tata-bse-select-business-groups-index-fund-dir-g

Tata BSE Select Business Groups Index Fund-Dir (G)

  1. Equity
  2. Index Funds
  • NAV as on Jul 01, 2025 ₹10.16
  • Total Returns 1.59% p.a.

Historical NAV, Returns and Performance

  • High
  • Low
  • CAGR
tata-bse-select-business-groups-index-fund-dir-g

Overview of Tata BSE Select Business Groups Index Fund-Dir (G)

  • Fund House
    Tata BSE Select Business Groups Index Fund
  • Fund Size
    ₹200 Cr
  • Expense Ratio
    0.28%
  • Benchmark
    BSE Select Business Groups Index (TRI)
  • Risk Level
    Very High
  • Inception Date
    Dec 12, 2024
  • Lock-in period
    0
  • Exit Load
    0%
  • Minimum SIP Investment
    ₹150
  • Minimum Lump sum Investment
    ₹5000
  • Short Term Capital Gains
    20% (if redeemed within 1 year)
  • Long Term Capital Gains
    12.5% on profit of ₹1,25,000 if redeemed after 1 year

Tata BSE Select Business Groups Index Fund-Dir (G) Returns Calculator

Investment type

Years
Total Invested Amount
₹ 12,00,000
Profit
₹ 12,00,000
Total Projected Returns
₹ 12,00,000
Annualised Returns
p.a.
Years
Total Invested Amount
Profit
₹1,00,000
Total Projected Returns
₹1,00,000
Annualised Returns
% p.a.

Tata BSE Select Business Groups Index Fund-Dir (G) Performance vs Category

Time Period

  • 1 month
  • 3 months
  • 6 months
  • 1 year
  • 3 years
  • 5 years

This Fund

  • 4.57%
  • 12.1%
  • 6.71%
  • 0%
  • 0%
  • 0%

Category Average

  • 2.57%
  • 9.24%
  • 4.23%
  • 5.67%
  • 18.3%
  • 21.04%

Fund Asset Allocation

Top holdings

Top Sectors

  • Petroleum Products
    22.62%
  • Construction
    14.11%
  • IT-Software
    12.16%
  • Automobiles
    10.95%
  • Cement & Cement Products
    9.25%
  • Ferrous Metals
    7.88%

More about Tata BSE Select Business Groups Index Fund-Dir (G)

Tata BSE Select Business Groups Index Fund-Dir (G) is a mutual fund under the Index Funds category, managed by Tata Mutual Fund. It was launched on 15 Mar 1994, and has been active for over 31 years. As of 31 Mar 2025 the fund manages assets worth ₹200 Crores. The expense ratio is 0.28%.

This fund generated returns of 0% in the last 1 year. Since its inception, it has provided an average annual return of 1.59%.

The fund's investments are mainly concentrated in sectors like Petroleum Products, Construction, IT-Software, Automobiles and Cement & Cement Products.

The top five holdings in this fund include prominent companies such as Reliance Industr, Larsen & Toubro, M & M, TCS and UltraTech Cem..

Fund Managers

  • Rakesh Prajapati
  • Kapil Menon

Investment 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.

tata-bse-select-business-groups-index-fund-dir-g

Frequently Asked Questions about Tata BSE Select Business Groups Index Fund-Dir (G)

  1. Are {{fund_type}} risky?

    Index funds are generally low-risk as they spread investments across an entire market index, reducing the impact of individual stock volatility.

  2. Should I invest in {{fund_type}} ?

    Yes, if you’re looking for a low-cost way to invest in the market and are comfortable with moderate returns that match market trends.

  3. How long should I stay invested in {{fund_type}} ?

    Ideally, you should stay invested for the long term, as index funds perform best over extended periods.

  4. Can I withdraw my investment from {{fund_type}} anytime?

    Yes, index funds are open-ended, so you can withdraw at any time, but it's best to hold them long-term.

  5. What are the expenses involved in {{fund_type}} ?

    Index funds usually have low expense ratios due to passive management, often ranging from 0.1% to 0.5%.

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