33%
- IT Services & Consulting | 11.82%
- Four Wheelers | 8.54%
- Iron & Steel | 7.42%
What are the top 5 holdings Tata BSE Select Business Groups Index Fund?
The top 5 holdings for Tata BSE Select Business Groups Index Fund are- Reliance Industries Ltd | 23.68%
- Larsen and Toubro Ltd | 13.95%
- Mahindra and Mahindra Ltd | 8.54%
- Tata Consultancy Services Ltd | 6.64%
- UltraTech Cement Ltd | 4.18%
What is the asset allocation of Tata BSE Select Business Groups Index Fund?
The Tata BSE Select Business Groups Index Fund is a plan that invests- Equity | 100.02%
- Cash & Equivalents | -0.02%
How to invest in Tata BSE Select Business Groups Index Fund?
If you wish to invest in Tata BSE Select Business Groups Index Fund Plan via smallcase, you can follow these quick and easy steps -- Log in to smallcase
- Search and select the Tata BSE Select Business Groups Index Fund
- Complete filling your details and KYC
- Enter the Amount and type of investment (SIP or Lumpsum)
- And Voila! your SIP or Lumpsump investment in Tata BSE Select Business Groups Index Fund is completed
You can also calculate the returns on your investment based on our smallcase Lumpsum & SIP Calculator.
What is the AUM of Tata BSE Select Business Groups Index Fund?
The AUM of Tata BSE Select Business Groups Index Fund is 199.72 Cr as of 13th June 2025What is the expense ratio of Tata BSE Select Business Groups Index Fund Plan?
The expense ratio of Tata BSE Select Business Groups Index Fund Plan is 0.28How to exit Tata BSE Select Business Groups Index Fund?
If you have invested in Tata BSE Select Business Groups Index Fund, then simply visit your investment and you will find an option to exit the funds or invest more. Please click on 'exit' and add the amount or units. In case you want to exit from all units, you can simply click on the checkbox option shown.What is the alpha of Tata BSE Select Business Groups Index Fund?
The alpha ratio for the Tata BSE Select Business Groups Index Fund is N/A
Alpha is the excess return of a fund compared to its expected return based on its beta and the risk-free rate. Positive alpha indicates that the fund has outperformed its expected return, while negative alpha suggests underperformance.
What is the Volatility or Standard Deviation of Tata BSE Select Business Groups Index Fund?
The volatility or standard deviation for the Tata BSE Select Business Groups Index Fund is 19.24
Standard Deviation measures the volatility or risk associated with the returns of a mutual fund. A higher standard deviation indicates higher volatility, suggesting that the returns of the mutual fund are more spread out from the average. On the other hand, a lower standard deviation implies lower volatility and a more stable performance.
What is the sharpe ratio of Tata BSE Select Business Groups Index Fund?
The sharpe ratio for the Tata BSE Select Business Groups Index Fund is -0.41
The Sharpe Ratio is a measure of risk-adjusted return that evaluates the performance of an investment, such as a mutual fund, by adjusting for its risk. Higher Sharpe Ratio, indicates a better risk-adjusted performance. A positive Sharpe Ratio indicates that the MF has provided a return in excess of the risk-free rate for the amount of risk taken. Conversely, a negative Sharpe Ratio suggests that the MF did not adequately compensate for the risk.
What is the Sortino ratio of Tata BSE Select Business Groups Index Fund?
The Sortino ratio for the Tata BSE Select Business Groups Index Fund is -0.04
The Sortino ratio is a measure of risk-adjusted return for an investment, such as a mutual fund.
What is the Price to Earnings (PE) of Tata BSE Select Business Groups Index Fund?
The PE ratio (price-to-earnings) of the Tata BSE Select Business Groups Index Fund is 39.63 while category PE ratio is 43.661. Test MF FAQ for Mutual Fund Tata BSE Select Business Groups Index Fund Shares?
The Current NAV of Tata BSE Select Business Groups Index Fund is ₹9.73, as of 13th June 20255. Test MF FAQ Is there any lock-in period for Tata BSE Select Business Groups Index Fund Plan?
