Tata BSE Select Business Groups Index Growth Direct Plan
SIP amount
Min. ₹100
Lumpsum amount
Min. ₹5,000

Tata BSE Select Business Groups Index Growth Direct Plan

NAV
₹9.2295
+1.28%
(29 Jan)
AUM
128 Cr
TER
0.28%
Risk
Very High Risk
Insights
No insights found for this fund
Compare with other fund
1Y
+10.3%
+10.1%
+9.6%
+9.2%
NA
3Y
+20.5%
+20.2%
+19.7%
+19.3%
NA
5Y
+24.0%
NA
NA
NA
NA
ALL
+25.8%
+22.3%
+22.0%
+18.5%
-8.9%
VOL
19.0%
16.7%
16.6%
16.6%
17.3%
TER
0.3%
0.3%
0.4%
0.3%
0.3%
AUM
₹2,060 Cr
₹1,696 Cr
₹314 Cr
₹620 Cr
₹128 Cr
INFO
1.36
1.34
1.32
1.11
-0.51
See fund holdings as of 31st Dec
Top holdings
Reliance Industries Ltd
23.1%
Larsen & Toubro Ltd
13.8%
Mahindra & Mahindra Ltd
8.7%
Tata Consultancy Services Ltd
7.6%
UltraTech Cement Ltd
4.2%
Tech Mahindra Ltd
3.6%
Grasim Industries Ltd
3.1%
Adani Ports & Special Economic Zone Ltd
3.0%
Hindalco Industries Ltd
2.9%
Trent Ltd
2.9%
Top industry exposure
Energy
25.3%
Consumer Cyclical
18.3%
Basic Materials
18.1%
Industrials
17.5%
Technology
13.2%
Other information
Minimum SIP
₹100
Minimum lumpsum
₹5,000
Additional lumpsum
₹1,000
Portfolio turnover
3%
Lock-in period
-
Exit load
No exit load
Fund objective
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.
Fund manager(s)
Kapil Menon
Rakesh Prajapati

FAQs