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

Equity | Sector Specific - Technology

(NAV as of 08/10/2024)

208.11 (1.00)

3Y Returns

11.38%

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

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SIP Returns

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Risk Adjusted Returns

→

Extra Returns Over Benchmark

→

Returns Consistency

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Performance Against Inflation

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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

32.82%

11.38%

29.39%

Franklin India Technology Fund - Direct Growth

47.5%

16.62%

29.07%

Sbi Technology Opportunities Fund Direct Growth

36.82%

13.45%

28.15%

Tata Digital India Fund Direct Plan Growth

43.85%

12.15%

30.35%

Icici Prudential Technology Fund - Direct Plan - Growth

38.08%

10.17%

30.32%

Similar Funds

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

32.82%

11.38%

29.39%

Franklin India Technology Fund - Direct Growth

47.5%

16.62%

29.07%

Sbi Technology Opportunities Fund Direct Growth

36.82%

13.45%

28.15%

Tata Digital India Fund Direct Plan Growth

43.85%

12.15%

30.35%

Icici Prudential Technology Fund - Direct Plan - Growth

38.08%

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30.32%

Quant Teck Fund - Direct Plan Growth

38.49%

Hdfc Technology Fund - Direct Plan Growth

43.36%

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