Pros | ![]() 5Y returns in the top 25% of the category. ![]() 3Y returns in the top 25% of the category. ![]() Among most bought funds within the category. | ![]() 5Y returns in the top 25% of the category. ![]() 3Y returns in the top 25% of the category. ![]() Among most bought funds within the category. | ||
Cons | - | - |
INDMoney rank | 1/4 | 3/4 | ||
Category,Subcateogry | Equity,Sector - Technology | Equity,Sector - Technology | ||
Fund Age | 10 Years | 7 Years | ||
Fund Size | 3953 Cr | 7904 Cr | ||
Min Investment | SIP ₹100 Lumpsum ₹1000 | SIP ₹150 Lumpsum ₹5000 | ||
Expense Ratio | 0.82% | 0.35% | ||
Exit Load | 1% | 0.25% | ||
Benchmark Index | S&P BSE IT | S&P BSE IT |
No of Holdings | 39 | 38 | ||
Top 5 Holdings | Infosys Ltd (22.49%) Tata Consultancy Services Ltd (10.82%) HCL Technologies Ltd (8.29%) Bharti Airtel Ltd (6.65%) LTIMindtree Ltd (5.46%) | Infosys Ltd (19.36%) Tata Consultancy Services Ltd (16.64%) Tech Mahindra Ltd (8.53%) HCL Technologies Ltd (8.05%) LTIMindtree Ltd (7.61%) | ||
No of Sectors | 4 | 5 | ||
Top 3 Sectors | Tech (73.65%) Communication (10.06%) Industrial (8.64%) | Tech (76.67%) Communication (8.9%) Industrial (5.59%) | ||
Equity % | 95.42% | 98.18% | ||
Debt % | - | - | ||
P/E | 28.65 | 27.74 | ||
P/B | 6.43 | 6.24 | ||
Credit Quality | - | - | ||
Modified Duration | - | - | ||
YTM | - | - |
1-Month Return | 5.95% | 6.27% | ||
3-Month Return | 7.05% | 7.13% | ||
6-Month Return | 21.32% | 18.26% | ||
1-Year Return | 19.8% | 14.88% | ||
3-Year Return | 24.11% | 23.64% | ||
5-Year Return | 26.01% | 24.86% |
Sharpe | 1 | 0.92 | ||
Alpha | 7.89 | 6.9 | ||
Beta | 0.96 | 0.91 | ||
Standard Deviation | 18.18 | 19.05 | ||
Information Ratio | 1.56 | 1.43 |
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. | Tata Digital India Fund Direct Growth is an equity fund.The fund could potentially beat inflation in the long-run. | ||
Managers | Kunal Sangoi | Meeta Shetty |