Aditya Birla Sun Life Digital India Fund - Growth-Direct Plan

Equity | Sector Specific - Technology

(NAV as of 03/05/2024)

165.85 (-0.85)

3Y Returns

15.45%

Min SIP

₹100

Min Lumpsum

₹1000

Expense Ratio

0.77%

Fund Size

₹4590 Cr

Inception Date

01-Jan-13

Fund Manager

Kunal Sangoi

Exit Load

1% on or before 30D, Nil after 30D.

Wealthzi View

Fund Traits

Zi Tags

Description

Market Risk / Risk Taken Compared to Benchmark

This fund has taken less risk than the Nifty 500 TRI benchmark and its beta is less than Sector & Thematic category average when compared on the 5 year period.

Fund Size

This fund has a high range AUM which ensures liquidity and stability.

SIP Returns

This fund has given more SIP returns than the Nifty 500 TRI benchmark and among the top quartile in Sector & Thematic category when compared on the 5 year period.

Risk Adjusted Returns

This fund has given better risk adjusted returns than the Nifty 500 TRI benchmark and among the top quartile in Sector & Thematic category when compared on the 5 year period.

Extra Returns Over Benchmark

This fund has beaten the Nifty 500 TRI benchmark and its alpha is more than Sector & Thematic category average when compared on a 3 year rolling period.

Returns Consistency

This fund has given more returns than the Nifty 500 TRI benchmark and among the top quartile in Sector & Thematic category when compared on a 3 year rolling period.

Performance Against Inflation

This fund has given better inflation beating returns than the Nifty 500 TRI benchmark and among the top quartile in Sector & Thematic category when compared on a 3 year rolling period.

Overall Fund Zi Tag

Market Risk / Risk Taken Compared to Benchmark

→

Fund Size

→

SIP Returns

→

Risk Adjusted Returns

→

Extra Returns Over Benchmark

→

Returns Consistency

→

Performance Against Inflation

→

Overall Fund Zi Tag

Asset Allocation

Equity

96.08%

Debt & Others

3.92%

Market Cap Allocation

Large Cap

61.91%

Mid Cap

10.91%

Small Cap

18.23%

Other Cap

8.95%

Sector Allocation

Internet and Technology

76.11%

Telecom

7.90%

Retailing

4.28%

Cash/Deposits/Margins/Treps/Repo/Swaps

2.66%

IT Consulting & Services

2.32%

Top Ten Holdings

Infosys Ltd

24.14%

Tata Consultancy Services Ltd

10.33%

HCL Technologies Ltd

9.23%

Ltimindtree Ltd

7.16%

Bharti Airtel Ltd

6.89%

Investment Objective

The Objective Of Long-Term Growth Of Capital Through A Portfolio With A Target Allocation Of 100% Equity, Focusing On Investing In Technology And Technology Dependent Companies, Hardware, Peripherals And Components, Software, Telecom, Media, Internet And E-Commerce And Other Technology Enabled Companies.

Fund House Detail

AMC Name

Aditya Birla Sun Life AMC Limited

Scheme Document

https://mutualfund.adityabirlacapital.com/resources/forms

Address

One India Bulls Centre , Tower 1, 17th Floor, Jupiter Mill Compound841, Senapati Bapat Marg, Elphinstone RoadMumbai - 400 013

Similar Funds

Fund

Zi Tag

Aditya Birla Sun Life Digital India Fund - Growth-Direct Plan

31.05%

15.46%

24.42%

Franklin India Technology Fund - Direct Growth

59.76%

19.42%

24.28%

Tata Digital India Fund Direct Plan Growth

36.15%

17.42%

24.16%

Sbi Technology Opportunities Fund Direct Growth

26.67%

16.59%

22.69%

Icici Prudential Technology Fund - Direct Plan - Growth

30.98%

15.37%

24.67%

Similar Funds

Aditya Birla Sun Life Digital India Fund - Growth-Direct Plan

31.05%

15.46%

24.42%

Franklin India Technology Fund - Direct Growth

59.76%

19.42%

24.28%

Tata Digital India Fund Direct Plan Growth

36.15%

17.42%

24.16%

Sbi Technology Opportunities Fund Direct Growth

26.67%

16.59%

22.69%

Icici Prudential Technology Fund - Direct Plan - Growth

30.98%

15.37%

24.67%

Quant Teck Fund - Direct Plan Growth

Hdfc Technology Fund - Direct Plan Growth

BUILD WEALTH WITH CONFIDENCE

Lime Internet Pvt. Ltd

Kanchenjunga Building, #603, 6th Floor, Connaught Place, 18 Barakhamba Road, New Delhi – 110001

011-42542796

[email protected]

CompanyAbout Wealthzi Blogs Contact Us Terms of Use Privacy Policy RIA Disclaimers Regulatory Disclosure

ProductsMutual Funds PMS AIF Fixed Deposits Bonds Gold NFO

CalculatorsSIP Calculator Lumpsum Calculator SIP Goal Calculator Fixed Deposit (FD) Calculator Recurring Deposit (RD) Calculator Loan EMI Calculator

BSE Member code: 58371

Mutual Fund investments are subject to market risks, read all scheme related documents carefully.

Wealthzi Investment Advisers (A division of Lime Internet Private Limited)

[CIN: U74999DL2017PTC310507] [PAN: AADCL2103M] [GSTIN: 07AADCL2103M1ZP]

[SEBI Registered Name: Lime Internet Private Limited] [SEBI RIA Registration No: INA000018133] [BASL Member ID: 2014] [Type of Registration: Non-Individual] [Validity of Registration: Perpetual] [Registered Address: Flat No. 603, 6th Floor, Kanchenjunga Building, 18 Barakhamba Road, New Delhi - 110001] [Principal Officer: Jyoti Prakash Nayak, Email: [email protected]] [Compliance Officer: Harshit Singh, Email: [email protected]] [Grievance Officer: Sahad PV, Email: [email protected]]

[SEBI Regional Office Address: Securities and Exchange Board of India, NBCC Complex, Office Tower-1, 8th Floor, Plate B, East Kidwai Nagar, New Delhi - 110023, Ph: 011-69012998, Email: [email protected]]

Disclaimers:

Investment in securities market are subject to market risks. Read all the related documents carefully before investing.

Registration granted by SEBI, membership of BASL and certification from National Institute of Securities Markets (NISM) in no way guarantee performance of the intermediary or provide any assurance of returns to investors.

The information is only for consumption by the client and such material should not be redistributed.