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AMFI Signs Sachin and Dhoni for Mutual Funds Sahi Hai Campaign

Updated on February 17, 2025 , 3261 views

The Association of Mutual Funds (AMFI) announced that they have signed cricketing icons Sachin Tendulkar and M.S Dhoni for their mutual fund sahi hai Campaign. This is happening for the first time that renowned cricketers are being signed to promote the campaign.

Mutual Funds Sahi Hai Campaign- AMFI sings Sachin and Dhoni

As per Nilesh Shah, the chairman of AMFI- Sachin Tendulkar and MS Dhoni evoke unstinted trust and high dependability, and their longer-term orientation in their respective cricketing careers has been akin to retail investors having equally longer-term approach towards investment. Longer-term approach be it, in cricketing career or in Mutual Fund investments can deliver rich dividends be it for cricketers or investors, alike.

Mutual Funds Sahi hai Campaign

Mutual Funds Sahi Hai campaign was started in March 2017 with a motive to create awareness about mutual funds within the investors. With Mutual Funds Sahi hai campaign, AMFI chooses to address various questions and queries people have about mutual funds such as- what is mutual funds, best mutual funds to invest into, how to make a mutual fund investment and how mutual fund gives profit, etc.

The cross-media campaigns made a huge impact on the people. The Mutual Funds Sahi Hai campaign is not only in English, but also in Hindi and other vernacular languages.

With the two icons— Sachin and Dhoni, the upcoming campaigns of Mutual Funds Sahi Hai will grab huge attention amongst people. Also, if you take a glance at cricket, it has many similarities to investment. So, let’s see what cricket teaches about investments in our financial life.

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3 Important Investment Tips to Learn from Cricket

1. Different position, but one goal!

Just like every player has its own skillset — batsman, blower — similarly, every investor has a specific risk appetite. Some investors will have a low risk appetite, while others may be a high.

So picking the mutual funds as per appetite is important. For instance, if you want no-risk funds than Liquid Funds are best suited for you. But, if you are a high-risk taker then Investing in Equity Funds would be ideal. So, pick the best position as per your appetite.

2. Diversify portfolio just like a team player

Just like a cricket team with different players, building an Investment plan with different funds will bring good returns. No investment Portfolio should depend on one or two funds, a well-diversified portfolio will fetch you good profits. Diversifying means to balance the risk in your portfolio.

3. Don’t give up, keep playing!

Cricket needs time, brain and attention. Likewise, while investing, you need to consider many factors like — time, goal, risk, patience. One bad returns in your investment shouldn’t let you down. In fact, strive for long-term returns. Give time for your funds to perform. Stay in the game till the end.

About AMFI

The Association of Mutual Funds in India assists the Indian Mutual Fund Industry to grow professionally and enhances the standards in all areas. AMFI is a one-stop destination for the investors who have any issues or monetary losses concerns about mutual funds.

The Association of Mutual Funds in India focuses on the following objectives:

  • Preserve professional ethical standards in the Mutual Fund Industry
  • Promote efficient business practices and code of conduct followed by the members of Mutual Funds
  • To spread awareness across the country on trustworthy mutual fund investments
  • Protect the interest of investors and Asset Management Companies
  • Take care of the pan India investor awareness programmes to promote the proper understanding of the mutual fund concept
  • To network with SEBI and accomplish their mutual fund’s regulations

Benefits of Mutual Funds

Mutual Funds are currently the most popular investment option amongst investors. It offers many benefits such as -

Affordability

It is one of the important Benefits of Mutual Funds as you can start investing with just Rs. 500 in a SIP. You can invest small amounts regularly for a long-term as part of your Financial goals. This will give you good returns over time. In case if you don't want to do SIP investment, you can opt for the lump sum mode.

Fund Manager

Each mutual fund is managed by a dedicated fund manager. The fund manager decides on buying and selling. So, you don’t have to worry about your investment or Market swings. These fund managers are professionally skilled and they pick the best option to meet the fund’s objective.

Diversification

The fund manager always invests in more than one Asset Class like equities, money market instrument, debts, gold, etc., to spread the risk. This is called diversification. So even if one asset class doesn’t perform, the other can balance the returns to avoid the loss for investors.

Tax Benefits

With ELSS (Equity Linked Saving Schemes) you can obtain tax benefits under Section 80C of the income tax act. Also, as ELSS is an equity-linked scheme, you earn returns from the equity market. As compared to other tax options under Sec 80C, ELSS has the least lock-in, i.e., of three years.

