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Aditya Birla Sun Life Digital India Fund Direct Growth+1.98%

62.67%
1 Year Return
Equity
Sectoral/Thematic
3.0star
6M
1Y
3Y
5Y
All

Fund Details

Aditya Birla Sun Life Digital India Fund Direct Growth

RiskHigh
Min SIP Amount₹1000
Expense Ratio1.55%
NAV₹99.05 (20 Jan 2021)
Fund Started01 Jan 2013
Fund Size861 Cr

Returns

1Y
3Y*
5Y*
Since inception*
Fund Returns
62.7%
27.3%
23.1%
23.4%
Category Average
61.1%
26.5%
20.8%
-
Rank Within Category
3
3
1
-
*All returns are annualized.
SIP
ONE TIME
Minimum SIP amount1,000
Amount Per Month₹5,000
Duration
1Y back
3Y back
5Y back
Would have become
0
with 62.7% returns per annum

Comparison

Data not available
Pros
1. 1Y Returns are higher than the category average returns
2. 3Y Returns are higher than the category average returns
3. 5Y Returns are higher than the category average returns
Cons
1. Asset under management(AUM) is less than 500 Crs. Watch expense ratio when AUM is very low
2. Risk-adjusted returns are lower compared to the category
3. Higher expense ratio - 1.59%

Top Holdings

NameSectorInstrument% Assets
Infosys Ltd.TechnologyEquity24.8%
Tata Consultancy Services Ltd.TechnologyEquity10.2%
Tech Mahindra Ltd.TechnologyEquity7.7%
HCL Technologies Ltd.TechnologyEquity6.3%
Bharti Airtel Ltd.CommunicationEquity5.6%
Cyient LimitedTechnologyEquity5.1%
Just Dial Ltd.ServicesEquity5.0%
Majesco Ltd.TechnologyEquity4.0%
Honeywell Automation India Ltd.EngineeringEquity3.5%
Apple Inc. (USA)Cons DurableForgn. Eq2.9%
See All

Aditya Birla Sun Life Digital India Fund Direct Growth Details

Aditya Birla Sun Life Digital India Fund Direct Growth is a Equity Mutual Fund Scheme launched by Aditya Birla Sun Life Mutual Fund. This scheme was made available to investors on 01 Jan 2013. Kunal Sangoi is the Current Fund Manager of Aditya Birla Sun Life Digital India Fund Direct Growth fund.The fund currently has an Asset Under Management(AUM) of ₹861 Cr and the Latest NAV as of 20 Jan 2021 is ₹99.05.

The Aditya Birla Sun Life Digital India Fund Direct Growth is rated High risk. Minimum SIP Investment is set to 1000. Minimum Lumpsum Investment is 1000. Exit load of 1% if redeemed within 30 days.

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.

Tax Implications

Returns are taxed at 15%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 10% on returns of Rs 1 lakh+ in a financial year.

Scheme Information Document(SID)

₹1000
Min for First Investment
₹1000
Min for Second Investment
Exit load of 1% if redeemed within 30 days.
Exit Load

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About Aditya Birla Sun Life Mutual Fund

Address
One India Bulls Centre ,Tower 1, 17th Flr, Jupiter Mill Compound,841,S.B. Marg,Elphinstone Road Mumbai 400 013
Phone
022 43568000
Launch Date
23 Dec 1994
Aditya Birla Sun Life Mutual Fund
Asset Management Company
Custodian
Citibank NA
Registrar & Transfer Agent
Cams
Address
7th Floor, Tower II, Rayala Towers, 158, Anna Salai,
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