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Tata BSE Select Business Groups Index Fund
Get the latest NAV of Tata BSE Select Business Groups Index Fund. 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.
₹10.32
1D
NAV as on 13 Feb 2026
2.74%/per year
Since Inception
▲▼
720 people have invested ₹ 13.2L in Tata BSE Select Business Groups Index Fund 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-Jan-26)
Fund Distribution
as on (14-Jan-26)
Tata BSE Select Business Groups Index Fund Sector Allocation
See fund sector allocation details as on (14-Jan-26)
Sector Allocation
Top 3 Sectors in December were Energy, Basic Materials & Consumer Cyclical
Energy
30%
Basic Materials
19%
Consumer Cyclical
18%
Energy
27%
Basic Materials
19%
Consumer Cyclical
18%
Tata BSE Select Business Groups Index Fund Holdings Details
as on (31-Jan-26)
Tata BSE Select Business Groups Index Fund Overview
Get key fund statistics, minimum investment details, AUM, expense ratio, exit load, and tax treatment.
| Expense ratio | 0.29% |
Benchmark | BSE Select Business Groups |
| AUM | ₹221 Cr |
| Inception Date | 12 December, 2024 |
| Min Lumpsum/SIP | ₹5,000/₹100 |
Exit Load | 0.2% |
| Lock In | No Lock-in |
TurnOver | 11.49% |
| Risk |   Very High Risk |
About Tata BSE Select Business Groups Index Fund
Tata BSE Select Business Groups Index Fund is an equity fund. This fund was started on 12 December, 2024. The fund is managed by Rakesh Prajapati, Nitin Sharma. The fund could potentially beat inflation in the long-run.
Key Parameters
- Tata BSE Select Business Groups Index Fund has ₹221 Cr worth of assets under management (AUM) as on Jan 2026 and is more than category average.
- The fund has an expense ratio 0.3.
Returns
Tata BSE Select Business Groups Index Fund has given a CAGR return of 2.74% since inception. Over the last 1 year the fund has given a CAGR return of 14.13%.
Holdings
Tata BSE Select Business Groups Index Fund has allocated its funds majorly in Cash Equivalent, 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
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 has no lock in period.
Fund Manager
Rakesh Prajapati
Fund Manager of Tata BSE Select Business Groups Index Fund, since 20 December 2024
Nitin Sharma
Fund Manager of Tata BSE Select Business Groups Index Fund, since 1 July 2025
- AUM of the fund stands at 225.6 Cr as of Dec'25
- AUM increased by 1.8 Cr between Dec'25 and Nov'25
Frequently Asked Questions for Tata BSE Select Business Groups Index Fund
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.