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5 Best Performing Technology (IT) Sector Funds 2025

Updated on August 6, 2025 , 156984 views

The technology sector is a category of equity fund that invest in companies involved in technological businesses, such as manufacturers producing computer software and hardware. It also includes electronics & technological service companies such as those providing information technology, etc. The greatest advantage of Investing in technology Mutual Funds is that investors can gain access and exposure to dozens of technology stocks in just one fund.

Technology Mutual Funds

India's IT Services Industry was born in Mumbai in 1967 with the establishment of the Tata Group in partnership with Burroughs. The first software export zone, SEEPZ, the precursor to the modern-day IT park, was established in Mumbai in 1973. More than 80 percent of the country's software exports were from SEEPZ in the 1980s.

Technology and IT Sector in India

The technology sector in India is undergoing rapid evolution and is changing the shape of Indian business standards. The global sourcing Market in India continues to grow at a higher pace. The country remained world’s top sourcing destination in 2016-17 with a share of 55%.

India’s IT industry contributed around 7.7% to the country’s GDP and is expected to contribute 10% by 2025.

During COVID-19 pandemic Indian IT industry showed positive signs and had the resilience to overcome this mass tragedy. It has emerged as a global economic force and a major contributor to the Indian Economy in particular and the world in general.

Some of India’s leading IT firms are Infosys, TCS, Wipro, Tech Mahindra, etc., that have created a huge mark in the sector.

Technology mutual funds in India have consistently provided an annualized return of 15 percent to 19 percent over a five year period. With such a decent performance in the past, these funds are believed to deliver good returns in the future too.

Ideally, investors should invest in this fund for the purpose of diversification. One should not solely depend on this fund for wealth creation. Investors who are planning to invest in technology funds must closely watch the funds’ past 3 years’ performances. One should have an in-depth knowledge about the technology sector and its future market.

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Top 5 Best Technology (IT) Sector Funds in India FY 25 - 26

FundNAVNet Assets (Cr)3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2024 (%)
Franklin India Technology Fund Growth ₹501.846
↑ 1.70
₹1,9495.2-6.4-2.819.119.928.4
ICICI Prudential Technology Fund Growth ₹192.54
↑ 1.04
₹14,5902.3-9.4-2.311.922.425.4
SBI Technology Opportunities Fund Growth ₹212.363
↑ 0.96
₹4,8296.6-45.615.223.330.1
TATA Digital India Fund Growth ₹45.0536
↓ -0.34
₹12,2161.2-13.1-5.911.421.130.6
Aditya Birla Sun Life Digital India Fund Growth ₹164.05
↑ 1.07
₹5,0013.2-9.2-5.811.320.218.1
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 7 Aug 25

Research Highlights & Commentary of 5 Funds showcased

CommentaryFranklin India Technology FundICICI Prudential Technology Fund SBI Technology Opportunities FundTATA Digital India FundAditya Birla Sun Life Digital India Fund
Point 1Bottom quartile AUM (₹1,949 Cr).Highest AUM (₹14,590 Cr).Bottom quartile AUM (₹4,829 Cr).Upper mid AUM (₹12,216 Cr).Lower mid AUM (₹5,001 Cr).
Point 2Oldest track record among peers (26 yrs).Established history (25+ yrs).Established history (12+ yrs).Established history (9+ yrs).Established history (25+ yrs).
Point 3Rating: 1★ (lower mid).Top rated.Rating: 1★ (bottom quartile).Not Rated.Rating: 2★ (upper mid).
Point 4Risk profile: High.Risk profile: High.Risk profile: High.Risk profile: High.Risk profile: High.
Point 55Y return: 19.91% (bottom quartile).5Y return: 22.43% (upper mid).5Y return: 23.27% (top quartile).5Y return: 21.13% (lower mid).5Y return: 20.24% (bottom quartile).
Point 63Y return: 19.08% (top quartile).3Y return: 11.87% (lower mid).3Y return: 15.19% (upper mid).3Y return: 11.41% (bottom quartile).3Y return: 11.33% (bottom quartile).
Point 71Y return: -2.84% (lower mid).1Y return: -2.27% (upper mid).1Y return: 5.56% (top quartile).1Y return: -5.92% (bottom quartile).1Y return: -5.83% (bottom quartile).
Point 8Alpha: -3.52 (bottom quartile).Alpha: 1.35 (upper mid).Alpha: 6.01 (top quartile).Alpha: -1.26 (lower mid).Alpha: -2.54 (bottom quartile).
Point 9Sharpe: 0.08 (bottom quartile).Sharpe: 0.36 (upper mid).Sharpe: 0.62 (top quartile).Sharpe: 0.17 (lower mid).Sharpe: 0.16 (bottom quartile).
Point 10Information ratio: 1.12 (top quartile).Information ratio: 0.87 (lower mid).Information ratio: 0.94 (upper mid).Information ratio: 0.62 (bottom quartile).Information ratio: 0.43 (bottom quartile).

