Pros | ![]() Beats FD returns for both 3Y & 5Y duration. | ![]() Among most bought funds within the category. ![]() Larger AUM within category. ![]() Beats FD returns for both 3Y & 5Y duration. | ||
Cons | ![]() 5Y returns in the bottom 25% of the category. ![]() 3Y returns in the bottom 25% of the category. | ![]() 3Y returns in the bottom 25% of the category. |
INDMoney rank | 5/5 | 3/5 | ||
Category,Subcateogry | Equity,Sector - Technology | Equity,Sector - Technology | ||
Fund Age | 12 Years | 12 Years | ||
Fund Size | 4670 Cr | 14424 Cr | ||
Min Investment | SIP ₹100 Lumpsum ₹1000 | SIP ₹100 Lumpsum ₹5000 | ||
Expense Ratio | 0.86% | 0.96% | ||
Exit Load | 1% | 1% | ||
Benchmark Index | S&P BSE TECK TR INR | S&P BSE TECK TR INR |
No of Holdings | 46 | 73 | ||
Top 5 Holdings | Infosys Ltd (18.81%) Bharti Airtel Ltd (9.47%) Tata Consultancy Services Ltd (8.28%) Tech Mahindra Ltd (7.61%) Eternal Ltd (5.62%) | Infosys Ltd (21.75%) Tata Consultancy Services Ltd (8.3%) Bharti Airtel Ltd (6.77%) Bharti Airtel Ltd (Partly Paid Rs.1.25) (6.17%) Tech Mahindra Ltd (5.81%) | ||
No of Sectors | 6 | 9 | ||
Top 3 Sectors | Tech (70.37%) Communication (12.24%) Consumer Cyclical (9.1%) | Tech (71.12%) Communication (18.23%) Consumer Cyclical (6.1%) | ||
Equity % | 97.09% | 98.77% | ||
Debt % | - | - | ||
P/E | 28.17 | 26.95 | ||
P/B | 6.1 | 5.75 | ||
Credit Quality | - | - | ||
Modified Duration | - | - | ||
YTM | - | - |
1-Month Return | 1.05% | 0.55% | ||
3-Month Return | -0.72% | -0.55% | ||
6-Month Return | 5.36% | 5.33% | ||
1-Year Return | -9.1% | -6.89% | ||
3-Year Return | 15.17% | 15.39% | ||
5-Year Return | 21.7% | 22.96% |
Sharpe | 0.48 | 0.52 | ||
Alpha | 3.23 | 3.67 | ||
Beta | 0.96 | 0.97 | ||
Standard Deviation | 16.83 | 16.55 | ||
Information Ratio | 0.76 | 1.55 |
Description | Aditya Birla Sun Life Digital India Fund Direct Plan Growth is an equity fund.The fund could potentially beat inflation in the long-run. | ICICI Prudential Technology Fund Direct Plan Growth is an equity fund.The fund could potentially beat inflation in the long-run. | ||
Managers | Kunal Sangoi,Dhaval Joshi | Sharmila D’mello,Vaibhav Dusad |