Tata BSE Sel Business Grps Idx RegIDCW-R
Empty
1–7 yearsInvestment Horizon
HNI,MATarget Segments
Empty
Performance and Risk Analysis
Historical returns, volatility patterns, and how this fund has performed relative to its benchmark.
Risk Profile
Standard Deviation19.8%
Sharpe Ratio-0.32
Strategy Details
A closer look at the investment thesis, portfolio construction, and current holdings.
Portfolio Holdings Overview
Geographic Allocation
Domestic100%
Top Stock Holdings
CompanySectorAllocation
Reliance Industries LtdEnergy & Infra22.55%
Larsen & Toubro LtdCapital Goods12.61%
Mahindra & Mahindra LtdConsumers7.58%
Tata Consultancy Services LtdTechnology4.73%
Titan Co LtdConsumers4.26%
Adani Ports & Special Economic Zone LtdCapital Goods4.02%
Hindalco Industries LtdCapital Goods3.89%
UltraTech Cement LtdCapital Goods3.72%
Tata Steel LtdCapital Goods3.46%
JSW Steel LtdCapital Goods3.44%
Operational & Regulatory Details
What it costs to invest, transaction mechanics, and regulatory disclosures you should know.
Costs and Fees
Total Expense Ratio (TER)1.07%
Regulatory & Tax Information
INF277KA1CY4
ISINDailyDealing Frequency
LTCG | >1Year 12.5%% on gain above 1.25 Lakh
STCG | <1Year 20%%
Tax Implications (India)