Aditya Birla Sun Life Digital India Fund
Direct · Growth ₹183.24
03 Aug 2026
NAV
19.6%
3Y CAGR
21.2%
5Y CAGR
19.3%
10Y CAGR
19.7%
Weighted CAGR
?
Weighted Mean CAGR
Gives more importance to longer time periods (10Y, 20Y) than shorter ones (1Y, 3Y). This balances out recent outperformance and gives a more realistic picture of what long-term returns might look like.
Gives more importance to longer time periods (10Y, 20Y) than shorter ones (1Y, 3Y). This balances out recent outperformance and gives a more realistic picture of what long-term returns might look like.
7.59
Sharpe
-34.5%
Max Drawdown
?
Max Drawdown
The largest peak-to-trough decline in the fund's NAV. Shows the worst-case loss an investor would have experienced at any point in the fund's history.
The largest peak-to-trough decline in the fund's NAV. Shows the worst-case loss an investor would have experienced at any point in the fund's history.
NA
TER
If you invested ₹1,00,000 every month via SIP, here's how this fund has historically performed across different time horizons.
| Duration | Invested | Median Value | XIRR | Min XIRR | Max XIRR |
|---|---|---|---|---|---|
| 1 Year | ₹12.00 L | ₹12.66 L | 21.9% | -48.0% | 139.3% |
| 3 Years | ₹36.00 L | ₹45.61 L | 19.2% | -10.6% | 65.2% |
| 5 Years | ₹60.00 L | ₹98.94 L | 21.0% | -1.0% | 44.2% |
| 7 Years | ₹84.00 L | ₹1.90 Cr | 22.1% | 3.9% | 34.4% |
| 10 Years | ₹1.20 Cr | ₹3.54 Cr | 20.6% | 13.7% | 24.6% |
| 12 Years | ₹1.44 Cr | ₹4.84 Cr | 18.5% | 14.1% | 23.4% |
SIP returns vs benchmark & category
Annualised SIP return (XIRR) over each rolling horizon — like-for-like, not lump-sum.
| Duration | Fund SIP XIRR | NIFTY 50 | Category avg | Fund edge |
|---|---|---|---|---|
| 1 Year | 21.9% | 14.5% | 13.9% | +7.5% |
| 3 Years | 19.2% | 11.2% | 16.8% | +8.1% |
| 5 Years | 21.0% | 10.4% | 16.9% | +10.6% |
| 7 Years | 22.1% | 10.6% | 16.6% | +11.5% |
| 10 Years | 20.6% | 11.5% | 16.9% | +9.1% |
| 12 Years | 18.5% | 11.4% | 16.4% | +7.1% |
| Duration | Mean | Median | Min | Max | Sharpe | Sortino | % Positive | Cat. Mean | Cat. Median |
|---|---|---|---|---|---|---|---|---|---|
| 1 Year | 21.3% | 14.9% | -25.3% | 150.4% | 0.52 | 1.93 | 75% | — | — |
| 3 Years | 19.6% | 16.6% | 3.0% | 46.8% | 1.34 | 46.81 | 100% | — | — |
| 5 Years | 21.2% | 22.0% | 3.0% | 35.4% | 2.01 | 80.44 | 100% | — | — |
| 10 Years | 19.3% | 20.0% | 15.3% | 22.2% | 7.59 | — | 100% | — | — |
-34.5%
Max Drawdown
1 mo
Drawdown Duration
4 mo
Recovery Time
-7.4%
Avg Drawdown
Calmar Ratio by Duration
0.62
1Y
0.57
3Y
0.61
5Y
0.61
7Y
0.56
10Y
0.54
12Y
Compared against NIFTY 50
| Duration | Alpha | Beta | Upside Capture | Downside Capture | Fund CAGR | Bench CAGR |
|---|---|---|---|---|---|---|
| 1 Year | -2.61 | 0.89 | 95.3% | 95.7% | -1.7% | 0.2% |
| 3 Years | +0.05 | 0.89 | 96.3% | 94.5% | 8.4% | 8.5% |
| 5 Years | -1.96 | 0.93 | 95.9% | 97.1% | 6.8% | 9.0% |
| 7 Years | +7.71 | 0.80 | 89.3% | 80.4% | 19.0% | 12.5% |
| 10 Years | +7.20 | 0.77 | 86.4% | 76.8% | 17.4% | 11.2% |
| 12 Years | +6.70 | 0.77 | 84.3% | 75.1% | 16.1% | 10.3% |
| 15 Years | +7.56 | 0.74 | 81.7% | 70.4% | 16.6% | 9.9% |
27
Total Holdings
64.1%
Top 10 Weight
9
Sectors
| # | Stock | % of NAV |
|---|---|---|
| 1 | Infosys Limited | 13.85% |
| 2 | Bharti Airtel Limited | 9.74% |
| 3 | Tech Mahindra Limited | 7.77% |
| 4 | Eternal Limited | 7.08% |
| 5 | Tata Consultancy Services Limited | 6.43% |
| 6 | Coforge Limited | 5.30% |
| 7 | LTIMindtree Limited | 4.28% |
| 8 | Persistent Systems Limited | 3.75% |
| 9 | HCL Technologies Limited | 3.27% |
| 10 | Cyient Limited | 2.67% |