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Tata BSE Select Business Groups Index Fund - Direct IDCW Reinvestment
Tata Mutual Fund · Other · Index Funds
₹10.08
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 Reinvestment
Tata BSE Select Business Groups Index Fund - Direct IDCW Reinvestment 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.
info Fund Snapshot
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Frequently Asked Questions about Tata BSE Select Business Groups Index Fund - Direct IDCW Reinvestment
The current NAV (Net Asset Value) of Tata BSE Select Business Groups Index Fund - Direct IDCW Reinvestment is ₹10.08. NAV is updated every business day after market close by AMFI.
1Y: 0.17%
Expense ratio data is not yet available.
Tata BSE Select Business Groups Index Fund - Direct IDCW Reinvestment is managed by Tata Mutual Fund.
Tata BSE Select Business Groups Index Fund - Direct IDCW Reinvestment is a High risk fund. Suitable for investors with a 3+ year horizon.
Tata BSE Select Business Groups Index Fund - Direct IDCW Reinvestment is a Index Funds fund. SIP suitability depends on your investment goal and risk profile.
AUM data is not yet available.
* Past performance is not indicative of future results. Mutual fund investments are subject to market risks.