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: S&P BSE Teck TRI
TER: 1.89% As on (30-04-2024)
Status: Open Ended Schemes
Minimum Investment: 1000.0
Minimum Topup: 1000.0
Total Assets: 4,414.01 Cr As on (30-04-2024)
Turn over: 30% | Exit Load: Exit load of 1% if redeemed within 30 days.

152.29

11.82%

PERFORMANCE

Returns Type:
of  
Start :  
End : 
Period:  
This Scheme
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vs
NIFTY 50 TRI
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Gold
-
PPF
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Returns Type:
of  
  Period:  

Start :  
Period:  

RETURNS ANALYSIS

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 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 18.17
Sharpe Ratio 0.58
Alpha 4.2
Beta 0.88
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 26.66 16.58 14.49 24.23 19.33
Franklin India Technology Fund-Growth 22-08-1998 51.23 28.7 18.55 23.94 18.21
Tata Digital India Fund-Regular Plan-Growth 05-12-2015 30.81 16.69 15.78 23.31 -
ICICI Prudential Technology Fund - Growth 03-03-2000 28.45 14.25 14.6 24.47 19.18
SBI Technology Opportunities Fund - Regular Plan - Growth 01-01-2013 23.92 16.74 15.78 22.32 18.0

Scheme Characteristics

Minimum investment in equity & equity related instruments of a particular sector/ particular theme - 80% of total assets.

Riskometer

riskometer

PORTFOLIO

Market Cap Distribution

Small Cap

20.45%

Others

7.98%

Large Cap

64.62%

Mid Cap

6.96%

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