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TATA DIGITAL INDIA FUNDS DIRECT GROWTH
* TATA DIGITAL INDIAMFUNDS DIRECT GROWTH EQUITY MUTUAL FUNDS SCHEME LAUNCHED BY TATA MUTUAL FUNDS.
*THIS SCHEME WAS MADE AVALIABLE TO INVESTOR ON 28 DEC 2015.
*DANESH MISTRY IS THE CURRENT FUND MANAGER OF TATA DIGITAL INDIA FUNDS DIRECT GROWTH.
*THE FUNDS CURRENTLY HAS AN ASSET UNDER MANAGEMENT (AUM) IS RS 1161CR AND LATEST NAV IS 16 APRIL 2021 IS RS 28.97.
*THE TATA DIGITAL INDIA FUNDS DIRECT GROWTH IS RATED VERY HIGH RISK.
*MINIMUM SIP INVESTMENT IS SET AS RS 150.
*MINIMUM LUMPSUM INVESTMENT IS RS 5000.
*FOR UNIT IS EXCESS OF 12% OF THE INVESTMENT, 1% WILL BE CHARGED FOR REDEMPTION WITHIN 365 DAYS.
TATA IMPLICATIONS :
*THE RETURN ARE TAXED AT 15%,IF YOU REDEEMS ONE YEARS.
*AFTER 1 YEARS YPU ARE REQUIRED TO PAY LTCG TAX OF 10% ON RETURN OF RS 1 LAKHS + IN A FINANCIAL YEAR.
OTHER PLAN OF TATA DIGITAL INDIA FUNDS:
* TATA DIGITAL INDIA FUNDS REGULAR GROWTH
*TATA DIGITAL INDIA FUNDS DIRECT IDCW
* TATA DIGITAL INDIA FUNDS REGULAR IDCW
FUND MANAGERS:
* SAILESH JAIN
*RAHUL SINGH
*MEETA SHETTY
*VENKAT SAMALA
FUNDS DETAIL:
RISK VERY HIGH NAV RS 28.97
MIN SIP AMOUNT 150RS FUND STARTED 28 DEC 15
EXPENSE RATIO 0.89% FUND SIZE RS 1161CR
RETURN:
1YRS 3YRS 5YRS SINCE INCEPTION
FUNDS RETURN 121.4% 29.7% 22.8% 21.4%
CATEGORY AVRG 117.1% 27.2% 21.0% -
RANK CATEGORY 2 1 1 -
PROS:
*3 YRS RETURN ARE HIGHER THAN CATEGORY AVERAGE RETURN.
*5 YRS RETURN ARE HIGHER THAN CATEGORY AVERAGE
RETURN.
CONS :
*FOUND NOTHING SO FAR
HOLDING ANALYSIS:
* EQUITY FUNDS 94.6%
* CASH FUNDS 5.4%
TOTAL SECURITIES TOP 5 TOP 20
29 56% 91%
P/E P/B TURNOVER
30.13 5.84 29%
EQUITY SECTOR ALLOCATION:
* SERVICE 9.8%
* OTHERS 6.4%
* TECHNOLOGY 83.7%
TOP HOLDING:
NAME SECTOR INSTRUMENT %ASSET
INFOSYS TECHNOLOHY EQUITY 23.4%
TATA SONSULTANCY ,, ,, 11.5%
HCL ,, ,, 9.3%
TECH MAHINDRA ,, ,, 6.1%
WIPRO ,, ,, 4.8%
INTERESTED PEOPLE PLEASE CLICK BELOW LINK AND INVESTMENT IN TATA DIGITAL MUTUAL FUNDS
https://groww.app.link/refe/m-
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