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Expense RatioExpense Ratio | No LabelNo Label | No LabelNo Label |
---|---|---|
0.07 | — | 2.14 |
No LabelNo Label | No LabelNo Label | No LabelNo Label |
---|---|---|
0.52 | — | 1.37 |
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 Payout) | 38.00% | — | 16.00% |
ICICI Pru Nifty 100 Low Volatility 30 ETF FOF(IDCW) | 26.18% | 13.15% | 16.78% |
Mirae Asset Equity Allocator FoF(IDCW) | 26.76% | 12.44% | 22.95% |
Nippon India Nifty Next 50 Junior BeES FoF-(IDCW) | 46.61% | 15.55% | 17.56% |
Actual
Target
Mar 2024
Jun 2024
Sep 2024
Oct 2024
Mar 2024
Jun 2024
Sep 2024
Oct 2024
Mar 2024
Jun 2024
Sep 2024
Oct 2024
Others
Holdings
99.87 %
Holdings
0.13 %
Holdings
0.00 %
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
74
Total AUM
₹ 1,98,343.07 Cr.
Meeta Shetty
AUM: ₹23,367.63 Cr.
|
Exp: 12yrs
Bachelor in Economics, CFA
Data not available
Manager Performance (0)
Investment frequency
Monthly
One Time
Monthly Investment Amt. (₹)
Investment period (years)
You make
Invested period < 2 years
Gains are added to taxable income and taxed according to the individual’s income tax slab
Invested period > 2 years(Investments before 1st April 2023)
Gains are treated as long-term capital gains and taxed at 12.5%
Invested period > 2 years(Investments from 1st April 2023 redeemed till 31st March 2025)
Gains are added to taxable income and taxed according to the individual’s income tax slab
Invested period > 2 years(Investments from 1st April 2023 redeemed after 31st March 2025)
Gains are treated as long-term capital gains and taxed at 12.5%