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 (28-02-2025) |
| Status: Open Ended Schemes |
| Minimum Investment: 1000.0 |
| Minimum Topup: 1000.0 |
| Total Assets: 4,576.43 Cr As on 28-02-2025(Source:AMFI) |
| Turn over: 31% | Exit Load: Exit load of 1% if redeemed within 30 days. |
160.28
1.11 (0.6925%)
11.63%
Benchmark: 15.17%
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 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 | 18.64 |
| Sharpe Ratio | 0.14 |
| Alpha | 0.72 |
| Beta | 0.85 |
| 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 | 3.72 | 18.22 | 5.3 | 29.59 | 16.48 |
| HDFC Technology Fund - Growth Option | 08-09-2023 | 14.09 | - | - | - | - |
| SBI Technology Opportunities Fund - Regular Plan - Growth | 01-01-2013 | 14.06 | 20.87 | 8.93 | 28.98 | 15.31 |
| Kotak Technology Fund - Regular Plan - Growth Option | 04-03-2024 | 13.17 | - | - | - | - |
| ICICI Prudential Technology Fund - Growth | 03-03-2000 | 10.42 | 20.93 | 5.39 | 32.54 | 16.7 |
| Edelweiss Technology Fund - Regular Plan - Growth | 06-03-2024 | 6.55 | - | - | - | - |
| Tata Digital India Fund-Regular Plan-Growth | 05-12-2015 | 5.78 | 21.11 | 5.66 | 29.15 | - |
| Franklin India Technology Fund-Growth | 22-08-1998 | 5.26 | 29.24 | 12.8 | 27.86 | 15.3 |
| Quant Teck Fund - Growth Option - Regular Plan | 11-09-2023 | -3.33 | - | - | - | - |
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
18.45%
Others
5.27%
Large Cap
68.45%
Mid Cap
7.82%
