Aditya Birla Sun Life Digital India Fund Growth
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- Rating N.A.
- Plan
- 5D
- 1M
- 6M
- 1Y
- 5Y
- MAX
Key Metrics
- AUM (in Cr)4294.58
- CAGR 31.87%
- Exit Load1.00%
- Expense ratio1.89%
- CategoryEquity
- Min Investment1000
- Min SIP100
- Launch Date2000-01-15
Asset Allocation
Holdings As On - 10 July 2024
- Name
- Value (Cr)
- Holding %
- Infosys
- 994.89
- 23.17%
- Tata Consultancy Services
- 468.62
- 10.91%
- Bharti Airtel
- 394.63
- 9.19%
- HCL Technologies
- 301.03
- 7.01%
- LTI Mindtree
- 251.51
- 5.86%
- Cyient
- 199.96
- 4.66%
- Tech Mahindra
- 165.46
- 3.85%
- Coforge
- 153.88
- 3.58%
- Zomato
- 123.16
- 2.87%
- Sonata Software
- 105.85
- 2.46%
Peer Comparison
Risk & Volitility
- Alpha 5.83%
- Beta 1.00
- Sharpe Ratio0.41
- Std Deviation 17.85%
- Tracking Error 7.81%
About Fund
The primary investment objective of the scheme is to generate 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. The secondary objective is income generation and distribution of IDCW.
The Aditya Birla Sun Life Digital India Fund Growth has an AUM of 4294.58 crores & has delivered CAGR of 26.71% in the last 5 years. The fund has an exit load of 1.00% and an expense ratio of 1.89%. The minimum investment in Aditya Birla Sun Life Digital India Fund Growth is Rs 1000 and the minimum SIP is Rs 100.
As per morningstar the risk & return rating of the fund are Medium & Exceptional respectively.
The top holdings of the fund include Infosys, Tata Consultancy Services, Bharti Airtel & HCL Technologies.
The major sectors where the fund is invested are Software & Programming, Communications Services, Computer Services & Personal & Household Prods..
Some of the similar funds are Franklin India Technology Fund Growth, Tata Digital India Fund Regular Growth, ICICI Prudential Technology Fund Growth, Aditya Birla Sun Life Digital India Fund Growth, SBI Technology Opportunities Fund Regular Growth. Aditya Birla Sun Life Digital India Fund Growth has a sharpe ratio of 0.41 & a standard deviation of 17.85%.
