Tata BSE Select Business Groups Index Fund
Open in live screener →Key metrics
Further reading: Median maximum drawdown by fund category, measured across 1,767 funds
Trailing returns
| Period | 1W | 1M | 3M | 6M | 1Y | 3Y | 5Y | 7Y | 10Y |
|---|---|---|---|---|---|---|---|---|---|
| Return | -1.22% | -4.26% | -6.48% | -7.30% | -7.60% | – | – | – | – |
NAV history
About this fund
Tata BSE Select Business Groups Index Fund is a passive index fund/ETF offered by Tata Mutual Fund, classified under Index/ETF as Other Scheme - Index Funds. It aims to mirror an index rather than beat it, usually at a lower cost than active funds. Its latest NAV is ₹9.51, with assets under management of about ₹236 Cr (April - June 2026).
Further reading: What a category rank actually tells you
Performance analysis
Over the trailing one year, Tata BSE Select Business Groups Index Fund has recorded a return of about -7.6%. Its annualised volatility is 16.3% — relatively large fluctuations — and its Sharpe ratio is -0.87, a measure of return per unit of risk taken. The direct-plan base expense ratio is 0.25%, deducted daily from the NAV.
Further reading: Reading a fund page: what each number does and doesn't say
Rolling returns
| Window | Avg | Median | Min | Max | % Pos | % >12 |
|---|---|---|---|---|---|---|
| 1Y | 6.47 | 6.36 | -7.60 | 19.77 | 88% | 16% |
Further reading: Why a single trailing return misleads, measured across 830 funds
Frequently asked questions
Compare with peers
Further reading: Every fund measured against the best performer in its own category
| Fund | 1M | 3M | 6M | 1Y | 3Y | 5Y | 10Y | TER % |
|---|---|---|---|---|---|---|---|---|
| Motilal Oswal Nifty Capital Market Index Fund Other Scheme - Index Funds | -4.25 | -5.09 | -3.20 | 9.06 | – | – | – | 0.40 |
| Kotak Nifty 100 Equal Weight Index Fund Other Scheme - Index Funds | -5.14 | -6.68 | -5.42 | -4.54 | – | – | – | – |
| Kotak Nifty 50 Equal Weight Index Fund Other Scheme - Index Funds | -4.01 | -6.26 | -5.29 | -6.59 | – | – | – | – |
| ICICI Prudential Nifty 500 Index Fund Other Scheme - Index Funds | -4.91 | -6.21 | -5.32 | -8.26 | – | – | – | 0.25 |
| Aditya Birla Sun Life Crisil-IBX Financial Services 3 to 6 months Debt Index Fund Other Scheme - Index Funds | 0.27 | 1.50 | 3.26 | 6.73 | – | – | – | 0.11 |
| Bandhan Nifty Alpha Low Volatility 30 Index Fund Other Scheme - Index Funds | -6.09 | -9.39 | -5.29 | -9.48 | – | – | – | 0.24 |
| DSP BSE SENSEX Next 30 Index Fund Other Scheme - Index Funds | -6.69 | -7.55 | -5.71 | -2.73 | – | – | – | 0.21 |
| Kotak Nifty SmallCap 250 Index Fund Other Scheme - Index Funds | -7.87 | -5.73 | 1.02 | -1.78 | – | – | – | – |
| Fund | 1M | 3M | 6M | 1Y | 3Y | 5Y | 10Y | TER % |
|---|---|---|---|---|---|---|---|---|
| Tata Multi Asset Allocation Fund Hybrid Scheme - Multi Asset Allocation Fund | -5.27 | -5.33 | -4.15 | -2.72 | 11.43 | 10.85 | – | 0.43 |
| Tata Dividend Yield Fund Equity Scheme - Dividend Yield Fund | -6.70 | -5.67 | -3.09 | -0.15 | 11.89 | 11.92 | – | 0.54 |
| Tata Floating Interest Rates Fund Debt Scheme - Floater Fund | -0.10 | 0.81 | 2.58 | 5.41 | 7.28 | 6.67 | – | – |
| Tata Business Cycle Fund Sectoral/Thematic - Business Cycle | -9.29 | -9.54 | -7.39 | -8.32 | 8.53 | 11.66 | – | 0.60 |
| Tata Corporate Bond Fund Debt Scheme - Corporate Bond Fund | -0.47 | 0.11 | 1.95 | 3.82 | 7.06 | – | – | 0.27 |
| Tata Nifty India Digital ETF Fund of Fund Other Scheme - FoF Domestic | -0.99 | 4.23 | 5.97 | -7.88 | 9.04 | – | – | 0.11 |
| TATA HOUSING OPPORTUNITIES FUND Sectoral/Thematic - Realty/Housing | -4.89 | -7.13 | -4.41 | -9.18 | 5.63 | – | – | 0.75 |
| TATA MULTICAP FUND Equity Scheme - Multi Cap Fund | -4.85 | -6.25 | -2.30 | -0.29 | 8.39 | – | – | 0.45 |