Pros | ![]() Beats FD returns for both 3Y & 5Y duration. | ![]() 5Y 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. ![]() 3Y returns in the bottom 25% of the category. | - |
INDMoney rank | 5/5 | 4/5 | ||
Category,Subcateogry | Equity,Sector - Technology | Equity,Sector - Technology | ||
Fund Age | 12 Years | 9 Years | ||
Fund Size | 4776 Cr | 12216 Cr | ||
Min Investment | SIP ₹100 Lumpsum ₹1000 | SIP ₹100 Lumpsum ₹5000 | ||
Expense Ratio | 0.85% | 0.42% | ||
Exit Load | 1% | 0.25% | ||
Benchmark Index | S&P BSE TECK TR INR | Nifty IT TR INR |
No of Holdings | 45 | 40 | ||
Top 5 Holdings | Infosys Ltd (18.36%) Bharti Airtel Ltd (8.77%) Tata Consultancy Services Ltd (8.66%) Tech Mahindra Ltd (8%) HCL Technologies Ltd (4.62%) | Infosys Ltd (18.93%) Tata Consultancy Services Ltd (12.26%) Tech Mahindra Ltd (9.62%) Wipro Ltd (7%) HCL Technologies Ltd (6.98%) | ||
No of Sectors | 6 | 5 | ||
Top 3 Sectors | Tech (70.56%) Communication (13.23%) Consumer Cyclical (6.66%) | Tech (78.73%) Consumer Cyclical (7.74%) Communication (5.12%) | ||
Equity % | 96.75% | 96.22% | ||
Debt % | - | - | ||
P/E | 29.93 | 30.64 | ||
P/B | 6.39 | 6.51 | ||
Credit Quality | - | - | ||
Modified Duration | - | - | ||
YTM | - | - |
1-Month Return | 0.84% | -2.64% | ||
3-Month Return | 19.79% | 15.69% | ||
6-Month Return | -6.37% | -11.44% | ||
1-Year Return | 5.41% | 3.5% | ||
3-Year Return | 17.1% | 18.06% | ||
5-Year Return | 27.1% | 27.94% |
Sharpe | 0.71 | 0.73 | ||
Alpha | 2.94 | 4.95 | ||
Beta | 0.99 | 0.87 | ||
Standard Deviation | 16.52 | 17.07 | ||
Information Ratio | 0.73 | 0.96 |
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 |