Pros | Among most bought funds within the category. Beats FD returns for both 3Y & 5Y duration. | Beats FD returns for both 3Y & 5Y duration. | ||
Cons | 3Y returns in the bottom 25% of the category. | 5Y returns in the bottom 25% of the category. |
INDMoney rank | 4/4 | 2/4 | ||
Category,Subcateogry | Equity,Sector - Technology | Equity,Sector - Technology | ||
Fund Age | 11 Years | 11 Years | ||
Fund Size | 5046 Cr | 4586 Cr | ||
Min Investment | SIP ₹100 Lumpsum ₹1000 | SIP ₹500 Lumpsum ₹5000 | ||
Expense Ratio | 0.83% | 0.83% | ||
Exit Load | 1% | 0.5% | ||
Benchmark Index | S&P BSE IT | S&P BSE IT |
No of Holdings | 37 | 30 | ||
Top 5 Holdings | Infosys Ltd (21.6%) Tata Consultancy Services Ltd (9.65%) Bharti Airtel Ltd (8.87%) LTIMindtree Ltd (6.74%) Tech Mahindra Ltd (6.64%) | Infosys Ltd (24.49%) Bharti Airtel Ltd (10.86%) Tata Consultancy Services Ltd (6.45%) Firstsource Solutions Ltd (6.04%) Coforge Ltd (5.39%) | ||
No of Sectors | 5 | 7 | ||
Top 3 Sectors | Tech (72.89%) Communication (13.93%) Industrial (9.14%) | Tech (60.69%) Communication (26.38%) Consumer Cyclical (5.77%) | ||
Equity % | 97.36% | 97.27% | ||
Debt % | - | - | ||
P/E | 36.76 | 37.54 | ||
P/B | 7.08 | 7.38 | ||
Credit Quality | - | - | ||
Modified Duration | - | - | ||
YTM | - | - |
1-Month Return | 6.68% | 6.92% | ||
3-Month Return | 4.4% | 5.75% | ||
6-Month Return | 24.64% | 27.91% | ||
1-Year Return | 31.91% | 39.33% | ||
3-Year Return | 12.76% | 14.74% | ||
5-Year Return | 31.27% | 30.17% |
Sharpe | 0.37 | 0.47 | ||
Alpha | 1.42 | 3.09 | ||
Beta | 0.98 | 0.91 | ||
Standard Deviation | 18.73 | 17.49 | ||
Information Ratio | 0.33 | 0.68 |
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. | SBI Technology Opportunities Fund Direct Growth is an equity fund.The fund could potentially beat inflation in the long-run. | ||
Managers | Kunal Sangoi | - |