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✅ 2. Complete your Registration and KYC Process

✅ 3. Upload Documents (PAN, Aadhaar, etc.). And, You are Ready to Invest!

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Best Mutual Funds 2025 - 2026

Following are the Best SIP Mutual Funds for 2020:

FundNAVNet Assets (Cr)Min SIP Investment3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2023 (%)
ICICI Prudential Infrastructure Fund Growth ₹169.45
↑ 1.79
₹7,435 100 -7.4-10.64.927.528.127.4
ICICI Prudential Technology Fund Growth ₹203.46
↑ 0.78
₹14,101 100 -0.3-0.211.79.926.825.4
ICICI Prudential Dividend Yield Equity Fund Growth ₹47.56
↑ 0.10
₹4,835 100 -3.1-7.87.120.825.221
SBI Healthcare Opportunities Fund Growth ₹395.721
↓ -2.20
₹3,522 500 -3.21.114.522.425.142.2
TATA Digital India Fund Growth ₹49.5338
↓ -0.13
₹12,465 150 -4-2.611.611.125.130.6
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 19 Feb 25
*List of best mutual funds SIP's having Net Assets/ AUM more than 200 Crore in Equity Category of mutual funds ordered based on 5 year CAGR returns.

1. ICICI Prudential Infrastructure Fund

To generate capital appreciation and income distribution to unit holders by investing predominantly in equity/equity related securities of the companies belonging to the infrastructure development and balance in debt securities and money market instruments.

ICICI Prudential Infrastructure Fund is a Equity - Sectoral fund was launched on 31 Aug 05. It is a fund with High risk and has given a CAGR/Annualized return of 15.6% since its launch.  Ranked 27 in Sectoral category.  Return for 2024 was 27.4% , 2023 was 44.6% and 2022 was 28.8% .

Below is the key information for ICICI Prudential Infrastructure Fund

ICICI Prudential Infrastructure Fund
Growth
Launch Date 31 Aug 05
NAV (19 Feb 25) ₹169.45 ↑ 1.79   (1.07 %)
Net Assets (Cr) ₹7,435 on 31 Jan 25
Category Equity - Sectoral
AMC ICICI Prudential Asset Management Company Limited
Rating
Risk High
Expense Ratio 2.22
Sharpe Ratio 0.64
Information Ratio 0
Alpha Ratio 0
Min Investment 5,000
Min SIP Investment 100
Exit Load 0-1 Years (1%),1 Years and above(NIL)

Growth of 10,000 investment over the years.

DateValue
31 Jan 20₹10,000
31 Jan 21₹10,385
31 Jan 22₹16,659
31 Jan 23₹19,888
31 Jan 24₹30,973
31 Jan 25₹35,717

ICICI Prudential Infrastructure Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹612,552.
Net Profit of ₹312,552
Invest Now

Returns for ICICI Prudential Infrastructure Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 19 Feb 25

DurationReturns
1 Month -5.9%
3 Month -7.4%
6 Month -10.6%
1 Year 4.9%
3 Year 27.5%
5 Year 28.1%
10 Year
15 Year
Since launch 15.6%
Historical performance (Yearly) on absolute basis
YearReturns
2023 27.4%
2022 44.6%
2021 28.8%
2020 50.1%
2019 3.6%
2018 2.6%
2017 -14%
2016 40.8%
2015 2%
2014 -3.4%
Fund Manager information for ICICI Prudential Infrastructure Fund
NameSinceTenure
Ihab Dalwai3 Jun 177.67 Yr.
Sharmila D’mello30 Jun 222.59 Yr.

