Tata BSE Select Business Groups Index Fund Regular - Growth
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Equity, Thematic, Principal at very high risk
1 Year Return 8.09% at 22 Dec 2025 06:31 PM
Fund Details
NAV 10.4283
Sub-Type Thematic
Rating Not Rated
Min. SIP Amount ₹100.0
Fund Age(Year) 1.03
Fund Size(in Crores) 223.78
Fund Performance
1 Month 0.51%
3 Month 3.71%
6 Month 7.71%
1 Year 8.09%
3 Year 0.0%
5 Year 0.0%
Know This Fund
As on 22 Dec 2025
Investment strategy that balances risk & reward by dividing the investment portfolio among different types of asset classes.
Equity (100.04%) Market Cap Mid Cap 5.43 Small Cap 0.35 Large Cap 94.26 Top Sectors Energy 29.41 Construction 13.96 Automobile 11.18 Metals & Mining 11.12 Technology 10.94 Services 8.11 Materials 8.06 Consumer Discretionary 3.67 Capital Goods 1.71 Consumer Staples 1.47 Communication 0.41 Top Holding Adani Power 1.67 Trent 1.8 Tata Consultancy 6.12 Tata Consumer Products 1.47 Jindal Stainless 0.73 Adani Energy Solutions 1.02 Voltas 0.6 Mahindra & Mahindra 9.74 Grasim Industries 3.06 Hindalco Industries 3.41 JSW Energy 0.78 Jindal Steel 1.16 The Indian Hotels Company 1.26 Ambuja Cements 0.99 Adani Total Gas 0.49 Reliance Industries 24.98 Tata Steel 2.66 Ultratech Cement 4.01 Tata Elxsi 0.35 Adani Ports and Special Economic Zone 3.27 Tata Communications 0.41 Tata Power Company 1.25 Titan Company 3.07 JSW Steel 3.16 Larsen & Toubro 13.96 Adani Green Energy 0.93 Adani Enterprises 1.78 Tech Mahindra 2.83 LTIMindtree 1.64 Tata Motors Passenger Vehicles 1.44
Debt & Others (-0.04%) Sector Allocation Repo 0.08 Net Payables -0.12 Debt Credit Ratings Debt Category Others -0.04
Comparison with same funds
Equity, Flexi Cap funds Aditya Birla Sun Life Conglomerate Fund Regular - Growth Ret 1M -1.36% Ret 1Y 0% Ret 3Y 0% Ret 5Y 0%
Equity, Flexi Cap funds Aditya Birla Sun Life Conglomerate Fund Regular - IDCW Ret 1M -1.36% Ret 1Y 0% Ret 3Y 0% Ret 5Y 0%
Equity, Flexi Cap funds Aditya Birla Sun Life Nifty India Defence Index Fund Regular-Growth Ret 1M -8.87% Ret 1Y 10.14% Ret 3Y 0% Ret 5Y 0%
Equity, Flexi Cap funds Aditya Birla Sun Life Nifty India Defence Index Fund Regular-IDCW Ret 1M -8.87% Ret 1Y 10.14% Ret 3Y 0% Ret 5Y 0%
Equity, Flexi Cap funds Aditya Birla Sun Life Special Opportunities Fund Regular-Growth Ret 1M -0.44% Ret 1Y 10.76% Ret 3Y 19.18% Ret 5Y 18.04%
Equity, Flexi Cap funds Aditya Birla Sun Life Special Opportunities Fund Regular-IDCW Ret 1M -0.44% Ret 1Y 10.76% Ret 3Y 19.18% Ret 5Y 18.04%
Equity, Flexi Cap funds Aditya Birla Sun Life Special Opportunities Fund Regular-IDCW Reinvestment Ret 1M -0.44% Ret 1Y 10.76% Ret 3Y 19.18% Ret 5Y 18.04%
Equity, Flexi Cap funds Axis Momentum Fund Regular - Growth Ret 1M -2.44% Ret 1Y -6.88% Ret 3Y 0% Ret 5Y 0%
Equity, Flexi Cap funds Axis Momentum Fund Regular - IDCW Payout Ret 1M -2.44% Ret 1Y -6.88% Ret 3Y 0% Ret 5Y 0%
Equity, Flexi Cap funds Axis Momentum Fund Regular - IDCW Reinvestment Ret 1M -2.44% Ret 1Y -6.88% Ret 3Y 0% Ret 5Y 0%
Equity, Flexi Cap funds Axis Multi Factor Passive FoF Regular-Growth Ret 1M -1.08% Ret 1Y 2.05% Ret 3Y 12.52% Ret 5Y 0%
Charges & Taxes Expense Ratio
Returns are taxed as per your Income Tax Slab.
Expense Ratio (Inclusive of GST): 1.08%
Exit Load 0.25%
Stamp Duty 0.005%
Fund Management
The various expenses, charges and taxes associated with your Mutual Fund
Kapil Menon
Education Mr. Menon has done B.Com
Experience He has been working with Tata Mutual Fund since 2006
Nitin Bharat Sharma
Education MFM, BAF(Bachelor of Commerce Accounting & Finance)
Experience Prior to joining the Tata MF, he was associated with Share India Securities Ltd, Sharekhan Ltd, Choice Equity Broking Pvt Ltd, Globe Capital Market Ltd. Angel Broking Ltd.
Rakesh Prajapati
Education Mr. Prajapati has done B.Com
Experience Prior to joining Tata Mutual Fund, he was working with ICICI Securities Ltd., JM Financial, Edelweiss Securities Ltd. and IDFC Securities Ltd
Riskometer
Mutual Fund Investments are subject to market risk. Read all scheme related documents carefully.
Principal at very high risk
AMC and Fund details
Rank (total sets) 17
Date of Incorporation 2024-12-12
Total AUM 2025-11-30
The Scheme Seeks to generate returns from a portfolio of pure debt oriented funds accessed through the diverse investment styles of underlying schemes selected in accordance with the BSLAMC process.