Tata BSE Select Business Groups Index Fund
Tata BSE Select Business Groups Index Fund is a index funds etfs fund of Tata Asset Management Private Limited with ₹210 cr under management. It is ahead of its benchmark (BSE Select Business Groups Index TRI) in 0 of 1 periods. Its direct plan charges 0.39% a year. Nitin Sharma has managed it for 1.3 years.
Has Tata BSE Select Business Groups Index Fund beaten its benchmark?
Ahead of its benchmark, BSE Select Business Groups Index TRI, in 0 of 1 periods in AMFI's figures; −5.25% over the last year against −4.86%.
Period returns
Direct Plan, growth · 3y and longer a year| Period | Fund | Nifty 500 TRI | Ahead |
|---|---|---|---|
| 1 month | −5.94% | −3.60% | — |
| 3 months | −6.96% | −5.03% | — |
| 6 months | −4.16% | −1.83% | — |
| 1 year | −5.25% | −4.06% | −1.19 pts |
| 3 years | — | +9.27% | — |
| 5 years | — | +8.00% | — |
| 10 years | — | +12.69% | — |
| Since start from 18 Dec 2024 | −1.86% | — | — |
Official figures
AMFI performance feed, 13 Oct 2026| Period | Direct | Regular | Benchmark | Ahead | Rank |
|---|---|---|---|---|---|
| 1y | −5.25% | −5.99% | −4.86% | −0.39 | 🔒 |
| 3y | — | — | — | — | — |
| 5y | — | — | — | — | — |
| 10y | — | — | — | — | — |
Value of 100, month-end
Dec 2024 to 13 Oct 2026₹100 put in at the start of Dec 2024 would be ₹100 on 13 Oct 2026, against ₹100 in the Nifty 500 TRI.
What does Tata BSE Select Business Groups Index Fund cost?
0.39% a year on the direct plan, 1.05% on the regular plan; 140 of 285 funds in its category charge less.
Who manages Tata BSE Select Business Groups Index Fund?
Nitin Sharma, since 1 Jul 2025.
What does Tata BSE Select Business Groups Index Fund hold?
34 holdings as of 30 Sep 2026; the ten largest are 70.3% of the fund, the largest RELIANCE INDUSTRIES LTD at 22.6%.
Mix
Holdings as of 30 Sep 2026Five largest industries
% of fundBy company size
% of equity · SEBI size listsHow does Tata BSE Select Business Groups Index Fund score against its category?
Seven scores against funds of its kind, and the warning signs it trips.
Are the companies inside any good?
The holdings by valuation, forensic risk, business quality and balance sheet, weighted by their share of the fund.
How is Tata BSE Select Business Groups Index Fund run?
Turnover, what it bought and sold, its cash and its record in new listings, from its monthly holdings files.
Which funds hold much the same?
The index it is nearest and the funds whose holdings overlap most.
Funds that hold much the same
% of holdings in commonHow much is in its sponsor's own group?
Holdings in companies of the fund house's sponsor group, beside the index.
Questions people ask
Who manages Tata BSE Select Business Groups Index Fund?
Nitin Sharma (manager) since 1 Jul 2025.
What is the expense ratio of Tata BSE Select Business Groups Index Fund?
0.39% a year on the direct plan and 1.05% on the regular plan (expense report, Oct 2026).
See Tata BSE Select Business Groups Index Fund beside your own funds in Valarth
