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 | 2/5 | ||
Category,Subcateogry | Equity,Sector - Technology | Equity,Sector - Technology | ||
Fund Age | 12 Years | 12 Years | ||
Fund Size | 4617 Cr | 14734 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 | 45 | 74 | ||
Top 5 Holdings | Infosys Ltd (18.53%) Bharti Airtel Ltd (9.45%) Tata Consultancy Services Ltd (9.08%) Tech Mahindra Ltd (7.79%) Eternal Ltd (6.38%) | Infosys Ltd (20.94%) Tata Consultancy Services Ltd (8.25%) Bharti Airtel Ltd (Partly Paid Rs.1.25) (6.88%) Bharti Airtel Ltd (6.77%) Tech Mahindra Ltd (5.62%) | ||
No of Sectors | 5 | 9 | ||
Top 3 Sectors | Tech (71.04%) Communication (10.89%) Consumer Cyclical (9.71%) | Tech (70.68%) Communication (18.9%) Government (15.53%) | ||
Equity % | 98.36% | 98.61% | ||
Debt % | - | - | ||
P/E | 28.78 | 26.53 | ||
P/B | 6.42 | 5.69 | ||
Credit Quality | - | - | ||
Modified Duration | - | - | ||
YTM | - | - |
1-Month Return | 4.19% | 4.25% | ||
3-Month Return | -0.88% | -0.71% | ||
6-Month Return | 10.25% | 9.47% | ||
1-Year Return | -9.69% | -7.08% | ||
3-Year Return | 14.23% | 14.55% | ||
5-Year Return | 22.07% | 22.91% |
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 | Vaibhav Dusad,Sharmila D’mello |