Fund has been able to generate better returns compared to other funds in the same category
Less expense ratio implies better returns over the long term
Fund has been able to generate better price return than bank FD
Total holdings with red flags is insignificant
Expense RatioExpense Ratio | No LabelNo Label | No LabelNo Label |
---|---|---|
0.35 | 46.85 | 2.06 |
No LabelNo Label | No LabelNo Label | No LabelNo Label |
---|---|---|
1.43 | 50.97 | 1.30 |
PlanPlan | Lock inLock in | Exit LoadExit Load |
---|---|---|
Growth | 0 yrs | 0.25% |
SIP Inv.SIP Inv. | Min. LumpsumMin. Lumpsum |
---|---|
Allowed | ₹ 5,000 |
BenchmarkBenchmark |
---|
NIFTY IT - TRI |
Sectoral Funds - Technology are equity schemes that majorly invest in technology related companies It will give exposure to entire technology sector which comprised a wide range of involved in development and manufacturing of technology.
Returns
Scheme
Ratios
Mutual Fund | 1Y Returns1Y Returns | 3Y CAGR3Y CAGR | Life CAGRLife CAGR |
---|---|---|---|
Tata Digital India Fund | 45.03% | 12.15% | 22.70% |
ICICI Pru Technology Fund | 39.22% | 10.17% | 23.58% |
Aditya Birla SL Digital India Fund | 33.85% | 11.38% | 23.01% |
SBI Technology Opp Fund | 38.34% | 13.45% | 22.31% |
Actual
Target
Dec 2023
Mar 2024
Jun 2024
Aug 2024
Dec 2023
Mar 2024
Jun 2024
Aug 2024
Dec 2023
Mar 2024
Jun 2024
Aug 2024
Equity
Others
Holdings
21.39 %
Holdings
11.10 %
Holdings
9.71 %
Established in 1994, Tata Asset Management Private Limited has a track record of more than 25 years in investment management. Tata Asset Management Private Limited manages investments of Tata Mutual Fund.
No.of Schemes
71
Total AUM
₹ 1,88,784.79 Cr.
Meeta Shetty
AUM: ₹23,625.82 Cr.
|
Exp: 12yrs
Bachelor in Economics, CFA
Data not available
Manager Performance (0)
Gains are treated as short-term capital gains and taxed at 20%
Gains are treated as long-term capital gains and taxed at 12.5%
Investment frequency
Monthly
One Time
Monthly Investment Amt. (₹)
Investment period (years)
You make
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Returns
Fund has been able to generate better returns compared to other funds in the same category