Franklin India Technology Fund

  • Bottom quartile AUM (₹1,949 Cr).
  • Oldest track record among peers (26 yrs).
  • Rating: 1★ (lower mid).
  • Risk profile: High.
  • 5Y return: 19.91% (bottom quartile).
  • 3Y return: 19.08% (top quartile).
  • 1Y return: -2.84% (lower mid).
  • Alpha: -3.52 (bottom quartile).
  • Sharpe: 0.08 (bottom quartile).
  • Information ratio: 1.12 (top quartile).

ICICI Prudential Technology Fund

  • Highest AUM (₹14,590 Cr).
  • Established history (25+ yrs).
  • Top rated.
  • Risk profile: High.
  • 5Y return: 22.43% (upper mid).
  • 3Y return: 11.87% (lower mid).
  • 1Y return: -2.27% (upper mid).
  • Alpha: 1.35 (upper mid).
  • Sharpe: 0.36 (upper mid).
  • Information ratio: 0.87 (lower mid).

SBI Technology Opportunities Fund

  • Bottom quartile AUM (₹4,829 Cr).
  • Established history (12+ yrs).
  • Rating: 1★ (bottom quartile).
  • Risk profile: High.
  • 5Y return: 23.27% (top quartile).
  • 3Y return: 15.19% (upper mid).
  • 1Y return: 5.56% (top quartile).
  • Alpha: 6.01 (top quartile).
  • Sharpe: 0.62 (top quartile).
  • Information ratio: 0.94 (upper mid).

TATA Digital India Fund

  • Upper mid AUM (₹12,216 Cr).
  • Established history (9+ yrs).
  • Not Rated.
  • Risk profile: High.
  • 5Y return: 21.13% (lower mid).
  • 3Y return: 11.41% (bottom quartile).
  • 1Y return: -5.92% (bottom quartile).
  • Alpha: -1.26 (lower mid).
  • Sharpe: 0.17 (lower mid).
  • Information ratio: 0.62 (bottom quartile).

Aditya Birla Sun Life Digital India Fund

  • Lower mid AUM (₹5,001 Cr).
  • Established history (25+ yrs).
  • Rating: 2★ (upper mid).
  • Risk profile: High.
  • 5Y return: 20.24% (bottom quartile).
  • 3Y return: 11.33% (bottom quartile).
  • 1Y return: -5.83% (bottom quartile).
  • Alpha: -2.54 (bottom quartile).
  • Sharpe: 0.16 (bottom quartile).
  • Information ratio: 0.43 (bottom quartile).

1. Franklin India Technology Fund

To provide long-term capital appreciation by predominantly investing in equity and equity related securities of technology and technology related companies.

