Aditya Birla Sun Life Digital India Fund - Growth - Direct Plan is an equity scheme managed by Aditya Birla Sun Life Mutual Fund. Over rolling three-year windows since inception, investors earned a median compounded return of 14.92%, with the bottom and top quartiles at 11.60% and 21.39% respectively. It has ranked in the top half of its category for 0 of the last 2 reported years. The total expense ratio is 2.11% on assets of ₹3,799Cr. The fund is currently managed by Mr. Kunal Sangoi, appointed within the last year.
Lower is better.
This scheme classifies as Large-Blend on the 3x3 equity style box, with 87% of its portfolio classified as of 2026-05-29.
| Holding | Sector |
|---|
| Window | Min | P25 | Median |
|---|
Point-in-time CAGRs cherry-pick a single start date. The chart below shows the distribution of every possible rolling start over the fund's history, so you see the range of investor outcomes — not just one date's number.
Backtested SIP outcomes across both rolling-window scenarios and named historical stress events (COVID, Election uncertainty, Russia/Ukraine, etc.), plus per-manager alpha during their tenure on this scheme.
Same fund, monthly SIPs over rolling 1/3/5-year windows.
| Scheme | AMC | AUM | TER | 3Y |
|---|
Mutual fund investments are subject to market risks. Read all scheme-related documents carefully. Past performance is not indicative of future results. MintByte is an AMFI-registered Mutual Fund Distributor (ARN-314872) and APMI member (APRN-01658). MintByte does not issue buy/sell recommendations on specific securities — the site is an educational data and analytics platform. Star ratings on this page reflect a 3-year category-quartile position computed in-house and are educational only.
Mutual fund schemes are subject to market risk. Read all scheme-related documents carefully before investing. Past performance is not indicative of future results. MintByte is an AMFI-registered mutual fund distributor (ARN-314872). MintByte does not issue buy/sell recommendations on specific securities — the site is an educational data and analytics platform. Not investment advice. Methodology · How we earn.
In-house derivations using 3-year daily NAV vs benchmark. See methodology.
| Weight |
|---|
| INFOSYS LIMITED | Technology | 15.45% |
| BHARTI AIRTEL LIMITED | Communication Services | 10.48% |
| TECH MAHINDRA LIMITED | Technology | 8.52% |
| TATA CONSULTANCY SERVICES LIMITED | Technology | 7.87% |
| Persistent Systems Ltd | Technology | 3.93% |
| Swiggy Pvt Ltd | Consumer Cyclical | 3.64% |
| HCL TECHNOLOGIES LIMITED | Technology | 3.46% |
| CYIENT LIMITED | Industrials | 2.52% |
| FIRSTSOURCE SOLUTIONS LIMITED | Technology | 2.03% |
| RATEGAIN TRAVEL TECHNOLOGIES LIMITED | Technology | 1.78% |
| KPIT TECHNOLOGIES LIMITED | Technology | 1.51% |
| HEXAWARE TECHNOLOGIES LIMITED | Technology | 1.45% |
| LATENT VIEW ANALYTICS LIMITED | Technology | 1.45% |
| SONATA SOFTWARE LIMITED | Technology | 1.29% |
| AFFLE (INDIA) LIMITED | Technology | 1.09% |
| CYIENT DLM PRIVATE LIMITED | Technology | 1.05% |
| MASTEK LIMITED | Technology | 0.99% |
| PHYSICSWALLAH PRIVATE LIMITED | Consumer Defensive | 0.90% |
| ABB INDIA LIMITED | Industrials | 0.80% |
| CAPILLARY TECHNOLOGIES INDIA LIMITED | Technology | 0.79% |
| AMAGI MEDIA LABS PRIVATE LIMITED | Technology | 0.67% |
| CMS INFO SYSTEMS LIMITED | Industrials | 0.62% |
| PB FINTECH LIMITED | Financial Services | 0.57% |
| Sector | Holdings | Weight |
|---|---|---|
| Information Technology | — | 61.46% |
| Consumer Services | — | 12.27% |
| Telecommunication | — | 10.48% |
| Financial Services | 1 | 3.52% |
| Services | — | 2.65% |
| Capital Goods | — | 1.85% |
Active bets vs the average Equity fund. Biggest deviations shown first.
Accent bar = fund's actual sector weight. Vertical black tick = category average for the same sector. Green overlay = overweight, dashed red = underweight. The biggest active bets show first.
How crowded into the same stocks is this fund vs the largest fund in its category?
Category leader = highest-AUM scheme in the same SEBI category. A high overlap-of-weight number means the fund is concentrated into the same names as the leader (crowded); a low one means it's genuinely differentiated.
| P75 |
|---|
| Max |
|---|
| Positive % |
|---|
| 1Y | -21.71% | -5.56% | 14.29% | 35.82% | 119.21% | 63.6% |
| 3Y | 3.04% | 11.60% | 14.92% | 21.40% | 36.06% | 100.0% |
| 5Y | 6.96% | 9.97% | 18.74% | 21.40% | 29.21% | 100.0% |
Each cell is one year. Q1 = top quartile within the AMFI category for that period. Cell label is the last two digits of the year.
Top-10 weight 59.7% means concentration is in line with most actively-managed Indian equity funds. Effective-N is the inverse Herfindahl index — a measure of "how many positions effectively drive the fund" after weighting. Category: Equity.
Compounding maths on a notional ₹10 lakh lumpsum at 12% gross annual return. Green bar is what you'd have without the fee; red overlay is the fee drag. Fee is constant in this scenario — actual outcomes depend on real returns and any future TER changes.
What an investor SIPping into this fund actually got during named market shocks.
Each row is a back-tested SIP — monthly contribution over the regime's duration, no fees adjustment beyond NAV-baked TER. XIRR is the annualised IRR of those cashflows; Abs return is the absolute cash-on-cash; Max DD is the deepest drawdown experienced mid-investment. Past performance is not indicative of future results.
Alpha is the annualised excess return vs benchmark over the manager's tenure on this scheme. Beat-benchmark = total return beat the index over the same window.
| 5Y |
|---|
| Star |
|---|
| SBI TECHNOLOGY OPPORTUNITIES FUND - DIRECT PLAN - GROWTH | SBI Mutual Fund | ₹4,240 Cr | 0.92% | +10.36% | +11.42% | 5★ |
| Edelweiss Technology Fund - Direct Plan - Growth | Edelweiss Mutual Fund | ₹691 Cr | 0.73% | — | — | 3★ |
| Kotak Technology Fund - Direct Plan - Growth Option | Kotak Mahindra Mutual Fund | ₹526 Cr | 1.09% | — | — | 2★ |
| Kotak Technology Fund - Direct Plan - IDCW Option | Kotak Mahindra Mutual Fund | ₹526 Cr | 1.09% | — | — | 2★ |
| Invesco India Technology Fund - Direct Plan - Growth | Invesco Mutual Fund | ₹291 Cr | 0.90% | — | — | 3★ |
| WhiteOak Capital Digital Bharat Fund Direct Plan Growth | WhiteOak Capital Mutual Fund | ₹405 Cr | 0.89% | — | — | 3★ |
| Motilal Oswal Digital India Fund - Direct Plan - Growth | Motilal Oswal Mutual Fund | ₹754 Cr | 1.31% | — | — | 1★ |