Aditya Birla SL Digital India Fund (Equity, Equity Sectoral-technolog)

High
19 yrs 10 monthsStarted on:15 Jan 2000
₹ 454.72 Cras on: 18 Oct 2019
Long Term Horizon
2.60%
Capital Appreciation

Minimum Investment

  • ₹ 1000.00 for Lumpsum

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.

Exit Load

Scheme Documents

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Tenure

TenureReturns (CAGR)
YTD9.03
3 Month2.56
1 YR5.32
2 YR19.67
3 YR16.14

SIP Returns

TenureReturns (CAGR)
1 YR7.39
2 YR8.99
3 YR14.87
5 YR12.6
10 YR13.61

Portfolio

Company Name% Assets
Infosys Ltd.27.46
Tata Consultancy Services Ltd.10.85
HCL Technologies Ltd.10.19
Tech Mahindra Ltd.7.77
Bharti Airtel Ltd.5.23
Honeywell Automation India Ltd.5.2
Sun TV Network Ltd.3.83
Majesco Ltd.3.4
Persistent Systems Ltd.2.51
MindTree Ltd.2.32

Top Sectoral Holdings

Sector Name% Assets
Technology70.62
Services11.76
Communication7.72
Engineering5.2
Cons Durable2.47
Financial1.03

Indicators

LabelValue
Portfolio turnover ratio95
Standard Deviation13.08%
Beta0.8%
Sharpe Ratio0.81

Kunal Sangoi

Mr. Sangoi is a B.Com (H) and Chartered Accountant.
Prior to joining Birla Sun Life AMC he has worked with Edelweiss Financial Services Ltd