Tata Digital India Fund Direct Reinvestment of Income Distribution cum Capital Withdrawal is an equity fund. This fund was started on 28 December, 2015. The fund is managed by Meeta Shetty. The fund could potentially beat inflation in the long-run.
Expense ratio | 0.31% |
Benchmark | S&P BSE IT |
AUM | ₹9711 Cr |
Inception Date | 28 December, 2015 |
Min Lumpsum/SIP | ₹5000/₹100 |
Exit Load | 0.25% |
Lock In | No Lock-in |
TurnOver | 22.29% |
Size breakup
Tata Digital India Fund Direct Reinvestment of Income Distribution cum Capital Withdrawal | Absolute Returns | CAGR Returns |
1 Month Returns | -1.38% | -1.38% |
6 Month Returns | 19.06% | 19.06% |
1 Year Returns | 40.92% | 40.92% |
3 Years Returns | 66.97% | 18.64% |
5 Years Returns | 193.38% | 24.02% |
Fund Name | Alpha 1 Year | Alpha 3 Years | Alpha 5 Years |
Tata Digital India Fund Direct Reinvestment of Income Distribution cum Capital Withdrawal | 12.11 | 6.66 | 5.5 |
Fund Name | Beta 1 Year | Beta 3 Years | Beta 5 Years |
Tata Digital India Fund Direct Reinvestment of Income Distribution cum Capital Withdrawal | 0.85 | 0.87 | 0.9 |
Fund Name | Sharpe Ratio 1 Year | Sharpe Ratio 3 Years | Sharpe Ratio 5 Years |
Tata Digital India Fund Direct Reinvestment of Income Distribution cum Capital Withdrawal | 1.83 | 0.77 | 0.93 |
Fund Name | Standard Deviation 1 Year | Standard Deviation 3 Years | Standard Deviation 5 Years |
Tata Digital India Fund Direct Reinvestment of Income Distribution cum Capital Withdrawal | 14.09 | 18.51 | 21.02 |