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TATA Digital India Fund Regular Plan - Portfolio Analysis
- Equity
- IT & Technology
- Very High
-
₹45
(-0.82%)
Current NAV 11-03-2025
-
4.16%
Returns
-
Min. SIP ₹100
Min. Investment ₹5000
Fund Suitability Test
Asset Allocation (As on 31-Jan-2025)
Allocation of Equity and Debt Asset Classes.
- Equity 96.6%
- Others 3.4%
Market Cap Allocation Of Equity
Shows Distribution among Different Size Companies.
| Category | Allocation |
|---|---|
| Large Cap | 71.39 |
| Small Cap | 15.05 |
| Mid Cap | 10.16 |
Sector Allocation of Equity
Weightage of Portfolio Among Different Sectors.
Technology
Consumer Cyclical
Industrials
Communication Services
Financial Services
Current Stocks Holdings of Equity
Information on Stock Holdings in Portfolio
| Stocks | Market Cap | Sectors (PE Ratio) 11-Mar-2025 |
Holdings | PE Ratio 11-Mar-2025 |
1Y Return |
|---|---|---|---|---|---|
| Infosys Ltd | Large Cap | Technology (32.46) | 18.29% | 25.53 | 5.14% |
| Tata Consultancy Services Ltd | Large Cap | Technology (32.24) | 13.12% | 26.57 | -13.1% |
| Tech Mahindra Ltd | Large Cap | Technology (32.24) | 9.6% | 38.81 | 15.15% |
| Wipro Ltd | Large Cap | Technology (32.46) | 8.2% | 23.73 | 8.92% |
| HCL Technologies Ltd | Large Cap | Technology (32.24) | 6.9% | 24.88 | -4.49% |
| Zomato Ltd | Large Cap | Consumer Cyclical (36.51) | 5.14% | -10.49 | 85.47% |
| LTIMindtree Ltd | Large Cap | Technology (36.96) | 4.69% | 33.85 | 6.16% |
| Persistent Systems Ltd | Mid Cap | Technology | 3.67% | - | 0% |
| Firstsource Solutions Ltd | Small Cap | Technology (56.52) | 2.72% | 40.87 | 71.91% |
| Sonata Software Ltd | Small Cap | Technology (32.24) | 2.18% | 24.28 | -52.68% |
| Cyient Ltd | Small Cap | Industrials (33.45) | 2.16% | 22.79 | -36.46% |
| PB Fintech Ltd | Mid Cap | Financial Services (76.58) | 1.94% | 615.37 | 84.19% |
| Bharti Airtel Ltd | Large Cap | Communication Services (171.68) | 1.92% | 39.13 | 38.66% |
| BSE Ltd | Mid Cap | Financial Services | 1.73% | - | 0% |
| Newgen Software Technologies Ltd | Small Cap | Technology (32.24) | 1.3% | 43.38 | 28.36% |
| Birlasoft Ltd | Small Cap | Technology (36.96) | 1.09% | 83.08 | 166.81% |
| Info Edge (India) Ltd | Large Cap | Communication Services (65.84) | 1.05% | 154.77 | 29.49% |
| Siemens Ltd | Large Cap | Industrials (67.44) | 1% | 62.47 | 6.16% |
| Mastek Ltd | Small Cap | Technology (32.24) | 0.98% | 19.15 | -12.91% |
| ABB India Ltd | Large Cap | Industrials (74.59) | 0.97% | 0 | -5.76% |
| Mphasis Ltd | Mid Cap | Technology (19.56) | 0.92% | 0 | 0% |
| Zensar Technologies Ltd | Small Cap | Technology (36.96) | 0.9% | 25.69 | 109.02% |
| Tata Communications Ltd | Mid Cap | Communication Services (85.39) | 0.74% | 174.94 | 65.69% |
| eClerx Services Ltd | Small Cap | Technology (59.33) | 0.59% | 26.97 | 18.27% |
| Rategain Travel Technologies Ltd | Small Cap | Technology (32.46) | 0.56% | 27.91 | -38.7% |
| Swiggy Ltd | Large Cap | Consumer Cyclical | 0.5% | - | 0% |
| Affle India Ltd | Small Cap | Communication Services (27.3) | 0.47% | 54.66 | 30.09% |
| L&T Technology Services Ltd | Mid Cap | Technology (58.32) | 0.46% | 37.88 | -12.54% |
| Netweb Technologies India Ltd | Small Cap | Technology (92.77) | 0.39% | 0 | -9.93% |
