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Tata Digital India Fund

Tata Digital India Fund

Fund Overview

AUM (Fund size) ₹11,794 Cr
Exit load 0.25%
Lock-in Period Nil
Age 9 yrs 11 m since Dec 04, 2015
Benchmark NIFTY IT TRI
Min. investment SIP: ₹3000 & Lumpsum: ₹10000
Expense ratio 1.68% as on Oct 31, 2025
Plan type Regular
Risk Very High
Short term capital gains (STCG) Returns taxed at 20% if you redeem before 1 year
Long term capital gains (LTCG) After 1 year, returns above ₹1.25 lakh in a financial year are taxed at 12.5%

Peer Comparison

Fund Name 1M 6M 1Y 3Y 5Y 10Y
Tata Digital India Fund 1.88% 1.13% -10.47% 12.89% 18.04% N.A.
Franklin India Technology Fund 0.8% 5.74% -2.24% 21.55% 16.99% 16.79%
Aditya Birla Sun Life Digital India Fund 2.36% 3.95% -5.49% 12.7% 17.38% 17.17%
ICICI Prudential Technology Fund 1.63% 3.37% -4.08% 13.1% 18.2% 17.44%
Fund Name Std. deviation Beta Sharpe Sortino
Tata Digital India Fund 17.30 0.87 0.47 0.80
Franklin India Technology Fund 16.34 0.75 0.98 1.78
Aditya Birla Sun Life Digital India Fund 16.63 0.84 0.46 0.82
ICICI Prudential Technology Fund 16.47 0.83 0.51 0.87
Fund Name AUM Fund Age Expense Ratio
Tata Digital India Fund 11,794 Cr 9 yrs 11 m 1.68%
Franklin India Technology Fund 1,951 Cr 27 yrs 3 m 2.1%
Aditya Birla Sun Life Digital India Fund 4,747 Cr 25 yrs 11 m 1.89%
ICICI Prudential Technology Fund 15,272 Cr 25 yrs 10 m 1.74%

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Mutual Fund AUM 1Y Returns 5Y Returns
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