Data below for ICICI Prudential Infrastructure Fund as on 31 Jan 25

Equity Sector Allocation
SectorValue
Industrials36.99%
Basic Materials18.93%
Financial Services16.99%
Utility10.73%
Energy7.04%
Communication Services1.26%
Consumer Cyclical1.11%
Real Estate0.75%
Asset Allocation
Asset ClassValue
Cash5.59%
Equity93.78%
Debt0.63%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Nov 09 | LT
9%₹615 Cr1,704,683
NTPC Ltd (Utilities)
Equity, Since 29 Feb 16 | 532555
4%₹257 Cr7,710,775
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Dec 16 | ICICIBANK
4%₹255 Cr1,990,000
Shree Cement Ltd (Basic Materials)
Equity, Since 30 Apr 24 | 500387
4%₹246 Cr95,657
JM Financial Ltd (Financial Services)
Equity, Since 31 Oct 21 | JMFINANCIL
3%₹231 Cr17,763,241
↑ 400,000
Adani Ports & Special Economic Zone Ltd (Industrials)
Equity, Since 31 May 24 | ADANIPORTS
3%₹214 Cr1,740,091
InterGlobe Aviation Ltd (Industrials)
Equity, Since 28 Feb 23 | INDIGO
3%₹208 Cr457,106
↓ -30,684
NCC Ltd (Industrials)
Equity, Since 31 Aug 21 | NCC
3%₹207 Cr7,547,700
Kalpataru Projects International Ltd (Industrials)
Equity, Since 30 Sep 06 | KPIL
3%₹202 Cr1,558,301
Reliance Industries Ltd (Energy)
Equity, Since 31 Jul 23 | RELIANCE
3%₹196 Cr1,609,486

2. ICICI Prudential Technology Fund

To generate long-term capital appreciation for you from a portfolio made up predominantly of equity and equity-related securities of technology intensive companies.

ICICI Prudential Technology Fund is a Equity - Sectoral fund was launched on 3 Mar 00. It is a fund with High risk and has given a CAGR/Annualized return of 12.8% since its launch.  Ranked 37 in Sectoral category.  Return for 2024 was 25.4% , 2023 was 27.5% and 2022 was -23.2% .

Below is the key information for ICICI Prudential Technology Fund

ICICI Prudential Technology Fund
Growth
Launch Date 3 Mar 00
NAV (18 Feb 25) ₹203.46 ↑ 0.78   (0.38 %)
Net Assets (Cr) ₹14,101 on 31 Jan 25
Category Equity - Sectoral
AMC ICICI Prudential Asset Management Company Limited
Rating
Risk High
Expense Ratio 1.96
Sharpe Ratio 0.63
Information Ratio 0.21
Alpha Ratio 0.86
Min Investment 5,000
Min SIP Investment 100
Exit Load 0-1 Years (1%),1 Years and above(NIL)

Growth of 10,000 investment over the years.

DateValue
31 Jan 20₹10,000
31 Jan 21₹16,325
31 Jan 22₹25,971
31 Jan 23₹22,408
31 Jan 24₹29,166
31 Jan 25₹34,454

ICICI Prudential Technology Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹584,107.
Net Profit of ₹284,107
Invest Now

Returns for ICICI Prudential Technology Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 19 Feb 25

DurationReturns
1 Month -2.8%
3 Month -0.3%
6 Month -0.2%
1 Year 11.7%
3 Year 9.9%
5 Year 26.8%
10 Year
15 Year
Since launch 12.8%
Historical performance (Yearly) on absolute basis
YearReturns
2023 25.4%
2022 27.5%
2021 -23.2%
2020 75.7%
2019 70.6%
2018 2.3%
2017 19.1%
2016 19.8%
2015 -4%
2014 3.9%
Fund Manager information for ICICI Prudential Technology Fund
NameSinceTenure
Vaibhav Dusad2 May 204.76 Yr.
Sharmila D’mello30 Jun 222.59 Yr.

Data below for ICICI Prudential Technology Fund as on 31 Jan 25

Equity Sector Allocation
SectorValue
Technology71.4%
Communication Services16.22%
Consumer Cyclical4.97%
Industrials2.81%
Health Care0.69%
Financial Services0.5%
Consumer Defensive0.2%
Asset Allocation
Asset ClassValue
Cash2.98%
Equity97.02%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Infosys Ltd (Technology)
Equity, Since 30 Apr 08 | INFY
22%₹3,152 Cr16,768,086
Tata Consultancy Services Ltd (Technology)
Equity, Since 30 Sep 19 | TCS
12%₹1,742 Cr4,254,724
↑ 270,000
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 May 20 | BHARTIARTL
8%₹1,167 Cr7,348,806
↑ 200,000
LTIMindtree Ltd (Technology)
Equity, Since 31 Jul 16 | LTIM
6%₹847 Cr1,515,919
↑ 207,126
HCL Technologies Ltd (Technology)
Equity, Since 30 Sep 20 | HCLTECH
5%₹721 Cr3,758,139
↑ 108,689
Tech Mahindra Ltd (Technology)
Equity, Since 31 Oct 16 | 532755
5%₹713 Cr4,176,250
↑ 391,032
Bharti Airtel Ltd (Partly Paid Rs.1.25) (Communication Services)
Equity, Since 31 Oct 21 | 890157
4%₹547 Cr4,645,340
Wipro Ltd (Technology)
Equity, Since 30 Sep 19 | 507685
3%₹452 Cr14,965,117
↑ 242,399
Zomato Ltd (Consumer Cyclical)
Equity, Since 31 Aug 22 | 543320
3%₹402 Cr14,473,026
↓ -1,085,383
Persistent Systems Ltd (Technology)
Equity, Since 31 May 20 | PERSISTENT
2%₹344 Cr532,687
↓ -17,707

