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Tata BSE Select Business Groups Index Fund - Direct IDCW Reinvestment

Tata Mutual Fund · Other · Index Funds

₹10.39

+0.03 (+0.26%)

AUM: —

NAV updated 28 days ago

Plan

Direct

Option

Idcw

Risk

High

Sharpe Ratio

0.01

Std Dev (1Y)

16.22%

Historical Returns (CAGR)

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

1m

+2.2%

3m

-0.86%

6m

+1.62%

1y

+7.13%

3y

—

5y

—

10y

—

since inception

+3.61%

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 modest Sharpe ratio of 0.01 — returns have only marginally compensated for the risk taken. Separately, annualised volatility of 16.22% is fairly typical for Index Funds 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.

Sector Allocation

Sector allocation not available yet.

Asset Allocation

Asset allocation not available yet.

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

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

Discussion

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