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: 1.91% As on (31-03-2025) |
| 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. |
151.68
1.19 (0.7845%)
11.36%
Benchmark: 14.69%
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 | 18.22 |
| Sharpe Ratio | -0.06 |
| Alpha | 0.11 |
| 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 | 0.36 | 16.42 | 4.51 | 26.91 | 15.8 |
| SBI Technology Opportunities Fund - Regular Plan - Growth | 01-01-2013 | 12.0 | 19.92 | 9.27 | 27.16 | 14.88 |
| HDFC Technology Fund - Growth Option | 08-09-2023 | 10.67 | - | - | - | - |
| Kotak Technology Fund - Regular Plan - Growth Option | 04-03-2024 | 9.84 | - | - | - | - |
| ICICI Prudential Technology Fund - Growth | 03-03-2000 | 7.2 | 19.47 | 5.07 | 30.99 | 16.03 |
| Edelweiss Technology Fund - Regular Plan - Growth | 06-03-2024 | 2.51 | - | - | - | - |
| Tata Digital India Fund-Regular Plan-Growth | 05-12-2015 | 2.01 | 18.8 | 4.76 | 28.04 | - |
| Franklin India Technology Fund-Growth | 22-08-1998 | 0.48 | 26.43 | 12.0 | 25.22 | 14.95 |
| Quant Teck Fund - Growth Option - Regular Plan | 11-09-2023 | -2.32 | - | - | - | - |
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%
