Pros | - | ![]() 3Y returns in the top 25% of the category. ![]() Among most bought funds within the category. ![]() Beats FD returns for both 3Y & 5Y duration. | ||
Cons | ![]() 5Y returns in the bottom 25% of the category. | - |
INDMoney rank | 4/4 | 1/4 | ||
Category,Subcateogry | Equity,Sector - Technology | Equity,Sector - Technology | ||
Fund Age | 12 Years | 12 Years | ||
Fund Size | 4576 Cr | 4247 Cr | ||
Min Investment | SIP ₹100 Lumpsum ₹1000 | SIP ₹500 Lumpsum ₹5000 | ||
Expense Ratio | 0.85% | 0.96% | ||
Exit Load | 1% | 0.5% | ||
Benchmark Index | S&P BSE IT | S&P BSE IT |
No of Holdings | 37 | 36 | ||
Top 5 Holdings | Infosys Ltd (20.85%) Bharti Airtel Ltd (9.3%) Tata Consultancy Services Ltd (9.3%) Tech Mahindra Ltd (7.5%) LTIMindtree Ltd (7.33%) | Infosys Ltd (22.61%) Bharti Airtel Ltd (10.31%) Firstsource Solutions Ltd (5.6%) Coforge Ltd (5.5%) Tata Consultancy Services Ltd (4.5%) | ||
No of Sectors | 6 | 8 | ||
Top 3 Sectors | Tech (71.93%) Communication (13.92%) Industrial (6.73%) | Tech (61.68%) Communication (24.73%) Consumer Cyclical (6.81%) | ||
Equity % | 97.71% | 97.71% | ||
Debt % | - | 0.06% | ||
P/E | 28.42 | 32.67 | ||
P/B | 5.78 | 6.53 | ||
Credit Quality | - | - | ||
Modified Duration | - | - | ||
YTM | - | - |
1-Month Return | -9.78% | -8.34% | ||
3-Month Return | -19.79% | -15.7% | ||
6-Month Return | -15.88% | -9.96% | ||
1-Year Return | -1.06% | 8.78% | ||
3-Year Return | 6.12% | 9.8% | ||
5-Year Return | 30.94% | 31.37% |
Sharpe | 0.21 | 0.4 | ||
Alpha | 1.96 | 5.17 | ||
Beta | 0.97 | 0.89 | ||
Standard Deviation | 18.65 | 17.11 | ||
Information Ratio | 0.47 | 1.26 |
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 | - |