Aditya Birla Sun Life Digital India Fund Direct Growth
Scheme code: INF209K01VF2
NAV value:
₹ 159.9300
NAV date: 18 March, 2026
TER: 0.84%
Fund option: Direct
Fund type: Growth
Asset class: Equity
Asset category: Sectoral/Thematic
Rolling returns
Summary
| Duration | Min (%) | Max (%) | Median (%) | Average return (%) | Category average return (%) |
|---|---|---|---|---|---|
| 1 year | -25.31 | 150.40 | 16.08 | 22.35 | 13.63 |
| 3 year | 3.04 | 46.83 | 16.97 | 20.03 | 18.78 |
| 5 year | 2.97 | 35.39 | 22.25 | 21.81 | 15.46 |
| 7 year | 11.12 | 28.18 | 20.84 | 21.26 | 13.55 |
| 10 year | 15.97 | 22.19 | 20.18 | 19.70 | 14.92 |
| 12 year | 15.43 | 22.77 | 19.47 | 19.48 | 16.54 |
Comparison vs benchmark returns
| Index | Metrics | ||||||||||||||||||||||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| NIFTY 50 |
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| NIFTY 100 |
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| NIFTY 200 |
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| NIFTY 500 |
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SIP rolling returns
Summary
If you invest ₹1 lakh per month in this fund through SIP, here are the estimated returns over different timeframes.| Duration | Invested amount | Final value | Return | CAGR (%) |
|---|
Comparison vs benchmark returns
| Index | Metrics |
|---|
SIP return for 1 year
- Total Invested Amount: ₹12,00,000 - Final Portfolio Value: ₹12,93,170 - Absolute Returns: ₹93,170 - CAGR: %SIP return for 3 year
- Total Invested Amount: ₹36,00,000 - Final Portfolio Value: ₹47,05,312 - Absolute Returns: ₹11,05,312 - CAGR: %SIP return for 5 year
- Total Invested Amount: ₹60,00,000 - Final Portfolio Value: ₹1,02,71,547 - Absolute Returns: ₹42,71,547 - CAGR: %SIP return for 7 year
- Total Invested Amount: ₹84,00,000 - Final Portfolio Value: ₹1,90,63,037 - Absolute Returns: ₹1,06,63,037 - CAGR: %SIP return for 10 year
- Total Invested Amount: ₹1,20,00,000 - Final Portfolio Value: ₹3,61,49,392 - Absolute Returns: ₹2,41,49,392 - CAGR: %SIP return for 12 year
- Total Invested Amount: ₹1,44,00,000 - Final Portfolio Value: ₹4,97,05,281 - Absolute Returns: ₹3,53,05,281 - CAGR: %Drawdown Metrics
Max Drawdown
-34.50 %
Drawdown Duration
1 months
Recovery Time
4 months
Avg Drawdown
-6.87 %
Calmar Ratio by Duration
1
Y
0.6478
3
Y
0.5805
5
Y
0.6321
7
Y
0.6162
10
Y
0.571
12
Y
0.5646
Benchmark Comparison
vs NIFTY 50
| Duration | Alpha | Beta | Upside Capture | Downside Capture | Fund CAGR | Benchmark CAGR |
|---|---|---|---|---|---|---|
| 1 year | -14.10 | 0.99 | 95.8 | 116.2 | -10.08 % | 4.00 % |
| 3 years | -3.82 | 0.91 | 93.8 | 98.0 | 7.02 % | 11.28 % |
| 5 years | -1.28 | 0.92 | 94.3 | 94.0 | 7.91 % | 9.44 % |
| 7 years | 6.11 | 0.78 | 86.9 | 79.4 | 15.93 % | 10.74 % |
| 10 years | 5.19 | 0.77 | 84.8 | 77.2 | 15.97 % | 12.06 % |
| 12 years | 4.05 | 0.77 | 84.8 | 77.2 | 13.24 % | 10.00 % |
| 15 years | 2.87 | 0.77 | 84.8 | 77.2 | 10.46 % | 7.92 % |