Aditya Birla Sun Life Digital India Fund - Growth - Regular Plan

(Erstwhile Aditya Birla Sun Life New Millenium Fund - Growth - Regular Plan)

Category: Equity: Sectoral-Technology
Launch Date: 15-01-2000
Asset Class: Equity
Benchmark: S&P BSE Teck TRI
Expense Ratio: 2.6% As on (30-09-2019)
Status: Open Ended Schemes
Minimum Investment: 1000.0
Minimum Topup: 1000.0
Total Assets: 441.62 Cr As on (31-10-2019)
Turn over: 60%
NAV as on 21-11-2019

54.27

-0.1 (-0.1843%)

CAGR Since Inception

8.89%

S&P BSE Teck TRI 10.07%

PERFORMANCE of Aditya Birla Sun Life Digital India Fund - Growth - Regular Plan

Scheme Performance (%)

Data as on - 21-11-2019

Yearly Performance (%)

Fund Managers

Mr. Kunal Sangoi

He has done CA and is a graduate in B.Com. Mr. Sangoi has overall 7 years of experience in financial market. Prior to joining Birla Sun Life AMC, he has worked with Edelweiss Financial Services Ltd

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.

RETURNS CALCULATOR for Aditya Birla Sun Life Digital India Fund - Growth - Regular Plan

Growth of 10000 In SIP (Fund vs Benchmark)

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Growth of 10000 In LUMPSUM (Fund vs Benchmark)

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Rolling Returns

Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.

Riskometer

riskometer

Key Performance and Risk Statistics of Aditya Birla Sun Life Digital India Fund - Growth - Regular Plan

Key Statistics Volatility Sharpe Ratio Alpha Beta Yield to Maturity Average Maturity
Aditya Birla Sun Life Digital India Fund - Growth - Regular Plan 16.83 -0.03 4.96 1.04 - -
Equity: Sectoral-Technology - - - - - -

PEER COMPARISION of Aditya Birla Sun Life Digital India Fund - Growth - Regular Plan

Period
Data as on - 21-11-2019
Scheme Name Launch
Date
1-Year
Ret (%)
2-Yrs
Ret (%)
3-Yrs
Ret (%)
5-Yrs
Ret (%)
10-Yrs
Ret (%)
Aditya Birla Sun Life Digital India Fund - Growth - Regular Plan 15-01-2000 12.08 15.54 19.06 9.99 11.83
SBI TECHNOLOGY OPPORTUNITIES FUND - REGULAR PLAN - GROWTH 01-01-2013 11.38 16.96 16.31 7.35 0.0
Tata Digital India Fund-Regular Plan-Growth 28-12-2015 11.08 19.1 20.26 0.0 0.0
Franklin India Technology Fund-Growth 22-08-1998 8.43 13.3 15.18 7.45 12.25
ICICI Prudential Technology Fund - Growth 03-03-2000 5.55 14.15 16.43 7.51 15.95

PORTFOLIO ANALYSIS of Aditya Birla Sun Life Digital India Fund - Growth - Regular Plan

Asset Allocation (%)