Aditya Birla Sun Life Digital India Fund

Review Date: 12-12-2025

Beginning of Analysis

The Aditya Birla Sun Life Digital India Fund has shown a very poor past performence in Technology Fund. The Aditya Birla Sun Life Digital India Fund has a Jensen Alpha of -6.96% which is lower than the category average of -3.76%. The Aditya Birla Sun Life Digital India Fund has a Sharpe Ratio of 0.36 which is lower than the category average of 0.53, showing poor performance.
The past performance of the {fund_name_eng} may or may not be sustained in the future. The review is not investment advice nor is it a recommendation to buy or sell funds.
Technology Mutual Funds

Aditya Birla Sun Life Digital India Fund Return Analysis

The Aditya Birla Sun Life Digital India Fund has delivered a mixed performance across various time horizons, showcasing both strengths and challenges when compared to its Technology Fund peers and the Nifty India Digital TRI benchmark. This analysis examines the fund’s returns over periods ranging from one month to ten years, alongside its Systematic Investment Plan (SIP) performance, highlighting its rankings within the Technology Fund category and its ability to outperform or underperform the benchmark and category averages.

• Aditya Birla Sun Life Digital India Fund has given a return of -7.69% in last one year. In the same period the Nifty India Digital TRI return was -2.9%. The fund has given 4.79% less return than the benchmark return.
• The fund has given a return of 15.99% in last three years and rank 5th out of five funds in the category. In the same period the Nifty India Digital TRI return was 22.2%. The fund has given 6.21% less return than the benchmark return.
• Aditya Birla Sun Life Digital India Fund has given a return of 18.49% in last five years and category average returns is 19.41% in same period. The fund ranked 4.0th out of five funds in the category. In the same period the Nifty India Digital TRI return was 18.25%. The fund has given 0.24% more return than the benchmark return.
• The fund has given a return of 18.67% in last ten years and ranked 3.0rd out of four funds in the category. In the same period the Nifty India Digital TRI return was 12.73%. The fund has given 5.94% more return than the benchmark return.
• The fund has given a SIP return of -5.14% in last one year whereas category average SIP return is 2.34%. The fund one year return rank in the category is 6th in 9 funds
• The fund has SIP return of 10.92% in last three years and ranks 5th in 5 funds. Franklin India Technology Fund has given the highest SIP return (19.15%) in the category in last three years.
• The fund has SIP return of 12.29% in last five years whereas category average SIP return is 14.72%.

Aditya Birla Sun Life Digital India Fund Risk Analysis

• The fund has a standard deviation of 16.8 and semi deviation of 11.8. The category average standard deviation is 16.49 and semi deviation is 11.56.
• The fund has a Value at Risk (VaR) of -21.07 and a maximum drawdown of -15.55. The category average VaR is -19.72 and the maximum drawdown is -14.58. The fund has a beta of 0.92 which shows that fund is less volatile than the benchmark.

Standard deviation measures the fund's return volatility and Semi deviation focuses on downside volatility. Value at Risk (VaR) is a measure of the risk of investments. Maximum Drawdown is the maximum loss from a peak to a trough of a portfolio. Beta measures the volatility of the fund compared to the benchmark. A beta of 1 indicates that the fund will move in line with the benchmark. A beta of more than 1 indicates that the fund will be more volatile than the benchmark and vice versa.

Very Good Performance in Technology Fund Category

Good Performance in Technology Fund Category

Poor Performance in Technology Fund Category

Very Poor Performance in Technology Fund Category

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Investors beware: Mutual Fund investments are subject to market risks. Please read the scheme related documents carefully.

Data Source: www.amfiindia.com

SEBI Categorization