Tata Digital India Fund (Direct Plan, Growth Option)
TATA Digital India Fund’s investment objective is to seek long-term capital appreciation by investing at least 80% of its net assets in equity and equity-related instruments of the companies in the 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
|AUM||₹ 5583 Cr|
|Min SIP Amount||₹ 150|
|Benchmark||S&P BSE IT|
Source: Value research online
|Trailing Returns %||Fund||Benchmark||Category|
|3 Years Annualized||30.23||23.90||29.89|
|5 Years Annualized||30.05||24.26||27.22|
|Market Cap||Fund %|
|Top 10 Holdings|
|Tata Consultancy Services Ltd||9.68|
|HCL Technologies Ltd||6.81|
|Tech Mahindra Ltd||6.57|
|Larsen & Toubro Infotech Ltd||4.33|
|Persistent Systems Ltd||4.28|
|Sector Allocation||Weightage %|
The categorization of the stocks in this fund is based on information technology majorly. The fund largely follows a growth-oriented style of investing and invests across market capitalizations – around 86.37% in large-cap, 12.28% in mid-cap and 1.35% in small-cap with 6.64%.
This fund is for investors with advanced knowledge of macro trends and prefers to take selective bets for higher returns compared to other equity funds.
|High returns compared to other equity funds. |
Low Expense Ratio
|Chances of facing moderate to high losses.|
Exit Load 0.25% before 30 Days
How much would you have made with SIP?
|Monthly SIP Amount||Total Investment||Current Valuation||Net Profit||Cumulative Returns|
|₨ 5000/-||₨ 3,85,000/-||₨ 10,00,464/-||₨ 6,15,464/-||435.39%|
About the fund managers
Meeta Shetty since Nov-2018. She is a CFA Charter holder. She joined Tata Asset Management Ltd. in March 2017 as Research Analyst, tracking the IT, Pharma, and Telecom sector.
Venkat Samala since May-2019. After completing his MBA, he joined Tata Asset Management Ltd as a Research analyst and worked up to being the fund manager. He has more than 7 years of industry experience.
The data in this presentation are meant for general reading purposes only and are not meant to serve as a professional guide/investment advice for the readers.
This presentation has been prepared on the basis of publicly available information, internally developed data and other sources believed to be reliable.
Whilst no action has been suggested or offered based upon the information provided herein, due care has been taken to endeavor that the facts are accurate and reasonable as of date.
The information placed on the presentation is for informational purposes only and does not constitute an offer to sell or buy a security.
The Company reserves the right to make modifications and alterations to the content available on the presentation. Readers are advised to seek independent professional advice and arrive at an informed investment decision before making any investment.
Investment in the securities market is subject to market risks, read all the related documents carefully before investing.
The valuation of securities may increase or decrease depending on the factors affecting the securities market. EduFund and the EduFund App are the brand and product of Helena Edtech Private Limited “An affiliate of the Company, i.e., Samyama Advisors Private Limited, is registered with the Securities and Exchange Board of India (SEBI) as an investment adviser under the SEBI (Investment Advisers) Regulations, 2013 bearing the registration number [INA000015321]. Samyama Advisors Private Limited may provide investment advice to the clients through the Company’s platform.” Registered Address: 30, Omkar House, Near Swastik Char Rasta, Navrangpura, Ahmedabad Gujarat, India – 380009.
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Is Tata Digital India Fund good?
TATA Digital India Fund has AUM is ₹5583 Cr and a NAV of ₹35.83. It is managed by one of the oldest and most trusted AMCs in India. Based on your financial goals, you can consider it as an investment.
How to invest in Tata Digital India Fund?
You can invest in TATA Digital India Fund via the EduFund. Just download the App and place a lumpsum or SIP order to get started. EduFund is a SEBI-registered app and your investments are protected. You can view your order status, and pause or cancel the SIP at your will.
Is it safe to invest in Tata digital mutual fund?
Tata digital mutual fund is listed as a high-risk investment.
Which digital fund is best?
Tata Digital India Fund is considered one of the best digital funds in India.