Research Highlights for Franklin India Technology Fund

  • Bottom quartile AUM (₹1,949 Cr).
  • Oldest track record among peers (26 yrs).
  • Rating: 1★ (lower mid).
  • Risk profile: High.
  • 5Y return: 19.91% (bottom quartile).
  • 3Y return: 19.08% (top quartile).
  • 1Y return: -2.84% (lower mid).
  • Alpha: -3.52 (bottom quartile).
  • Sharpe: 0.08 (bottom quartile).
  • Information ratio: 1.12 (top quartile).
  • Top sector: Technology.
  • Top bond sector: Cash Equivalent.
  • Equity-heavy allocation (~96%).
  • Largest holding Infosys Ltd (~18.9%).
  • Top-3 holdings concentration ~47.9%.

Below is the key information for Franklin India Technology Fund

Franklin India Technology Fund
Growth
Launch Date 22 Aug 98
NAV (07 Aug 25) ₹501.846 ↑ 1.70   (0.34 %)
Net Assets (Cr) ₹1,949 on 30 Jun 25
Category Equity - Sectoral
AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating
Risk High
Expense Ratio 2.2
Sharpe Ratio 0.08
Information Ratio 1.12
Alpha Ratio -3.52
Min Investment 5,000
Min SIP Investment 500
Exit Load 0-1 Years (1%),1 Years and above(NIL)

Growth of 10,000 investment over the years.

DateValue
31 Jul 20₹10,000
31 Jul 21₹15,629
31 Jul 22₹14,202
31 Jul 23₹17,212
31 Jul 24₹26,174
31 Jul 25₹25,147

Franklin India Technology Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹493,520.
Net Profit of ₹193,520
Invest Now

Returns for Franklin India Technology Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 7 Aug 25

DurationReturns
1 Month -4.3%
3 Month 5.2%
6 Month -6.4%
1 Year -2.8%
3 Year 19.1%
5 Year 19.9%
10 Year
15 Year
Since launch 18.6%
Historical performance (Yearly) on absolute basis
YearReturns
2024 28.4%
2023 51.1%
2022 -22.3%
2021 39%
2020 56.8%
2019 12.4%
2018 11.9%
2017 19.1%
2016 -2.6%
2015 3.8%
Fund Manager information for Franklin India Technology Fund
NameSinceTenure
Venkatesh Sanjeevi4 Oct 240.82 Yr.
R. Janakiraman1 Dec 231.67 Yr.
Sandeep Manam18 Oct 213.79 Yr.

Data below for Franklin India Technology Fund as on 30 Jun 25

Equity Sector Allocation
SectorValue
Technology56.73%
Communication Services20.07%
Consumer Cyclical13.17%
Financial Services5.03%
Industrials1.14%
Health Care0.06%
Asset Allocation
Asset ClassValue
Cash3.47%
Equity96.32%
Other0.03%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Infosys Ltd (Technology)
Equity, Since 29 Feb 12 | INFY
19%₹368 Cr2,298,906
↑ 56,427
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Jan 18 | BHARTIARTL
15%₹300 Cr1,493,480
↑ 37,653
Tata Consultancy Services Ltd (Technology)
Equity, Since 31 Aug 04 | TCS
14%₹265 Cr764,559
Franklin Technology I Acc USD
Investment Fund | -
8%₹152 Cr215,810
Eternal Ltd (Consumer Cyclical)
Equity, Since 31 Jul 21 | 543320
7%₹142 Cr5,367,142
PB Fintech Ltd (Financial Services)
Equity, Since 30 Nov 21 | 543390
5%₹94 Cr517,479
HCL Technologies Ltd (Technology)
Equity, Since 30 Jun 14 | HCLTECH
3%₹67 Cr387,170
Intellect Design Arena Ltd (Technology)
Equity, Since 31 Dec 22 | INTELLECT
3%₹56 Cr483,133
↓ -60,000
Zensar Technologies Ltd (Technology)
Equity, Since 31 Jan 23 | ZENSARTECH
3%₹54 Cr642,259
Swiggy Ltd (Consumer Cyclical)
Equity, Since 31 Jan 25 | SWIGGY
3%₹54 Cr1,346,780

2. ICICI Prudential Technology Fund

To generate long-term capital appreciation for you from a portfolio made up predominantly of equity and equity-related securities of technology intensive companies.

