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Tata Digital India Fund-Regular Plan-Growth is an equity scheme managed by Tata Mutual Fund. Over rolling three-year windows since inception, investors earned a median compounded return of 14.30%, with the bottom and top quartiles at 11.25% and 19.19% respectively. It has ranked in the top half of its category for 3 of the last 10 reported years. Risk-adjusted return (Sharpe ratio) is 0.00. The total expense ratio is 1.79% on assets of ₹9,697Cr. The fund is currently managed by Meeta Shetty, appointed within the last year.
Lower is better.
This scheme classifies as Large-Blend on the 3x3 equity style box, with 76% of its portfolio classified as of 2026-04-30.
| Holding | Sector |
|---|
| Window | Min | P25 | Median |
|---|
Point-in-time CAGRs cherry-pick a single start date. The chart below shows the distribution of every possible rolling start over the fund's history, so you see the range of investor outcomes — not just one date's number.
Backtested SIP outcomes across both rolling-window scenarios and named historical stress events (COVID, Election uncertainty, Russia/Ukraine, etc.), plus per-manager alpha during their tenure on this scheme.
Same fund, monthly SIPs over rolling 1/3/5-year windows.
| Scheme | AMC | AUM | TER | 3Y |
|---|
Mutual fund investments are subject to market risks. Read all scheme-related documents carefully. Past performance is not indicative of future results. MintByte is an AMFI-registered Mutual Fund Distributor (ARN-314872) and APMI member (APRN-01658). MintByte does not issue buy/sell recommendations on specific securities — the site is an educational data and analytics platform. Star ratings on this page reflect a 3-year category-quartile position computed in-house and are educational only.
Mutual fund schemes are subject to market risk. Read all scheme-related documents carefully before investing. Past performance is not indicative of future results. MintByte is an AMFI-registered mutual fund distributor (ARN-314872). MintByte does not issue buy/sell recommendations on specific securities — the site is an educational data and analytics platform. Not investment advice. Methodology · How we earn.
In-house derivations using 3-year daily NAV vs benchmark. See methodology.
| Weight |
|---|
| Persistent Systems Ltd | Technology | 2.95% |
| Swiggy Pvt Ltd | Consumer Cyclical | 1.39% |
| Billionbrains Garage Ventures Limited | Financial Services | 0.64% |
| Coforge Limited | Technology | 0.55% |
| Pine Labs Limited | Technology | 0.38% |
| Sector | Holdings | Weight |
|---|---|---|
| IT - Software | 2 | 59.23% |
| Retailing | 1 | 7.66% |
| Telecom - Services | 2 | 5.59% |
| Financial Technology (Fintech) | 1 | 4.14% |
| IT - Services | 4 | 3.13% |
| Commercial Services & Supplies | 3 | 2.85% |
| Leisure Services | 3 | 1.55% |
| Consumer Durables | 1 | 1.49% |
| Electrical Equipment | 2 | 1.05% |
| Industrial Products | 1 | 0.87% |
| Transport Services | 1 | 0.80% |
| IT - Hardware | 1 | 0.77% |
| Capital Markets | 1 | 0.64% |
| Auto Components | 1 | 0.53% |
| Other Consumer Services | 1 | 0.11% |
Active bets vs the average Equity fund. Biggest deviations shown first.
Accent bar = fund's actual sector weight. Vertical black tick = category average for the same sector. Green overlay = overweight, dashed red = underweight. The biggest active bets show first.
How crowded into the same stocks is this fund vs the largest fund in its category?
Category leader = highest-AUM scheme in the same SEBI category. A high overlap-of-weight number means the fund is concentrated into the same names as the leader (crowded); a low one means it's genuinely differentiated.
| P75 |
|---|
| Max |
|---|
| Positive % |
|---|
| 1Y | -24.33% | -9.18% | 12.53% | 39.00% | 117.99% | 63.5% |
| 3Y | 2.38% | 11.25% | 14.30% | 19.19% | 33.76% | 100.0% |
| 5Y | 6.03% | 9.26% | 17.84% | 21.37% | 28.82% | 100.0% |
Each cell is one year. Q1 = top quartile within the AMFI category for that period. Cell label is the last two digits of the year.
Top-10 weight 5.9% means the portfolio is broad — even the top names don't dominate. Effective-N is the inverse Herfindahl index — a measure of "how many positions effectively drive the fund" after weighting. Category: Equity.
Compounding maths on a notional ₹10 lakh lumpsum at 12% gross annual return. Green bar is what you'd have without the fee; red overlay is the fee drag. Fee is constant in this scenario — actual outcomes depend on real returns and any future TER changes.
Each row is a back-tested SIP — monthly contribution over the regime's duration, no fees adjustment beyond NAV-baked TER. XIRR is the annualised IRR of those cashflows; Abs return is the absolute cash-on-cash; Max DD is the deepest drawdown experienced mid-investment. Past performance is not indicative of future results.
Alpha is the annualised excess return vs benchmark over the manager's tenure on this scheme. Beat-benchmark = total return beat the index over the same window.
Does the fund get worse as it gets bigger? Each dot is one historical manager-tenure: AUM at tenure-end vs alpha delivered during that tenure.
Correlation is too weak to confirm or rule out capacity-driven alpha decay. Re-evaluate as more manager-tenure data accumulates.
Each dot is one manager-tenure: X = AUM at tenure end, Y = alpha during that tenure. Connecting line in chronological order. Pearson r measures the linear relationship between AUM and alpha across the historical record. n = 2 data points.
| 5Y |
|---|
| Star |
|---|
| SBI TECHNOLOGY OPPORTUNITIES FUND - REGULAR PLAN - GROWTH | SBI Mutual Fund | ₹4,240 Cr | 1.89% | +9.21% | +10.19% | 5★ |
| Aditya Birla Sun Life Digital India Fund - Growth - Regular Plan | Aditya Birla Sun Life Mutual Fund | ₹3,799 Cr | 3.11% | +6.02% | +6.99% | 4★ |
| quant Teck Fund - Growth Option - Regular Plan | Quant Mutual Fund | ₹232 Cr | 3.08% | — | — | 2★ |
| Edelweiss Technology Fund - Regular Plan - Growth | Edelweiss Mutual Fund | ₹691 Cr | 2.35% | — | — | 3★ |
| Kotak Technology Fund - Regular Plan - Growth Option | Kotak Mahindra Mutual Fund | ₹526 Cr | 2.60% | — | — | 1★ |
| Invesco India Technology Fund - Regular Plan - Growth | Invesco Mutual Fund | ₹291 Cr | 2.40% | — | — | 3★ |
| WhiteOak Capital Digital Bharat Fund Regular Plan Growth | WhiteOak Capital Mutual Fund | ₹405 Cr | 2.63% | — | — | 2★ |
| Motilal Oswal Digital India Fund - Regular Plan- Growth | Motilal Oswal Mutual Fund | ₹754 Cr | 2.72% | — | — | 1★ |
| LIC MF Technology Fund-Regular Plan-Growth | LIC Mutual Fund | ₹82 Cr | 2.21% | — | — | — |