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Aditya Birla Sun Life Digital India Fund - Portfolio Analysis
- Equity
- IT & Technology
- Average
-
₹179.56
(0.57%)
Current NAV 19-11-2024
-
22.82%
Returns
-
Min. SIP ₹1000
Min. Investment ₹1000
Fund Suitability Test
Asset Allocation (As on 30-Sep-2024)
Allocation of Equity and Debt Asset Classes.
- Equity 93.77%
Market Cap Allocation Of Equity
Shows Distribution among Different Size Companies.
| Category | Allocation |
|---|---|
| Large Cap | 63.69 |
| Small Cap | 21.42 |
| Mid Cap | 8.66 |
Sector Allocation of Equity
Weightage of Portfolio Among Different Sectors.
IT - Software
Telecom - Services
Retailing
IT - Services
Commercial Services & Supplies
Industrial Manufacturing
Entertainment
Transport Services
Capital Markets
Current Stocks Holdings of Equity
Information on Stock Holdings in Portfolio
| Stocks | Market Cap | Sectors (PE Ratio) 07-Mar-2024 |
Holdings | PE Ratio 07-Mar-2024 |
1Y Return |
|---|---|---|---|---|---|
| Infosys Limited | Large Cap | IT - Software (36.25) | 22.84% | 28.22 | 27.24% |
| Tata Consultancy Services Limited | Large Cap | IT - Software (36.25) | 9.95% | 30.96 | 15.63% |
| Bharti Airtel Limited | Large Cap | Telecom - Services (162.37) | 9.02% | 71.98 | 56.94% |
| LTIMindtree Limited | Large Cap | IT - Software (36.96) | 6.62% | 33.85 | 6.16% |
| Tech Mahindra Limited | Large Cap | IT - Software (36.25) | 6.24% | 50.91 | 41.27% |
| HCL Technologies Limited | Large Cap | IT - Software (36.25) | 4.91% | 29.55 | 38.14% |
| Cyient Limited | Small Cap | IT - Services (36.25) | 4.12% | 29.78 | -2.34% |
| Coforge Limited | Mid Cap | IT - Software (36.25) | 3.6% | 68.84 | 46.06% |
| Zomato Limited | Large Cap | Retailing (36.51) | 3.55% | -10.49 | 85.47% |
| Firstsource Solutions Limited | Small Cap | Commercial Services & Supplies (56.27) | 2.58% | 44.08 | 105.52% |
| Sonata Software Limited | Small Cap | IT - Software (36.25) | 2.55% | 54.26 | -21.89% |
| CMS Info Systems Limited | Small Cap | Commercial Services & Supplies (51.91) | 2.46% | 22.17 | 24% |
| Rategain Travel Technologies Limited | Small Cap | IT - Software (36.25) | 1.94% | 42.71 | -5.15% |
| Indiamart Intermesh Limited | Small Cap | Retailing (52.02) | 1.57% | -0.09 | 0% |
| Latent View Analytics Limited | Small Cap | IT - Software (34.17) | 1.51% | 52.69 | -5.99% |
| Birlasoft Limited | Small Cap | IT - Software (36.96) | 1.42% | 83.08 | 166.81% |
| Cyient DLM Ltd | Small Cap | Industrial Manufacturing (37.86) | 1.18% | -1.38 | 32% |
| Zee Entertainment Enterprises Limited | Small Cap | Entertainment (33.88) | 1.17% | -116.65 | -17% |
| L&T Technology Services Limited | Mid Cap | IT - Services (56.27) | 1.08% | 41.68 | 12.27% |
| Delhivery Ltd | Mid Cap | Transport Services (41.92) | 0.98% | 3142.27 | -13.47% |
| Bharti Hexacom Limited | Mid Cap | Telecom - Services | 0.96% | - | 0% |
| KPIT Technologies Limited | Mid Cap | IT - Software (36.25) | 0.76% | 48.68 | -14.23% |
| Persistent Systems Ltd | Mid Cap | IT - Software | 0.7% | - | 0% |
| Info Edge (India) Limited | Mid Cap | Retailing (76.47) | 0.58% | 207.49 | 58.1% |
| Bharti Airtel Limited | Large Cap | Telecom - Services (98.44) | 0.56% | 9.63 | 68% |
| Angel Broking Limited | Small Cap | Capital Markets (36.25) | 0.53% | 18.7 | -7.15% |
| Tanla Platforms Limited | Small Cap | IT - Software (36.25) | 0.39% | 16.84 | -26.67% |
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Chat with usFrequently Asked Questions
What is Market cap allocation in the portfolio?
In mutual funds, "market cap allocation" means how assets of the fund are divided among various market capitalizations, which are based on the total market value of the outstanding shares of stock of a company. Market capitalization falls into three major categories: Large-cap, Mid-cap, Small-cap funds.
Top 5 holdings for Aditya Birla Sun Life Digital India Fund ?
The top holdings of this fund are
How do I create a good mutual fund portfolio?
Building a good portfolio requires proper research and knowing about goals that need to be achieved. Set a boundary for your risk capacity, study about different funds and look at its past performance. Balance portfolio according to set goals and stay informed.
How to maintain a good portfolio?
Timely monitoring of the portfolio keeps us aware of the changes in the ongoing market trends. It helps in making plans for any policy change.
What is sector allocation in the portfolio?
The distribution of assets among various economic sectors is referred to as sector allocation in a portfolio. These sectors include technology, healthcare, financial, energy, and many others.
Top 5 Sector for Aditya Birla Sun Life Digital India Fund ?
The major sectors of this fund are .
What is the ideal number of funds to have in a portfolio?
There is no ideal number, but it is always advisable to keep 4-5 funds in the portfolio as it can be easy to manage them and correct decisions can be taken according to it. Diversification is the key to manage and balance your portfolio for smooth growth.
How does risk tolerance play a role in determining portfolio allocation?
Risk tolerance is an important factor in maintaining portfolio allocation. With the correct mix of assets, the value of investments can improve significantly.