Insufficient Data
Less expense ratio implies better returns over the long term
Insufficient Data
Total holdings with red flags is insignificant
Expense RatioExpense Ratio | No LabelNo Label | No LabelNo Label |
---|---|---|
0.07 | — | 2.59 |
No LabelNo Label | No LabelNo Label | No LabelNo Label |
---|---|---|
0.51 | — | 2.66 |
PlanPlan | Lock inLock in | Exit LoadExit Load |
---|---|---|
IDCW | 0 yrs | 1.00% |
SIP Inv.SIP Inv. | Min. LumpsumMin. Lumpsum |
---|---|
Allowed | ₹ 5,000 |
BenchmarkBenchmark |
---|
Nifty India Digital - TRI |
FoFs (Domestic) - Equity Oriented invest majorly invest in equity mutual funds. These funds have more than 65% of total investment corpus in the equity and equity-related instruments.
Returns
Scheme
Ratios
Mutual Fund | 1Y Returns1Y Returns | 3Y CAGR3Y CAGR | Life CAGRLife CAGR |
---|---|---|---|
Tata Nifty India Digital ETF FoF(IDCW) | 44.77% | — | 18.63% |
ICICI Pru Nifty 100 Low Volatility 30 ETF FOF(IDCW) | 43.18% | 17.22% | 21.28% |
Mirae Asset Equity Allocator FoF(IDCW) | 37.93% | 17.07% | 26.19% |
Nippon India Nifty Next 50 Junior BeES FoF-(IDCW) | 68.63% | 22.00% | 20.48% |
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
Others
Holdings
97.83 %
Holdings
2.32 %
Holdings
-0.15 %
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
₹ 1,87,284.00 Cr.
Meeta Shetty
AUM: ₹23,625.82 Cr.
|
Exp: 12yrs
Bachelor in Economics, CFA
Data not available
Manager Performance (0)
Gains are added to taxable income and taxed according to the individual’s income tax slab
Gains are treated as long-term capital gains and taxed at 12.5%
Gains are added to taxable income and taxed according to the individual’s income tax slab
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
Episode 5 - Tata Nifty India Digital ETF Fund
3 months ago•Tata Mutual Fund
Episode 5 - Tata Nifty India Digital ETF Fund
3 months ago•Tata Mutual Fund
Own a Piece of Digital
2 years ago•Tata Mutual Fund
Presenting Tata Nifty India Digital ETF Fund of Fund
2 years ago•Tata Mutual Fund
Presenting Tata Nifty India Digital ETF Fund of Fund
2 years ago•Tata Mutual Fund
NFO Alert! Tata Nifty India Digital ETF Fund of Fund
2 years ago•Tata Mutual Fund
Aim to increase the technology quotient of your investments
2 years ago•Tata Mutual Fund
Digital transformation - Newspaper Vs. News App
2 years ago•Tata Mutual Fund
Streaming Services have Redefined Entertainment
2 years ago•Tata Mutual Fund
Digital transformation is changing the world around us
2 years ago•Tata Mutual Fund
Returns
Insufficient Data