Aditya Birla Sun Life Digital India Fund - Growth - Direct Plan
Aditya Birla Sun Life Mutual Fund Equity Sectoral/ Thematic
Expense Ratio
0.86%
AUM
₹1492.11 Cr
Plan Type
Direct
Market Cap
NA
Risk Level
High
Performance Analysis
NAV trends and returns overview
Returns Performance
Compound Annual Growth Rate (CAGR) across different periods
1 Month
-40.33%
Poor
6 Months
+8.93%
Average
1 Year
-4.65%
Poor
3 Years
+13.90%
Average
5 Years
+14.99%
Good
AUM Growth Analysis
Assets under management trends and growth patterns
Quarterly AUM Trend
Last 20 quarters
AUM Metrics
Key indicators
Current AUM
₹1492.11 Cr
Recent Trend
Growing
Stability Score
8.3
Growth Assessment
Declining
Growth Performance
Historical returns
1Y
Annual Growth
-7.21%
3Y
3Y CAGR
+60.08%
5Y
5Y CAGR
+1142.22%
Growth Assessment: Declining
• Temporary outflows - monitor performance
• Low liquidity risk with stable flows
Risk Analysis
Volatility metrics and risk assessment indicators
Risk level: High - Higher risk with significant price movements
Volatility
17.50%
Annualized standard deviation
Sharpe Ratio
0.742
Fair - Risk-adjusted return
Max Drawdown
-29.00%
High - Worst decline
Consistency
65.1%
Performance consistency
Volatility Breakdown
Daily Volatility
1.10%
Average daily price movement
Annualized Volatility
17.50%
Expected annual price range
Risk Assessment Guide
• Volatility: Higher volatility means greater price fluctuations and investment risk
• Sharpe Ratio: Higher values indicate better risk-adjusted returns (>1.0 is good)
• Max Drawdown: Shows the largest peak-to-trough decline in value
• Consistency: Higher percentages indicate more predictable performance