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Titanium Hybrid Long-Short Fund Regular Plan Growth Units Regular Plan Growth — Tata Digital India Fund — Investor Presentation (December 2022)
11 slides from Titanium Hybrid Long-Short Fund Regular Plan Growth Units Regular Plan Growth's investor presentation, December 2022
Slide 1: Tata Digital India Fund
Tata Digital India Fund (An open-ended equity scheme investing in Information Technology Sector) December 2022 Mutual Fund Investments are subject to market risks, read all scheme related documents carefully
Slide 2: Advantage India
ADVANTAGE INDIA Growing Demand Global Footprints • Strong growth in demand for exports from • Indian IT firms have delivery centers across new verticals. the world. • Rapidly growing urban infrastructure has • IT & ITeS industry is diversified across verticals fostered several IT centers. such as BF
Slide 3: India's Digital Opportunity
INDIA’S DIGITAL OPPORTUNITY India has more than 50% of it’s population below the age of 25 India’s long Projected to be among the fastest and more than 65% below the Term growth growing economies age of 35 story Young Demographics Government of India’s initiative to have three modes of identificatio
Slide 4: Segments within the Sector
SEGMENTS WITHIN THE SECTOR IT Services: Some of the largest listed companies in India belong to the sector. Indian service providers have increased their market shares at the expense of global peers. IT spending increases in automation and collaboration tools is likely to benefit this sector. Enterp
Slide 5: Long Term Trends
LONG TERM TRENDS • Market Leaders emphasize critical role of technology in building resiliency, improving experience and building new revenue streams. • Many clients are undertaking a core transformation, which is a multi-year journey. DIGITALIZATION INITIATIVES • F-500 clients have indicated their
Slide 6: Fund Facts
FUND FACTS Benchmark Nifty IT TRI Performance History Since December 28th , 2015 Portfolio Orientation Investment in 80% of its assets in equity/equity related instruments of the companies in the Information Technology Sector. Fund Manager Meeta Shetty – (Fund Manager) (Managing Since 9th March 2021
Slide 7: Portfolio Highlights – Tata Digital India Fund
PORTFOLIO HIGHLIGHTS – TATA DIGITAL INDIA FUND Top 10 Stocks in the Portfolio Top 5 Sectors in the Portfolio Stock Allocation Sector Allocation Infosys Ltd. 26.34 Information Technology 78.63 Tata Consultancy Services Ltd. 17.06 Telecommunication 9.02 HCL Technologies Ltd. 9.5 Capital Goods 2.44 Bha
Slide 8: Tata Digital India Fund – Performance
TATA DIGITAL INDIA FUND – PERFORMANCE 290 Tata Digital India Fund - Reg - Growth NIFTY IT TRI 246 202 158 114 70 Nov-19 Nov-20 Nov-21 Nov-22 Tata Digital India Fund NIFTY IT TRI* S&P BSE Sensex TRI# Period Return % Rs. Return % Rs. Return % Rs. 1 Year -11.85% 8,815 -11.42% 8,858 12.04% 11,204 3 Year
Slide 9: Performance of Other Schemes Managed by Meeta Shetty in SEBI Format
PERFORMANCE OF OTHER SCHEMES MANAGED BY MEETA SHETTY IN SEBI FORMAT Tata India Pharma And Nifty Pharma TRI* Nifty 50 TRI# Healthcare Fund Period Return % Rs. Return % Rs. Return % Rs. 1 Year -2.10% 9,790 -3.03% 9,697 11.93% 11,193 3 Year 22.46% 18,383 17.89% 16,401 17.22% 16,123 5 Year 14.63% 19,798
Slide 10: Disclaimer
Disclaimer: 1) Scheme returns in terms of CAGR are provided for past 1 year, 3 years, 5 years and since inception. 2) Point-to-point returns on a standard investment of Rs. 10,000/- are in addition to CAGR for the schemes. 3) Different plans shall have a different expense structure. The performance
Slide 11: Disclosure for Composite CAGR Calculation
Dislosure for Composite CAGR Calculation ( for additional Benchmark ) As TRI data is not available since Inception of the scheme, benchmark performance is calculated using composite Tata Large & Mid Cap Fund S&P BSE Sensex TRI CAGR of S&P BSE Sensex PRI values from date 25-Feb-1993 to date 19-Aug-19
Tata Digital India Fund — Investor Presentation (December 2022) on 6ix