| KPIT Technologies Ltd | Mid Cap | Technology (32.46) | 0.37% | 45.32 | -16.05% |
| Honeywell Automation India Ltd | Mid Cap | Industrials (65.61) | 0.33% | 0 | -8.72% |
| Le Travenues Technology Ltd | Small Cap | Consumer Cyclical | 0.32% | - | 0% |
| TBO Tek Ltd | Small Cap | Consumer Cyclical | 0.27% | - | 0% |
| CarTrade Tech Ltd | Small Cap | Consumer Cyclical (166.69) | 0.24% | 63.53 | 115.65% |
| Redington Ltd | Small Cap | Technology (16.96) | 0.23% | 14.76 | 20.79% |
| Delhivery Ltd | Small Cap | Industrials (33.83) | 0.18% | 892.86 | -45.34% |
| Quick Heal Technologies Ltd | Small Cap | Technology (32.24) | 0.16% | 72 | -44.86% |
| Latent View Analytics Ltd | Small Cap | Industrials (27.74) | 0.15% | 47.18 | -27.41% |
| Yatra Online Ltd | Small Cap | Consumer Cyclical (42.15) | 0.15% | 42.09 | -57.3% |
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View Stock InformationMarket Cap Allocation Of Others
Shows Distribution among Different Size Companies.
| Category | Allocation |
|---|---|
| Others | 3.4 |
Sector Allocation of Others
Weightage of Portfolio Among Different Sectors.
Current Stocks Holdings of Others
Information on Stock Holdings in Portfolio
| Stocks | Market Cap | Sectors (PE Ratio) 01-Jan-1970 |
Holdings | PE Ratio 01-Jan-1970 |
1Y Return |
|---|---|---|---|---|---|
| Cash / Net Current Asset | 3.33% | - | 0% | ||
| A) Repo | 0.07% | - | 0% |
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Chat with usFrequently Asked Questions
What is Market cap allocation in the portfolio?
In mutual funds, "market cap allocation" means how assets of the fund are divided among various market capitalizations, which are based on the total market value of the outstanding shares of stock of a company. Market capitalization falls into three major categories: Large-cap, Mid-cap, Small-cap funds.
Top 5 holdings for TATA Digital India Fund Regular Plan ?
The top holdings of this fund are
How do I create a good mutual fund portfolio?
Building a good portfolio requires proper research and knowing about goals that need to be achieved. Set a boundary for your risk capacity, study about different funds and look at its past performance. Balance portfolio according to set goals and stay informed.
How to maintain a good portfolio?
Timely monitoring of the portfolio keeps us aware of the changes in the ongoing market trends. It helps in making plans for any policy change.
What is sector allocation in the portfolio?
The distribution of assets among various economic sectors is referred to as sector allocation in a portfolio. These sectors include technology, healthcare, financial, energy, and many others.
Top 5 Sector for TATA Digital India Fund Regular Plan ?
The major sectors of this fund are .
What is the ideal number of funds to have in a portfolio?
There is no ideal number, but it is always advisable to keep 4-5 funds in the portfolio as it can be easy to manage them and correct decisions can be taken according to it. Diversification is the key to manage and balance your portfolio for smooth growth.
How does risk tolerance play a role in determining portfolio allocation?
Risk tolerance is an important factor in maintaining portfolio allocation. With the correct mix of assets, the value of investments can improve significantly.
