- Mutual Funds
- Tata Mutual Fund
- Tata Digital India Fund (G)
Tata Digital India Fund (G)
₹ 41.8
NAV (Apr 04)
Sectoral / Thematic - Technology funds provides inflation beating growth over the long term and is suitable for investment objectives with duration of 10-15 years or longer (minimum 5 years).
This category has few funds and relatively small amounts invested in them.
The benchmark IT Index has performed moderately well over time, however, funds in this category have underperformed the benchmark index.Investing in these funds will require investors to have a unique insight into the specific areas of investment focus.In addition the investor will need to have the ability,inclination and expertise to monitor the prospects closely.Investors are therefore better off investing in diversified funds rather than this category.
Scheme Information
The scheme seeks long term capital appreciation by investing atleast 80% of its net assets in equity/equity related instruments of the companies in Information Technology Sector in India.
Expense Ratio | 1.7 % |
Launched 9Y ago | 2015-12-28 |
AUM in Crores | 11068.2 |
ISIN | INF277K01Z44 |
Lock-in (days) | No Lock-in |
Benchmark | NIFTY IT Total Return Index |
SIP Minimum | 1000 |
Lumpsum Min. | 5000 |
Standard Deviation | 19.4 |
Beta | 0.9 |
Sharpe Ratio | 0.2 |
Asset allocation and Holdings
Top Stock Holdings
Infosys Ltd.
21.76%Tata Consultancy Services Ltd.
11.31%Tech Mahindra Ltd.
9.76%HCL Technologies Ltd.
7.2%LTIMindtree Ltd.
5.91%
Allocation by Sector
Technology
74.74%Services
16.08%Communication
2.77%Capital Goods
2.09%
Comparison with Equity Funds
| Fund Name | Fund Size | |
|---|---|---|
₹ 21,526 cr | ||
₹ 60,177 cr | ||
₹ 25,723 cr | ||
₹ 46,114 cr | ||
₹ 14,981 cr |
Tata Digital India Fund (G) Review
Tata Digital India Fund (G) is a Sectoral / Thematic - Technology Equity fund and has delivered an annualised return of 16.68% over 9 years. The fund has grown over a period of 9 years. The fund is managed by Tata Mutual Fund. The fund managers are Hasmukh Vishariya, Kapil Malhotra, Meeta Shetty.
Nav of Tata Digital India Fund (G) as of 4/4/2025 is ₹41.80 with the total AUM as of 4/7/2025 is ₹11068.17. With Scripbox you can compare and check the latest nav for all mutual funds in India. Tata Digital India Fund (G) was launched on 2015-12-28. The category risk of the fund is Very High.
The minimum SIP amount for Tata Digital India Fund (G) is ₹1000 and you can increase this in multiples of ₹100. In case you want to invest a lump sum, the minimum amount to be invested is ₹5000. Check your estimated returns on mutual funds by using sip calculator.
Tata Digital India Fund (G) is meant for investors with a minimum investment horizon of 5-7 years. Due to the asset class nature, expect volatility in your investments over the short term. The fund is benchmarked to NIFTY IT Total Return Index.
Scripbox has rated it 3 stars, indicating it's a neutral fund in the Equity category and delivered -3.19% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with Tata Digital India Fund (G).