info

Data shown is for informational purposes only and does not constitute investment advice. TopFund is not SEBI-registered. Consult a SEBI-registered advisor before investing.

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Tata BSE Select Business Groups Index Fund - Direct IDCW Payout

Tata Mutual Fund · Other · Index Funds

₹10.08

-0.02 (-0.25%) trending_down

AUM: —

NAV updated 25 days ago

Plan

Direct

Option

Idcw

Risk

High

Expense Ratio

Exit Load

Fund Manager

Inception

Benchmark

Sharpe Ratio

-0.02

Std Dev (1Y)

16.43%

Historical Returns (CAGR)

Annualized trailing returns computed from NAV history — past performance only, not a guarantee of future results.

1m

-1.87%

3m

+10.49%

6m

-3.53%

1y

+0.17%

3y

5y

10y

since inception

+2.35%

rate_review TopFund's Take on Tata BSE Select Business Groups Index Fund - Direct IDCW Payout

Tata BSE Select Business Groups Index Fund - Direct IDCW Payout is a Index Funds fund from Tata Mutual Fund.

Cost: Expense ratio data for this fund isn't available yet.

Risk-adjusted performance: Over the trailing 1-year period, the fund shows a negative Sharpe ratio of -0.02 — over the past year, returns haven't kept pace with the volatility involved, even before accounting for the risk-free rate. Separately, annualised volatility of 16.43% is fairly typical for actively managed equity funds.

Who should invest: This fund is best suited to cost-conscious investors happy to simply match the market rather than try to beat it. The High risk rating means near-term volatility should be expected — this isn't a fund to check daily.

This is an automated, data-driven analysis based on the fund's own metrics and its category peers — not personalized investment advice. Consult a SEBI-registered advisor before investing.

donut_small Sector Allocation

Sector allocation not available yet.

pie_chart Asset Allocation

Asset allocation not available yet.

Frequently Asked Questions about Tata BSE Select Business Groups Index Fund - Direct IDCW Payout

* Past performance is not indicative of future results. Mutual fund investments are subject to market risks.

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