Tata Digital India Fund Direct Growth

Scheme code: INF277K01Z77 NAV value: ₹ 51.8322 NAV date: 7 May, 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 -4.5637.5315.5931.75
3 year 6.2833.3215.7923.56
5 year 3.5426.0213.527.03
7 year 3.3315.6211.7124.11
10 year 3.4917.2210.6
12 year 3.0716.1710.84
15 year 6.9515.6610.88
NIFTY 100
Duration Min (%) Max (%) Average return (%) Fund's return (%)
1 year -6.144.0217.8531.75
3 year 6.5632.1215.8923.56
5 year 3.6726.213.3427.03
7 year 3.815.4211.8924.11
10 year 3.81811.04
12 year 3.6316.8611.23
15 year 7.0116.3611.2
NIFTY 200
Duration Min (%) Max (%) Average return (%) Fund's return (%)
1 year -6.4946.3719.1731.75
3 year 7.6833.3717.2923.56
5 year 3.427.6313.827.03
7 year 3.7616.0112.1124.11
10 year 3.5616.9410.91
12 year 3.3116.5411.04
15 year 6.5616.4210.97
NIFTY 500
Duration Min (%) Max (%) Average return (%) Fund's return (%)
1 year -7.6947.7519.7831.75
3 year 8.0434.4618.2723.56
5 year 3.3728.6414.2127.03
7 year 3.9716.4212.4124.11
10 year 3.5317.7211.22
12 year 3.116.9711.31
15 year 6.6816.9611.22

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 4.9711.64
3 year 7.3110.18
5 year 7.4815.11
7 year 6.3913.16
NIFTY 100
Duration Average return (%) Fund's return (%)
1 year 5.2711.64
3 year 7.4810.18
5 year 7.4615.11
7 year 6.4113.16
NIFTY 200
Duration Average return (%) Fund's return (%)
1 year 5.6211.64
3 year 8.2410.18
5 year 7.8815.11
7 year 6.6213.16
NIFTY 500
Duration Average return (%) Fund's return (%)
1 year 5.6711.64
3 year 8.7210.18
5 year 8.2315.11
7 year 6.8213.16

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%