- Mutual Funds
- TATA Mutual Fund
- Tata Digital India Fund (PIDCW-A)
Formerly Tata Digital India Reg DP
Tata Digital India Fund (PIDCW-A)
₹ 49.1312
NAV (Jul 24)
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.
Scripbox does not recommend investing in the dividend option of a fund because dividends are taxable at a higher rate than withdrawals.
Investment Calculator
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 yearsHistorical NAV
₹ 48.922
NAV (Jul 25)
Fund Returns
Last 1Y | 44.2% |
Last 3Y | 15.3% |
Last 5Y | 26.8% |
Last 10Y | NA |
Since Inception | 20.3% |
6 Month CAGR | 15.4% |
Scheme Information
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 | 1.68 |
Launched (9y ago) | Dec 28, 2015 |
AUM in Crores | 10204.351 |
ISIN | INF277K01Z51 |
Lock-in | No Lock-in |
Benchmark | Nifty IT TR INR |
SIP Minimum | 1000 |
Lumpsum Min. | 5000 |
Standard Deviation (3yr) | 18.8 |
Standard Deviation (5yr) | 21.4 |
Beta (3yr) | 0.86 |
Beta (5yr) | 0.9 |
Sharpe Ratio (3yr) | 0.492 |
Sharpe Ratio (5yr) | 0.89 |
YTM | 0 |
Fund Managers
Returns Calculator Comparison
of
for
with step up of
| Asset | Returns | Total Corpus | Gains | CAGR |
|---|---|---|---|---|
| Tata Digital India Fund (PIDCW-A) | 14,82,189 | 7,49,577 | 27.1% | |
| 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
20.3%tata consultancy services ltd
12.2%tech mahindra ltd
10%hcl technologies ltd
7.1%ltimindtree ltd
6.3%Allocation by Sector
technology
77.7%industrials
7.4%consumer cyclical
6.4%communication services
4.2%financial services
3.2%Comparison with Equity Funds
| Fund Name | Fund Size | Outperformance Consistency |
|---|---|---|
₹ 24,345 cr | ||
₹ 21,459 cr | ||
₹ 16,283 cr | ||
₹ 59,364 cr | ||
₹ 45,470 cr |
About the AMC
Tata Asset Management Limited
| Fund Name | Scripbox Opinion | Till Date CAGR | |
|---|---|---|---|
12.9% | 13.4% | ||
26.6% | 27.8% | ||
17.7% | 19.1% | ||
6.1% | 6.7% | ||
5.4% | 4.8% |
Tata Digital India Fund (PIDCW-A) Review
Tata Digital India Fund (PIDCW-A) is a Sectoral / Thematic - Technology Equity fund and has delivered an annualised return of 20.4% over a period of 8 years. The fund was previously known as Tata Digital India Reg DP. The fund is managed by Tata Asset Management Limited. The fund managers are Kapil Malhotra, Meeta Shetty.
Nav of Tata Digital India Fund (PIDCW-A) as of 7/24/2024 is ₹49.13 with the total AUM as of 7/26/2024 is ₹10204.351. With Scripbox you can compare and check the latest nav for all mutual funds in India. Tata Digital India Fund (PIDCW-A) 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 (PIDCW-A) 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 (PIDCW-A) 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 (PIDCW-A) is rated as a 3 fund in Equity and delivered 44.7% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with Tata Digital India Fund (PIDCW-A).
Frequently Asked Questions
What is Tata Digital India Fund (PIDCW-A)?
How to invest in Tata Digital India Fund (PIDCW-A)?
You can invest in Tata Digital India Fund (PIDCW-A) 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 (PIDCW-A)?
The minimum sip amount for Tata Digital India Fund (PIDCW-A) is ₹1000. You can invest in multiples of ₹5000.
Is Tata Digital India Fund (PIDCW-A) good to invest in?
As per Scripbox experts, Tata Digital India Fund (PIDCW-A) is a Neutral fund. You can investTata Digital India Fund (PIDCW-A) 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 (PIDCW-A)?
The expense ratio of the Tata Digital India Fund (PIDCW-A) is 1.68% for regular plan.