Tata Digital India Fund-Regular Plan-Growth

sectoral-technology NAV 36.9073 0 22 September, 2023

Tata Digital India Fund invests predominantly in the equity and equity-lined derivatives of the companies in the information technology space. The fund aims at providing the long-term capital appreciation to the investors. Tata Digital India Fund G is ideal for the investors who have a high-risk appetite because it is a sectoral fund which has concentrated investment with little diversification.

Fund Details

Category Sectoral-Technology
Fund Type Open Ended
Investment Plan Growth
Launch Date 12 May, 2015
Benchmark S&P BSE IT
Asset Size(Cr) 6764.60087
Turn over 23.5%
Min Investment ₹ 5000
Min SIP Investment ₹ 500
Min Addl Investment ₹ 1000
Exit Load 0.25% for redemption within 30 days
Expense Ratio 1.75
Fund Manager Meeta Shetty, Venkat Samala, Arvindkumar Kumaresan Chetty
Fund House Tata Mutual Fund

Investment Returns (As on 22 Sep, 2023)

Duration Returns Benchmark Category
1 W 2.65% 1.58% 2.66%
1 M -2.21% 4.02% -1.92%
3 M -7.26% 1.44% -6.65%
6 M -3.71% 0.35% -1.32%
1 Y -8.77% 7.25% -5.82%
2 Y 7.73% 12.49% 7.17%
3 Y 31.51% 23.79% 30.3%
5 Y 17.25% 12.46% 17.47%

Risk Mesasures (As on 22 Sep, 2023)

Std Dev Sharpe Beta Alpha
Fund 22.73 1.15 5.14 0.93
Benchmark 0 0 0 0
Returns Compare with Others
  • 1Y
  • 3Y
  • 5Y

Portfolio (As on 30 Jun, 2023)

Assets Allocation

Sector Holdings
Others 2.17%

Return Calculator

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Disclaimer: Above returns are calculated on the basis of historical NAV movement for the selected period. However, historical performance does not guarantee future returns. Investors must take investment decisions based on his/her own requirements.

Peer Comparison

Fund Name 1 Yr Rtn. 3 Yr Rtn. 5 Yr Rtn.
Tata Digital India Fund-Regular Plan-Growth -8.77% 31.51% 17.25%
ICICI Prudential Technology Fund - Growth -9.26% 35.84% 19.38%
Aditya Birla Sun Life Digital India Fund - Growth - Regular Plan -6.44% 32.37% 18.49%

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What Opportunities Does TATA Digital India Fund (G) Hold For My Money?

TATA India Digital Fund is a clever option to pin on if you are planning a mutual fund investment. In the technologically driven world where everything is powered by machines, there is an immense scope in the technological industry, and TATA Digital India Fund (G) is the platform where you can leverage on these opportunities. Through tata digital india fund growth, you can easily park your money in those companies which are engaged in the development or advancement of new technologies. Today, the power of a country depends not only on its armed forces, but also on the kind of technological power it possesses. By investing in the technological sector not only are you helping yourself grow, but also letting the country increase its pace of advancement.

 What Is The Objective Of TATA Digital India Fund (Growth )?

The primary objective of this fund is to connect the growing technological industry with the investors, providing them with a platform where they can grow their wealth by manifold. The people’s contribution is directed towards the growing technological companies that are at the top of their game, and thus the end result is highly positive for all.

What Are The Investment Features For TATA Digital India Fund – Regular Plan (G)?

The investment rules laid down by this fund are a bit static and stringent than usual. The fund, in order to produce the highest amount of results, has devised certain guidelines and relations, so that the maximum number of people can pool in their money, and can earn the maximum amount of returns. Let’s decipher all those rules: -

  • Lenient Investment Level : The best and most effective way for investing in any fund is an SIP plan. And in order to further facilitate an investment, This Fund has kept the minimum investment limit at just Rs. 500. With the help of the supreme services provided by MySIPonline, you can invest instantly through an SIP investment in this fund, and can relax about your future finances.
  • Strict Redemption Policy : In order to discourage early redemption, TATA Digital India Fund has imposed a penalty (exit load) on the redemption amount, if at all it is done within a period of 90 days of investment. The penalty, though subject to change as per circumstances, is currently levied to the tune of 0.25%. This is done to ensure that the fund doesn’t fall into a cash crunch position due to heavy redemptions, and that the investors get a chance to attain the benefit of growth cycle.
  • Excellent Fund Management : The fund management team is the backbone for any fund. It is the ‘Fuhrer’, the ultimate dictator for the fund that lets it into either uprising or downfall. Thanks to the enormous strength of TATA Mutual Fund, This Fund has been bestowed upon with one of the best fund management team in the country that ensures that the wealth of the fund doesn’t go down below the danger level, and that it is always minting money for the subscribers.
  • Current Investment Details : To keep yourself updated about the current details of the investment in a fund is the best way to approach towards investment planning. This small knowledge helps you to make big decisions in a far more refined manner, thus allowing you to create the best out of your money. These details include knowing about the current NAV, the asset size and the fund expense.

