Aditya Birla Sun Life Digital India Fund Growth Regular Plan | Pros & Cons NAV(118.77)

Aditya Birla Sun Life Digital India Fund Growth Regular Plan

Equity: Sectoral-Technology

Fund Information

Objective

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.

Very High Risk

Nifty IT

Benchmark

2000-01-15

Launched On

Open Ended

Type

1000

Min SIP

1000

Min Investment

2658

AUM in Crores

2.18

Expense Ratio

1.00

Exit Load

Aditya Birla Sun Life AMC Limited

Fund House

Kunal Sangoi

Fund Managers

Aditya Birla Sun Life Digital India Fund Regular Plan Pros & Cons

Pros

  • Aditya Birla Sun Life Digital India Fund Growth Regular Plan has over performed index in 2012-2015, 2013-2016, 2014-2017, 2015-2018 years
  • 3 years avg returns are higher than benchmark

Cons

  • Aditya Birla Sun Life Digital India Fund Growth Regular Plan has under performed index in 2010-2013, 2011-2014, 2016-2019, 2017-2020 years
  • Higher Expense Ratio
  • Aditya Birla Sun Life Digital India Fund Growth Regular Plan is ranking 6th in last 5 years

Average Returns

Fund Name1Y (%)3Y (%)5Y (%)7Y (%)10Y (%)15Y (%)
Aditya Birla Sun Life Digital India Fund Growth Regular Plan 
41.1135.429.5419.9121.1712.68
Nifty IT
36.9932.7228.9717.720.0114.35

Aditya Birla Sun Life Digital India Fund Regular Plan Rolling Returns

Fund Name3 Year (%)5 Year (%)
AverageMaxMinAverageMaxMin
Aditya Birla Sun Life Digital India Fund Growth Regular Plan 
16.4266.48-41.115.6447.76-12.23
Nifty IT
14.1957.74-44.114.240.36-21.02

Risk Parameters

Fund NameMeanStdSharpeBetaAlpha
Aditya Birla Sun Life Digital India Fund Growth Regular Plan 
52.3321.912.1730.8610.71
Nifty IT
47.6223.51.825--
Risk Parameters are calculated for the last 3 years data.

Calender Year Returns

Performance

Best PerformanceWorst Performance
PeriodReturnsPeriodReturns
Week2001-04-12 - 2001-04-19
31.44
2000-03-29 - 2000-04-05
-27.59
Month2001-11-07 - 2001-12-07
48.63
2000-03-06 - 2000-04-06
-39.5
Quarter2001-09-21 - 2002-01-21
89.18
2000-12-13 - 2001-04-13
-59.84
Year2020-03-23 - 2021-03-23
147.77
2000-09-21 - 2001-09-21
-72.89

Portfolio

Stock NameSector% of Total Holdings
Infosys Ltd.Technology20.81
Tata Consultancy Services Ltd.Technology9.04
Tech Mahindra Ltd.Technology8.78
HCL Technologies Ltd.Technology5.81
Cyient Ltd.Technology5.15
Just Dial Ltd.Miscellaneous4.4
Bharti Airtel Ltd.Media and Communications4.04
Persistent Systems Ltd.Technology3.71
Wipro Ltd.Technology3.39
Firstsource Solutions Ltd.Technology3.08
KPIT Technologies Ltd.Technology2.65
Honeywell Automation India Ltd.Consumer Durables2.47
Birlasoft Ltd.Technology2.21
Coforge Ltd.Technology2.17
Sonata Software Ltd.Technology1.66
Mphasis Ltd.Technology1.64
Apple India Pvt Ltd.Consumer Durables1.57
Larsen & Toubro Infotech Ltd.Technology1.45
Mindtree Ltd.Technology1.4
Route Mobile Ltd.Technology1.23
Happiest Minds Technologies Ltd.Technology1.21
Indian Railway Catering & Tourism Corporation Ltd.Travel1.08
Microsoft CorpOverseas Equity0.96
Tata Communications Ltd.Media and Communications0.91
Inox Leisure Ltd.Media and Communications0.86
Hathway Cable & Datacom Ltd.Media and Communications0.84
PVR Ltd.Media and Communications0.77
Sterlite Technologies Ltd.Capital Goods0.76
Affle (India) Ltd.Media and Communications0.73
Nazara Technologies Ltd.Technology0.66
L&T Technology Services Ltd.Capital Goods0.56
Quess Corp Ltd.Miscellaneous0.31
Info Edge (India) Ltd.Technology0.19
Majesco Ltd.Technology0.15
Brillio Technologies Pvt Ltd.Mutual Fund0
InfosysTechnology17.21
Tata Consultancy ServicesTechnology12.16
HCL TechnologiesTechnology9.66
Tech MahindraTechnology8.66
Bharti AirtelCommunication6.65
CyientTechnology4.01
Persistent SystemsTechnology3.83
Just DialServices2.96
WiproTechnology2.69
MphasisTechnology2.54
Firstsource SolutionsServices2.32
L&T InfotechTechnology2.2
KPIT TechnologiesTechnology1.9
BirlasoftTechnology1.84
Sonata SoftwareTechnology1.77
Honeywell AutomationEngineering1.43
Sterlite TechnologiesCommunication1.42
Apple Inc. (USA)Consumer Durable1.34
INOX LeisureServices1.32
Microsoft Corportion (US)Technology1.25
CoforgeTechnology0.85
Route MobileTechnology0.77
Oracle Fin Ser SoftwareTechnology0.72
Zee EntertainmentServices0.72
ZomatoServices0.69

AUM Yearly

YearScheme Total AumCategory Total Aum
20211238.350.00
2020861.200.00
2019428.1669743.22

Aditya Birla Sun Life Digital India Fund Regular Plan Details

Aditya Birla Sun Life Digital India Fund Growth Regular Plan is a Equity Scheme - Sectoral/ Thematic mutual fund scheme launched by Aditya Birla Sun Life AMC Limited.This fund has been launched on 2000-01-15. Aditya Birla Sun Life Digital India Fund Growth Regular Plan currently has 2658 crores of assets under management (AUM) and has an expense ratio of 2.18 which is higher than what most other Large Cap funds charge.


Aditya Birla Sun Life Digital India Fund Growth Regular Plan has given returns of 41.11% in the last 1 year and 35.4% in the last 3 years. And since launch the fund has given 12.39% returns.


This fund invests in Equity Scheme - Sectoral/ Thematic companies which are fundamentally strong and having growth potential.


Min sip to invest in this fund is Rs.1000 and lumpsum investment is Rs.1000.

The top holdings of the fund are Infosys Ltd. , Tata Consultancy Services Ltd. , Tech Mahindra Ltd. , HCL Technologies Ltd. , Cyient Ltd.

Frquently Asked Questions

1. What is the NAV of Aditya Birla Sun Life Digital India Fund Regular Plan?

The current Net Asset Value (NAV) of the Aditya Birla Sun Life Digital India Fund Regular Plan is 118.77

2. Aditya Birla Sun Life Digital India Fund Regular Plan Rolling Returns

The 3 year rolling returns of the Aditya Birla Sun Life Digital India Fund Regular Plan:

  • Mean : 16.42%
  • Max : 66.48%
  • Min : -41.1%

3. How do I invest in Aditya Birla Sun Life Digital India Fund Regular Plan?

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Aditya Birla Sun Life Digital India Fund Growth Regular Plan



Investment Duration 3 years

Disclaimer

Please note that these calculators are for illustrations only and do not represent actual returns. Mutual Funds do not have a fixed rate of return and it is not possible to predict the rate of return.