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Ranked On: 28 March 2024
Fund Name | BMSMONEY Rank | Rating | 1Y (R) | 3Y (R) | 5Y (R) | 7Y (R) | 10Y (R) | 1Y (D) | 3Y (D) | 5Y (D) | 7Y (D) | 10Y (D) | Std. Dev. | Max Drawdown | VaR 1Y 95% | Jensen's Alpha | Beta | Sortino Ratio | Sharpe Ratio |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Franklin India Technolog… | - | |
53.90% | 19.43% | 24.05% | 21.85% | 18.66% | 55.52% | 20.65% | 25.24% | 22.90% | 19.58% | 16.92% | -25.30% | -23.21% | 7.05% | 0.83 | 0.27 | 0.53 |
Tata Digital India Fund | - | |
32.45% | 16.19% | 22.74% | 23.82% | % | 34.25% | 18.00% | 24.70% | 25.85% | % | 18.50% | -26.17% | -24.84% | 6.11% | 0.91 | 0.25 | 0.49 |
Aditya Birla Sun Life Di… | - | |
27.02% | 14.61% | 23.63% | 22.84% | 19.60% | 28.42% | 16.00% | 25.03% | 24.16% | 20.77% | 18.01% | -25.77% | -23.97% | 4.62% | 0.96 | 0.23 | 0.45 |
Sbi Technology Opportuni… | - | |
24.82% | 16.23% | 22.16% | 21.63% | 18.33% | 26.20% | 17.60% | 23.48% | 22.97% | 19.54% | 17.08% | -21.90% | -20.19% | 6.29% | 0.89 | 0.26 | 0.53 |
Return Calculated On: 17 May 2024
Ratios Calculated On: 28 March 2024
Fund Name | 1Y Invested Amount: 12,000 |
3Y Invested Amount: 36,000 |
5Y Invested Amount: 60,000 |
7Y Invested Amount: 84,000 |
10Y Invested Amount: 1,20,000 |
15Y Invested Amount: 1,80,000 |
||||||
---|---|---|---|---|---|---|---|---|---|---|---|---|
LumpSum | SIP | LumpSum | SIP | LumpSum | SIP | LumpSum | SIP | LumpSum | SIP | LumpSum | SIP | |
Aditya Birla Sun Life Digital India Fund | 15242.4 | 12654.1 | 54201.6 | 42461.06 | 173298.0 | 102117.9 | 354454.8 | 182093.02 | 718764.0 | 343126.56 | 798458.58 | |
Franklin India Technology Fund | 18468.0 | 14638.36 | 61329.6 | 51305.26 | 176274.0 | 111603.84 | 335109.6 | 191231.04 | 663936.0 | 343678.08 | 782121.24 | |
SBI Technology Opportunities Fund | 14978.4 | 12929.33 | 56527.2 | 43101.07 | 163206.0 | 100525.32 | 330716.4 | 177429.84 | 645660.0 | 319792.68 | ||
Tata Digital India Fund | 15894.0 | 13305.28 | 56473.2 | 43714.26 | 167130.0 | 104270.1 | 374707.2 | 186229.43 |
Fund Name | 1Y Invested Amount: 12,000 |
3Y Invested Amount: 36,000 |
5Y Invested Amount: 60,000 |
7Y Invested Amount: 84,000 |
10Y Invested Amount: 1,20,000 |
15Y Invested Amount: 1,80,000 |
||||||
---|---|---|---|---|---|---|---|---|---|---|---|---|
LumpSum | SIP | LumpSum | SIP | LumpSum | SIP | LumpSum | SIP | LumpSum | SIP | LumpSum | SIP | |
Aditya Birla Sun Life Digital India Fund | 15410.4 | 12733.96 | 56188.8 | 43259.18 | 183300.0 | 105864.96 | 382116.0 | 191385.1 | 792372.0 | 366813.24 | ||
Franklin India Technology Fund | 18662.4 | 14724.17 | 63230.4 | 52170.41 | 184890.0 | 114973.44 | 355706.4 | 199042.79 | 717516.0 | 362475.0 | ||
SBI Technology Opportunities Fund | 15144.0 | 13009.3 | 58550.4 | 43894.87 | 172260.0 | 104053.8 | 357176.4 | 186381.64 | 715248.0 | 342028.32 | ||
Tata Digital India Fund | 16110.0 | 13408.56 | 59155.2 | 44758.69 | 180942.0 | 109370.04 | 420025.2 | 199872.29 |
Fund Name | VaR 1 Y 95% | Max Drawdown % | Average Drawdown % | Standard Deviation % | Semi Deviation % |
---|---|---|---|---|---|
