Aditya Birla Sun Life Mutual Fund

Aditya Birla Sun Life Digital India Fund Direct-Growth

Equity: Sectoral-Technology - Growth (Open ended)
Risk levelCategoryBenchmark
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Factsheet
SEBI Riskometer: Very HighCategory: Equity: Sectoral-TechnologyBenchmark: BSE Teck Total Return Index
NAV: ₹165.61+1.90%
07 Jul 2026

Rolling Returns Analysis

Rolling annualized returns of Aditya Birla Sun Life Digital India Fund Direct-Growth across 1Y, 3Y and 5Y windows — average, best, worst returns and percentage of positive return periods.
Metric1 Yr Rolling Returns3 Yr Rolling Returns5 Yr Rolling Returns7 Yr Rolling Returns
Analysis period07 Jan, 2014 - 07 Jul, 202622 Jan, 2016 - 07 Jul, 202601 Feb, 2018 - 07 Jul, 202613 Feb, 2020 - 07 Jul, 2026
Average returns21.98%20.00%21.71%21.43%
Standard deviation28.62%9.74%7.09%3.21%
Best returns147.68%
1 year ending on 08 Apr, 2021
45.94%
3 years ending on 05 Jan, 2022
35.81%
5 years ending on 13 Dec, 2021
28.19%
7 years ending on 25 Sep, 2024
Worst returns-25.07%
1 year ending on 23 Mar, 2020
3.03%
3 years ending on 07 Apr, 2025
2.28%
5 years ending on 23 Mar, 2020
11.36%
7 years ending on 23 Mar, 2020
Period with positive return75.64%100.00%100.00%100.00%
Period with return > 5%68.46%99.42%99.28%100.00%
Period with return > 10%60.13%85.21%93.69%100.00%
Period with return > 15%51.77%62.38%79.19%97.02%
Beat % Category42.70%56.79%55.44%70.37%
Beat % Benchmark76.81%88.08%99.37%99.94%

Trailing Returns

Point-to-point returns of Aditya Birla Sun Life Digital India Fund Direct-Growth vs category average for YTD, 1M, 6M, 1Y, 3Y, 5Y and 10Y periods — with category rank and total funds count.
-20%
-10%
0%
10%
-17.0%
-18.7%
-26.5%
YTD
0.4%
-0.4%
-3.8%
1 M
-17.9%
-18.4%
-26.6%
6 M
-16.5%
-19.6%
-27.8%
1 Y
5.6%
5.2%
-0.2%
3 Y
6.2%
6.4%
1.2%
5 Y
16.0%
16.2%
11.9%
10 Y
Fund
Equity: Sectoral-Technology
BSE Teck Total Return Index
NameYTD1 M6 M1 Y3 Y5 Y10 YSince Inception
Fund-17.05%0.42%-17.91%-16.46%5.61%6.23%16.04%17.76%
Equity: Sectoral-Technology-18.70%-0.37%-18.45%-19.58%5.23%6.45%16.22%-
BSE Teck Total Return Index-26.51%-3.83%-26.58%-27.80%-0.24%1.21%11.93%-
Rank in category10141011654-
Funds in category16171616311-

Period Returns

Calendar-year, quarterly and monthly return history of Aditya Birla Sun Life Digital India Fund Direct-Growth. Toggle between bar chart and table view to analyse periodic performance trends.

Historical Performance

Track NAV movement and cumulative returns of Aditya Birla Sun Life Digital India Fund Direct-Growth across 1M, 6M, 1Y, 3Y, 5Y and since-inception periods. Compare SIP and lumpsum growth over time.

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Frequently Asked Questions

What are the 1-year returns of Aditya Birla Sun Life Digital India Fund Direct-Growth?
The 1-year trailing return for Aditya Birla Sun Life Digital India Fund Direct-Growth is shown in the Trailing Returns section. It is compared against the Equity: Sectoral-Technology category average and benchmark for context.
What are the 3-year returns of Aditya Birla Sun Life Digital India Fund Direct-Growth?
The 3-year CAGR for Aditya Birla Sun Life Digital India Fund Direct-Growth is in the Trailing Returns section, with benchmark and category comparisons.
What are the 5-year returns of Aditya Birla Sun Life Digital India Fund Direct-Growth?
The 5-year CAGR for Aditya Birla Sun Life Digital India Fund Direct-Growth is in the Trailing Returns section. 5-year CAGR is a standard metric for medium-term performance consistency.
What are the returns of Aditya Birla Sun Life Digital India Fund Direct-Growth since inception?
Aditya Birla Sun Life Digital India Fund Direct-Growth has delivered a CAGR of 17.76% since its launch. The fund's maximum historical drawdown has been -0.35%, indicating its worst peak-to-trough decline during this period. Since-inception returns capture performance across multiple market cycles and are most useful for evaluating long-term wealth creation.
How has Aditya Birla Sun Life Digital India Fund Direct-Growth performed vs its category over the long term?
Performance vs category average across 1Y, 3Y, 5Y and 10Y periods is in the Trailing Returns section. Rolling returns show how consistently the fund beats its category over time.
What is the Sharpe ratio of Aditya Birla Sun Life Digital India Fund Direct-Growth?
The Sharpe ratio of Aditya Birla Sun Life Digital India Fund Direct-Growth is -0.01. Sharpe ratio measures risk-adjusted return — how much excess return the fund generates per unit of risk. A Sharpe above 1.0 is generally considered good; above 2.0 is excellent. The fund's alpha of 5.13% indicates the excess return generated over the benchmark for the same risk.
What is the alpha of Aditya Birla Sun Life Digital India Fund Direct-Growth?
The alpha of Aditya Birla Sun Life Digital India Fund Direct-Growth is 5.13% and beta is 0.85. A positive alpha means the fund has generated more return than the benchmark for the same level of systematic risk. An alpha of 5.13% indicates the fund manager (or index replication) has added value beyond what market exposure alone would have delivered.
What is the beta of Aditya Birla Sun Life Digital India Fund Direct-Growth?
The beta of Aditya Birla Sun Life Digital India Fund Direct-Growth is 0.85 (Sharpe: -0.01). Beta measures how sensitive the fund's returns are to market moves. A beta below 1.0 (0.85) means Aditya Birla Sun Life Digital India Fund Direct-Growth tends to be less volatile than the benchmark — it falls less in downturns but may also gain less in sharp rallies.
What are the rolling returns of Aditya Birla Sun Life Digital India Fund Direct-Growth?
Rolling returns for Aditya Birla Sun Life Digital India Fund Direct-Growth across all 1Y, 3Y, 5Y investment windows are shown in the Rolling Returns section. Unlike trailing returns, rolling returns reveal how the fund has performed across all possible entry and exit dates — offering a much more complete picture of consistency.
How consistent are the period-wise returns of Aditya Birla Sun Life Digital India Fund Direct-Growth?
Period-wise annual returns for Aditya Birla Sun Life Digital India Fund Direct-Growth across each financial year are in the Period Returns section. This shows whether the fund has been positive in most years and how it has fared in bear markets.