Pros | ![]() 5Y returns in the top 25% of the category. ![]() Among most bought funds within the category. ![]() Beats FD returns for both 3Y & 5Y duration. | ![]() Among most bought funds within the category. ![]() Larger AUM within category. ![]() Beats FD returns for both 3Y & 5Y duration. | ||
Cons | ![]() 3Y returns in the bottom 25% of the category. | ![]() 3Y returns in the bottom 25% of the category. |
INDMoney rank | 2/4 | 4/4 | ||
Category,Subcateogry | Equity,Sector - Technology | Equity,Sector - Technology | ||
Fund Age | 11 Years | 11 Years | ||
Fund Size | 5138 Cr | 13422 Cr | ||
Min Investment | SIP ₹100 Lumpsum ₹1000 | SIP ₹100 Lumpsum ₹5000 | ||
Expense Ratio | 0.75% | 0.91% | ||
Exit Load | 1% | 1% | ||
Benchmark Index | S&P BSE IT | S&P BSE IT |
No of Holdings | 36 | 68 | ||
Top 5 Holdings | Infosys Ltd (24.66%) Tata Consultancy Services Ltd (10.47%) Bharti Airtel Ltd (8.34%) HCL Technologies Ltd (6.95%) LTIMindtree Ltd (5.81%) | Infosys Ltd (24.73%) Tata Consultancy Services Ltd (12.1%) Bharti Airtel Ltd (8.04%) HCL Technologies Ltd (5.44%) Tech Mahindra Ltd (5.09%) | ||
No of Sectors | 4 | 8 | ||
Top 3 Sectors | Tech (75.38%) Communication (12.84%) Industrial (9.39%) | Tech (75.78%) Communication (15.12%) Government (7.18%) | ||
Equity % | 98.89% | 96.41% | ||
Debt % | - | - | ||
P/E | 35.92 | 36.09 | ||
P/B | 7.61 | 7.41 | ||
Credit Quality | - | - | ||
Modified Duration | - | - | ||
YTM | - | - |
1-Month Return | 8.87% | 9.56% | ||
3-Month Return | 24.75% | 26.85% | ||
6-Month Return | 16.56% | 20.46% | ||
1-Year Return | 32.95% | 39.3% | ||
3-Year Return | 13.67% | 12.56% | ||
5-Year Return | 29.58% | 29.56% |
Sharpe | 0.5 | 0.45 | ||
Alpha | 1.97 | 0.92 | ||
Beta | 0.98 | 1 | ||
Standard Deviation | 18.43 | 18.44 | ||
Information Ratio | 0.46 | 0.33 |
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. | ICICI Prudential Technology Fund Direct Plan Growth is an equity fund.The fund could potentially beat inflation in the long-run. | ||
Managers | Kunal Sangoi | Vaibhav Dusad |