Tata Digital India Fund Direct Growth

Scheme code: INF277K01Z77 NAV value: ₹ 44.0935 NAV date: 19 March, 2026 TER: 0.53%

Fund option: Direct Fund type: Growth

Asset class: Equity Asset category: Sectoral/Thematic

Rolling returns

Summary

Duration	Min (%)	Max (%)	Median (%)	Average return (%)	Category average return (%)
1 year	-25.02	139.49	16.57	24.19	13.63
3 year	3.88	46.56	22.07	23.41	18.78
5 year	9.06	37.63	26.13	26.29	15.46
7 year	15.94	29.92	22.12	23.12	13.55
10 year	16.09	19.25	18.48	18.04	14.92

Comparison vs benchmark returns

Index

Metrics

NIFTY 50

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-7.02	20.62	5.61	24.19
3 year	6.28	30.95	15.04	23.41
5 year	8.38	26.02	14.22	26.29
7 year	10.18	15.62	12.93	23.12
10 year	11.42	12.93	12.18	18.04
15 year	-5.65	15.88	6.78

NIFTY 100

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-8.47	19.78	4.49	24.19
3 year	6.56	19.64	13.57	23.41
5 year	9.22	12.29	10.75	26.29

NIFTY 200

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-8.39	20.91	4.75	24.19
3 year	7.68	21.49	15.06	23.41
5 year	10.37	13.5	11.93	26.29

NIFTY 500

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-8.47	20.67	4.16	24.19
3 year	8.04	32.03	17.81	23.41
5 year	8.18	28.64	15.34	26.29
7 year	10.64	16.42	13.77	23.12
10 year	12.56	14.06	13.31	18.04

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 (%)

Comparison vs benchmark returns

Index	Metrics

SIP return for 1 year

- Total Invested Amount: ₹12,00,000 - Final Portfolio Value: ₹12,97,259 - Absolute Returns: ₹97,259 - CAGR: %

SIP return for 3 year

- Total Invested Amount: ₹36,00,000 - Final Portfolio Value: ₹49,71,681 - Absolute Returns: ₹13,71,681 - CAGR: %

SIP return for 5 year

- Total Invested Amount: ₹60,00,000 - Final Portfolio Value: ₹1,13,07,606 - Absolute Returns: ₹53,07,606 - CAGR: %

SIP return for 7 year

- Total Invested Amount: ₹84,00,000 - Final Portfolio Value: ₹1,91,52,112 - Absolute Returns: ₹1,07,52,112 - CAGR: %

SIP return for 10 year

- Total Invested Amount: ₹1,20,00,000 - Final Portfolio Value: ₹3,38,05,616 - Absolute Returns: ₹2,18,05,616 - CAGR: %

Drawdown Metrics

Max Drawdown

-32.34 %

Drawdown Duration

15 months

Avg Drawdown

-8.74 %

Calmar Ratio by Duration

1 Y

0.7481

3 Y

0.724

5 Y

0.813

7 Y

0.715

10 Y

0.5579

Benchmark Comparison

vs NIFTY 50

Duration	Alpha	Beta	Upside Capture	Downside Capture	Fund CAGR	Benchmark CAGR
1 year	-15.66	1.00	94.8	117.8	-11.66 %	4.00 %
3 years	-2.60	0.94	97.3	100.0	8.39 %	11.28 %
5 years	-0.15	0.92	96.4	94.8	9.06 %	9.44 %
7 years	6.36	0.77	86.3	78.4	16.12 %	10.74 %
10 years	5.46	0.74	82.3	74.1	16.09 %	12.06 %
12 years	4.25	0.74	82.3	74.0	13.35 %	10.00 %
15 years	2.99	0.74	82.3	74.0	10.54 %	7.92 %