Research Highlights for ICICI Prudential Technology Fund

  • Highest AUM (₹14,590 Cr).
  • Established history (25+ yrs).
  • Top rated.
  • Risk profile: High.
  • 5Y return: 22.43% (upper mid).
  • 3Y return: 11.87% (lower mid).
  • 1Y return: -2.27% (upper mid).
  • Alpha: 1.35 (upper mid).
  • Sharpe: 0.36 (upper mid).
  • Information ratio: 0.87 (lower mid).
  • Top sector: Technology.
  • Top bond sector: Cash Equivalent.
  • Equity-heavy allocation (~98%).
  • High-quality debt (AAA/AA ~100%).
  • Largest holding Infosys Ltd (~20.7%).
  • Top-3 holdings concentration ~37.1%.

Below is the key information for ICICI Prudential Technology Fund

ICICI Prudential Technology Fund
Growth
Launch Date 3 Mar 00
NAV (07 Aug 25) ₹192.54 ↑ 1.04   (0.54 %)
Net Assets (Cr) ₹14,590 on 30 Jun 25
Category Equity - Sectoral
AMC ICICI Prudential Asset Management Company Limited
Rating
Risk High
Expense Ratio 1.96
Sharpe Ratio 0.36
Information Ratio 0.87
Alpha Ratio 1.35
Min Investment 5,000
Min SIP Investment 100
Exit Load 0-1 Years (1%),1 Years and above(NIL)

Growth of 10,000 investment over the years.

DateValue
31 Jul 20₹10,000
31 Jul 21₹20,464
31 Jul 22₹19,599
31 Jul 23₹21,019
31 Jul 24₹29,744
31 Jul 25₹28,614

ICICI Prudential Technology Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹530,691.
Net Profit of ₹230,691
Invest Now

Returns for ICICI Prudential Technology Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 7 Aug 25

DurationReturns
1 Month -6.7%
3 Month 2.3%
6 Month -9.4%
1 Year -2.3%
3 Year 11.9%
5 Year 22.4%
10 Year
15 Year
Since launch 12.3%
Historical performance (Yearly) on absolute basis
YearReturns
2024 25.4%
2023 27.5%
2022 -23.2%
2021 75.7%
2020 70.6%
2019 2.3%
2018 19.1%
2017 19.8%
2016 -4%
2015 3.9%
Fund Manager information for ICICI Prudential Technology Fund
NameSinceTenure
Vaibhav Dusad2 May 205.25 Yr.
Sharmila D’mello30 Jun 223.09 Yr.

