Category: Equity: Sectoral-Technology |
Launch Date: 15-01-2000 |
Asset Class: Equity |
Benchmark: S&P BSE Teck TRI |
Expense Ratio: 2.63% As on (31-12-2020) |
Status: Open Ended Schemes |
Minimum Investment: 1000.0 |
Minimum Topup: 1000.0 |
Total Assets: 861.2 Cr As on (31-12-2020) |
Turn over: 100% |
Kunal Sangoi
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.
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.
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 | - | - | - | - | - | - |
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 | 57.35 | 33.37 | 25.29 | 21.23 | 15.53 |
ICICI Prudential Technology Fund - Growth | 03-03-2000 | 68.55 | 31.49 | 26.92 | 20.63 | 18.05 |
Franklin India Technology Fund-Growth | 22-08-1998 | 57.85 | 33.19 | 25.28 | 19.99 | 14.47 |
Tata Digital India Fund-Regular Plan-Growth | 05-12-2015 | 56.61 | 30.74 | 26.92 | 20.08 | 0.0 |
SBI TECHNOLOGY OPPORTUNITIES FUND - REGULAR PLAN - GROWTH | 01-01-2013 | 46.57 | 28.67 | 23.68 | 18.45 | 0.0 |