Minimum SIP ₹150: Tata BSE Business Group Index Fund: Focusing on select business groups

Minimum SIP ₹150: Tata BSE Business Group Index Fund: Focusing on select business groups...!

Tata Mutual Fund has launched Tata BSE Business Group Index Fund. The NFO (New Fund Offer) closes on 2024 December 9.

The fund tracks the BSE Select Business Groups index, comprising companies from seven of India's largest business groups spanning 19 diverse industries. The underlying index will include 30 companies from key sectors with the financial services sector excluded to focus on other industries.

The seven business groups include Tata Group, Reliance Industries, Adani Group, Aditya Birla Group, L&T, Jindal Group and Mahindra Group while the weightage for each group is capped at 23% based on their free-float market capitalization. 

The fund provides investors with a unique opportunity to participate in the growth story of India's leading conglomerates. These businesses have demonstrated their ability to adapt and thrive in a dynamic market environment, making them one of the attractive investments for long-term investors.

Minimum SIP: ₹ 150

Minimum Lump Sum: ₹ 5,000

Exit Load

0.25% of the applicable NAV, if redeemed on or before 15 days from the date of allotment.

This Fund is suitable for investors who are seeking*

• Long term Capital Appreciation.
• Investment in equity and equity related instruments comprising BSE Select Business Groups Index.

For more details and Investing..

Mr. S.Sridharan, Founder,  https://www.walletwealth.co.in

If you need any advice on investments, do call us at 9940116967.

Team Wallet Wealth,

AMFI Registered Mutual Fund Distributor

2nd Floor, No.8A, 2nd Main Road, Nanganallur,

Chennai – 600 061

Ph: 044-48612114

https://www.walletwealth.co.in/ 

Email id : sridharan@walletwealth.co.in

You can contact Mr.S.Sridharan for all types of investments including mutual fund investment, medical insurance, and life insurance.

Read articles written by Mr. S. Sridharan in Nanayam Vikatan, a leading personal financial management magazine.

https://www.vikatan.com/author/855-sridharan-s

Disclaimer

Mutual Fund investments are subject to market risks, read all scheme related documents carefully. The past performance of the mutual funds is not necessarily indicative of future performance of the schemes.

 

 

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