Data below for ICICI Prudential Technology Fund as on 30 Jun 25

Equity Sector Allocation
SectorValue
Technology68.46%
Communication Services19%
Consumer Cyclical5.75%
Industrials1.78%
Health Care1.32%
Financial Services1.31%
Consumer Defensive0.14%
Utility0.07%
Asset Allocation
Asset ClassValue
Cash2.17%
Equity97.83%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Infosys Ltd (Technology)
Equity, Since 30 Apr 08 | INFY
21%₹3,020 Cr18,854,664
↑ 2,089,247
Tata Consultancy Services Ltd (Technology)
Equity, Since 30 Sep 19 | TCS
9%₹1,344 Cr3,882,169
↓ -1,338,550
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 May 20 | BHARTIARTL
7%₹1,044 Cr5,196,070
↓ -910,944
Bharti Airtel Ltd (Partly Paid Rs.1.25) (Communication Services)
Equity, Since 31 Oct 21 | 890157
6%₹945 Cr6,179,439
Tech Mahindra Ltd (Technology)
Equity, Since 31 Oct 16 | 532755
5%₹775 Cr4,591,828
↑ 689,339
LTIMindtree Ltd (Technology)
Equity, Since 31 Jul 16 | LTIM
5%₹764 Cr1,436,071
↓ -45,000
HCL Technologies Ltd (Technology)
Equity, Since 30 Sep 20 | HCLTECH
4%₹595 Cr3,444,056
↓ -120,000
Wipro Ltd (Technology)
Equity, Since 30 Sep 19 | 507685
4%₹529 Cr19,903,503
↑ 5,100,000
Mphasis Ltd (Technology)
Equity, Since 30 Jun 20 | 526299
3%₹501 Cr1,760,515
↑ 839,422
Eternal Ltd (Consumer Cyclical)
Equity, Since 31 Aug 22 | 543320
3%₹475 Cr17,979,419
↓ -924,000

3. SBI Technology Opportunities Fund

(Erstwhile SBI IT Fund)

To provide the investors maximum growth opportunity through equity investments in stocks of growth oriented sectors of the economy.

Research Highlights for SBI Technology Opportunities Fund

  • Bottom quartile AUM (₹4,829 Cr).
  • Established history (12+ yrs).
  • Rating: 1★ (bottom quartile).
  • Risk profile: High.
  • 5Y return: 23.27% (top quartile).
  • 3Y return: 15.19% (upper mid).
  • 1Y return: 5.56% (top quartile).
  • Alpha: 6.01 (top quartile).
  • Sharpe: 0.62 (top quartile).
  • Information ratio: 0.94 (upper mid).
  • Top sector: Technology.
  • Top bond sector: Cash Equivalent.
  • Equity-heavy allocation (~95%).
  • High-quality debt (AAA/AA ~100%).
  • Largest holding Bharti Airtel Ltd (~14.2%).
  • Top-3 holdings concentration ~35.7%.

Below is the key information for SBI Technology Opportunities Fund

SBI Technology Opportunities Fund
Growth
Launch Date 9 Jan 13
NAV (07 Aug 25) ₹212.363 ↑ 0.96   (0.45 %)
Net Assets (Cr) ₹4,829 on 30 Jun 25
Category Equity - Sectoral
AMC SBI Funds Management Private Limited
Rating
Risk High
Expense Ratio 1.99
Sharpe Ratio 0.62
Information Ratio 0.94
Alpha Ratio 6.01
Min Investment 5,000
Min SIP Investment 500
Exit Load 0-15 Days (0.5%),15 Days and above(NIL)

Growth of 10,000 investment over the years.

DateValue
31 Jul 20₹10,000
31 Jul 21₹18,241
31 Jul 22₹18,036
31 Jul 23₹20,141
31 Jul 24₹27,676
31 Jul 25₹28,349

SBI Technology Opportunities Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹543,623.
Net Profit of ₹243,623
Invest Now

Returns for SBI Technology Opportunities Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 7 Aug 25

DurationReturns
1 Month -4%
3 Month 6.6%
6 Month -4%
1 Year 5.6%
3 Year 15.2%
5 Year 23.3%
10 Year
15 Year
Since launch 19.4%
Historical performance (Yearly) on absolute basis
YearReturns
2024 30.1%
2023 24.8%
2022 -15.5%
2021 66.4%
2020 47.3%
2019 12.2%
2018 17.1%
2017 13%
2016 -3.3%
2015 2.4%
Fund Manager information for SBI Technology Opportunities Fund
NameSinceTenure
Vivek Gedda1 Apr 241.33 Yr.

