Aditya Birla SL Digital India Fund
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.
Growthvine rating: 2/5 — ranked #48 of 84 in category.
Fund basics
| Category | Equity: Sectoral |
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| NAV | ₹154.82 (as of 2026-09-11) |
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| AUM | ₹3,589 Cr |
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| Expense ratio | 1.62% |
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| Riskometer | Very High |
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| Fund manager | Kunal Sangoi |
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| Exit load | 1% for redemption within 30 days |
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Performance & risk
| 5-year annualised return | 4.68% |
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| Sharpe ratio | 0.12 |
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| Standard deviation | 20.92% |
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| Max drawdown | -66.15% |
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| Alpha | 4.09 |
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| Beta | 0.85 |
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Over 5 years, captured 91.3% of NIFTY IT's upside and 79.5% of its downside.
Market cap allocation
| Large cap | 54.4% |
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| Mid cap | 18.9% |
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| Small cap | 26.7% |
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Concentration
| Top 5 holdings | 40.6% |
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| Top 10 holdings | 64.4% |
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| Total holdings | 37 |
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Top holdings
- Infosys Ltd — 10.8%
- Bharti Airtel Ltd. — 8.2%
- Tech Mahindra Limited — 8.1%
- Eternal Limited — 7.2%
- Tata Consultancy Services Ltd. — 6.1%
- COFORGE LIMITED — 5.4%
- Persistent Systems Limited — 5.1%
- LTM LIMITED — 4.7%
- HCL Technologies Ltd — 4.4%
- SWIGGY LIMITED — 4.3%
Top sectors
- Software & Services — 60.0%
- Retail — 12.6%
- Telecom — 8.2%
Calendar-year track record
| Year | Return | Quartile | Category rank |
|---|
| 2026 (partial) | -12.3% | Q4 (Bottom) | #70 of 76 |
| 2025 | -5.2% | Q4 (Bottom) | #58 of 69 |
| 2024 | 18.1% | Q3 | #41 of 58 |
| 2023 | 35.8% | Q3 | #26 of 48 |
| 2022 | -21.6% | Q4 (Bottom) | #43 of 46 |