Tata BSE Select Business Groups Index Fund Direct Growth
Get the latest NAV of Tata BSE Select Business Groups Index Fund Direct Growth. View historical returns compared to its benchmark and category average. Know which stocks and sectors the fund is investing in. Get an estimate of returns from the SIP and lump sum returns calculator. View detailed holding analysis and peer comparison. Get INDmoney ranking of the fund.
₹10.12
1D
NAV as on 03 Jul 2025
1.18%/per year
Since Inception
▲▼
660 people have invested ₹ 11.3L in Tata BSE Select Business Groups Index Fund Direct Growth in the last three months
Peer comparison
Tata BSE Select Business Groups Index Fund Returns Calculator
Calculate SIP and lumpsum returns based on historical performance
Total Investment
0
Profit
Total Corpus
0
Tata BSE Select Business Groups Index Fund Asset Allocation
See fund asset allocation details as on (14-Jun-25)
Fund Distribution
as on (14-Jun-25)
Equity 100%
Tata BSE Select Business Groups Index Fund Sector Allocation
See fund sector allocation details as on (14-Jun-25)
Sector Allocation
Equity 100%
Top 3 Sectors in May were Energy, Basic Materials & Consumer Cyclical
Energy
26%
Basic Materials
19%
Consumer Cyclical
18%
Energy
26%
Basic Materials
20%
Consumer Cyclical
18%
Tata BSE Select Business Groups Index Fund Holdings Details
as on (30-Jun-25)
Equity
Tata BSE Select Business Groups Index Fund Direct Growth Overview
Get key fund statistics, minimum investment details, AUM, expense ratio, exit load, and tax treatment.
| Expense ratio | 0.28% |
Benchmark | BSE Select Business Groups |
| AUM | ₹200 Cr |
| Inception Date | 12 December, 2024 |
| Min Lumpsum/SIP | ₹5000/₹100 |
Exit Load | 0.2% |
| Lock In | No Lock-in |
TurnOver | 0% |
| STCG | Selling mutual fund before 1 year, returns taxed at 20%. |
| LTCG | After 1 year, 12.5% tax on returns over ₹1.25 lakh/year. |
| Risk |   Very High Risk |
About Tata BSE Select Business Groups Index Fund
Tata BSE Select Business Groups Index Fund Direct Growth is an equity fund. This fund was started on 12 December, 2024. The fund is managed by . The fund could potentially beat inflation in the long-run.
Key Parameters
- Tata BSE Select Business Groups Index Fund Direct Growth has ₹200 Cr worth of assets under management (AUM) as on Jun 2025 and is more than category average.
- The fund has an expense ratio 0.3.
Returns
Tata BSE Select Business Groups Index Fund Direct Growth has given a CAGR return of 1.18% since inception.
Holdings
Tata BSE Select Business Groups Index Fund Direct Growth has allocated its funds majorly in Energy, Basic Materials, Consumer Cyclical, Industrial, Tech, Utilities, Consumer Defensive, Communication. Its top holdings are Reliance Industries Ltd, Larsen & Toubro Ltd, Mahindra & Mahindra Ltd, Tata Consultancy Services Ltd, UltraTech Cement Ltd
Taxation
As it is a index funds mutual fund the taxation is as follows:For short term (less than a year) capital gains will be taxed at 20%For long term (more than 1 year) capital gains will be taxed at 12.5% without indexation benefitDividends will always be taxed at slab rate. Long term gains upto Rs 1 lakh are exempt capital gains tax.
Investment objective of Tata BSE Select Business Groups Index Fund Direct Growth
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. However, there is no assurance or guarantee that the investment objective of the scheme will be achieved. The scheme does not assure or guarantee any returns.
Minimum Investment and lockin period
Minimum investment for lump sum payment is INR 5000.00 and for SIP is INR 100.00. Tata BSE Select Business Groups Index Fund Direct Growth has no lock in period.
- AUM of the fund stands at 199.7 Cr as of May'25
- AUM increased by 10.6 Cr between May'25 and Apr'25
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Frequently Asked Questions for Tata BSE Select Business Groups Index Fund Direct Growth
How do I invest in Tata BSE Select Business Groups Index Fund?
- Download the INDmoney app.
- Search for ‘Tata BSE Select Business Groups Index Fund’.
- Select whether you want to invest in SIP or lump sum.
- Enter the amount you wish to invest.
- Set up payments via bank mandate or UPI.