3. ICICI Prudential Dividend Yield Equity Fund

The investment objective of ICICI Prudential Dividend Yield Equity Fund is to provide medium to long term capital gains and/or dividend distribution by investing in a well diversified portfolio of predominantly equity and equity related instruments, which offer attractive dividend yield

ICICI Prudential Dividend Yield Equity Fund is a Equity - Dividend Yield fund was launched on 16 May 14. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 15.6% since its launch.  Ranked 38 in Dividend Yield category.  Return for 2024 was 21% , 2023 was 38.8% and 2022 was 9.2% .

Below is the key information for ICICI Prudential Dividend Yield Equity Fund

ICICI Prudential Dividend Yield Equity Fund
Growth
Launch Date 16 May 14
NAV (19 Feb 25) ₹47.56 ↑ 0.10   (0.21 %)
Net Assets (Cr) ₹4,835 on 31 Jan 25
Category Equity - Dividend Yield
AMC ICICI Prudential Asset Management Company Limited
Rating
Risk Moderately High
Expense Ratio 2.41
Sharpe Ratio 0.65
Information Ratio 1.45
Alpha Ratio 4.75
Min Investment 5,000
Min SIP Investment 100
Exit Load 0-1 Years (1%),1 Years and above(NIL)

Growth of 10,000 investment over the years.

DateValue
31 Jan 20₹10,000
31 Jan 21₹11,169
31 Jan 22₹17,140
31 Jan 23₹18,385
31 Jan 24₹26,656
31 Jan 25₹30,654

ICICI Prudential Dividend Yield Equity Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹570,326.
Net Profit of ₹270,326
Invest Now

Returns for ICICI Prudential Dividend Yield Equity Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 19 Feb 25

DurationReturns
1 Month -2%
3 Month -3.1%
6 Month -7.8%
1 Year 7.1%
3 Year 20.8%
5 Year 25.2%
10 Year
15 Year
Since launch 15.6%
Historical performance (Yearly) on absolute basis
YearReturns
2023 21%
2022 38.8%
2021 9.2%
2020 47.1%
2019 14.1%
2018 -2.9%
2017 -11.9%
2016 40.7%
2015 9.7%
2014 -5.2%
Fund Manager information for ICICI Prudential Dividend Yield Equity Fund
NameSinceTenure
Mittul Kalawadia29 Jan 187.01 Yr.
Sharmila D’mello31 Jul 222.51 Yr.

Data below for ICICI Prudential Dividend Yield Equity Fund as on 31 Jan 25

Equity Sector Allocation
SectorValue
Financial Services29.96%
Consumer Cyclical10.06%
Energy9.03%
Consumer Defensive8%
Utility7.35%
Health Care7.02%
Industrials6.57%
Basic Materials5.59%
Technology5%
Communication Services4.73%
Real Estate1.54%
Asset Allocation
Asset ClassValue
Cash3.06%
Equity94.85%
Debt1.77%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jan 22 | HDFCBANK
8%₹394 Cr2,222,624
ICICI Bank Ltd (Financial Services)
Equity, Since 30 Apr 21 | ICICIBANK
8%₹372 Cr2,905,184
Sun Pharmaceuticals Industries Ltd (Healthcare)
Equity, Since 30 Apr 21 | SUNPHARMA
7%₹335 Cr1,774,051
Maruti Suzuki India Ltd (Consumer Cyclical)
Equity, Since 31 Jan 22 | MARUTI
7%₹311 Cr286,610
NTPC Ltd (Utilities)
Equity, Since 31 Oct 16 | 532555
6%₹273 Cr8,201,022
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Jan 20 | BHARTIARTL
4%₹208 Cr1,312,548
↑ 250,000
Oil & Natural Gas Corp Ltd (Energy)
Equity, Since 31 Dec 21 | 500312
4%₹194 Cr8,094,802
Axis Bank Ltd (Financial Services)
Equity, Since 30 Apr 21 | 532215
4%₹173 Cr1,621,099
Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Aug 21 | LT
3%₹154 Cr428,013
Britannia Industries Ltd (Consumer Defensive)
Equity, Since 31 Jul 23 | 500825
2%₹105 Cr219,613

