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Tata BSE Select Business Groups Index Fund - Direct Growth
Open Ended Schemes(Other Scheme - Index Funds)Very High Riskvs BSE Select Business Groups IndexISIN INF277KA1DA2
NAV · 06-Jul-2026
₹10.3077
1M
-0.02%
6M
-5.16%
1Y (CAGR)
+1.25%
3Y (CAGR)
—
5Y (CAGR)
—
Since inception (CAGR)
+3.02%
NAV history
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Risk & SIP analytics
Volatility (3y)
16.81%
Downside dev (3y)
11.96%
Max drawdown (3y)
-15.1%
Calendar-year returns
2025 +12.2%
Fund facts
Fund managerRakesh Prajapati · Nitin Sharma
AUM₹2,399 Cr
Expense ratio0.25% · 2026-05-31
TER · AMFI officialDirect 0.32% · Regular 0.98% (2026-06-30)
Launch date25-Nov-2024
Plan typeOpen Ended · Others
Min lumpsum₹5,000
Min SIP₹100
Lock-inNone
Volatility16.78
AMCTata Asset Management Limited
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.
scheme documents ↗