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Tata BSE Select Business Groups Index Fund - Direct Growth is an index scheme managed by Tata Mutual Fund. The total expense ratio is 0.31% on assets of ₹239Cr. The fund is currently managed by Nitin Bharat Sharma, appointed within the last year.
Lower is better.
This scheme classifies as Large-Blend on the 3x3 equity style box, with 97% of its portfolio classified as of 2026-05-29.
| Holding | Sector |
|---|
| Window | Min | P25 | Median |
|---|
Point-in-time CAGRs cherry-pick a single start date. The chart below shows the distribution of every possible rolling start over the fund's history, so you see the range of investor outcomes — not just one date's number.
Backtested SIP outcomes across both rolling-window scenarios and named historical stress events (COVID, Election uncertainty, Russia/Ukraine, etc.), plus per-manager alpha during their tenure on this scheme.
Same fund, monthly SIPs over rolling 1/3/5-year windows.
Mutual fund investments are subject to market risks. Read all scheme-related documents carefully. Past performance is not indicative of future results. MintByte is an AMFI-registered Mutual Fund Distributor (ARN-314872) and APMI member (APRN-01658). MintByte does not issue buy/sell recommendations on specific securities — the site is an educational data and analytics platform. Star ratings on this page reflect a 3-year category-quartile position computed in-house and are educational only.
Mutual fund schemes are subject to market risk. Read all scheme-related documents carefully before investing. Past performance is not indicative of future results. MintByte is an AMFI-registered mutual fund distributor (ARN-314872). MintByte does not issue buy/sell recommendations on specific securities — the site is an educational data and analytics platform. Not investment advice. Methodology · How we earn.
ETF-specific data. Tracking error is the standard-deviation of (ETF return − index return) over the trailing year.
In-house derivations using 3-year daily NAV vs benchmark. See methodology.
| Weight |
|---|
| RELIANCE INDUSTRIES LIMITED | Energy | 22.30% |
| LARSEN AND TOUBRO LIMITED | Industrials | 13.52% |
| MAHINDRA AND MAHINDRA LIMITED | Consumer Cyclical | 7.99% |
| TATA CONSULTANCY SERVICES LIMITED | Technology | 5.53% |
| HINDALCO INDUSTRIES LIMITED | Basic Materials | 4.30% |
| TITAN COMPANY LIMITED | Consumer Cyclical | 3.95% |
| ULTRATECH CEMENT LIMITED | Basic Materials | 3.93% |
| TATA STEEL LIMITED | Basic Materials | 3.84% |
| ADANI PORTS AND SPECIAL ECONOMIC ZONE LIMITED | Industrials | 3.52% |
| JSW STEEL LIMITED | Basic Materials | 3.39% |
| GRASIM INDUSTRIES LIMITED | Basic Materials | 3.07% |
| TECH MAHINDRA LIMITED | Technology | 2.70% |
| TRENT LIMITED | Consumer Cyclical | 2.02% |
| ADANI ENTERPRISES LIMITED | Energy | 1.84% |
| TATA CONSUMER PRODUCTS LIMITED | Consumer Defensive | 1.62% |
| TATA MOTORS PASSENGER VEHICLES LIMITED | Consumer Cyclical | 1.58% |
| THE INDIAN HOTELS COMPANY LIMITED | Consumer Cyclical | 1.24% |
| ADANI GREEN ENERGY LIMITED | Utilities | 1.16% |
| JSW ENERGY LIMITED | Utilities | 0.88% |
| AMBUJA CEMENTS LIMITED | Basic Materials | 0.80% |
| VODAFONE IDEA LIMITED | Communication Services | 0.80% |
| VOLTAS LIMITED | Consumer Cyclical | 0.71% |
| JINDAL STAINLESS LIMITED | Basic Materials | 0.71% |
| TATA COMMUNICATIONS LIMITED | Communication Services | 0.41% |
| TATA ELXSI LIMITED | Technology | 0.31% |
| Sector | Holdings | Weight |
|---|---|---|
| Oil, Gas & Consumable Fuels | — | 22.30% |
| Metals & Mining | — | 15.37% |
| Construction | — | 13.52% |
| Information Technology | — | 9.67% |
| Automobile and Auto Components | — | 9.57% |
| Construction Materials | — | 7.80% |
| Power | — | 7.61% |
| Consumer Durables | — | 4.66% |
| Services | — | 3.52% |
| Consumer Services | — | 3.26% |
Active bets vs the average Index fund. Biggest deviations shown first.
Accent bar = fund's actual sector weight. Vertical black tick = category average for the same sector. Green overlay = overweight, dashed red = underweight. The biggest active bets show first.
| P75 |
|---|
| Max |
|---|
| Positive % |
|---|
| 1Y | 0.03% | 6.67% | 10.17% | 12.25% | 19.77% | 100.0% |
Top-10 weight 72.3% means the manager bets the fund's outcome on a small basket. Effective-N is the inverse Herfindahl index — a measure of "how many positions effectively drive the fund" after weighting. Category: Index.
Compounding maths on a notional ₹10 lakh lumpsum at 12% gross annual return. Green bar is what you'd have without the fee; red overlay is the fee drag. Fee is constant in this scenario — actual outcomes depend on real returns and any future TER changes.
What an investor SIPping into this fund actually got during named market shocks.
Each row is a back-tested SIP — monthly contribution over the regime's duration, no fees adjustment beyond NAV-baked TER. XIRR is the annualised IRR of those cashflows; Abs return is the absolute cash-on-cash; Max DD is the deepest drawdown experienced mid-investment. Past performance is not indicative of future results.
Alpha is the annualised excess return vs benchmark over the manager's tenure on this scheme. Beat-benchmark = total return beat the index over the same window.
Does the fund get worse as it gets bigger? Each dot is one historical manager-tenure: AUM at tenure-end vs alpha delivered during that tenure.
Correlation is too weak to confirm or rule out capacity-driven alpha decay. Re-evaluate as more manager-tenure data accumulates.
Each dot is one manager-tenure: X = AUM at tenure end, Y = alpha during that tenure. Connecting line in chronological order. Pearson r measures the linear relationship between AUM and alpha across the historical record. n = 2 data points.