 How Does TATA Digital India Fund Manage High Growth?

Besides being connected with the fast moving technological industry, the portfolio built is one of the major reasons for the success of the fund. The majority, about 80%, of the assets of the fund are invested in equity and related instruments, while the balance lies with debt. Further, the distinction within the equity is done on a judicious note, where a variety of different stocks are included to make the portfolio diverse.

About 65% of the wealth is dedicated towards large and giant stocks, 30% in midcaps, and the residual amount in small caps. This variety enables the fund to perform better under all market conditions, grabbing more wealth for the subscribers.

 What Are The Industries Involved In This Fund?

As evident from the nature of the fund, i.e. technology sector fund, the assets are almost entirely dedicated towards the Technology sector. Unlike the usual strategy followed by other thematic funds, TATA Digital India Fund – Regular Plan (G) has focused primarily on the Technology sector. A very small percentage of 4.18% is dedicated to the Engineering sector, which is also somewhere connected to the Technology sector, fundamentally.

What Is The Current Statistics Of TATA India Digital Fund (Growth)?

The results drawn by this fund in the recent past have been quite pleasing. The fund has grabbed good results and has achieved higher growth than the benchmark and the peers, lately. Since the fund is a recent induction in the family of mutual funds in India, a vast data isn’t available for scrutiny. However, whatever small information we have depicts on the outset that this Fund is indeed one of the best choices that the Indians have for their money.

The past record reveals that the fund has performed phenomenally well, giving an unimaginable return of 63.31% in a mere time period of 1 year. Further, the fund has been climbing higher and higher with each passing day in its growth, surpassing the benchmark and the past records set by the peers. All these statistics point in the direction that this fund is a high energy fund that can be used for enormous wealth building.

The TATA Digital India Fund (G) NAV currently sits at Rs. 15.5572 per unit, after experiencing a downfall of 0.42% in its value. Further, the fund boasts the fact of having a decent amount of assets under its watch, currently being to the tune of Rs. 247 crore as of 31st July, 2018. Further, the fund expenses done to manage the fund are 2.51%, which are well within the maximum threshold.

MySIPonline is the exclusive online boutique for all the top-performing funds. Here, you will be able to find a horde of the best mutual funds that have been reviewed and recommended by the top experts of the market, and have been rated high on the CRISIL scoreboard. And the facilities don’t end here. Together with the suggestion and recommendation of the best mutual funds, you get a variety of online tools such as the SIP Calculator, Tax Calculator, and the facility of digital dashboard to track your fund’s daily performance. These features will help you navigate through the confusion and make a perfect, all-rounder investment solution.

Hence, all the above details are enough for one to acknowledge that TATA Digital India Fund – Regular Plan (G) is a prime choice available in the Indian market. With MySIPonline’s advanced services, you can get started with an investment in this fund instantly. So, what are you waiting for? Call your financial advisor or the help desk at MySIPonline, and figure out what is the best plan for you.

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Meet Our Clients
I invested in Tata Digital India Fund one year back when I have been searching for a sector focused fund. Although I have invested in a few schemes by Tata Mutual Fund but was unaware about this one. It was introduced to me by the expert at MySIPonline when I asked them for a suggestion. Even though this scheme is only around three years old it has managed to provide me with good returns. I am really thankful to this team for suggesting it to me and helping me throughout the investment procedure.
Sunita Bajaj
India has a great scope in IT sector. Even if the market is falling, one can rely on IT stocks. For the same reason I chose Tata Digital India Fund and as I expected, it was the best performing scheme in 2018. I am never stopping SIP in this scheme and would recommend everyone to keep this in their portfolio.
Arun Nair
I have been investing in Tata Digital India Fund since last one year, And the fund has given me tremendous results. I have invested Rs 50,000 as lumpsum and Rs 5,000 on the monthly instalment. I am glad that I am recommended to invest in the scheme, This is one of the best technology sector scheme. I am going to stay invested in tata india digital fund g for the next two years as the market is in boom currently.
shalendra prajapat
Phenomenal Gains!! I wasn’t expecting what I received from Tata Digital India Fund. It does possess a slight risk but returns are unbelievable. I invested in September 2017 and within a year, I gained more than 50% returns. My friends don’t even trust me until I show them my dashboard. Great Scheme!
Rohit Pandey
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