4. SBI Healthcare Opportunities Fund

(Erstwhile SBI Pharma Fund)

To provide the investors maximum growth opportunity through equity investments in stocks of growth oriented sectors of the economy.

SBI Healthcare Opportunities Fund is a Equity - Sectoral fund was launched on 31 Dec 04. It is a fund with High risk and has given a CAGR/Annualized return of 15.4% since its launch.  Ranked 34 in Sectoral category.  Return for 2024 was 42.2% , 2023 was 38.2% and 2022 was -6% .

Below is the key information for SBI Healthcare Opportunities Fund

SBI Healthcare Opportunities Fund
Growth
Launch Date 31 Dec 04
NAV (18 Feb 25) ₹395.721 ↓ -2.20   (-0.55 %)
Net Assets (Cr) ₹3,522 on 31 Jan 25
Category Equity - Sectoral
AMC SBI Funds Management Private Limited
Rating
Risk High
Expense Ratio 2.09
Sharpe Ratio 1.36
Information Ratio 0.67
Alpha Ratio 4.66
Min Investment 5,000
Min SIP Investment 500
Exit Load 0-15 Days (0.5%),15 Days and above(NIL)

Growth of 10,000 investment over the years.

DateValue
31 Jan 20₹10,000
31 Jan 21₹15,535
31 Jan 22₹17,594
31 Jan 23₹17,709
31 Jan 24₹26,160
31 Jan 25₹33,176

SBI Healthcare Opportunities Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹570,326.
Net Profit of ₹270,326
Invest Now

Returns for SBI Healthcare Opportunities Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 19 Feb 25

DurationReturns
1 Month -4.9%
3 Month -3.2%
6 Month 1.1%
1 Year 14.5%
3 Year 22.4%
5 Year 25.1%
10 Year
15 Year
Since launch 15.4%
Historical performance (Yearly) on absolute basis
YearReturns
2023 42.2%
2022 38.2%
2021 -6%
2020 20.1%
2019 65.8%
2018 -0.5%
2017 -9.9%
2016 2.1%
2015 -14%
2014 27.1%
Fund Manager information for SBI Healthcare Opportunities Fund
NameSinceTenure
Tanmaya Desai1 Jun 1113.68 Yr.
Pradeep Kesavan31 Dec 231.09 Yr.

Data below for SBI Healthcare Opportunities Fund as on 31 Jan 25

Equity Sector Allocation
SectorValue
Health Care90.04%
Basic Materials6.53%
Asset Allocation
Asset ClassValue
Cash3.35%
Equity96.57%
Debt0.08%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Sun Pharmaceuticals Industries Ltd (Healthcare)
Equity, Since 31 Dec 17 | SUNPHARMA
13%₹472 Cr2,500,000
Max Healthcare Institute Ltd Ordinary Shares (Healthcare)
Equity, Since 31 Mar 21 | MAXHEALTH
6%₹226 Cr2,000,000
Divi's Laboratories Ltd (Healthcare)
Equity, Since 31 Mar 12 | DIVISLAB
6%₹220 Cr360,000
Cipla Ltd (Healthcare)
Equity, Since 31 Aug 16 | 500087
6%₹214 Cr1,400,000
↑ 120,000
Lupin Ltd (Healthcare)
Equity, Since 31 Aug 23 | 500257
5%₹188 Cr800,000
Lonza Group Ltd ADR (Healthcare)
Equity, Since 31 Jan 24 | LZAGY
4%₹151 Cr300,000
Mankind Pharma Ltd (Healthcare)
Equity, Since 30 Apr 23 | MANKIND
4%₹151 Cr523,016
↑ 123,016
Poly Medicure Ltd (Healthcare)
Equity, Since 31 Aug 24 | POLYMED
4%₹131 Cr500,000
Krishna Institute of Medical Sciences Ltd (Healthcare)
Equity, Since 30 Nov 22 | 543308
3%₹126 Cr2,100,000
↓ -100,000
Jupiter Life Line Hospitals Ltd (Healthcare)
Equity, Since 31 Aug 23 | JLHL
3%₹125 Cr800,000
↓ -32,871

5. TATA Digital India Fund

The investment objective of the scheme is to seek long term capital appreciation by investing atleast 80% of its net assets in equity/equity related instruments of the companies in Information Technology Sector in India.However, there is no assurance or guarantee that the investment objective of the Scheme will be achieved.The Scheme does not assure or guarantee any returns.

