- Mutual Funds
- Tata Mutual Fund
- Tata Digital India Fund (G)
Tata Digital India Fund (G)
₹ 53.3827
NAV (Sep 13)
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.
Investment Calculator
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 yearsHistorical NAV
₹ 53.3827
NAV (Sep 13)
Fund Returns
Last 1Y | 43.4% |
Last 3Y | 13.6% |
Last 5Y | 28.6% |
Last 10Y | NA |
Since Inception | 21.1% |
6 Month CAGR | 22.8% |
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 | 1.67 |
Launched (0y ago) | 1.67 |
AUM in Crores | 12040.9 |
ISIN | INF277K01Z44 |
Lock-in | |
Benchmark | NIFTY IT Total Return Index |
SIP Minimum | 1000 |
Lumpsum Min. | 5000 |
Standard Deviation (3yr) | |
Standard Deviation | 19.4 |
Beta | 0.9 |
Sharpe Ratio | 0.6 |
YTM |
Fund Managers
Returns Calculator Comparison
of
for
with step up of
| Asset | Returns | Total Corpus | Gains | CAGR |
|---|---|---|---|---|
| Tata Digital India Fund (G) | 15,47,224 | 8,14,612 | 28.6% | |
| EPF | 9,00,761 | 1,68,149 | 8.50% | |
| Property | 8,67,662 | 1,35,050 | 7.00% | |
| PPF | 8,69,819 | 1,37,207 | 7.10% | |
| Bank FD | 8,46,471 | 1,13,859 | 6.00% | |
| Gold | 8,46,471 | 1,13,859 | 6.00% | |
| Savings Bank | 8,25,950 | 93,338 | 5.00% |
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
Top Stock Holdings
Infosys Ltd.
21.8%Tata Consultancy Services Ltd.
11.3%Tech Mahindra Ltd.
9.8%HCL Technologies Ltd.
7.2%LTIMindtree Ltd.
5.9%Allocation by Sector
Technology
78.85%Services
13.24%Capital Goods
3.22%Communication
2.91%Comparison with Equity Funds
| Fund Name | Fund Size | |
|---|---|---|
₹ 26,041 cr | ||
₹ 23,712 cr | ||
₹ 64,222 cr | ||
₹ 50,154 cr | ||
₹ 17,488 cr |
About the AMC
Tata Mutual Fund
| Fund Name | Scripbox Opinion | Till Date CAGR | |
|---|---|---|---|
16.281% | 19.011% | ||
15.881% | 16.868% | ||
31.422% | 16.344% | ||
6.195% | 6.714% | ||
12.196% | 13.48% |
Tata Digital India Fund (G) Review
Tata Digital India Fund (G) is a Equity Equity fund and has delivered an annualised return of 21.142% over a period of 8 years. The fund is managed by Tata Mutual Fund. The fund manager’s name is [object Object],[object Object].
Nav of Tata Digital India Fund (G) as of 9/13/2024 is ₹53.38 with the total AUM as of 9/14/2024 is ₹12040.898321. 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 null.
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.
Tata Digital India Fund (G) is rated as a 3 fund in Equity and delivered 43.444% 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)?
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 3 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 1.67% for regular plan.