Tata BSE Select Business Groups Index Fund
Direct · Growth ₹10.43
18 Aug 2026
NAV
8.2%
Weighted CAGR
?
Weighted Mean CAGR
Gives more importance to longer time periods (10Y, 20Y) than shorter ones (1Y, 3Y). This balances out recent outperformance and gives a more realistic picture of what long-term returns might look like.
Gives more importance to longer time periods (10Y, 20Y) than shorter ones (1Y, 3Y). This balances out recent outperformance and gives a more realistic picture of what long-term returns might look like.
0.35
Sharpe
-15.0%
Max Drawdown
?
Max Drawdown
The largest peak-to-trough decline in the fund's NAV. Shows the worst-case loss an investor would have experienced at any point in the fund's history.
The largest peak-to-trough decline in the fund's NAV. Shows the worst-case loss an investor would have experienced at any point in the fund's history.
0.28%
TER
If you invested ₹1,00,000 every month via SIP, here's how this fund has historically performed across different time horizons.
| Duration | Invested | Median Value | XIRR | Min XIRR | Max XIRR |
|---|---|---|---|---|---|
| 1 Year | ₹12.00 L | ₹12.31 L | 7.0% | -15.9% | 25.4% |
SIP returns vs benchmark & category
Annualised SIP return (XIRR) over each rolling horizon — like-for-like, not lump-sum.
| Duration | Fund SIP XIRR | NIFTY 50 | Category avg | Fund edge |
|---|---|---|---|---|
| 1 Year | 7.0% | 14.4% | 9.4% | -7.4% |
| Duration | Mean | Median | Min | Max | Sharpe | Sortino | % Positive | Cat. Mean | Cat. Median |
|---|---|---|---|---|---|---|---|---|---|
| 1 Year | 8.2% | 8.2% | -0.7% | 17.9% | 0.35 | 0.70 | 99% | — | — |
-15.0%
Max Drawdown
3 mo
Drawdown Duration
Not recovered
Recovery Time
-4.3%
Avg Drawdown
Calmar Ratio by Duration
0.54
1Y
Compared against NIFTY 50
| Duration | Alpha | Beta | Upside Capture | Downside Capture | Fund CAGR | Bench CAGR |
|---|---|---|---|---|---|---|
| 1 Year | +10.27 | 1.11 | 117.3% | 104.2% | 6.4% | -2.9% |
| 3 Years | +3.22 | 1.14 | 117.1% | 111.5% | 2.6% | 0.3% |
| 5 Years | +2.29 | 1.14 | 117.1% | 111.5% | 1.6% | 0.2% |
| 7 Years | +1.89 | 1.14 | 117.1% | 111.5% | 1.1% | 0.1% |
| 10 Years | +1.60 | 1.14 | 117.1% | 111.5% | 0.8% | 0.1% |
| 12 Years | +1.48 | 1.14 | 117.1% | 111.5% | 0.7% | 0.1% |
| 15 Years | +1.36 | 1.14 | 117.1% | 111.5% | 0.5% | 0.1% |
30
Total Holdings
70.1%
Top 10 Weight
15
Sectors
| # | Stock | % of NAV |
|---|---|---|
| 1 | RELIANCE INDUSTRIES LTD | 20.49% |
| 2 | LARSEN & TOUBRO LTD | 13.67% |
| 3 | MAHINDRA & MAHINDRA LTD | 7.79% |
| 4 | TATA CONSULTANCY SERVICES LTD | 5.01% |
| 5 | HINDALCO INDUSTRIES LTD | 4.65% |
| 6 | ULTRATECH CEMENT LTD | 3.87% |
| 7 | ADANI PORTS AND SPECIAL ECONOMIC ZONE LTD | 3.82% |
| 8 | TATA STEEL LTD | 3.78% |
| 9 | TITAN COMPANY LTD | 3.65% |
| 10 | GRASIM INDUSTRIES LTD | 3.41% |