There is a lock in period of N/A for Tata BSE Select Business Groups Index Fund
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Tata BSE Select Business Groups Index Fund Direct Growth
Growth
9.730.68% (-0.07)
High
—
—
Low
—
—
Returns
0.00%
0.00%
1M
6M
1Y
3Y
5Y
Max
SIP
1M
6M
1Y
3Y
5Y
Max
SIP
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Tata BSE Select Business Groups Index Fund Performance & Key Metrics
Tata BSE Select Business Groups Index Fund Performance & Key Metrics
| Expense RatioExpense Ratio | No LabelNo Label | No LabelNo Label |
|---|---|---|
| 0.28 | 39.63 | -0.41 |
| No LabelNo Label | No LabelNo Label | No LabelNo Label |
|---|---|---|
| 0.64 | 43.66 | 0.11 |
Tata BSE Select Business Groups Index Fund Scheme InfoTata BSE Select Business Groups Index Fund Scheme Info
| PlanPlan | Lock inLock in | Exit LoadExit Load |
|---|---|---|
| Growth | 0 yrs | — |
| SIP Inv.SIP Inv. | Min. LumpsumMin. Lumpsum |
|---|---|
| Allowed | ₹ 5,000 |
| BenchmarkBenchmark |
|---|
| — |
About Index Funds - Others
About Index Funds - Others
Index funds - other invests in stocks that emulate a market index like NSE Nifty, BSE Sensex, etc. They invest in the same securities which are present in underlying index. These funds aim to offer returns comparable to the index they track
Tata BSE Select Business Groups Index Fund Peers
What are peers and why compare against them?
What are peers and why compare against them?
A mutual fund’s peers are schemes which belong to the same category. Comparing various metrics against peers can give valuable insights on how the scheme is performing as compared to the scheme category as a whole.
Tata BSE Select Business Groups Index Fund Peers & Comparison
Comparing 3 mutual funds from
EquityIndex Funds - Others
EquityIndex Funds - Others
Returns
Scheme
Ratios
| Mutual Fund | 1Y Returns1Y Returns | 3Y CAGR3Y CAGR | Life CAGRLife CAGR |
|---|---|---|---|
| Tata BSE Select Business Groups Index Fund | — | — | — |
| UTI Nifty200 Momentum 30 Index Fund | -12.55% | 23.87% | 19.66% |
| Motilal Oswal Nifty India Defence Index Fund | -24.90% | — | 2.04% |
| Nippon India Nifty Smallcap 250 Index Fund | 2.50% | 27.80% | 30.06% |
Tata BSE Select Business Groups Index Fund Returns Comparison
Compare Tata BSE Select Business Groups Index Fund with any MF, ETF, stock or indexCompare Tata BSE Select Business Groups Index Fund with any MF, ETF, stock or index
Tata BSE Select Business Groups Index Fund
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What are constituents?
What are constituents?
Mutual fund constituents are the various stocks, bonds, and other securities held within a fund. The size and mix of holdings depend on the category or type of fund. The holding analysis can give valuable understanding regarding the diversification of the fund.
Tata BSE Select Business Groups Index Fund Asset Allocation
Tata BSE Select Business Groups Index Fund Asset Allocation
Actual
Target
Mar 2025
May 2025
Mar 2025
May 2025
Tata BSE Select Business Groups Index Fund Sector Distribution
Tata BSE Select Business Groups Index Fund Sector Distribution
Mar 2025
May 2025
Tata BSE Select Business Groups Index Fund Sector Weightage
Tata BSE Select Business Groups Index Fund Sector Weightage
Oil & Gas - Refining & Marketing
Oil & Gas - Refining & Marketing as a % of total holdings for last six quarters
Tata BSE Select Business Groups Index Fund Current Holdings
Tata BSE Select Business Groups Index Fund Current Holdings
Equity
Others
- ConstituentHolding Weight3M Change
Holdings
23.68 %
-1.76 %Holdings
13.95 %
0.44 %Holdings
8.54 %
0.20 %
AMC Profile of Tata BSE Select Business Groups Index Fund
AMC Profile of Tata BSE Select Business Groups Index Fund
Tata Asset Management Private Ltd. (TAMPL) is part of the Tata Group that manages Tata Mutual Fund. The company was established in 1994 and offers diverse investment options to investors based on their risk appetite, financial objectives, and income.
Tata Asset Management Private Ltd. (TAMPL) is part of the Tata Group that manages Tata Mutual Fund. The company was established in 1994 and offers diverse investment options to investors based on their risk appetite, financial objectives, and income.
No.of Schemes
58
Total AUM
₹ 1,89,865.96 Cr.
Tata BSE Select Business Groups Index Fund Manager Details
Tata BSE Select Business Groups Index Fund Manager Details
Tata BSE Select Business Groups Index Fund Manager Profile
Tata BSE Select Business Groups Index Fund Manager Profile
Kapil Menon
AUM: ₹3,714.77 Cr.
|
Exp: 20yrs
Rakesh Prajapati
AUM: ₹3,666.98 Cr.
|
Exp: —
Tata BSE Select Business Groups Index Fund Manager Performance (0)
Tata BSE Select Business Groups Index Fund Manager Performance (0)
Equity: Index Funds - Others
Tata BSE Select Business Groups Index Fund Tax Implications
Tata BSE Select Business Groups Index Fund Tax Implications
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Tata BSE Select Business Groups Index Fund Review & Opinions
Tata BSE Select Business Groups Index Fund Review & Opinions
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Gains are treated as short-term capital gains and taxed at 20%
Gains are treated as long-term capital gains and taxed at 12.5%