How to check the XIRR of Tata BSE Select Business Groups Index Fund - Regular Growth?

You can track the exact XIRR and portfolio overlapping of Tata BSE Select Business Groups Index Fund - Regular Growth alongside your PMS and AIF investments using the MutualSaathi Portfolio Analyzer.

Tata BSE Select Business Groups Index Fund - Regular Growth

Q: How to check portfolio overlap for Tata BSE Select Business Groups Index Fund - Regular Growth?

Use the MutualSaathi Portfolio Analyzer to compare Tata BSE Select Business Groups Index Fund - Regular Growth with other funds, PMS, and AIFs to detect hidden stock overlaps.

TATA Mutual Fund

Expense Ratio: 1.08

Risk: Very High

Other Scheme - Index Funds

Plan: Regular

Benchmark: BSE Select Business Groups Index TRI

Inception: 25-11-2024

Exit Load: Nil

Fund Size:₹226.78 Cr

Performance

Fund-5.33%

Cat. Avg.-1.42%

FundN/A

Cat. Avg.-0.02%

FundN/A

Cat. Avg.8.81%

FundN/A

Cat. Avg.7.22%

10Y

FundN/A

Cat. Avg.10.92%

Fund-1.31%

Cat. Avg.5.09%

Fund Facts

No available Data

Taxation

Any Holding Period (STCG & LTCG):As per Income Slab Rate

*Tax rates as per Finance Act 2024. Surcharge & cess may apply.

Allocation

Visualizing Fund's Exposure

Asset Class

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Market Cap

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Top Sectors

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Asset Class

Market Cap

Top Sectors

Portfolio Holdings

Detailed breakdown of instruments.

	Instrument	Type	Sub-Cat	Cap	Sector	Val (Cr)	% Assets
1	RELIANCE INDUSTRIES LTD	Equity	Listed	Large Cap	Petroleum Products	55.94	23.21%
2	LARSEN & TOUBRO LTD	Equity	Listed	Large Cap	Construction	32.21	13.36%
3	MAHINDRA & MAHINDRA LTD	Equity	Listed	Large Cap	Automobiles	18.27	7.58%
4	TATA CONSULTANCY SERVICES LTD	Equity	Listed	Large Cap	IT - Software	10.77	4.47%
5	TITAN COMPANY LTD	Equity	Listed	Large Cap	Consumer Durables	9.40	3.90%
6	HINDALCO INDUSTRIES LTD	Equity	Listed	Large Cap	Non - Ferrous Metals	9.15	3.79%
7	ADANI PORTS AND SPECIAL ECONOMIC ZONE LTD	Equity	Listed	Large Cap	Transport Infrastructure	8.87	3.68%
8	ULTRATECH CEMENT LTD	Equity	Listed	Large Cap	Cement & Cement Products	8.83	3.66%
9	TATA STEEL LTD	Equity	Listed	Large Cap	Ferrous Metals	8.10	3.36%
10	GRASIM INDUSTRIES LTD	Equity	Listed	Large Cap	Cement & Cement Products	7.71	3.20%

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NAV / Fund Size

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Fund Details

SBI Equity Hybrid Fund - Regular Plan -Growth

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ICICI Prudential Smallcap Fund - Growth

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Tata Large & Mid Cap Fund- Regular Plan - Growth Option

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NAV / Fund Size

₹484.64₹8,694.74 Cr

Incep: 01-01-2013

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Fund Details

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8.88%

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11.40%

SIP Returns

Amount (₹)

Date

7th

Period	SIP Date	Inv(₹)	Val(₹)	Abs(%)	XIRR
1Y	07 Nov, 25	60000	56994	-5.0%	-10.2%
SI	07 Jan, 25	1.10 L.	1.08 L.	-2.3%	-2.5%

Lumpsum Returns

Amount (₹)

Period	Inv Date	Inv(₹)	Val(₹)	Abs(%)	CAGR
1Y	16 Oct, 25	1 L.	94675	-5.3%	-5.3%
SI	18 Dec, 24	1 L.	97619	-2.4%	-1.3%

SIP Calculator

Visualize how small monthly investments grow over time.

Monthly SIP Amount

Max: ₹10 Cr

₹

Investment Tenure

Max: 40 Years

Years

Expected Annual Return (SIP)

Max: 30%

Expected Inflation

Max: 20%

Annual Step-up

Beat inflation and compound wealth faster with an annual step-up.

Max: 500%

Initial Lumpsum

Max: ₹1000 Cr

₹

Expected Return on Lumpsum

Max: 30%

Future Value

₹23.80L

With SIP Amount ₹5,000

Total Invested

₹9.00L

Total Profit

₹14.80L

SIP Invested₹9.00L

SIP Gain₹14.80L

Lumpsum Inv.₹0

Lumpsum Gain₹0

Reality Check: Your future value will be today's ₹8.62L at inflation rate 7%

Tip: You can set a Goal first in the Goal Planner to calculate SIP targets adjusted for inflation.