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Funds/Aditya Birla Sun Life Digital India Fund

Aditya Birla Sun Life Digital India Fund

Aditya Birla Sun Life Mutual Fund·Sectoral / Thematic·vs Nifty 500 TRI

The fund remains heavily tilted toward IT software, where nearly 60% sits concentrated in Infosys, TCS, and Tech Mahindra—a classic digital infrastructure play. The slight reduction in Infosys suggests the manager is tempering exposure to the largest holding while maintaining conviction in the digital theme through broader software and emerging digital commerce names like Swiggy. With 68% in just ten stocks and minimal cash, the portfolio reflects a concentrated bet on India's digital economy narrative, favoring established tech giants over diversification.

Portfolio analysis · April 2026

PlanNAV1M1Y3Y CAGR5Y CAGR
Primary₹139.5800-7.19%-17.15%+5.82%+7.14%
Returns above 1Y are CAGR. Direct plan rows highlighted. NAV from AMFI.
Holdings
37
Top 5 Weight
48.56%
Top 10 Weight
68.29%
Max Position
15.45%
Conviction Bets
13
Gini
0.535
Large Cap
57.43%
Mid Cap
15.58%
Small Cap
16.61%
Top Sector
IT - Software
Sector Count
11
HHI (bps)
64,529
Highly Differentiated
Active Share
87.77%
vs peer portfolio
Weight Overlap
10.15%
with avg peer
Cosine Similarity
0.353
portfolio angle
Peer Count
237
funds in category

Active Share = ½Σ|wfund − wpeer|, computed using leave-one-out peer portfolio within SEBI category.

Holdings: 3838+0 added0 removed26 weight shifts ≥ 0.1%
StockWeight
No new entries this month
#Holding% to NAV
1
Infosys Limited
INE009A01021
15.45%
2
Bharti Airtel Limited
INE397D01024
10.48%
3
Tech Mahindra Limited
INE669C01036
8.52%
4
Tata Consultancy Services Limited
INE467B01029
7.87%
5
Eternal Limited
INE758T01015
6.25%
6
LTIMindtree Limited
INE214T01019
4.61%
7
Coforge Limited
INE591G01025
4.08%
8
Persistent Systems Limited
INE262H01021
3.93%
9
Swiggy Ltd
INE00H001014
3.64%
10
HCL Technologies Limited
INE860A01027
3.46%
11
BMO GLOBAL INNOVATORS FUND SERIES - I
IDIA00332572
2.83%
12
Cyient Limited
INE136B01020
2.52%
13
Firstsource Solutions Limited
INE684F01012
2.03%
14
Rategain Travel Technologies Limited
INE0CLI01024
1.78%
15
KPIT Technologies Limited
INE04I401011
1.51%
16
Urban Co Ltd
INE0CAZ01013
1.48%
17
Hexaware Technologies limited
INE093A01041
1.45%
18
Latent View Analytics Limited
INE0I7C01011
1.45%
19
Sonata Software Limited
INE269A01021
1.29%
20
Cognizant Technology Solutions Cl A Com Stk
US1924461023
1.25%
IT - Software59.3%
Retailing11.4%
Telecom - Services10.5%
nan5.6%
IT - Services4.3%
Commercial Services & Supplies2.6%
Capital Markets1.9%
Financial Technology (Fintech)1.6%
Aerospace & Defense1.1%
Other Consumer Services0.9%

Top 10 sectors by % to NAV. Excludes derivatives.

How many stocks does Aditya Birla Sun Life Digital India Fund hold?

Aditya Birla Sun Life Digital India Fund holds 37 stocks as per the latest AMFI portfolio disclosure. The top 5 positions account for 48.56% of NAV.

What is the largest holding in Aditya Birla Sun Life Digital India Fund?

The largest position in Aditya Birla Sun Life Digital India Fund is Infosys Limited, accounting for 15.45% of NAV in the IT - Software sector.

Is Aditya Birla Sun Life Digital India Fund a concentrated or diversified fund?

With a Gini coefficient of 0.535, Aditya Birla Sun Life Digital India Fund is moderately concentrated. The HHI concentration index is 64,529 bps, which is above the 2500 bps threshold for high concentration. The top 5 holdings together make up 48.56% of the portfolio.

What is the market cap allocation of Aditya Birla Sun Life Digital India Fund?

Based on SEBI's AMFI classification, Aditya Birla Sun Life Digital India Fund's equity portfolio is split as: Large Cap: 57.43%, Mid Cap: 15.58%, Small Cap: 16.61%. This reflects the fund's positioning within the market cap spectrum.

Which sectors does Aditya Birla Sun Life Digital India Fund invest in most?

Aditya Birla Sun Life Digital India Fund has the highest allocation to IT - Software (59.32%), Retailing (11.37%), Telecom - Services (10.48%). The fund is invested across 11 sectors in total.

How actively managed is Aditya Birla Sun Life Digital India Fund compared to other Sectoral / Thematic funds?

Aditya Birla Sun Life Digital India Fund has an Active Share of 87.77%, classifying it as "Highly Differentiated" among 237 Sectoral / Thematic peers. This means the fund takes significantly different stock positions compared to its category peers.