- Mutual Funds
- Aditya Birla Sun Life Mutual Fund
- Aditya Birla Sun Life Digital India Fund (IDCW-I)
Aditya Birla Sun Life Digital India Fund (IDCW-I)
₹ 49.33
NAV (Sep 05)
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.
Investment Calculator
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 yearsHistorical NAV
₹ 49.33
NAV (Sep 5)
Fund Returns
Last 1Y | 31.5% |
Last 3Y | 12.3% |
Last 5Y | 28.1% |
Last 10Y | 19.1% |
Since Inception | 12.6% |
6 Month CAGR | 15.9% |
Scheme Information
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 | 5138.2 |
ISIN | INF209K01132 |
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
Returns Calculator Comparison
of
for
with step up of
| Asset | Returns | Total Corpus | Gains | CAGR |
|---|---|---|---|---|
| Aditya Birla Sun Life Digital India Fund (IDCW-I) | 15,24,241 | 7,91,629 | 28.1% | |
| EPF | 9,00,761 | 1,68,149 | 8.50% | |
| Property | 8,67,662 | 1,35,050 | 7.00% | |
| PPF | 8,69,819 | 1,37,207 | 7.10% | |
| Bank FD | 8,46,471 | 1,13,859 | 6.00% | |
| Gold | 8,46,471 | 1,13,859 | 6.00% | |
| Savings Bank | 8,25,950 | 93,338 | 5.00% |
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
Top Stock Holdings
Infosys Ltd.
24.7%Tata Consultancy Services Ltd.
10.5%Bharti Airtel Ltd.
8.3%HCL Technologies Ltd.
6.9%LTIMindtree Ltd.
5.8%Allocation by Sector
Technology
76.033286%Communication
10.924063%Services
9.540975%Capital Goods
1.849171%Consumer Discretionary
0.547016%Comparison with Equity Funds
| Fund Name | Fund Size | |
|---|---|---|
₹ 25,617 cr | ||
₹ 23,046 cr | ||
₹ 62,717 cr | ||
₹ 48,805 cr | ||
₹ 17,267 cr |
About the AMC
Aditya Birla Sun Life Mutual Fund
| Fund Name | Scripbox Opinion | Till Date CAGR | |
|---|---|---|---|
6.067% | 7.403% | ||
- | 5.11% | ||
6.227% | 7.444% | ||
6.115% | 7.938% | ||
5.536% | 7.166% |
Aditya Birla Sun Life Digital India Fund (IDCW-I) Review
Aditya Birla Sun Life Digital India Fund (IDCW-I) is a Equity Equity fund and has delivered an annualised return of 12.599% over a period of 24 years. The fund is managed by Aditya Birla Sun Life Mutual Fund. The fund manager’s name is [object Object],[object Object].
Nav of Aditya Birla Sun Life Digital India Fund (IDCW-I) as of 9/5/2024 is ₹49.33 with the total AUM as of 9/7/2024 is ₹5138.2026. With Scripbox you can compare and check the latest nav for all mutual funds in India. Aditya Birla Sun Life Digital India Fund (IDCW-I) 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 (IDCW-I) 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 (IDCW-I) 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 (IDCW-I) is rated as a 4 fund in Equity and delivered 31.48% 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 (IDCW-I).
Frequently Asked Questions
What is Aditya Birla Sun Life Digital India Fund (IDCW-I)?
How to invest in Aditya Birla Sun Life Digital India Fund (IDCW-I)?
You can invest in Aditya Birla Sun Life Digital India Fund (IDCW-I) 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 (IDCW-I)?
The minimum sip amount for Aditya Birla Sun Life Digital India Fund (IDCW-I) is ₹1000. You can invest in multiples of ₹5000.
Is Aditya Birla Sun Life Digital India Fund (IDCW-I) good to invest in?
As per Scripbox experts, Aditya Birla Sun Life Digital India Fund (IDCW-I) is a 4 fund. You can investAditya Birla Sun Life Digital India Fund (IDCW-I) 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 (IDCW-I)?
The expense ratio of the Aditya Birla Sun Life Digital India Fund (IDCW-I) is 1.86% for regular plan.