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

Tata India Innovation Growth Direct Plan

NAV
₹10.0691
-0.30%
(17 Oct)
AUM
1,700 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
+2.8%
+0.5%
-0.2%
-3.0%
NA
3Y
+32.3%
+33.7%
+33.4%
+31.8%
NA
5Y
+29.4%
+34.7%
+33.0%
+35.7%
NA
ALL
+18.3%
+12.1%
+17.0%
+25.1%
+0.7%
VOL
16.2%
20.1%
19.7%
22.1%
15.4%
TER
0.5%
0.8%
0.9%
0.6%
0.6%
AUM
₹7,766 Cr
₹5,521 Cr
₹1,418 Cr
₹5,533 Cr
₹1,700 Cr
INFO
1.13
0.60
0.87
1.13
0.04
Past performance
Past performance is no guarantee of future returns.
Had you invested
Over the last
1Y
3Y
ALL
Your returns would have been
Tata India Innovation (G)
₹1,00,00,00,000
14.0%
Fixed deposit
₹40,00,00,000
6.0%
Bank savings
₹40,00,00,000
3.0%
See fund holdings as of 30th Sep
Top holdings
Axis Bank Ltd
3.6%
PB Fintech Ltd
3.6%
Tech Mahindra Ltd
3.5%
ICICI Bank Ltd
3.3%
Bharti Airtel Ltd
3.2%
Eternal Ltd
3.0%
Reliance Industries Ltd
2.9%
Delhivery Ltd
2.6%
Tata Consultancy Services Ltd
2.6%
Infosys Ltd
2.5%
Top industry exposure
Financial Services
18.5%
Consumer Cyclical
18.1%
Technology
16.4%
Healthcare
12.7%
Industrials
10.9%
Other information
Minimum SIP
₹100
Minimum lumpsum
₹5,000
Additional lumpsum
₹1,000
Portfolio turnover
28%
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