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Tata BSE Select Business Groups Index Fund Direct growth
Equity • Index • Direct growth
CAGR
₹1,000 invested for 5 years
Fund Info
Equity
Index
Direct growth
Launched On
12 Dec 2024
1.2 years ago
Lock-in Period
No lock-in
NAV
as of 13 Feb 2026
₹10.32
-1.0338% (-0.10)
AUM
₹226 Cr
Expense ratio
0.29%
Benchmark
BSE Select Business Groups
Fund Plan
Tax info and exit load
Taxes
Units held less than 1Y
20.00%
Units held more than 1Y
12.50%
Exit Load
If units sold before 15D
0.25%
If units sold after 15D
0%
What's in this fund?
Sectors
Holdings
Energy
Basic Materials
Consumer Cyclical
Industrials
Technology
Fund House
Tata
Inc: 25 Feb 1993 • Total AUM: ₹1,78,939 Cr • Rank #11TATA Mutual Fund, started in 1994, has Tata Sons Limited & Tata Investment Corp. Ltd. as its sponsors. The fund house is headed by Prathit Bhobe as the CEO. As of 31 March 2024, it has an AUM of ₹1,46,687 Cr.
Fund Managers
Rakesh Prajapati
Experience: yrs • Total AUM: 24,597 Cr
Nitin Sharma
Experience: yrs • Total AUM: 33,521 Cr
Risk
Category risk
Very high
As provided by the fund house document, this risk is specific to this fund category (Equity). To know the risk of this fund particularly, check 'Risk vs Category'.
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Tracking error
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Disclaimer: Top rated funds do not constitute any advice. Research data is powered by Morningstar. Please read the offer documents carefully before investing. Upstox shall not accept any liability arising out of your investments.