FAQ : Tata BSE Select Business Groups Index Fund - Growth - Direct Plan

Tata BSE Select Business Groups Index Fund - Growth - Direct Plan has delivered CAGR and average rolling returns as follows :

1 Year 3 Year 5 Year 9 Year
CAGR(%) N/A N/A N/A N/A
Average Rolling Returns(%) N/A N/A N/A N/A

The Current NAV of Tata BSE Select Business Groups Index Fund - Growth - Direct Plan is ₹10.54.

It is better to invest in a fund with a longer track record as Tata BSE Select Business Groups Index Fund - Growth - Direct Plan cannot be assessed for consistency of out-performance. However, funds returns unlikely to be different than its benchmark NIFTY 500, as the Funds portfolio is similar to its benchmark.

Tata BSE Select Business Groups Index Fund - Growth - Direct Plan fund’s expense ratio is 0.28%

The process for redemption is

  • Give a request for redemption of the number of units or the amount you want. The request will be acknowledged.
  • You will get information about the redemption and the NAV at which redeemed.
  • The amount will be deposited in the designated bank account.

The AUM of Tata BSE Select Business Groups Index Fund - Growth - Direct Plan is currently ₹203 Crores.

The Top three stocks are Reliance Industries, Larsen & Toubro and Mahindra & Mahindra and account for 46% of its portfolio. Top 5 and 10 stocks of fund account for 56% and 73% of fund’s portfolio respectively.

Top three sectors of Tata BSE Select Business Groups Index Fund - Growth - Direct Plan fund are Construction & Infrastructure, Oil & Gas and Auto accounting for 60% of the total portfolio.

Since this is a Index Funds - Other it is comparatively safer to invest in this fund. However, since it has not consistently outperformed its benchmark index on an average 3-year rolling returns basis it is not the most suitable fund for SIP.

The category of Tata BSE Select Business Groups Index Fund - Growth - Direct Plan Fund is Index Funds - Other.

Nitin Sharma and Rakesh Prajapati manage the Tata BSE Select Business Groups Index Fund - Growth - Direct Plan Fund.

Tata BSE Select Business Groups Index Fund - Growth - Direct Plan current PE ratio is 35.60 and PB ratio is 5.63

The asset allocation of Tata BSE Select Business Groups Index Fund - Growth - Direct Plan is Stocks : 99.81%, Debt : 0.17% and Gold : 0%

The minimum SIP amount for Tata BSE Select Business Groups Index Fund - Growth - Direct Plan is ₹100.00 and minimum lumpsum is ₹5000.00

The exit load for Tata BSE Select Business Groups Index Fund - Growth - Direct Plan is 0.25% on or before 15 days

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