Tata Digital India Fund - Direct Plan - Growth Option
code 135800 Sectoral/Thematic direct plan · growth NAVs 2015-12-29 to 2026-11-09
Growth of ₹10,000 vs benchmark
From 2015-12-29, common dates. Scroll or drag to zoom.
Drawdown
Rolling 3-year CAGR
Returns
| period | fund | fund* | benchmark* | fund − benchmark* | from → to |
|---|---|---|---|---|---|
| 1M | 8.03% | -9.87% | -11.55% | 1.68% | 2026-10-09 → 2026-11-09 |
| 3M | -0.75% | 1.86% | 2.67% | -0.80% | 2026-08-07 → 2026-11-09 |
| 6M | 7.36% | 2.01% | -5.51% | 7.52% | 2026-05-08 → 2026-11-09 |
| 1Y | -7.08% | -12.55% | -16.02% | 3.47% | 2025-11-07 → 2026-11-09 |
| 3Y | 6.70% | 3.54% | -2.46% | 6.00% | 2023-11-09 → 2026-11-09 |
| 5Y | 3.34% | 2.19% | -2.80% | 4.99% | 2021-11-09 → 2026-11-09 |
| 7Y | 17.79% | 16.38% | 11.13% | 5.26% | 2019-11-08 → 2026-11-09 |
| 10Y | 18.68% | 17.12% | 12.67% | 4.45% | 2016-11-09 → 2026-11-09 |
| since inception | 15.94% | 15.15% | 10.93% | 4.21% | 2015-12-29 → 2026-11-09 |
Absolute under 1 year, CAGR from 1 year. * Common dates only.
Calendar years
| year | 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 |
|---|---|---|---|---|---|---|---|---|---|---|
| fund | -4.36% | 21.81% | 26.98% | 9.38% | 57.40% | 77.28% | -22.00% | 33.81% | 32.37% | -8.60% |
| benchmark | -5.34% | 14.53% | 26.11% | 10.99% | 58.08% | 62.35% | -24.46% | 26.30% | 24.42% | -10.44% |
Rolling returns
| length | periods | average | median | worst | best | % positive | % beating benchmark |
|---|---|---|---|---|---|---|---|
| 1 year | 2,399 | 22.13% | 13.93% | -24.91% | 139.49% | 69% | 77% |
| 3 years | 1,906 | 22.29% | 20.35% | 3.31% | 46.51% | 100% | 95% |
| 5 years | 1,414 | 24.48% | 25.37% | 1.73% | 37.61% | 100% | 100% |
Risk and risk-adjusted return
| 3 years 2023-11 – 2026-10 | 5 years 2021-11 – 2026-10 | 10 years 2016-11 – 2026-10 | |
|---|---|---|---|
| CAGR | 7.04% | 3.78% | 18.12% |
| volatility | 22.12% | 20.46% | 20.66% |
| max drawdown | -33.27% | -33.27% | -33.27% |
| downside deviation | 15.59% | 14.88% | 12.50% |
| Sharpe ratio | 0.15 | 0.00 | 0.65 |
| Sortino ratio | 0.21 | 0.01 | 1.08 |
| Calmar ratio | 0.21 | - | - |
| alpha (annualised) | - | - | - |
| beta | - | - | - |
| R² | - | - | - |
| tracking error | - | - | - |
| information ratio | - | - | - |
| up / down capture | - | - | - |
| Treynor ratio | - | - | - |
36 months: benchmark lacks some months of the window: no relative metrics
60 months: benchmark lacks some months of the window: no relative metrics
120 months: benchmark lacks some months of the window: no relative metrics
Sector/theme fund: not ranked. Compare with its benchmark above.