Tata Digital India Fund (Direct Plan, Growth Option)
The investment objective of the scheme 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 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.
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