Pros | ![]() 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. ![]() 3Y 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 | 4576 Cr | 1786 Cr | ||
Min Investment | SIP ₹100 Lumpsum ₹1000 | SIP ₹500 Lumpsum ₹5000 | ||
Expense Ratio | 0.87% | 0.96% | ||
Exit Load | 1% | 1% | ||
Benchmark Index | S&P BSE IT | S&P BSE IT |
No of Holdings | 38 | 29 | ||
Top 5 Holdings | Infosys Ltd (19.98%) Bharti Airtel Ltd (9.86%) Tata Consultancy Services Ltd (9.09%) Tech Mahindra Ltd (7.71%) LTIMindtree Ltd (5.73%) | Infosys Ltd (21.19%) Tata Consultancy Services Ltd (14.91%) Bharti Airtel Ltd (11.71%) Zomato Ltd (6.3%) HCL Technologies Ltd (3.41%) | ||
No of Sectors | 6 | 7 | ||
Top 3 Sectors | Tech (68.85%) Communication (15.44%) Consumer Cyclical (6.76%) | Tech (67.44%) Communication (17.19%) Consumer Cyclical (10.75%) | ||
Equity % | 98.48% | 97.25% | ||
Debt % | - | - | ||
P/E | 28.42 | 30.2 | ||
P/B | 5.78 | 7.48 | ||
Credit Quality | - | - | ||
Modified Duration | - | - | ||
YTM | - | - |
1-Month Return | -0.97% | -1.75% | ||
3-Month Return | -15.64% | -14.41% | ||
6-Month Return | -14.97% | -13.77% | ||
1-Year Return | 3.06% | 4.92% | ||
3-Year Return | 6.15% | 13.41% | ||
5-Year Return | 30.75% | 28.74% |
Sharpe | 0.21 | 0.54 | ||
Alpha | 1.96 | 8.18 | ||
Beta | 0.97 | 0.87 | ||
Standard Deviation | 18.65 | 18.2 | ||
Information Ratio | 0.47 | 1.05 |
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 |