Tata BSE Select Business Groups Index Fund Regular - IDCW
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Equity, Thematic, Principal at very high risk
1 Year Return 13.22% at 16 Feb 2026 10:47 AM
Fund Details
NAV 10.2258
Sub-Type Thematic
Rating Not Rated
Min. SIP Amount ₹100.0
Fund Age(Year) 1.18
Fund Size(in Crores) 220.71
Fund Performance
1 Month -0.1%
3 Month -1.54%
6 Month 5.67%
1 Year 13.22%
3 Year 0.0%
5 Year 0.0%
Know This Fund
As on 16 Feb 2026
Investment strategy that balances risk & reward by dividing the investment portfolio among different types of asset classes.
Equity (99.95%) Market Cap Small Cap 0.4 Mid Cap 3.87 Large Cap 95.68 Top Sectors Energy 25.89 Construction 13.53 Metals & Mining 12.89 Technology 12.16 Automobile 10.64 Materials 8.49 Services 7.76 Consumer Discretionary 4.19 Consumer Staples 1.61 Capital Goods 1.5 Communication 1.29 Top Holding Voltas 0.66 Tata Elxsi 0.4 Vodafone Idea 0.89 Tata Power Company 1.33 Tata Motors Passenger Vehicles 1.6 Adani Power 1.53 Trent 1.82 Adani Enterprises 1.58 Jindal Stainless 0.78 Tata Consultancy 6.89 JSW Energy 0.73 Hindalco Industries 4.07 Adani Energy Solutions 0.85 Mahindra & Mahindra 9.04 Tata Communications 0.4 Larsen & Toubro 13.53 Grasim Industries 3.16 Ambuja Cements 0.93 The Indian Hotels Company 1.3 Reliance Industries 22.18 Ultratech Cement 4.4 LTIMindtree 1.61 Adani Green Energy 0.77 Tata Consumer Products 1.61 Adani Ports and Special Economic Zone 3.06 Tech Mahindra 3.26 Titan Company 3.53 Jindal Steel 1.26 Tata Steel 3.46 JSW Steel 3.32
Debt & Others (0.05%) Sector Allocation Repo 0.01 Cash/Net Current Assets 0.04 Debt Credit Ratings Debt Category Others 0.05
Comparison with same funds
Equity, Flexi Cap funds Aditya Birla Sun Life Conglomerate Fund Regular - Growth Ret 1M -0.09% Ret 1Y 7.78% Ret 3Y 0% Ret 5Y 0%
Equity, Flexi Cap funds Aditya Birla Sun Life Conglomerate Fund Regular - IDCW Ret 1M -0.09% Ret 1Y 7.78% Ret 3Y 0% Ret 5Y 0%
Equity, Flexi Cap funds Aditya Birla Sun Life Nifty India Defence Index Fund Regular-Growth Ret 1M 2.11% Ret 1Y 40.48% Ret 3Y 0% Ret 5Y 0%
Equity, Flexi Cap funds Aditya Birla Sun Life Nifty India Defence Index Fund Regular-IDCW Ret 1M 2.11% Ret 1Y 40.48% Ret 3Y 0% Ret 5Y 0%
Equity, Flexi Cap funds Aditya Birla Sun Life Special Opportunities Fund Regular-Growth Ret 1M -0.41% Ret 1Y 18.77% Ret 3Y 21.03% Ret 5Y 16.03%
Equity, Flexi Cap funds Aditya Birla Sun Life Special Opportunities Fund Regular-IDCW Ret 1M -0.41% Ret 1Y 18.77% Ret 3Y 21.03% Ret 5Y 16.03%
Equity, Flexi Cap funds Aditya Birla Sun Life Special Opportunities Fund Regular-IDCW Reinvestment Ret 1M -0.41% Ret 1Y 18.77% Ret 3Y 21.03% Ret 5Y 16.03%
Equity, Flexi Cap funds Axis BSE India Sector Leaders Index Fund Regular - Growth Ret 1M 0% Ret 1Y 0% Ret 3Y 0% Ret 5Y 0%
Equity, Flexi Cap funds Axis Momentum Fund Regular - Growth Ret 1M -0.43% Ret 1Y 7.71% Ret 3Y 0% Ret 5Y 0%
Equity, Flexi Cap funds Axis Momentum Fund Regular - IDCW Payout Ret 1M -0.43% Ret 1Y 7.71% Ret 3Y 0% Ret 5Y 0%
Equity, Flexi Cap funds Axis Momentum Fund Regular - IDCW Reinvestment Ret 1M -0.43% Ret 1Y 7.71% Ret 3Y 0% Ret 5Y 0%
Charges & Taxes Expense Ratio
Returns are taxed as per your Income Tax Slab.
Expense Ratio (Inclusive of GST): 1.09%
Exit Load 0.25%
Stamp Duty 0.005%
Fund Management
The various expenses, charges and taxes associated with your Mutual Fund
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
Kapil Menon
Education Mr. Menon has done B.Com
Experience He has been working with Tata Mutual Fund since 2006
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) 61
Date of Incorporation 2024-12-12
Total AUM 2026-01-31
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.
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