Tata Digital India Fund-Regular Plan-Growth

Fund House: Tata Mutual Fund
Category: Equity: Sectoral-Technology
Launch Date: 05-12-2015
Asset Class: Equity
Benchmark: NIFTY IT TRI
TER: 1.66% As on (30-11-2024)
Status: Open Ended Schemes
Minimum Investment: 5000.0
Minimum Topup: 1000.0
Total Assets: 11,835.2 Cr As on 31-10-2024(Source:AMFI)
Turn over: 23.47% | Exit Load: Exit load of 0.25% if redeemed within 30 days.

55.7037

21.17%

PERFORMANCE

Returns Type:
of  
Start :  
End : 
Period:  
This Scheme
-
vs
NIFTY IT TRI
-
Gold
-
PPF
-
Returns Type:
of  
  Period:  

Start :  
Period:  

RETURNS ANALYSIS

Fund Multiplier

Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)

Time Taken To Multiply
2x
4x
5x
10x
FUND
4 Years 10 Months
6 Years 0 Months
8 Years 7 Months
There is no value for 10x
FD
11 years 10 Months
GOLD
8 years 9 Months
NIFTY
5 years 5 Months

 

Investment Objective

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.

Current Asset Allocation (%)

Indicators

Standard Deviation 18.93
Sharpe Ratio 0.3
Alpha 2.2
Beta 0.87
Yield to Maturity -
Average Maturity -

PEER COMPARISON

Scheme Name Inception
Date
1 Year
Return(%)
2 Year
Return(%)
3 Year
Return(%)
5 Year
Return(%)
10 Year
Return(%)
Tata Digital India Fund-Regular Plan-Growth 05-12-2015 45.05 28.72 13.31 30.15 -
HDFC Technology Fund - Growth Option 08-09-2023 45.16 - - - -
HDFC Technology Fund - IDCW Option 08-09-2023 45.16 - - - -
Franklin India Technology Fund-Growth 22-08-1998 37.59 35.42 16.23 27.79 17.01
SBI Technology Opportunities Fund - Regular Plan - Growth 01-01-2013 36.08 22.96 12.76 27.68 17.01
ICICI Prudential Technology Fund - Growth 03-03-2000 35.63 22.84 9.92 30.67 17.97
Quant Teck Fund - Growth Option - Regular Plan 11-09-2023 35.38 - - - -
Aditya Birla Sun Life Digital India Fund - Growth - Regular Plan 15-01-2000 27.69 22.86 10.65 28.69 18.7

Scheme Characteristics

Minimum investment in equity & equity related instruments of a particular sector/ particular theme - 80% of total assets.

Riskometer

riskometer

PORTFOLIO

Market Cap Distribution

Small Cap

16.5%

Others

5.01%

Large Cap

67.46%

Mid Cap

11.03%

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