Aditya Birla Sun Life Digital India Fund |
-23.97 | -25.77 | -8.03 | 18.01 | 13.51 |
Franklin India Technology Fund |
-23.21 | -25.30 | -6.03 | 16.92 | 12.25 |
None |
-23.29 | -26.53 | -7.87 | 18.50 | 13.76 |
Sbi Technology Opportunities Fund |
-20.19 | -21.90 | -13.23 | 17.08 | 12.73 |
Tata Digital India Fund |
-24.84 | -26.17 | -10.18 | 18.50 | 13.77 |
Fund Name | Sharpe Ratio | Sortino Ratio | Sterling ratio | Hurst Index | Jensen’s Alpha | Beta | R2 | Treynor Ratio | Modigliani2 Measure | Active Return |
---|---|---|---|---|---|---|---|---|---|---|
Aditya Birla Sun Life Digital India Fund |
0.45
|
0.23
|
0.46
|
0.35
|
4.62
|
0.96 |
0.92
|
|
1.40
|
4.1825
|
Franklin India Technology Fund |
0.53
|
0.27
|
0.49
|
0.40
|
7.05
|
0.83 |
0.77
|
|
1.50
|
5.0453
|
None |
0.42
|
0.22
|
0.44
|
0.38
|
4.86
|
0.91 |
0.93
|
|
1.43
|
3.7818
|
Sbi Technology Opportunities Fund |
0.53
|
0.26
|
0.54
|
0.39
|
6.29
|
0.89 |
0.88
|
|
1.49
|
5.0629
|
Tata Digital India Fund |
0.49
|
0.25
|
0.48
|
0.37
|
6.11
|
0.91 |
0.95
|
|
1.53
|
5.1109
|
Fund Name | 1D | 1W | 1M | 3M | 6M | 1Y | 3Y | 5Y | 7Y | 10Y | 15Y |
---|---|---|---|---|---|---|---|---|---|---|---|
Aditya Birla Sun Life Digital India Fund |
-0.40%
|
2.41%
|
-0.11%
|
-9.20%
|
4.15%
|
27.02%
|
14.61%
|
23.63%
|
22.84%
|
19.60%
|
%
|
Franklin India Technology Fund |
0.12%
|
2.72%
|
2.60%
|
2.87%
|
19.77%
|
53.90%
|
19.43%
|
24.05%
|
21.85%
|
18.66%
|
%
|
SBI Technology Opportunities Fund |
-0.23%
|
2.60%
|
2.14%
|
-6.07%
|
8.70%
|
24.82%
|
16.23%
|
22.16%
|
21.63%
|
18.33%
|
%
|
Tata Digital India Fund |
-0.57%
|
2.45%
|
1.54%
|
-5.71%
|
11.14%
|
32.45%
|
16.19%
|
22.74%
|
23.82%
|
%
|
%
|
Fund Name | 1D | 1W | 1M | 3M | 6M | 1Y | 3Y | 5Y | 7Y | 10Y | 15Y |
---|---|---|---|---|---|---|---|---|---|---|---|
Aditya Birla Sun Life Digital India Fund |
-0.39%
|
2.42%
|
-0.02%
|
-8.95%
|
4.73%
|
28.42%
|
16.00%
|
25.03%
|
24.16%
|
20.77%
|
%
|
Franklin India Technology Fund |
0.12%
|
2.73%
|
2.68%
|
3.13%
|
20.36%
|
55.52%
|
20.65%
|
25.24%
|
22.90%
|
19.58%
|
%
|
SBI Technology Opportunities Fund |
-0.22%
|
2.61%
|
2.23%
|
-5.83%
|
9.29%
|
26.20%
|
17.60%
|
23.48%
|
22.97%
|
19.54%
|
%
|
Tata Digital India Fund |
-0.56%
|
2.47%
|
1.65%
|
-5.41%
|
11.89%
|
34.25%
|
18.00%
|
24.70%
|
25.85%
|
%
|
%
|
Fund Name | 1 Year | 3 Year | 5 Year | 7 Year | 10 Year | 15 Year |
---|---|---|---|---|---|---|
Aditya Birla Sun Life Digital India Fund |
10.25%
|
11.01%
|
21.40%
|
21.71%
|
19.93%
|
17.95%
|
Franklin India Technology Fund |
43.09%
|
24.41%
|
25.09%
|
23.09%
|
19.96%
|
17.72%
|
SBI Technology Opportunities Fund |
14.65%
|
12.04%
|
20.75%
|
20.98%
|
18.63%
|
%
|
Tata Digital India Fund |
20.75%
|
13.02%
|
22.27%
|
22.35%
|
%
|
%
|
Fund Name | 1 Year | 3 Year | 5 Year | 7 Year | 10 Year | 15 Year |
---|---|---|---|---|---|---|
Aditya Birla Sun Life Digital India Fund |
11.52%
|
12.30%
|
22.89%
|
23.12%
|
21.16%
|
%
|
Franklin India Technology Fund |
44.56%
|
25.63%
|
26.33%
|
24.23%
|
20.94%
|
%
|
SBI Technology Opportunities Fund |
15.94%
|
13.30%
|
22.18%
|
22.37%
|
19.87%
|
%
|
Tata Digital India Fund |
22.44%
|
14.66%
|
24.25%
|
24.34%
|
%
|
%
|