Pros | Among most bought funds within the category. Beats FD returns for both 3Y & 5Y duration. | 5Y returns in the top 25% of the category. Among most bought funds within the category. Lower expense ratio. | ||
Cons | 3Y returns in the bottom 25% of the category. | 3Y returns in the bottom 25% of the category. |
INDMoney rank | 3/4 | 1/4 | ||
Category,Subcateogry | Equity,Sector - Technology | Equity,Sector - Technology | ||
Fund Age | 11 Years | 8 Years | ||
Fund Size | 5261 Cr | 12052 Cr | ||
Min Investment | SIP ₹100 Lumpsum ₹1000 | SIP ₹100 Lumpsum ₹5000 | ||
Expense Ratio | 0.75% | 0.35% | ||
Exit Load | 1% | 0.25% | ||
Benchmark Index | S&P BSE IT | S&P BSE IT |
No of Holdings | 36 | 38 | ||
Top 5 Holdings | Infosys Ltd (22.84%) Tata Consultancy Services Ltd (9.95%) Bharti Airtel Ltd (9.02%) LTIMindtree Ltd (6.62%) Tech Mahindra Ltd (6.24%) | Infosys Ltd (17.94%) Tech Mahindra Ltd (9.35%) Tata Consultancy Services Ltd (9.33%) HCL Technologies Ltd (7.43%) Wipro Ltd (6.85%) | ||
No of Sectors | 5 | 5 | ||
Top 3 Sectors | Tech (72.56%) Communication (14.07%) Industrial (9.22%) | Tech (77.7%) Consumer Cyclical (7.69%) Industrial (6.4%) | ||
Equity % | 98.49% | 94.78% | ||
Debt % | - | - | ||
P/E | 37.15 | 37.47 | ||
P/B | 7.67 | 7.71 | ||
Credit Quality | - | - | ||
Modified Duration | - | - | ||
YTM | - | - |
1-Month Return | -0.57% | 0.16% | ||
3-Month Return | 5.42% | 7.39% | ||
6-Month Return | 23.39% | 27.86% | ||
1-Year Return | 33.55% | 46.44% | ||
3-Year Return | 11.18% | 12.02% | ||
5-Year Return | 29.23% | 30.36% |
Sharpe | 0.42 | 0.47 | ||
Alpha | 1.95 | 5.02 | ||
Beta | 0.98 | 0.86 | ||
Standard Deviation | 18.43 | 18.86 | ||
Information Ratio | 0.45 | 1.18 |
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 |