Aeterna Wealth
Index Fund · Regular plan · Growth

Tata BSE Select Business Groups Index Fund (Regular)

Tata Mutual Fund · benchmark peer median TRI · 1.9 years old · AMFI code 153134

B
Track-record rating: 1 of 1 in Index: BSE SELECT BUSINESS GROUPS

B (middle of the peer group), score 50.0 out of 100. Describes the past, not a forecast.

Returns against the index

PeriodFundIndex (TRI)DifferenceRank in category
6 months-1.1%-0.9%-0.2%1 / 1
1 year-0.1%0.2%-0.4%1 / 1
3 years (a year)––––
5 years (a year)––––

Growth option, point to point to 5 Nov 2026; periods over a year are annualised (CAGR). Index returns use the total-return index, which includes dividends.

Risk

Tracking difference, 1Y-0.39%
Tracking error, 1Y0.02%

Portfolio

RELIANCE INDUSTRIES LTD22.6%
LARSEN & TOUBRO LTD12.6%
MAHINDRA & MAHINDRA LTD7.6%
TATA CONSULTANCY SERVICES LTD4.7%
TITAN COMPANY LTD4.3%
ADANI PORTS AND SPECIAL ECONOMIC ZONE LT4.0%
HINDALCO INDUSTRIES LTD3.9%
ULTRATECH CEMENT LTD3.7%
TATA STEEL LTD3.5%
JSW STEEL LTD3.4%

Top 10 holdings, September 2026 portfolio.

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    Common questions

    What is the NAV of Tata BSE Select Business Groups Index Fund (Regular plan)?

    ₹10.23 on 5 Nov 2026 (Growth option).

    What is the expense ratio of Tata BSE Select Business Groups Index Fund (Regular)?

    1.08% a year; the Direct plan's is 0.41%.

    What does Tata BSE Select Business Groups Index Fund invest in?

    Its largest holdings are RELIANCE INDUSTRIES LTD, LARSEN & TOUBRO LTD, MAHINDRA & MAHINDRA LTD, with 21 stocks in all (September 2026 portfolio).

    How is Tata BSE Select Business Groups Index Fund rated?

    B: 1 of 1 Regular plans in Index: BSE SELECT BUSINESS GROUPS, on its track record. This describes the past and is not a recommendation.

    Data as of 5 Nov 2026: NAVs from AMFI, index data from NSE Indices, portfolios from Tata Mutual Fund's monthly disclosure. Updated every weekday. Read the scheme documents before investing.