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InvestVerdict

Tata BSE Select Business Groups Index Fund

Direct Plan · Growth Option · Index Funds · Scheme code 153132

NAV₹10.3913as on 28 Aug 2026
Fund houseTata Mutual Fund
CategoryIndex Funds
Plan & optionDirect · Growth Option
History1.7 years

Returns (%)

 1M3M6M1Y3Y5Y7Y10YLaunch
This scheme 1.330.571.62 7.13—— ——3.61
Nifty 100
benchmark		 0.253.49-1.52 1.8410.529.38 ——12.79
Index Funds
category median		 ——— 5.838.039.81 —11.77—

Over a year annualised (CAGR), under a year absolute. Computed from AMFI's published NAV history for this scheme.

Risk

 VolatilitySharpeSortinoBetaAlphaMax fallR²
This scheme 16.1% -0.18 -0.25 1.10 3.31% -15.0% 91.73
Nifty 100
benchmark		 17.1%0.23 0.32—— -37.0%—

Risk-free rate 6.5%. Beta, alpha and R² are regressed on the 20 months this scheme and its benchmark share.

Growth of ₹100 since launch

84931031122026InvestVerdict

Drawdown from peak (%)

0%-6%-11%-17%2026

Every one-year period it has lived through

WindowsWorstMedianBestPeriods that lost money
34 0.0% 8.8% 17.3% 0%

Every one-year holding period in this scheme's history, not just the last one — the spread a real investor would have met depending only on when they started.

InvestVerdict

Tata BSE Select Business Groups Index Fund

Direct Plan · Growth Option

Allocation

By asset

Equity99.88%
Cash & Equivalents0.09%

By market cap

Large Cap95.94%
Mid Cap3.94%

Concentration

Number of stocks30
Top 5 stocks53.44%
Top 10 stocks71.08%
Top 20 stocks92.18%
Largest holding23.18%
Largest sectorPetroleum Products 23.18%
Effective stocks10.8
Cash-1.18%
InvestVerdict

Tata BSE Select Business Groups Index Fund

Direct Plan · Growth Option · holdings

Top 18 holdings

#CompanySector% of fund
1— Petroleum Products23.21%
2— Construction13.36%
3— Automobiles7.58%
4— IT - Software4.47%
5— Consumer Durables3.90%
6— Non - Ferrous Metals3.79%
7— Transport Infrastructure3.68%
8— Cement & Cement Products3.66%
9— Ferrous Metals3.36%
10— Cement & Cement Products3.20%
11— Ferrous Metals3.14%
12— Power2.50%
13— IT - Software2.47%
14— Metals & Minerals Trading2.38%
15— Retailing2.35%
16— Agricultural, Commercial & Construction Vehicles1.93%
17— Automobiles1.60%
18— Agricultural Food & other Products1.50%

Sector split

Petroleum Products — 23.2%Construction — 13.4%Automobiles — 9.2%Ferrous Metals — 8.2%IT - Software — 7.8%Cement & Cement Products — 7.6%Power — 7.4%Consumer Durables — 4.5%Non - Ferrous Metals — 3.8%Other — 14.9%Petroleum Products23.2%Construction13.4%Automobiles9.2%Ferrous Metals8.2%IT - Software7.8%Cement & Cement Products7.6%Power7.4%Consumer Durables4.5%Non - Ferrous Metals3.8%Other14.9%
Petroleum Products23.21%
Construction13.36%
Automobiles9.18%
Ferrous Metals8.17%
IT - Software7.84%
Cement & Cement Products7.59%
Power7.43%
Consumer Durables4.52%
Non - Ferrous Metals3.79%
Transport Infrastructure3.68%

Not investment advice. InvestVerdict is not a SEBI-registered Investment Adviser or Research Analyst. Every figure is computed from AMFI's published NAV history and the portfolio the AMC filed with AMFI; none of it is a recommendation to buy, hold or sell. Past returns do not predict future ones. Generated 30 Aug 2026.