Aditya Birla Sun Life Digital India Fund - Growth - Direct Plan
(Erstwhile Aditya Birla Sun Life New Millennium Fund - Growth - Direct Plan)
Fund House: Aditya Birla Sun Life Mutual Fund| Category: Equity: Sectoral-Technology |
| Launch Date: 01-01-2013 |
| Asset Class: Equity |
| Benchmark: BSE Teck TRI |
| TER: 0.86% As on (30-04-2025) |
| Status: Open Ended Schemes |
| Minimum Investment: 1000.0 |
| Minimum Topup: 1000.0 |
| Total Assets: 4,530.18 Cr As on 31-03-2025(Source:AMFI) |
| Turn over: 31% | Exit Load: Exit load of 1% if redeemed within 30 days. |
177.69
-1.78 (-1.0017%)
20.28%
Benchmark: 14.98%
PERFORMANCE
Returns Type:
of :
Start :
End :
Period:
This Scheme
-
vs
Nifty IT TRI
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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
0 Years 0 Months
4 Years 10 Months
5 Years 0 Months
8 Years 0 Months
FD
11 years 10 Months
GOLD
8 years 9 Months
NIFTY
5 years 5 Months
Investment Objective
The fund seeks capital growth, with a secondary objective of income generation with focus on technology and technology dependent companies. The scheme will follow a bottom-up approach to stock picking, adopting a blend of value and growth style of investing.
Current Asset Allocation (%)
Indicators
| Standard Deviation | 18.23 |
| Sharpe Ratio | - |
| Alpha | 1.26 |
| 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 - Direct Plan | 01-01-2013 | 6.98 | 18.45 | 10.69 | 28.24 | 18.45 |
| SBI Technology Opportunities Fund - Regular Plan - Growth | 01-01-2013 | 15.38 | 20.37 | 13.78 | 26.62 | 16.29 |
| HDFC Technology Fund - Growth Option | 08-09-2023 | 15.27 | - | - | - | - |
| Kotak Technology Fund - Regular Plan - Growth Option | 04-03-2024 | 14.11 | - | - | - | - |
| ICICI Prudential Technology Fund - Growth | 03-03-2000 | 11.72 | 20.65 | 10.19 | 30.83 | 17.49 |
| Edelweiss Technology Fund - Regular Plan - Growth | 06-03-2024 | 7.68 | - | - | - | - |
| Tata Digital India Fund-Regular Plan-Growth | 05-12-2015 | 7.45 | 20.34 | 10.49 | 28.15 | - |
| Aditya Birla Sun Life Digital India Fund - Growth - Regular Plan | 15-01-2000 | 5.83 | 17.16 | 9.44 | 26.76 | 17.3 |
| Franklin India Technology Fund-Growth | 22-08-1998 | 3.35 | 27.46 | 17.51 | 25.13 | 16.1 |
| Quant Teck Fund - Growth Option - Regular Plan | 11-09-2023 | -1.46 | - | - | - | - |
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
20.05%
Others
4.67%
Large Cap
65.22%
Mid Cap
9.7%
