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Tata Digital India Fund-Direct 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 16.00%, with the bottom and top quartiles at 12.89% and 21.13% respectively. It has ranked in the top half of its category for 0 of the last 2 reported years. The total expense ratio is 0.60% 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 94% of its portfolio classified as of 2026-05-29.
| 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.
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 |
|---|
| INFOSYS LIMITED | Technology | 17.62% |
| TATA CONSULTANCY SERVICES LIMITED | Technology | 12.54% |
| TECH MAHINDRA LIMITED | Technology | 9.29% |
| BHARTI AIRTEL LIMITED | Communication Services | 4.61% |
| WIPRO LIMITED | Technology | 4.43% |
| HCL TECHNOLOGIES LIMITED | Technology | 3.83% |
| PB FINTECH LIMITED | Financial Services | 3.30% |
| Persistent Systems Ltd | Technology | 2.95% |
| FIRSTSOURCE SOLUTIONS LIMITED | Technology | 1.93% |
| CYIENT LIMITED | Industrials | 1.67% |
| DIXON TECHNOLOGIES (INDIA) LIMITED | Technology | 1.49% |
| Swiggy Pvt Ltd | Consumer Cyclical | 1.39% |
| SONATA SOFTWARE LIMITED | Technology | 1.37% |
| MPHASIS LIMITED | Technology | 1.18% |
| BIRLASOFT LIMITED | Technology | 1.14% |
| MASTEK LIMITED | Technology | 1.01% |
| TATA COMMUNICATIONS LIMITED | Communication Services | 0.98% |
| CARTRADE TECH LIMITED | Consumer Cyclical | 0.94% |
| TBO TEK LIMITED | Consumer Cyclical | 0.92% |
| CUMMINS INDIA LIMITED | Industrials | 0.87% |
| ZENSAR TECHNOLOGIES LIMITED | Technology | 0.80% |
| DELHIVERY LIMITED | Industrials | 0.80% |
| NETWEB TECHNOLOGIES INDIA LIMITED | Technology | 0.77% |
| RATEGAIN TRAVEL TECHNOLOGIES LIMITED | Technology | 0.62% |
| ECLERX SERVICES LIMITED | Technology | 0.61% |
| Sector | Holdings | Weight |
|---|---|---|
| Information Technology | — | 31.56% |
| Consumer Services | — | 4.66% |
| Telecommunication | — | 2.79% |
| Financial Services | 1 | 2.39% |
| Services | — | 1.83% |
| Capital Goods | — | 0.96% |
| Consumer Durables | — | 0.74% |
| Automobile and Auto Components | — | 0.27% |
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.
| P75 |
|---|
| Max |
|---|
| Positive % |
|---|
| 1Y | -23.05% | -7.88% | 14.13% | 40.91% | 121.53% | 65.3% |
| 3Y | 3.87% | 12.89% | 16.00% | 21.13% | 35.95% | 100.0% |
| 5Y | 7.56% | 10.85% | 19.58% | 23.20% | 30.77% | 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 62.2% means concentration is in line with most actively-managed Indian equity funds. 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.
What an investor SIPping into this fund actually got during named market shocks.
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.