Tata Digital India Fund-Regular Plan-Growth

Category: Equity: Sectoral-Technology
Launch Date: 28-12-2015
Asset Class: Equity
Benchmark: S&P BSE IT TRI
Expense Ratio: 2.56% As on (31-08-2019)
Status: Open Ended Schemes
Minimum Investment: 5000.0
Minimum Topup: 1000.0
Total Assets: 417.18 Cr As on (30-09-2019)
Turn over: 38.13%
NAV as on 22-10-2019


-0.93 (-6.5596%)

CAGR Since Inception


S&P BSE IT TRI 13.98%

PERFORMANCE of Tata Digital India Fund-Regular Plan-Growth

Scheme Performance (%)

Data as on - 22-10-2019

Yearly Performance (%)

Fund Managers

Mr. Pradeep Gokhale, Mr. Sonam Udasi

Mr. Gokhale is a B.com (H), CA and CFA Prior to joining Tata AMC in 2004 he has worked with Credit Analysis and Research Ltd.

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.

RETURNS CALCULATOR for Tata Digital India Fund-Regular Plan-Growth

Growth of 10000 In SIP (Fund vs Benchmark)

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Growth of 10000 In LUMPSUM (Fund vs Benchmark)

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Rolling Returns

Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.



Key Performance and Risk Statistics of Tata Digital India Fund-Regular Plan-Growth

Key Statistics Volatility Sharpe Ratio Alpha Beta Yield to Maturity Average Maturity
Tata Digital India Fund-Regular Plan-Growth - - - - - -
Equity: Sectoral-Technology - - - - - -

PEER COMPARISION of Tata Digital India Fund-Regular Plan-Growth

Data as on - 22-10-2019
Scheme Name Launch
Ret (%)
Ret (%)
Ret (%)
Ret (%)
Ret (%)
Tata Digital India Fund-Regular Plan-Growth 28-12-2015 0.46 18.6 14.1 0.0 0.0
Aditya Birla Sun Life Digital India Fund - Growth - Regular Plan 15-01-2000 3.74 16.54 13.66 10.42 11.67
SBI TECHNOLOGY OPPORTUNITIES FUND - REGULAR PLAN - GROWTH 01-01-2013 3.44 15.81 10.56 7.84 0.0
Franklin India Technology Fund-Growth 22-08-1998 -0.34 11.48 10.12 7.57 12.51
ICICI Prudential Technology Fund - Growth 03-03-2000 -5.31 13.71 11.27 7.75 16.19

PORTFOLIO ANALYSIS of Tata Digital India Fund-Regular Plan-Growth

Asset Allocation (%)