Tata BSE Select Business Groups Index Fund - Direct Plan does not yet have a 5-year performance history.
The average return for funds is 61.66% .
The largest portfolio holding is RELIANCE INDUSTRIES LTD with a portfolio weight of 23.18% .
The fund currently owns more than 31 stocks.
The top 10 holdings account for 71.08% of total assets.
Based on portfolio allocation, this fund appears highly concentrated compared with peers.
| Metric | Fund | Category Avg |
|---|---|---|
| 1 Year Return | 6.46% | 2.52% |
| 2 Year Return | N/A | 14.81% |
| 3 Year Return | N/A | 41.29% |
| 4 Year Return | N/A | 54.54% |
| 5 Year Return | N/A | 61.66% |
| 6 Year Return | N/A | 80.31% |
| 7 Year Return | N/A | 90.53% |
| Expense Ratio | 0.25% | - |
| # | Company | Sector | Weight |
|---|---|---|---|
| 1 | Energy |
23.18%
|
|
| 2 | Industrials |
12.56%
|
|
| 3 | Consumer Discretionary |
8.29%
|
|
| 4 | Information Technology |
5.14%
|
|
| 5 | Consumer Discretionary |
4.27%
|
|
| 6 | Materials |
3.83%
|
|
| 7 | Materials |
3.82%
|
|
| 8 | Industrials |
3.42%
|
|
| 9 | Iron & Steel |
3.35%
|
|
| 10 | Materials |
3.22%
|
|
| 11 | Materials |
3.16%
|
|
| 12 | Information Technology |
2.87%
|
Minimum Purchase: ₹5,000
Exit Load: 0.25% of the applicable NAV, if redeemed on or before 15 days from the date of allotment.
Lock-in: 1
Risk: Moderate Risk
Tata BSE Select Business Groups Index Fund - Direct Plan is managed by TATA .
Investors often evaluate this fund using metrics such as portfolio holdings, diversification, expense ratio, risk profile and long-term NAV performance.
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