Tata BSE Select Business Groups Index Fund
Direct · Growth ₹9.57
26 Oct 2026
NAV
6.4%
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.
-0.01
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 | ₹12.22 L | 4.8% | -17.7% | 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 | 4.8% | 14.3% | 5.7% | -9.5% |
| Duration | Mean | Median | Min | Max | Sharpe | Sortino | % Positive | Cat. Mean | Cat. Median |
|---|---|---|---|---|---|---|---|---|---|
| 1 Year | 6.4% | 6.3% | -7.6% | 17.9% | -0.01 | -0.01 | 87% | — | — |
-15.0%
Max Drawdown
3 mo
Drawdown Duration
Not recovered
Recovery Time
-4.7%
Avg Drawdown
Calmar Ratio by Duration
0.43
1Y
Compared against NIFTY 50
| Duration | Alpha | Beta | Upside Capture | Downside Capture | Fund CAGR | Bench CAGR |
|---|---|---|---|---|---|---|
| 1 Year | +6.79 | 1.11 | 115.8% | 107.1% | -7.6% | -12.4% |
| 3 Years | +2.46 | 1.14 | 116.3% | 112.6% | -0.5% | -1.8% |
| 5 Years | +1.84 | 1.14 | 116.3% | 112.6% | -0.3% | -1.1% |
| 7 Years | +1.57 | 1.14 | 116.3% | 112.6% | -0.2% | -0.8% |
| 10 Years | +1.37 | 1.14 | 116.3% | 112.6% | -0.1% | -0.5% |
| 12 Years | +1.29 | 1.14 | 116.3% | 112.6% | -0.1% | -0.5% |
| 15 Years | +1.22 | 1.14 | 116.3% | 112.6% | -0.1% | -0.4% |
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 | JSW STEEL LTD | 3.41% |