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Tata BSE Select Business Groups Index Fund-Reg Growth

Last Updated NAV Date: 09 Sep 2026

3 Year Returns

N/A

NAV (₹)

10.0426

1 Day NAV Change

-0.12%

Tata BSE Select Business Groups Index Fund-Reg Growth is a scheme from Tata Mutual Fund AMC, launched on 12 Dec 2024 and currently managing ₹ 225.25 Cr in assets. It sits in the very high risk category on the riskometer, with a minimum SIP of ₹150 and a lump sum of ₹5000. The sections below cover its latest NAV, historical returns, portfolio holdings, and expense ratio.

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Tata BSE Select Business Groups Index Fund-Reg Growth Fund Details

Min. SIP Amount₹ 150
Min. Lumpsum Amount₹ 5000
AUM₹ 225.25 Cr
Expense Ratio1.07%
Lock-in PeriodNo Lock-in Period
Inception Date12 Dec 2024
Fund Age1 Yrs

Exit Load

0.25% OF THE APPLICABLE NAV, IF REDEEMED ON OR BEFORE 15 DAYS FROM THE DATE OF ALLOTMENT.

Fund’s 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.

Calculate Your Mutual Fund Returns

Returns Estimator

Estimation is based on the past performance

Expected Rate of Return

The value of your investment after 5 Years will be

4,12,432

Invested Amount

3,00,000

Est. Returns

1,12,432

Scheme’s Historical Return

1 Month Return-3.59%
3 Month Return1.49%
6 Month Return2.33%
1 Year Return2.25%

Asset Allocation

AUM

₹1,33,309.00 Cr

Cash Holdings

21.45%

Equity

70.84%

Cash

21.45%

Debt

1.71%

Other

6%

Tata BSE Select Business Groups Index Fund-Reg Growth Sector Holdings

Last Updated: 31 Aug 2026
SectorsAllocationWeightageValue (in Cr.)
Refineries
22.70%51.122
Infrastructure Developers & Operators
12.80%28.824
Automobile
11.60%26.133
IT - Software
9.06%20.399
Steel
8.30%18.702
Power Generation & Distribution
6.55%14.761
Diamond, Gems and Jewellery
4.46%10.043
Cement
4.37%9.832
Non Ferrous Metals
3.97%8.938
Textiles
3.37%7.597

Tata BSE Select Business Groups Index Fund-Reg Growth Stock Holdings

Last Updated: 31 Aug 2026
NameAllocationWeightageValue (in Cr.)Sector
Reliance Industr
22.69%51.118Refineries
Larsen & Toubro
12.80%28.822Infrastructure Developers & Operators
M & M
8.07%18.186Automobile
TCS
5.11%11.512IT - Software
Titan Company
4.46%10.042Diamond, Gems and Jewellery
Hindalco Inds.
3.97%8.937Non Ferrous Metals
UltraTech Cem.
3.68%8.29Cement
Grasim Inds
3.37%7.596Textiles
JSW Steel
3.31%7.464Steel
Adani Ports
3.27%7.373Marine Port & Services

Fund Manager Details

From June, 2023 onwards With Tata Asset Management Private Limited for dealing function as a Senior Manager Investment, Reports to Chief Investment Officer - Equities From Aug 2021 till May 2023 With ICICI Securities Ltd for derivative dealing function including trade execution & sending confirmation to clients, as a Senior Associate, From Apr 2021 till Aug 2021 With JM Financial for derivative dealing function including trade execution & sending confirmation to clients, as a Senior Manager, From March 2020 till Apr 2021 With Edelweiss Securities Ltd for derivative dealing function including trade execution & sending confirmation to clients, as an Associate Sales Trader, From May 2006 till March 2020 With IDFC Securities Ltd for derivative dealing function including trade execution & sending confirmation to clients, as a Senior Manager. o B.Com

Risk-O-Meter

Very High Risk

Investors understand that their principal will be at Very High Risk

Risk Scale

Low
Moderately Low
Moderate
Moderately High
High
Very High

AMC Information

Tata Mutual Fund

Funds Managed

68

Assets Managed

₹ 2,31,388.31 Cr

Contact Details

www.tatamutualfund.com

Registered Address

1903, B-Wing, Parinee Crescenzo,G-Block, Bandra Kurla Complex,Bandra East Mumbai - 400051

Managing Director

Anand Vardarajan

Chief Executive Officer

Anand Vardarajan

Compliance Officer

Mr. Padmanabhan Ramanatha

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Disclaimer

The information provided on this page is for informational purposes only and should not be construed as investment advice, recommendation, or solicitation to buy or sell any securities or financial pr...

Frequently Asked Questions

You can withdraw your investment from Tata BSE Select Business Groups Index Fund-Reg Growth through your mutual fund app, AMC website, or demat or stock broker online account at the applicable NAV.
The minimum investment for Tata BSE Select Business Groups Index Fund-Reg Growth is ₹ 5000 for Lumpsum and ₹ 150 for SIP. You can open a demat account or login to the existing stock broker online account to get started.
Tata BSE Select Business Groups Index Fund-Reg Growth has a lock-in period of No Lock-in Period. Schemes with a lock-in restrict withdrawals or redemptions for that duration, while schemes with no lock-in allow you to redeem anytime.
The average annualized return of Tata BSE Select Business Groups Index Fund-Reg Growth over the past three years is N/A.
The current NAV of Tata BSE Select Business Groups Index Fund-Reg Growth is 10.0426.
The Expense ratio of Tata BSE Select Business Groups Index Fund-Reg Growth is 1.07%. It is an annual charge for running the mutual fund. You can find the same on the factsheet and the Asset Management Companies website.
The latest AUM of the Tata BSE Select Business Groups Index Fund-Reg Growth fund is ₹ 225.25 Cr. It represents the total assets held and managed by the fund.
The exit load for Tata BSE Select Business Groups Index Fund-Reg Growth is 0.25% OF THE APPLICABLE NAV, IF REDEEMED ON OR BEFORE 15 DAYS FROM THE DATE OF ALLOTMENT..
The fund managers of the Tata BSE Select Business Groups Index Fund-Reg Growth are Rakesh Prajapati, Nitin Sharma. However, with management's discretion, the fund manager could also change during the tenure.
Tata BSE Select Business Groups Index Fund-Reg Growth was launched on 12 Dec 2024. Since then, the fund has formed an NAV (Net Asset Value) of 10.0426.

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