Tata BSE Select Business Groups Index Fund Regular-Growth
Equity, Thematic-Other, Principal at very high risk
1 Year Return -8.42% at 30 Oct 2026 01:58 PM
Tata BSE Select Business Groups Index Fund Regular-Growth: Mutual Fund Overview
Tata BSE Select Business Groups Index Fund Regular-Growth is an Thematic-Other mutual fund with over 1.88 years of performance history. The scheme manages an AUM of ₹212.81 Cr and has a NAV of ₹9.5207. It is rated 'Not Rated' stars by analysts. Investors can begin a SIP with as little as ₹100.0, making it accessible for all types of investors. In the last 1 year, the fund has delivered a return of -8.42%.
Fund Details
NAV 9.5207
Sub-Type Thematic-Other
Rating Not Rated
Min. SIP Amount ₹100.0
Fund Age(Year) 1.88
Fund Size(in Crores) 212.81
Fund Performance
1 Month 0.09%
3 Month -5.95%
6 Month -7.48%
1 Year -8.42%
3 Year 0.0%
5 Year 0.0%
Know This Fund
As on 30 Oct 2026
Investment strategy that balances risk & reward by dividing the investment portfolio among different types of asset classes.
Equity (100%) Market Cap Mid Cap 6.56 Small Cap 0.55 Large Cap 92.89 Top Sectors Energy 27.54 Metals & Mining 12.65 Construction 12.61 Automobile 10.95 Services 10.27 Technology 8.59 Materials 7.68 Consumer Discretionary 4.81 Capital Goods 2.06 Communication 1.45 Consumer Staples 1.39 Top Holding Adani Power 2.48 Trent 1.97 Tata Consultancy 4.73 Tata Motors 2.01 Tata Consumer Products 1.39 Vodafone Idea 1.01 Jindal Stainless 0.67 Adani Energy Solutions 1.15 Voltas 0.55 Mahindra & Mahindra 7.58 Hindalco Industries 3.89 Grasim Industries 3.3 Jindal Steel 1.19 JSW Energy 0.85 The Indian Hotels Company 1.46 Ambuja Cements 0.66 LTM 1.06 Reliance Industries 22.55 Tata Steel 3.46 Ultratech Cement 3.72 Adani Ports and Special Economic Zone 4.02 Tata Power Company 1.36 Tata Communications 0.44 JSW Steel 3.44 Titan Company 4.26 Larsen & Toubro 12.61 Adani Green Energy 1.21 Adani Enterprises 2.82 Tech Mahindra 2.8 Tata Motors Passenger Vehicles 1.36
Debt & Others (-0.03%) Sector Allocation Net Payables -0.03 Debt Credit Ratings Debt Category Others -0.03
Comparison with same funds
Equity, Flexi Cap funds Aditya Birla Sun Life Conglomerate Fund Regular-Growth Ret 1M -2.61% Ret 1Y -9.21% Ret 3Y 0% Ret 5Y 0%
Equity, Flexi Cap funds Aditya Birla Sun Life Conglomerate Fund Regular-IDCW Ret 1M -2.61% Ret 1Y -9.21% Ret 3Y 0% Ret 5Y 0%
Equity, Flexi Cap funds Aditya Birla Sun Life Nifty India Defence Index Fund Regular-Growth Ret 1M -2.97% Ret 1Y 9.46% Ret 3Y 0% Ret 5Y 0%
Equity, Flexi Cap funds Aditya Birla Sun Life Nifty India Defence Index Fund Regular-IDCW Ret 1M -2.97% Ret 1Y 9.46% Ret 3Y 0% Ret 5Y 0%
Equity, Flexi Cap funds Aditya Birla Sun Life Special Opportunities Fund Regular-Growth Ret 1M -1.82% Ret 1Y 4.73% Ret 3Y 17.39% Ret 5Y 11.47%
Equity, Flexi Cap funds Aditya Birla Sun Life Special Opportunities Fund Regular-IDCW Ret 1M -1.82% Ret 1Y 4.73% Ret 3Y 17.39% Ret 5Y 11.47%
Equity, Flexi Cap funds Aditya Birla Sun Life Special Opportunities Fund Regular-IDCW Reinvestment Ret 1M -1.82% Ret 1Y 4.73% Ret 3Y 17.39% Ret 5Y 11.47%
Equity, Flexi Cap funds Axis BSE India Sector Leaders Index Fund Regular-Growth Ret 1M 0.75% Ret 1Y 0% Ret 3Y 0% Ret 5Y 0%
Equity, Flexi Cap funds Axis Nifty India Defence Index Fund Regular-Growth Ret 1M -3.01% Ret 1Y 0% Ret 3Y 0% Ret 5Y 0%
Equity, Flexi Cap funds Axis Services Opportunities Fund Regular-Growth Ret 1M -0.21% Ret 1Y -9.73% Ret 3Y 0% Ret 5Y 0%
Equity, Flexi Cap funds Axis Services Opportunities Fund Regular-IDCW Payout Ret 1M -0.21% Ret 1Y -9.73% Ret 3Y 0% Ret 5Y 0%
Charges & Taxes Expense Ratio
Returns are taxed as per your Income Tax Slab.
