• Mutual Funds
  • Aditya Birla Sun Life Mutual Fund
  • Aditya Birla Sun Life Digital India Fund (G)
Aditya Birla Sun Life Mutual Fund

Aditya Birla Sun Life Digital India Fund (G)

EquitySectoral / Thematic - Technology
Top Ranked

184.79

NAV (Oct 04)

28.075%
5 Year CAGR
Scripbox Opinion
Top Ranked
These are the top-ranked funds within sectoral / thematic - technology mutual funds.This category has few funds and relatively small amounts invested in them.

The benchmark IT Index has performed moderately well over time, however, funds in this category have underperformed the benchmark index.Investing in these funds will require investors to have a unique insight into the specific areas of investment focus.In addition the investor will need to have the ability,inclination and expertise to monitor the prospects closely.Investors are therefore better off investing in diversified funds rather than this category.

Our analysis of this fundLearn how we rate funds ->

Downside Protection Measure

Satisfactory

The performance of the fund on a Downside Protection Measure metric has been Satisfactory

Fund Size

Satisfactory

The performance of the fund on a Fund Size metric has been Satisfactory

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Investment Calculator

Investment Duration5 years

0

Total Investment

0

Wealth Gained

0

Total Corpus Created (₹)

With CAGR of 11.25 % in 5 years

Historical NAV

184.79

NAV (Oct 4)

Fund Returns

Last 1Y
33.3%
Last 3Y
11%
Last 5Y
28.1%
Last 10Y
18.6%
Since Inception
12.5%
6 Month CAGR
17.7%

Scheme Information

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.

Expense Ratio
1.86
Launched (0y ago)
1.86
AUM in Crores
5311
ISIN
INF209K01140
Lock-in
-
Benchmark
BSE Teck Total Return Index
SIP Minimum
1000
Lumpsum Min.
5000
Standard Deviation (3yr)
-
Standard Deviation
18.8
Beta
0.9
Sharpe Ratio
0.5
YTM
-
Fund Managers

Dhaval Joshi

Fund Manager

Kunal Sangoi

Fund Manager

Important Links

Scheme Information Document

Statement of Additional Information

Portfolio Disclosure

Returns Calculator Comparison

of

for

with step up of

AssetReturnsTotal CorpusGainsCAGR
Aditya Birla Sun Life Digital India Fund (G)70%15,23,936 7,91,32428.1%
EPF70% 9,00,761 1,68,1498.50%
Property70% 8,67,662 1,35,0507.00%
PPF70% 8,69,819 1,37,2077.10%
Bank FD70% 8,46,471 1,13,8596.00%
Gold70% 8,46,471 1,13,8596.00%
Savings Bank70% 8,25,950 93,3385.00%

Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully before investing. Past performance is not an indicator of future returns.

Asset allocation and Holdings

Last updated on 2024-08-06

Top Stock Holdings

Infosys Ltd.

24.7%
24.656%

Tata Consultancy Services Ltd.

10.5%
10.468%

Bharti Airtel Ltd.

8.3%
8.345%

HCL Technologies Ltd.

6.9%
6.948%

LTIMindtree Ltd.

5.8%
5.812%
See all holdings

Allocation by Sector

Technology

76.033286%
76.033286%

Communication

10.924063%
10.924063%

Services

9.540975%
9.540975%

Capital Goods

1.849171%
1.849171%

Consumer Discretionary

0.547016%
0.547016%
See all sectors

Comparison with Equity Funds

Fund NameFund Size
mirae-asset-global
Mirae Asset ELSS Tax Saver Fund (G)

₹ 26,041 cr

₹ 23,712 cr

₹ 64,222 cr

₹ 17,488 cr

₹ 50,154 cr

amc-img

About the AMC

Aditya Birla Sun Life Mutual Fund

Aditya Birla Sun Life Asset Management Company Limited is a joint venture between the Aditya Birla Group of India and Sun Life Financial Inc. of Canada. It was founded in 1994 and operates in about 40 countries with more than 120,000 employees worldwide.amc-img
Fund NameScripbox Opinion
Till Date CAGR

6.233%

7.407%

5.244%

5.207%

6.377%

7.448%

6.316%

7.942%

5.701%

7.168%

Aditya Birla Sun Life Digital India Fund (G) Review

Aditya Birla Sun Life Digital India Fund (G) is a Equity Equity fund and has delivered an annualised return of 12.514% over a period of 24 years. The fund is managed by Aditya Birla Sun Life Mutual Fund. The fund managers are Dhaval Joshi, Kunal Sangoi.

Nav of Aditya Birla Sun Life Digital India Fund (G) as of 10/4/2024 is ₹184.79 with the total AUM as of 10/6/2024 is ₹5311.04. With Scripbox you can compare and check the latest nav for all mutual funds in India. Aditya Birla Sun Life Digital India Fund (G) was launched on 2000-01-15. The category risk of the fund is null.

The minimum SIP amount for Aditya Birla Sun Life Digital India Fund (G) is ₹1000 and you can increase this in multiples of ₹100. In case you want to invest a lump sum, the minimum amount to be invested is ₹5000. Check your estimated returns on mutual funds by using sip calculator.

Aditya Birla Sun Life Digital India Fund (G) is meant for investors with a minimum investment horizon of 5-7 years. Due to the asset class nature, expect volatility in your investments over the short term. The fund is benchmarked to BSE Teck Total Return Index.

Aditya Birla Sun Life Digital India Fund (G) is rated as a 4 fund in Equity and delivered 33.259% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with Aditya Birla Sun Life Digital India Fund (G).

Frequently Asked Questions

What is Aditya Birla Sun Life Digital India Fund (G)?

Aditya Birla Sun Life Digital India Fund (G) is a Equity Equity scheme predominantly investing across Equity instruments with an investment objective to generate wealth over the long term.

How to invest in Aditya Birla Sun Life Digital India Fund (G)?

You can invest in Aditya Birla Sun Life Digital India Fund (G) through AMC, intermediaries, brokers or platforms like Scripbox. To learn step by step process visit how to invest in mutual funds?

What is the minimum sip amount of Aditya Birla Sun Life Digital India Fund (G)?

The minimum sip amount for Aditya Birla Sun Life Digital India Fund (G) is ₹1000. You can invest in multiples of ₹5000.

Is Aditya Birla Sun Life Digital India Fund (G) good to invest in?

As per Scripbox experts, Aditya Birla Sun Life Digital India Fund (G) is a 4 fund. You can investAditya Birla Sun Life Digital India Fund (G) fund if its investment objective and risk-o-meter matches your investment goals and risk preferences.

What is the expense ratio of the Aditya Birla Sun Life Digital India Fund (G)?

The expense ratio of the Aditya Birla Sun Life Digital India Fund (G) is 1.86% for regular plan.