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Tata Digital India Fund Review

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Tata Digital India Fund

In this article, we are going to review the “Tata Digital India Fund ‘’.  Tata Digital India Fund majorly invests in equity and equity related instruments. They mainly invest in Information technology companies.  

Age of the Fund:  

The fund was launched on 28th December 2015. Despite being relatively new, the fund was created to suit the demand of the investors to get better returns.  

Risk and Return of the Fund:  

Every fund comes with its own considerable risk. The risk associated with these funds is very high and suitable for those investors, who have advanced knowledge of macro trends and prefer to take the selective bets for higher returns compared to other equity funds. Overall, it has performed well compared to the Nifty 50 benchmark.  

tata digital india fund Review

 

Sources: (Money Control)  

Expense Ratio of Tata Digital India Fund Review:   

Every fund charged a certain amount of fees for the management. It is the money to be paid to the fund manager, expense related to maintenance as well as the marketing cost of the fund. Lower the fees better will be the returns. The expense ratio of this fund is 1.08%. Let’s look at the expense ratio of other funds: 
 

Fund Name   Expense Ratio 
Sundaram Select Thematic Funds Financial Services Opportunities   2.82% 
Taurus Banking and Financial Services Fund – Growth  2.46% 
SBI Banking & Financial Services Fund  2.44% 
Baroda Banking and Financial Services Fund   1.72% 

Top Holding of the Firm:  

Let’s look at the top holding of the firm.  

Company  Sector 
Infosys Ltd   Computer Software 
TCS LTD   Software  
HCL Technology   Computer Software  
Tech Mahindra Ltd  Software- Telecom 
Wipro LTD   Computer Software  

 

Thinking about Investments. Click here to know what is the right investment for you

*Mutual fund investments are subject to market risks. Please read the scheme information and other related documents carefully before investing.

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