TATA Digital India Fund is a Equity - Sectoral fund was launched on 28 Dec 15. It is a fund with High risk and has given a CAGR/Annualized return of 19.1% since its launch.  Return for 2024 was 30.6% , 2023 was 31.9% and 2022 was -23.3% .

Below is the key information for TATA Digital India Fund

TATA Digital India Fund
Growth
Launch Date 28 Dec 15
NAV (19 Feb 25) ₹49.5338 ↓ -0.13   (-0.26 %)
Net Assets (Cr) ₹12,465 on 31 Jan 25
Category Equity - Sectoral
AMC Tata Asset Management Limited
Rating Not Rated
Risk High
Expense Ratio 0
Sharpe Ratio 0.68
Information Ratio 0.44
Alpha Ratio 2.22
Min Investment 5,000
Min SIP Investment 150
Exit Load 0-3 Months (0.25%),3 Months and above(NIL)

Growth of 10,000 investment over the years.

DateValue
31 Jan 20₹10,000
31 Jan 21₹15,254
31 Jan 22₹23,775
31 Jan 23₹20,584
31 Jan 24₹27,482
31 Jan 25₹32,904

TATA Digital India Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹570,326.
Net Profit of ₹270,326
Invest Now

Returns for TATA Digital India Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 19 Feb 25

DurationReturns
1 Month -4.9%
3 Month -4%
6 Month -2.6%
1 Year 11.6%
3 Year 11.1%
5 Year 25.1%
10 Year
15 Year
Since launch 19.1%
Historical performance (Yearly) on absolute basis
YearReturns
2023 30.6%
2022 31.9%
2021 -23.3%
2020 74.4%
2019 54.8%
2018 7.5%
2017 24.9%
2016 19.6%
2015 -6%
2014
Fund Manager information for TATA Digital India Fund
NameSinceTenure
Meeta Shetty9 Mar 213.9 Yr.
Kapil Malhotra19 Dec 231.12 Yr.

Data below for TATA Digital India Fund as on 31 Jan 25

Equity Sector Allocation
SectorValue
Technology74.43%
Consumer Cyclical7.89%
Industrials4.94%
Communication Services4.21%
Financial Services3.86%
Asset Allocation
Asset ClassValue
Cash4.67%
Equity95.33%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Infosys Ltd (Technology)
Equity, Since 31 Jan 16 | INFY
17%₹2,168 Cr11,530,857
Tata Consultancy Services Ltd (Technology)
Equity, Since 31 Jan 16 | TCS
11%₹1,485 Cr3,626,873
Tech Mahindra Ltd (Technology)
Equity, Since 30 Apr 16 | 532755
9%₹1,219 Cr7,145,933
Wipro Ltd (Technology)
Equity, Since 31 Jul 18 | 507685
8%₹990 Cr32,787,324
HCL Technologies Ltd (Technology)
Equity, Since 31 Jan 16 | HCLTECH
7%₹956 Cr4,983,886
Zomato Ltd (Consumer Cyclical)
Equity, Since 31 Oct 22 | 543320
6%₹808 Cr29,067,000
LTIMindtree Ltd (Technology)
Equity, Since 28 Feb 21 | LTIM
4%₹552 Cr988,062
Persistent Systems Ltd (Technology)
Equity, Since 31 Jan 16 | PERSISTENT
4%₹490 Cr759,192
Firstsource Solutions Ltd (Technology)
Equity, Since 30 Nov 21 | FSL
3%₹381 Cr10,123,112
Sonata Software Ltd (Technology)
Equity, Since 30 Jun 23 | SONATSOFTW
2%₹307 Cr5,125,514

Disclaimer:
All efforts have been made to ensure the information provided here is accurate. However, no guarantees are made regarding correctness of data. Please verify with scheme information document before making any investment.
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