Aditya Birla Sun Life Digital India Fund - Growth - Regular Plan
(Erstwhile Aditya Birla Sun Life New Millenium Fund - Growth - Regular Plan)
Fund House: Aditya Birla Sun Life Mutual Fund| Category: Equity: Sectoral-Technology |
| Launch Date: 15-01-2000 |
| Asset Class: Equity |
| Benchmark: BSE Teck TRI |
| TER: 1.9% As on (30-04-2025) |
| Status: Open Ended Schemes |
| Minimum Investment: 1000.0 |
| Minimum Topup: 1000.0 |
| Total Assets: 4,777.77 Cr As on 30-05-2025(Source:AMFI) |
| Turn over: 31% | Exit Load: For redemption/switch-out of units on or before 30 days from the date of allotment: 1.00% of applicable NAV. For redemption/switch-out of units after 30 days from the date of allotment: Nil |
171.86
-0.51 (-0.2968%)
11.83%
Benchmark: 15.25%
PERFORMANCE
Returns Type:
of :
Start :
End :
Period:
This Scheme
-
vs
Nifty IT TRI
-
Gold
-
PPF
-
Returns Type:
of :
Period:
Start :
Period:
Fund Multiplier
Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)
Time Taken To Multiply
2x
4x
5x
10x
FUND
6 Years 11 Months
17 Years 10 Months
18 Years 3 Months
21 Years 2 Months
FD
11 years 10 Months
GOLD
8 years 9 Months
NIFTY
5 years 5 Months
Investment Objective
The primary investment objective of the scheme is to generate long term growth of capital, through a portfolio with a target allocation of 100% equity, focusing on investing in technology and technology dependent companies, hardware, peripherals and components, software, telecom, media, internet and e-commerce and other technology enabled companies. The secondary objective is income generation and distribution of IDCW.
Current Asset Allocation (%)
Indicators
| Standard Deviation | 16.92 |
| Sharpe Ratio | 0.46 |
| Alpha | 2.06 |
| Beta | 0.84 |
| Yield to Maturity | - |
| Average Maturity | - |
PEER COMPARISON
| Scheme Name | Inception Date |
1 Year Return(%) |
2 Year Return(%) |
3 Year Return(%) |
5 Year Return(%) |
10 Year Return(%) |
|---|---|---|---|---|---|---|
| Aditya Birla Sun Life Digital India Fund - Growth - Regular Plan | 15-01-2000 | 8.46 | 17.59 | 16.0 | 27.18 | 18.01 |
| SBI Technology Opportunities Fund - Regular Plan - Growth | 01-01-2013 | 19.01 | 22.23 | 19.26 | 27.54 | 17.23 |
| HDFC Technology Fund - Growth Option | 08-09-2023 | 17.01 | - | - | - | - |
| ICICI Prudential Technology Fund - Growth | 03-03-2000 | 13.24 | 21.43 | 15.81 | 30.48 | 17.91 |
| Kotak Technology Fund - Regular Plan - Growth Option | 04-03-2024 | 12.26 | - | - | - | - |
| Tata Digital India Fund-Regular Plan-Growth | 05-12-2015 | 10.95 | 21.35 | 16.88 | 28.44 | - |
| Franklin India Technology Fund-Growth | 22-08-1998 | 7.7 | 26.3 | 22.99 | 25.05 | 16.62 |
| Edelweiss Technology Fund - Regular Plan - Growth | 06-03-2024 | 7.51 | - | - | - | - |
| Quant Teck Fund - Growth Option - Regular Plan | 11-09-2023 | 0.11 | - | - | - | - |
Scheme Characteristics
Minimum investment in equity & equity related instruments of a particular sector/ particular theme - 80% of total assets.
Riskometer
PORTFOLIO
Market Cap Distribution
Small Cap
21.13%
Others
5.55%
Large Cap
62.86%
Mid Cap
10.37%
