Pros | ![]() 3Y returns in the top 25% of the category. ![]() Beats FD returns for both 3Y & 5Y duration. | ![]() Beats FD returns for both 3Y & 5Y duration. | ||
Cons | - | ![]() 5Y returns in the bottom 25% of the category. |
INDMoney rank | 4/4 | - | ||
Category,Subcateogry | Equity,Sector - Technology | Equity,Sector - Technology | ||
Fund Age | 12 Years | 12 Years | ||
Fund Size | 4530 Cr | 1754 Cr | ||
Min Investment | SIP ₹100 Lumpsum ₹1000 | SIP ₹500 Lumpsum ₹5000 | ||
Expense Ratio | 0.87% | 1.01% | ||
Exit Load | 1% | 1% | ||
Benchmark Index | S&P BSE TECK TR INR | S&P BSE TECK TR INR |
No of Holdings | 45 | 28 | ||
Top 5 Holdings | Infosys Ltd (19.2%) Bharti Airtel Ltd (9.79%) Tata Consultancy Services Ltd (9.5%) Tech Mahindra Ltd (7.42%) LTIMindtree Ltd (4.7%) | Infosys Ltd (20.08%) Tata Consultancy Services Ltd (15.72%) Bharti Airtel Ltd (13.16%) Eternal Ltd (5.83%) PB Fintech Ltd (4.69%) | ||
No of Sectors | 6 | 7 | ||
Top 3 Sectors | Tech (69.14%) Communication (14.64%) Industrial (7.14%) | Tech (64.66%) Communication (18.69%) Consumer Cyclical (10.14%) | ||
Equity % | 97.76% | 95.34% | ||
Debt % | - | - | ||
P/E | 28.39 | 30.08 | ||
P/B | 5.88 | 7.61 | ||
Credit Quality | - | - | ||
Modified Duration | - | - | ||
YTM | - | - |
1-Month Return | -2.33% | -2.65% | ||
3-Month Return | -12.97% | -12.42% | ||
6-Month Return | -13.3% | -11.02% | ||
1-Year Return | 4.07% | 2.87% | ||
3-Year Return | 9.15% | 16.2% | ||
5-Year Return | 29.21% | 26.95% |
Sharpe | 0.05 | 0.43 | ||
Alpha | 1.59 | 8.37 | ||
Beta | 0.98 | 0.9 | ||
Standard Deviation | 18.23 | 18.19 | ||
Information Ratio | 0.37 | 1.12 |
Description | Aditya Birla Sun Life Digital India Fund Direct Plan Growth is an equity fund.The fund could potentially beat inflation in the long-run. | Franklin India Technology Fund Direct Growth is an equity fund.The fund could potentially beat inflation in the long-run. | ||
Managers | Kunal Sangoi | R. Janakiraman |