Expense Ratio (Inclusive of GST): 1.05%
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
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
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.
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) 44
Date of Incorporation 2024-12-12
Total AUM 224588.36
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.
Take Your Next Step
Tata BSE Select Business Groups Index Fund Regular-Growth FAQs
How to invest in Tata BSE Select Business Groups Index Fund Regular-Growth?
Investing in Tata BSE Select Business Groups Index Fund Regular-Growth through Motilal Oswal is simple and completely online. You just need to follow the step-by-step process below to get started in a few minutes.
- Log in to your Motilal Oswal account via the app or website
- Go to the Mutual Funds section
- Search for Tata BSE Select Business Groups Index Fund Regular-Growth in the search bar
- Select your preferred investment mode – Lumpsum or SIP
- Enter investment details such as amount and linked bank account
- Complete your KYC, if not already done
- Review and confirm details including fund name, plan type, amount, and bank account
- Make the payment using Net Banking, UPI, or other available options
- Receive transaction confirmation via email or SMS
What is the expense ratio of Tata BSE Select Business Groups Index Fund Regular-Growth?
The term expense ratio for Tata BSE Select Business Groups Index Fund Regular-Growth or any other mutual fund is the annual fee charged by the fund house for managing your investment scheme. The expense ratio of Tata BSE Select Business Groups Index Fund Regular-Growth is 1.05% as of 30 Oct 2026.
What is the NAV of Tata BSE Select Business Groups Index Fund Regular-Growth?
The NAV of Tata BSE Select Business Groups Index Fund Regular-Growth is ₹9.5207 as of 30 Oct 2026.
What is the AUM of Tata BSE Select Business Groups Index Fund Regular-Growth?
The AUM (Assets Under Management) of Tata BSE Select Business Groups Index Fund Regular-Growth is the total value of assets managed by the fund at a given time, which is updated regularly. The AUM of Tata BSE Select Business Groups Index Fund Regular-Growth is ₹212.81 Cr as of 30 Oct 2026.
What is the PE and PB ratio of Tata BSE Select Business Groups Index Fund Regular-Growth?
The PE ratio of Tata BSE Select Business Groups Index Fund Regular-Growth shows how much investors are paying for the fund's underlying earnings, while the PB ratio indicates how the fund's holdings are valued compared to their book value.
Can I invest in SIP and Lump Sum in Tata BSE Select Business Groups Index Fund Regular-Growth?
Yes, you can invest in Tata BSE Select Business Groups Index Fund Regular-Growth through both SIP (Systematic Investment Plan) and lump sum options, depending on your investment preference and financial goals.
What is the return of Tata BSE Select Business Groups Index Fund Regular-Growth in the last 5 years?
The return of Tata BSE Select Business Groups Index Fund Regular-Growth in the last 5 years is 0.0%.
What is the minimum SIP investment required in Tata BSE Select Business Groups Index Fund Regular-Growth?
The minimum SIP investment in Tata BSE Select Business Groups Index Fund Regular-Growth depends on the fund's scheme rules and usually starts at a small amount. For Tata BSE Select Business Groups Index Fund Regular-Growth, the minimum SIP amount is ₹100.0.
What is the current NAV of Tata BSE Select Business Groups Index Fund Regular-Growth?
The NAV of Tata BSE Select Business Groups Index Fund Regular-Growth, as of 30 Oct 2026, is ₹9.5207.
Who manages the Tata BSE Select Business Groups Index Fund Regular-Growth?
The fund managers responsible for Tata BSE Select Business Groups Index Fund Regular-Growth are:
- Kapil Menon
- Rakesh Prajapati
- Nitin Bharat Sharma