Tata BSE Select Business Groups Index Fund
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.
Growthvine rating: 2/5 — ranked #188 of 245 in category.
Fund basics
| Category | Equity: Index |
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| NAV | ₹9.33 (as of 2026-10-01) |
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| AUM | ₹225 Cr |
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| Expense ratio | 0.90% |
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| Riskometer | Very High |
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| Fund manager | Nitin Bharat Sharma |
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| Exit load | 0.25% for redemption within 15 days |
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Performance & risk
| Standard deviation | 0.00% |
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| Max drawdown | −15.21% |
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| Alpha | 0 |
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| Beta | 0 |
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Market cap allocation
| Large cap | 96.3% |
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| Mid cap | 3.7% |
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| Small cap | 0.0% |
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Concentration
| Top 5 holdings | 53.1% |
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| Top 10 holdings | 70.7% |
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| Total holdings | 30 |
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Top holdings
- Reliance Industries Ltd — 22.7%
- Larsen & Toubro Limited — 12.8%
- Mahindra & Mahindra Ltd. — 8.1%
- Tata Consultancy Services Ltd. — 5.1%
- Titan Company Limited — 4.5%
- Hindalco Industries Ltd. — 4.0%
- UltraTech Cement Ltd — 3.7%
- Grasim Industries Ltd — 3.4%
- JSW Steel Limited — 3.3%
- Adani Ports and Special Economic Zone Ltd — 3.3%
Top sectors
- Petroleum Products — 22.7%
- Construction — 20.5%
- Automobile — 9.5%
Calendar-year track record
| Year | Return | Quartile | Category rank |
|---|
| 2026 (partial) | −11.4% | — | — |
| 2025 | 11.3% | — | — |