Tata BSE Select Business Groups Index Fund Direct Growth

Tata BSE Select Business Groups Index Fund Direct Growth

Equity

Direct

Index Funds

NAV as on 20-12-2024

₹ 9.48

▼-2.4%

1D

Inception Returns

-5.9%

/yr

About Tata BSE Select Business Groups Index Fund Direct Growth

Tata BSE Select Business Groups Index Fund Direct Growth is an equity fund. This fund was started on 12 December, 2024. The fund is managed by . The fund could potentially beat inflation in the long-run.

Key Parameters

  1. Tata BSE Select Business Groups Index Fund Direct Growth has ₹0 Cr worth of assets under management (AUM) as on Dec 1969 and is less than category average.
  2. The fund has an expense ratio 0.

Returns

Tata BSE Select Business Groups Index Fund Direct Growth has given a CAGR return of -5.85% since inception.

Holdings

Tata BSE Select Business Groups Index Fund Direct Growth has allocated its funds majorly in . Its top holdings are

Taxation

As it is a index funds mutual fund the taxation is as follows:
For short term (less than a year) capital gains will be taxed at 15%
For long term (more than 1 year) capital gains will be taxed at 10% without indexation benefit
Dividends will always be taxed at slab rate. Gains upto Rs 1 lakh are exempt in case of long term.

Investment objective of Tata BSE Select Business Groups Index Fund Direct Growth

The investment objective of the scheme is to provide returns, before expenses, that commensurate with the performance of BSE Select Business Groups Index (TRI), subject to tracking error. However, there is no assurance or guarantee that the investment objective of the scheme will be achieved. The scheme does not assure or guarantee any returns.

Minimum Investment and lockin period

Minimum investment for lump sum payment is INR 5000.00 and for SIP is INR 100.00. Tata BSE Select Business Groups Index Fund Direct Growth has no lock in period.

Historical NAV & Returns

Annualised
▲
▼

zero opening, trading, fund transfer fee
309 people have invested ₹ 43.4L in Tata BSE Select Business Groups Index Fund Direct Growth in the last three months

Tata BSE Select Business Groups Index Fund Direct Growth Overview

Expense ratio--
Benchmark
BSE Select Business Groups
AUM₹0 Cr
Inception Date12 December, 2024
Min Lumpsum/SIP₹5000/₹100
Exit Load
0.2%
Lock InNo Lock-in
TurnOver
0%
STCGSelling mutual fund before 1 year, returns taxed at 20%.
LTCGAfter 1 year, 12.5% tax on returns over ₹1.25 lakh/year.
Risk
Risk meter
pointer
Very High Risk

  • Returns %

  • Fund Ratios

  • Overview

Funds
1Y Returns
3Y Returns
5Y Returns
Since Inception
Tata BSE Select Business Groups Index Fund Direct Growth
Tata BSE Select Business Groups Index Fund Direct Growth
-
-
-
-5.85%
Kotak Nifty Next 50 Index Fund Direct Growth
Kotak Nifty Next 50 Index Fund Direct Growth
35.44%
20.27%
-
19.95%
Motilal Oswal Nifty Smallcap 250 Index Fund Direct Growth
Motilal Oswal Nifty Smallcap 250 Index Fund Direct Growth
31.82%
24.58%
30.28%
29.62%
Motilal Oswal Nifty Midcap 150 Index Fund Direct Growth
Motilal Oswal Nifty Midcap 150 Index Fund Direct Growth
29.37%
24.93%
28.25%
28.66%
See all
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Fund House
Tata Asset Management Limited
Total Schemes
64
See all Tata schemes
Total AUM
₹1.9L Cr
as on 29-Nov-2024
Address
Tata Asset Management Private Limited,Mafatlal Centre, 9th Floor,,Nariman Point,,India
Phone
+912266578282
Website
kiran@tataamc.com

Frequently Asked Questions for Tata BSE Select Business Groups Index Fund Direct Growth

The current NAV of Tata BSE Select Business Groups Index Fund Direct Growth is ₹9.48 as on 20-Dec-2024.
Existing (Absolute + CAGR) as on 20-Dec-2024.
Tata BSE Select Business Groups Index Fund Direct Growth
Absolute Returns
CAGR Returns
1 Month Returns
0%
0%
6 Month Returns
0%
0%
1 Year Returns
0%
0%
3 Years Returns
0%
0%
5 Years Returns
0%
0%
With INDmoney, the process of investing is very simple and involves zero commission.
  • Click Buy on the fund name.
  • Input the amount you are looking to invest.
  • Select Lump Sum or SIP (Weekly, Monthly or Quarterly).
  • Select your bank account and proceed with Payment.
The alpha ratio for the Tata BSE Select Business Groups Index Fund Direct Growth for various period is as follows:
Fund Name
Alpha 1 Year
Alpha 3 Years
Alpha 5 Years
Tata BSE Select Business Groups Index Fund Direct Growth
-
-
-
As on November 2024
The alpha for Tata BSE Select Business Groups Index Fund Direct Growth is calculated against BSE Select Business Groups. Higher alpha indicates that this fund has generated extra returns compared to the benchmark index. An alpha of 1.0 means the fund has outperformed its benchmark index by 1%.
The Beta ratio for the Tata BSE Select Business Groups Index Fund Direct Growth for various period is as follows:
Fund Name
Beta 1 Year
Beta 3 Years
Beta 5 Years
Tata BSE Select Business Groups Index Fund Direct Growth
-
-
-
As on November 2024
The Beta for Tata BSE Select Business Groups Index Fund Direct Growth is calculated with BSE Select Business Groups. Beta tells the volatility of the mutual fund relative to its benchmark. If the beta of a mutual fund is more than 1, then the mutual fund is more volatile than its benchmark. If beta is less than 1, then the mutual fund is less volatile than the benchmark.
The sharpe ratio for the Tata BSE Select Business Groups Index Fund Direct Growth for various period is as follows:
Fund Name
Sharpe Ratio 1 Year
Sharpe Ratio 3 Years
Sharpe Ratio 5 Years
Tata BSE Select Business Groups Index Fund Direct Growth
-
-
-
As on November 2024
The sharpe ratio for Tata BSE Select Business Groups Index Fund Direct Growth is calculated with BSE Select Business Groups. Sharpe ratio tells risk-adjusted-returns of the mutual fund. The higher a fund's Sharpe ratio, the better a fund's returns have been relative to the risk it has taken on.
The standard deviation for the Tata BSE Select Business Groups Index Fund Direct Growth for various period is as follows:
Fund Name
Standard Deviation 1 Year
Standard Deviation 3 Years
Standard Deviation 5 Years
Tata BSE Select Business Groups Index Fund Direct Growth
-
-
-
As on November 2024
Standard deviation tells the volatility of the returns of the mutual fund. The higher a fund's Standard deviation, the higher the volatility of the fund's returns.
The Exit load of Tata BSE Select Business Groups Index Fund Direct Growth is 0.25%