Digital Leaders
Investment Strategy
Investment Approach
To capitalize on businesses demonstrating leadership within the digital transformation landscape through pioneering innovation and advanced technology adoption across their industries.
Investment Objective
To capitalize on opportunities presented by organizations that are spearheading digital transformation and demonstrating leadership in technological adoption and innovation across their industries.
Performance Returns
Returns as on 2025-12-31
Trailing Returns
| Period | Strategy | Benchmark | Outperformance |
|---|---|---|---|
| 1 MONTH | -3.65% | -0.24% | -3.41% |
| 3 MONTHS | 1.50% | 5.02% | -3.52% |
| 6 MONTHS | -3.62% | 1.63% | -5.25% |
| 1 YEAR | -1.28% | 7.63% | -8.91% |
| 2 YEAR | 10.61% | 11.64% | -1.03% |
| 3 YEAR | 14.75% | 16.40% | -1.65% |
| SINCE INCEPTION | 4.62% | 12.69% | -8.07% |
Calendar Year Performance
| Year | Return |
|---|---|
| CY 2025 | -1.28% |
| CY 2024 | 23.95% |
Financial Year Performance
| Year | Return |
|---|---|
| FY 26_YTD | 8.75% |
| FY 25 | 10.70% |
Past performance is not indicative of future results. Returns are subject to market risks.
Portfolio Details
Portfolio Composition
Top 5 Holdings
- Bharti Airtel Ltd 9.27%
- Info Edge India Ltd 8.51%
- HDFC Bank Ltd 7.58%
- ICICI Bank Ltd 7.52%
- Computer Age Management Services Ltd 6.29%
Top 5 Sectors
- Financials 26.53%
- Comm Services 19.50%
- Consumer Discretionary 17.73%
- Information Technology 16.89%
- Industrials 13.96%
Portfolio Characteristics
Fee Structure
Fixed Fee
AMC: 2.5%
Variable Fee
AMC: 1.5%
Hurdle: %
Profit Sharing: 20%
Exit Load
Year 1: 0%
Year 2: 0%
Year 3: 0%
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Disclaimer
Returns are as of 2025-12-31. Returns for periods up to one year are not annualized. Returns for periods exceeding one year are annualized. Returns are computed using the Time Weighted Rate of Return (TWRR) methodology and are provided by the respective Asset Management Companies (AMCs). 'ND' denotes 'No Data', and 'NA' denotes 'Not Applicable'. The performance of the respective Benchmark Indices is presented above. Benchmark(s) are as defined in SEBI circular no. SEBI/HO/IMD/IMD-PoD-2/P/CIR/2022/172 dated December 16, 2022, APMI circular no. APMI/2022-23/02 dated March 23, 2023, and Revised Annexure-1.
This page is provided solely for general informational purposes in relation to the strategy and is based on publicly available information. While reasonable care has been taken to ensure accuracy, the information may not reflect the most recent updates.
Nothing on this page constitutes investment, financial, or legal advice. Investment decisions should be made after consulting a qualified advisor and reviewing official scheme documents.
Last Updated: January 2026 · Published by Affluense AI (affluense.ai)