Data below for SBI Technology Opportunities Fund as on 30 Jun 25

Equity Sector Allocation
SectorValue
Technology60.24%
Communication Services20.51%
Consumer Cyclical6.99%
Financial Services2.64%
Industrials2.3%
Health Care1.06%
Consumer Defensive0.76%
Asset Allocation
Asset ClassValue
Cash5.43%
Equity94.51%
Debt0.06%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 May 18 | BHARTIARTL
14%₹683 Cr3,400,000
Infosys Ltd (Technology)
Equity, Since 31 Jan 03 | INFY
14%₹673 Cr4,200,000
Coforge Ltd (Technology)
Equity, Since 31 Aug 23 | COFORGE
8%₹366 Cr1,900,000
Firstsource Solutions Ltd (Technology)
Equity, Since 31 Mar 23 | FSL
6%₹286 Cr7,645,887
LTIMindtree Ltd (Technology)
Equity, Since 31 Oct 24 | LTIM
6%₹266 Cr500,000
Cognizant Technology Solutions Corp Class A (Technology)
Equity, Since 31 Jul 23 | CTSH
5%₹220 Cr330,000
Eternal Ltd (Consumer Cyclical)
Equity, Since 31 Aug 24 | 543320
4%₹199 Cr7,530,530
Microsoft Corp (Technology)
Equity, Since 31 Aug 20 | MSFT
3%₹162 Cr38,000
Zinka Logistics Solutions Ltd (Technology)
Equity, Since 30 Nov 24 | BLACKBUCK
3%₹154 Cr3,536,533
↑ 731,428
Tata Consultancy Services Ltd (Technology)
Equity, Since 30 Apr 06 | TCS
3%₹138 Cr400,000

4. TATA Digital India Fund

The investment objective of the scheme is to seek long term capital appreciation by investing atleast 80% of its net assets in equity/equity related instruments of the companies in Information Technology Sector in India.However, there is no assurance or guarantee that the investment objective of the Scheme will be achieved.The Scheme does not assure or guarantee any returns.

Research Highlights for TATA Digital India Fund

  • Upper mid AUM (₹12,216 Cr).
  • Established history (9+ yrs).
  • Not Rated.
  • Risk profile: High.
  • 5Y return: 21.13% (lower mid).
  • 3Y return: 11.41% (bottom quartile).
  • 1Y return: -5.92% (bottom quartile).
  • Alpha: -1.26 (lower mid).
  • Sharpe: 0.17 (lower mid).
  • Information ratio: 0.62 (bottom quartile).
  • Higher exposure to Technology vs peer median.
  • Top bond sector: Cash Equivalent.
  • Equity-heavy allocation (~98%).
  • Largest holding Infosys Ltd (~19.2%).
  • Top-3 holdings concentration ~41.8%.

Below is the key information for TATA Digital India Fund

TATA Digital India Fund
Growth
Launch Date 28 Dec 15
NAV (08 Aug 25) ₹45.0536 ↓ -0.34   (-0.75 %)
Net Assets (Cr) ₹12,216 on 30 Jun 25
Category Equity - Sectoral
AMC Tata Asset Management Limited
Rating Not Rated
Risk High
Expense Ratio 0
Sharpe Ratio 0.17
Information Ratio 0.62
Alpha Ratio -1.26
Min Investment 5,000
Min SIP Investment 150
Exit Load 0-3 Months (0.25%),3 Months and above(NIL)

Growth of 10,000 investment over the years.

DateValue
31 Jul 20₹10,000
31 Jul 21₹18,872
31 Jul 22₹18,485
31 Jul 23₹19,996
31 Jul 24₹29,143
31 Jul 25₹26,792

TATA Digital India Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹518,033.
Net Profit of ₹218,033
Invest Now

Returns for TATA Digital India Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 7 Aug 25

DurationReturns
1 Month -7.7%
3 Month 1.2%
6 Month -13.1%
1 Year -5.9%
3 Year 11.4%
5 Year 21.1%
10 Year
15 Year
Since launch 17%
Historical performance (Yearly) on absolute basis
YearReturns
2024 30.6%
2023 31.9%
2022 -23.3%
2021 74.4%
2020 54.8%
2019 7.5%
2018 24.9%
2017 19.6%
2016 -6%
2015
Fund Manager information for TATA Digital India Fund
NameSinceTenure
Meeta Shetty9 Mar 214.4 Yr.
Hasmukh Vishariya1 Mar 250.42 Yr.

