Tata India Innovation Growth Direct Plan
SIP amount
Min. ₹100
Lumpsum amount
Min. ₹5,000

Tata India Innovation Growth Direct Plan

NAV
₹9.9527
-0.55%
(10 Dec)
AUM
1,732 Cr
TER
0.55%
Risk
Very High Risk
Insights
Total Expense Ratio (TER) is in the bottom 25% of comparable funds
Net Asset Value (NAV) is above its 200 days moving average
In beta. Send feedback here.
Compare with other fund
1Y
+13.0%
+3.0%
+1.3%
-0.3%
-2.0%
3Y
+29.4%
+27.8%
+29.0%
+28.0%
NA
5Y
NA
+19.0%
+24.7%
+28.4%
NA
ALL
+27.7%
+21.7%
+18.0%
+16.7%
-0.5%
VOL
14.4%
15.2%
16.2%
19.6%
14.6%
TER
1.0%
1.0%
0.5%
0.9%
0.6%
AUM
₹3,018 Cr
₹6,437 Cr
₹8,189 Cr
₹1,445 Cr
₹1,732 Cr
INFO
1.92
1.43
1.11
0.85
-0.03
See fund holdings as of 31st Oct
Top holdings
A) Repo
5.4%
Axis Bank Ltd
3.9%
PB Fintech Ltd
3.7%
Tech Mahindra Ltd
3.5%
Bharti Airtel Ltd
3.4%
ICICI Bank Ltd
3.2%
Reliance Industries Ltd
3.2%
Delhivery Ltd
2.7%
Infosys Ltd
2.6%
HDFC Bank Ltd
2.4%
Top industry exposure
Financial Services
18.7%
Consumer Cyclical
15.5%
Technology
12.8%
Healthcare
12.5%
Industrials
11.1%
Other information
Minimum SIP
₹100
Minimum lumpsum
₹5,000
Additional lumpsum
₹1,000
Portfolio turnover
37%
Lock-in period
-
Exit load
• 0.5% for redemption within 30 days
Fund objective
The investment objective of the scheme is to provide investors with opportunities for long term capital appreciation by investing in equity and equity related instruments of companies that seeks to benefit from adoption of innovative strategies & theme.
Fund manager(s)
Meeta Shetty
Hasmukh Vishariya

FAQs