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

Tata BSE Select Business Groups Index IDCW Reinvest Direct Plan

NAV
₹8.7590
-3.42%
(4 Apr)
AUM
131 Cr
TER
0.28%
Risk
Very High Risk
Insights
Net Asset Value (NAV) is above its 200 days moving average
Asset Under Management (AUM) is in the top 25% of comparable funds
In beta. Send feedback here.
Compare with other fund
1Y
+5.4%
+5.4%
+5.1%
+5.1%
NA
3Y
+21.0%
+21.0%
+19.9%
+19.9%
NA
5Y
NA
NA
NA
NA
NA
ALL
+21.0%
+21.0%
+21.2%
+21.2%
-9.3%
VOL
17.2%
17.2%
16.8%
16.8%
16.2%
TER
0.3%
0.3%
0.4%
0.4%
0.3%
AUM
₹372 Cr
₹372 Cr
₹283 Cr
₹283 Cr
₹131 Cr
INFO
1.22
1.22
1.26
1.26
-0.58
See fund holdings as of 28th Feb
Top holdings
Reliance Industries Ltd
25.4%
Larsen & Toubro Ltd
13.5%
Mahindra & Mahindra Ltd
8.3%
Tata Consultancy Services Ltd
7.2%
UltraTech Cement Ltd
4.2%
Tech Mahindra Ltd
3.5%
Hindalco Industries Ltd
3.4%
JSW Steel Ltd
3.3%
Grasim Industries Ltd
3.2%
Adani Ports & Special Economic Zone Ltd
2.9%
Top industry exposure
Energy
27.4%
Basic Materials
19.4%
Consumer Cyclical
17.7%
Industrials
16.4%
Technology
12.6%
Other information
Minimum SIP
₹100
Minimum lumpsum
₹5,000
Additional lumpsum
₹1,000
Portfolio turnover
8%
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