Data below for TATA Digital India Fund as on 30 Jun 25

Equity Sector Allocation
SectorValue
Technology76.61%
Consumer Cyclical8.09%
Communication Services5.03%
Industrials4.06%
Financial Services4.05%
Utility0.5%
Asset Allocation
Asset ClassValue
Cash1.66%
Equity98.34%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Infosys Ltd (Technology)
Equity, Since 31 Jan 16 | INFY
19%₹2,346 Cr14,647,773
↑ 491,916
Tata Consultancy Services Ltd (Technology)
Equity, Since 31 Jan 16 | TCS
13%₹1,557 Cr4,498,591
↑ 361,718
Tech Mahindra Ltd (Technology)
Equity, Since 30 Apr 16 | 532755
10%₹1,206 Cr7,145,933
Wipro Ltd (Technology)
Equity, Since 31 Jul 18 | 507685
7%₹872 Cr32,787,324
HCL Technologies Ltd (Technology)
Equity, Since 31 Jan 16 | HCLTECH
7%₹862 Cr4,983,886
Eternal Ltd (Consumer Cyclical)
Equity, Since 31 Oct 22 | 543320
6%₹768 Cr29,067,000
LTIMindtree Ltd (Technology)
Equity, Since 28 Feb 21 | LTIM
4%₹525 Cr988,062
Persistent Systems Ltd (Technology)
Equity, Since 31 Jan 16 | PERSISTENT
4%₹459 Cr759,192
Firstsource Solutions Ltd (Technology)
Equity, Since 30 Nov 21 | FSL
3%₹379 Cr10,123,112
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Oct 21 | BHARTIARTL
2%₹295 Cr1,469,200

5. Aditya Birla Sun Life Digital India Fund

(Erstwhile Aditya Birla Sun Life New Millennium Fund)

A multi-sector open-ended growth scheme with the objective of long term growth of capital, through a portfolio with a target allocation of 100% equity, focusing on investing in technology and technology dependent companies, hardware, peripherals and components, software, telecom, media, internet and e-commerce and other technology enabled companies. The secondary objective is income generation and distribution of dividend.

Research Highlights for Aditya Birla Sun Life Digital India Fund

  • Lower mid AUM (₹5,001 Cr).
  • Established history (25+ yrs).
  • Rating: 2★ (upper mid).
  • Risk profile: High.
  • 5Y return: 20.24% (bottom quartile).
  • 3Y return: 11.33% (bottom quartile).
  • 1Y return: -5.83% (bottom quartile).
  • Alpha: -2.54 (bottom quartile).
  • Sharpe: 0.16 (bottom quartile).
  • Information ratio: 0.43 (bottom quartile).
  • Top sector: Technology.
  • Top bond sector: Cash Equivalent.
  • Equity-heavy allocation (~97%).
  • Largest holding Infosys Ltd (~18.7%).
  • Top-3 holdings concentration ~36.0%.

Below is the key information for Aditya Birla Sun Life Digital India Fund

Aditya Birla Sun Life Digital India Fund
Growth
Launch Date 15 Jan 00
NAV (07 Aug 25) ₹164.05 ↑ 1.07   (0.66 %)
Net Assets (Cr) ₹5,001 on 30 Jun 25
Category Equity - Sectoral
AMC Birla Sun Life Asset Management Co Ltd
Rating
Risk High
Expense Ratio 1.88
Sharpe Ratio 0.16
Information Ratio 0.43
Alpha Ratio -2.54
Min Investment 1,000
Min SIP Investment 100
Exit Load 0-365 Days (1%),365 Days and above(NIL)

Growth of 10,000 investment over the years.

