Tata Digital India Fund Direct Growth

Scheme code: INF277K01Z77 NAV value: ₹ 48.8451 NAV date: 15 April, 2025
Fund option: Direct Fund type: Growth
Asset class: Equity Asset category: Sectoral/Thematic

Rolling returns

Summary

Duration Min (%) Max (%) Average return (%) Category average return (%)
1 year-0.0256.7631.7529.45
3 year5.5945.5523.5621.23
5 year17.7738.2327.0315.79
7 year17.6730.1724.1114.27

Comparison vs benchmark returns

Index Metrics
NIFTY 50
Duration Min (%) Max (%) Average return (%) Fund's return (%)
1 year -4.5637.5317.4331.75
3 year 6.2833.3215.5723.56
5 year 0.7426.0212.9127.03
7 year 3.3315.6211.6424.11
10 year 3.4917.2210.65
12 year 3.0716.1710.8
15 year 6.9515.6610.87
NIFTY 100
Duration Min (%) Max (%) Average return (%) Fund's return (%)
1 year -6.144.0220.931.75
3 year 6.5632.1215.6623.56
5 year 126.212.7527.03
7 year 3.815.4211.8424.11
10 year 3.81811.09
12 year 3.6316.8611.19
15 year 7.0116.3611.19
NIFTY 200
Duration Min (%) Max (%) Average return (%) Fund's return (%)
1 year -6.4946.3722.6731.75
3 year 7.6833.371723.56
5 year 0.7127.6313.1527.03
7 year 3.7616.0112.0424.11
10 year 3.5616.9410.94
12 year 3.3116.5410.99
15 year 6.5616.4210.95
NIFTY 500
Duration Min (%) Max (%) Average return (%) Fund's return (%)
1 year -7.6947.7523.7931.75
3 year 8.0434.4617.9823.56
5 year 0.6928.6413.5327.03
7 year 3.9716.4212.3524.11
10 year 3.5317.7211.24
12 year 3.116.9711.25
15 year 6.6816.9611.2

Rolling return for 1 year

- Average return: 31.75% - Median return: 35.93% - Average standard deviation: 6.32

Rolling return for 3 year

- Average return: 23.56% - Median return: 24.55% - Average standard deviation: 2.37

Rolling return for 5 year

- Average return: 27.03% - Median return: 26.64% - Average standard deviation: 1.3

Rolling return for 7 year

- Average return: 24.11% - Median return: 24.3% - Average standard deviation: 0.79

SIP rolling returns

Summary

If you invest ₹1 lakh per month in this fund through SIP, here are the estimated returns over different timeframes.
Duration Invested amount Final value Return CAGR (%)
1 year12,00,00013,39,6401,39,64011.64
3 year36,00,00048,15,43212,15,43210.18
5 year60,00,0001,21,23,29561,23,29515.11
7 year84,00,0001,99,57,0191,15,57,01913.16

Comparison vs benchmark returns

Index Metrics
NIFTY 50
Duration Average return (%) Fund's return (%)
1 year 5.8311.64
3 year 7.3510.18
5 year 7.2815.11
7 year 6.3613.16
NIFTY 100
Duration Average return (%) Fund's return (%)
1 year 6.7911.64
3 year 7.5110.18
5 year 7.2515.11
7 year 6.3813.16
NIFTY 200
Duration Average return (%) Fund's return (%)
1 year 7.2611.64
3 year 8.2510.18
5 year 7.6415.11
7 year 6.5813.16
NIFTY 500
Duration Average return (%) Fund's return (%)
1 year 7.4711.64
3 year 8.7410.18
5 year 7.9715.11
7 year 6.7813.16

SIP return for 1 year

- Total Invested Amount: ₹12,00,000 - Final Portfolio Value: ₹13,39,640 - Absolute Returns: ₹1,39,640 - CAGR: 11.64%

SIP return for 3 year

- Total Invested Amount: ₹36,00,000 - Final Portfolio Value: ₹48,15,432 - Absolute Returns: ₹12,15,432 - CAGR: 10.18%

SIP return for 5 year

- Total Invested Amount: ₹60,00,000 - Final Portfolio Value: ₹1,21,23,295 - Absolute Returns: ₹61,23,295 - CAGR: 15.11%

SIP return for 7 year

- Total Invested Amount: ₹84,00,000 - Final Portfolio Value: ₹1,99,57,019 - Absolute Returns: ₹1,15,57,019 - CAGR: 13.16%