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 #46 of 87 in category.
Fund basics
| Category | Equity: Sectoral |
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| NAV | ₹156.94 (as of 2026-10-23) |
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| AUM | ₹3,617 Cr |
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| Expense ratio | 1.63% |
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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 | 2.24% |
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| Sharpe ratio | -0.05 |
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| Standard deviation | 21.42% |
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| Max drawdown | −66.15% |
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| Alpha | 4.5 |
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| Beta | 0.85 |
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Over 5 years, captured 91.3% of NIFTY IT's upside and 79.1% of its downside.
Market cap allocation
| Large cap | 50.4% |
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| Mid cap | 19.7% |
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| Small cap | 29.9% |
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Concentration
| Top 5 holdings | 38.1% |
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| Top 10 holdings | 59.2% |
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| Total holdings | 39 |
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Top holdings
- Infosys Ltd — 9.9%
- Tech Mahindra Limited — 7.8%
- Tata Consultancy Services Ltd. — 7.2%
- Bharti Airtel Ltd. — 7.2%
- Eternal Limited — 5.9%
- COFORGE LIMITED — 5.1%
- Persistent Systems Limited — 4.9%
- SWIGGY LIMITED — 4.2%
- HCL Technologies Ltd — 3.5%
- LTM LIMITED — 3.3%
Top sectors
- Software & Services — 59.3%
- Retail — 11.0%
- Telecom — 7.8%
Calendar-year track record
| Year | Return | Quartile | Category rank |
|---|
| 2026 (partial) | −11.1% | Q4 (Bottom) | #64 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 |