DateValue
31 Jul 20₹10,000
31 Jul 21₹18,959
31 Jul 22₹18,254
31 Jul 23₹20,585
31 Jul 24₹28,457
31 Jul 25₹26,177

Aditya Birla Sun Life Digital India Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹505,644.
Net Profit of ₹205,644
Invest Now

Returns for Aditya Birla Sun Life Digital India Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 7 Aug 25

DurationReturns
1 Month -6.9%
3 Month 3.2%
6 Month -9.2%
1 Year -5.8%
3 Year 11.3%
5 Year 20.2%
10 Year
15 Year
Since launch 11.6%
Historical performance (Yearly) on absolute basis
YearReturns
2024 18.1%
2023 35.8%
2022 -21.6%
2021 70.5%
2020 59%
2019 9.6%
2018 15.6%
2017 22.4%
2016 -3.5%
2015 11.2%
Fund Manager information for Aditya Birla Sun Life Digital India Fund
NameSinceTenure
Kunal Sangoi16 Jan 1411.55 Yr.
Dhaval Joshi21 Nov 222.69 Yr.

Data below for Aditya Birla Sun Life Digital India Fund as on 30 Jun 25

Equity Sector Allocation
SectorValue
Technology68.29%
Communication Services12.39%
Consumer Cyclical7.58%
Industrials5.73%
Financial Services2.32%
Utility0.3%
Asset Allocation
Asset ClassValue
Cash1.17%
Equity97.47%
Other1.36%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Infosys Ltd (Technology)
Equity, Since 30 Apr 05 | INFY
19%₹933 Cr5,822,533
↑ 211,786
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Aug 19 | BHARTIARTL
9%₹453 Cr2,256,068
Tata Consultancy Services Ltd (Technology)
Equity, Since 30 Apr 05 | TCS
8%₹413 Cr1,193,747
Tech Mahindra Ltd (Technology)
Equity, Since 31 May 13 | 532755
8%₹410 Cr2,427,846
HCL Technologies Ltd (Technology)
Equity, Since 31 Dec 10 | HCLTECH
5%₹260 Cr1,506,744
↑ 157,373
Eternal Ltd (Consumer Cyclical)
Equity, Since 31 Jul 21 | 543320
5%₹232 Cr8,766,342
↑ 1,000,000
LTIMindtree Ltd (Technology)
Equity, Since 31 Mar 21 | LTIM
5%₹225 Cr424,079
Coforge Ltd (Technology)
Equity, Since 30 Jun 20 | COFORGE
4%₹205 Cr1,066,945
Cyient Ltd (Industrials)
Equity, Since 31 May 14 | CYIENT
3%₹152 Cr1,179,815
↓ -18,044
Firstsource Solutions Ltd (Technology)
Equity, Since 31 Aug 23 | FSL
2%₹111 Cr2,968,284

Who Should Invest in IT Mutual Funds?

As the technology fund belongs to the sector category of Equity Funds they carry high-risk with them. Thus, investors who have the ability to tolerate risk in their investment should only plan to invest in these funds. Also, it is suggested that one should invest for a longer duration, more than five years, to attain long-term benefits of the equity market.

How to Invest in Best Technology Funds Online?

  1. Open Free Investment Account for Lifetime at Fincash.com.

  2. Complete your Registration and KYC Process

  3. Upload Documents (PAN, Aadhaar, etc.). And, You are Ready to Invest!

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Disclaimer:
All efforts have been made to ensure the information provided here is accurate. However, no guarantees are made regarding correctness of data. Please verify with scheme information document before making any investment.
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Anil Kumar Meher, posted on 28 Sep 20 4:16 PM

Instead of comparing my plans over ETMONEY or PAISA BAZAR I search my requirements over your site. Although there are multiple things you can really work on. but still good work. Keep it up.. !!

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