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  • Tata Digital India Fund (Growth)
TATA Mutual Fund

Tata Digital India Fund (Growth)

EquitySectoral / Thematic - Technology

44.1849

NAV (Jun 24)

23.6%
5 Year CAGR
Scripbox Opinion
Neutral
Click here for top ranked funds in sectoral / thematic - technology mutual funds.

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.

Our analysis of this fundLearn how we rate funds ->

Fund Size

Good

The performance of the fund on a Fund Size metric has been Good

Outperformance Consistency

Good

The performance of the fund on a Outperformance Consistency metric has been Good

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Investment Calculator

Investment Duration5 years

0

Total Investment

0

Wealth Gained

0

Total Corpus Created (₹)

With CAGR of 11.25 % in 5 years

Historical NAV

44.1849

NAV (Jun 24)

Fund Returns

Last 1Y
35%
Last 3Y
13.8%
Last 5Y
23.6%
Last 10Y
NA
Since Inception
19.1%
6 Month CAGR
6.7%

Scheme Information

Investment Objective

The investment objective of the scheme is to seek 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.However,there is no assurance or guarantee that the investment objective of the Scheme will be achieved.The Scheme does not assure or guarantee any returns.

Expense Ratio
1.69
Launched (9y ago)
Dec 28, 2015
AUM in Crores
9223.316
ISIN
INF277K01Z44
Lock-in
No Lock-in
Benchmark
Nifty IT TR INR
SIP Minimum
1000
Lumpsum Min.
5000
Standard Deviation (3yr)
18.5
Standard Deviation (5yr)
21
Beta (3yr)
0.86
Beta (5yr)
0.9
Sharpe Ratio (3yr)
0.466
Sharpe Ratio (5yr)
0.8
YTM
0
Fund Managers

Meeta Shetty

Fund Manager

Kapil Malhotra

Fund Manager

Important Links

Scheme Information Document

Statement of Additional Information

Portfolio Disclosure

Returns Calculator Comparison

of

for

with step up of

AssetReturnsTotal CorpusGainsCAGR
Tata Digital India Fund (Growth)70%13,43,315 6,10,70323.6%
EPF70% 9,00,761 1,68,1498.50%
Property70% 8,67,662 1,35,0507.00%
PPF70% 8,69,819 1,37,2077.10%
Bank FD70% 8,46,471 1,13,8596.00%
Gold70% 8,46,471 1,13,8596.00%
Savings Bank70% 8,25,950 93,3385.00%

Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully before investing. Past performance is not an indicator of future returns.

Asset allocation and Holdings

Last updated on 2024-06-24

Top Stock Holdings

infosys ltd

20.2%
20.2%

tata consultancy services ltd

12.7%
12.7%

tech mahindra ltd

9.5%
9.5%

hcl technologies ltd

7.2%
7.2%

ltimindtree ltd

6.1%
6.1%
See all holdings

Allocation by Sector

technology

76.5%
76.5%

industrials

7.6%
7.6%

consumer cyclical

5.9%
5.9%

communication services

4.3%
4.3%

financial services

3.8%
3.8%
See all sectors

Comparison with Equity Funds

Fund NameFund SizeOutperformance Consistency
HDFC Large and Mid Cap Fund (G)
HDFC Large and Mid Cap Fund (G)

₹ 19,454 cr

₹ 15,161 cr

₹ 22,620 cr

₹ 55,459 cr

₹ 42,669 cr

amc-img

About the AMC

Tata Asset Management Limited

Tata Asset Management Limited manages assets worth 155,209 crores and was set up on 15 March 1994. It's current offering of mutual fund schemes includes 71 equity,114 debt and 17 hybrid funds.amc-img
phone-img022-66578282
Fund NameScripbox Opinion
Till Date CAGR

28.3%

27.5%

12.8%

13.2%

19.5%

19%

6%

6.7%

17.8%

19.6%

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 19.1% over a period of 8 years. The fund is managed by Tata Asset Management Limited. The fund managers are Kapil Malhotra, Meeta Shetty.

Nav of Tata Digital India Fund (G) as of 6/24/2024 is ₹44.18 with the total AUM as of 6/25/2024 is ₹9223.316. With Scripbox you can compare and check the latest nav for all mutual funds in India. Tata Digital India Fund (G) was launched on Dec 28, 2015. The category risk of the fund is Very High Risk.

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 TR INR.

Tata Digital India Fund (G) is rated as a 3 fund in Equity and delivered 33.4% 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).

Frequently Asked Questions

What is Tata Digital India Fund (G)?

Tata Digital India Fund (G) is a Sectoral / Thematic - Technology Equity scheme predominantly investing across Equity instruments with an investment objective to generate wealth over the long term.

How to invest in Tata Digital India Fund (G)?

You can invest in Tata Digital India Fund (G) through AMC, intermediaries, brokers or platforms like Scripbox. To learn step by step process visit how to invest in mutual funds?

What is the minimum sip amount of Tata Digital India Fund (G)?

The minimum sip amount for Tata Digital India Fund (G) is ₹1000. You can invest in multiples of ₹5000.

Is Tata Digital India Fund (G) good to invest in?

As per Scripbox experts, Tata Digital India Fund (G) is a Neutral fund. You can investTata Digital India Fund (G) fund if its investment objective and risk-o-meter matches your investment goals and risk preferences.

What is the expense ratio of the Tata Digital India Fund (G)?

The expense ratio of the Tata Digital India Fund (G) is 1.69% for regular plan.