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5 সেরা পারফর্মিং টেকনোলজি (IT) সেক্টর ফান্ড 2022

Updated on February 16, 2026 , 157602 views

প্রযুক্তি খাত হল ইক্যুইটি ফান্ডের একটি বিভাগ যা প্রযুক্তিগত ব্যবসায় জড়িত কোম্পানিগুলিতে বিনিয়োগ করে, যেমন কম্পিউটার সফ্টওয়্যার এবং হার্ডওয়্যার উত্পাদনকারী নির্মাতারা। এটিতে ইলেকট্রনিক্স এবং প্রযুক্তিগত পরিষেবা সংস্থাগুলিও অন্তর্ভুক্ত রয়েছে যেমন তথ্য প্রযুক্তি প্রদান করে, ইত্যাদি।বিনিয়োগ প্রযুক্তিতেযৌথ পুঁজি বিনিয়োগকারীরা শুধুমাত্র একটি তহবিলে কয়েক ডজন প্রযুক্তি স্টকের অ্যাক্সেস এবং এক্সপোজার লাভ করতে পারে।

Technology Mutual Funds

ভারতের আইটি পরিষেবা শিল্পের জন্ম 1967 সালে মুম্বাইয়ে প্রতিষ্ঠিত হয়েছিলটাটা গ্রুপ Burroughs সঙ্গে অংশীদারিত্ব. প্রথম সফ্টওয়্যার রপ্তানি অঞ্চল, SEEPZ, আধুনিক দিনের IT পার্কের অগ্রদূত, 1973 সালে মুম্বাইতে প্রতিষ্ঠিত হয়েছিল। 1980-এর দশকে দেশের সফ্টওয়্যার রপ্তানির 80 শতাংশেরও বেশি ছিল SEEPZ থেকে।

ভারতে প্রযুক্তি এবং আইটি সেক্টর

ভারতের প্রযুক্তি খাত দ্রুত বিবর্তনের মধ্য দিয়ে যাচ্ছে এবং ভারতীয় ব্যবসায়িক মানের আকার পরিবর্তন করছে। বিশ্বব্যাপী সোর্সিংবাজার ভারতে একটি উচ্চ গতিতে বৃদ্ধি অব্যাহত. দেশটি 2016-17 সালে 55% ভাগ নিয়ে বিশ্বের শীর্ষ সোর্সিং গন্তব্য ছিল।

ভারতের আইটি শিল্প প্রায় অবদান রেখেছে7.7% দেশের জিডিপিতে এবং অবদান রাখবে বলে আশা করা হচ্ছে10% 2025 সালের মধ্যে।

COVID-19 মহামারী চলাকালীন ভারতীয় আইটি শিল্প ইতিবাচক লক্ষণ দেখিয়েছিল এবং এই ব্যাপক ট্র্যাজেডি কাটিয়ে উঠতে স্থিতিস্থাপকতা ছিল। এটি একটি বৈশ্বিক অর্থনৈতিক শক্তি এবং ভারতীয়দের একটি প্রধান অবদানকারী হিসাবে আবির্ভূত হয়েছেঅর্থনীতি বিশেষ করে এবং সাধারণভাবে বিশ্ব।

ভারতের কিছু শীর্ষস্থানীয় আইটি সংস্থা হল ইনফোসিস, টিসিএস,উইপ্রো, টেক মাহিন্দ্রা, ইত্যাদি, যা সেক্টরে একটি বিশাল চিহ্ন তৈরি করেছে।

ভারতে প্রযুক্তি মিউচুয়াল ফান্ডগুলি ধারাবাহিকভাবে একটি বার্ষিক রিটার্ন প্রদান করেছে15 শতাংশ থেকে 19 শতাংশ একটি পাঁচ বছরের সময়কাল ধরে। অতীতে এমন একটি শালীন পারফরম্যান্সের সাথে, এই তহবিলগুলি ভবিষ্যতেও ভাল রিটার্ন প্রদান করবে বলে বিশ্বাস করা হয়।

আদর্শভাবে, বিনিয়োগকারীদের বহুমুখীকরণের উদ্দেশ্যে এই তহবিলে বিনিয়োগ করা উচিত। সম্পদ সৃষ্টির জন্য শুধুমাত্র এই তহবিলের উপর নির্ভর করা উচিত নয়। যে বিনিয়োগকারীরা প্রযুক্তি তহবিলে বিনিয়োগ করার পরিকল্পনা করছেন তাদের অবশ্যই তহবিলের বিগত 3 বছরের পারফরম্যান্সকে ঘনিষ্ঠভাবে পর্যবেক্ষণ করতে হবে। প্রযুক্তি খাত এবং এর ভবিষ্যত বাজার সম্পর্কে গভীর জ্ঞান থাকা উচিত।

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ভারতের শীর্ষ 5 সেরা প্রযুক্তি (IT) সেক্টর ফান্ড FY 22 - 23৷

FundNAVNet Assets (Cr)3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2024 (%)
Franklin India Technology Fund Growth ₹477.06
↓ -0.87
₹1,996-8.5-5.3-716.711.4-1.5
ICICI Prudential Technology Fund Growth ₹185.99
↑ 0.94
₹15,892-8.1-3.7-8.29.712.3-1.9
SBI Technology Opportunities Fund Growth ₹203.837
↑ 0.29
₹5,229-9.4-4.2-411.214.51.5
TATA Digital India Fund Growth ₹42.6168
↓ -0.31
₹12,255-9.6-6.6-14.28.611.5-9.7
Aditya Birla Sun Life Digital India Fund Growth ₹157.53
↑ 0.86
₹4,837-9.6-4.3-8.58.511.2-5.2
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 18 Feb 26

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 (₹1,996 Cr).Highest AUM (₹15,892 Cr).Lower mid AUM (₹5,229 Cr).Upper mid AUM (₹12,255 Cr).Bottom quartile AUM (₹4,837 Cr).
Point 2Oldest track record among peers (27 yrs).Established history (25+ yrs).Established history (13+ yrs).Established history (10+ yrs).Established history (26+ 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: 11.37% (bottom quartile).5Y return: 12.27% (upper mid).5Y return: 14.47% (top quartile).5Y return: 11.52% (lower mid).5Y return: 11.18% (bottom quartile).
Point 63Y return: 16.68% (top quartile).3Y return: 9.66% (lower mid).3Y return: 11.16% (upper mid).3Y return: 8.64% (bottom quartile).3Y return: 8.49% (bottom quartile).
Point 71Y return: -6.98% (upper mid).1Y return: -8.23% (lower mid).1Y return: -4.02% (top quartile).1Y return: -14.19% (bottom quartile).1Y return: -8.50% (bottom quartile).
Point 8Alpha: -0.78 (lower mid).Alpha: 0.25 (upper mid).Alpha: 2.35 (top quartile).Alpha: -2.42 (bottom quartile).Alpha: -3.19 (bottom quartile).
Point 9Sharpe: -0.42 (lower mid).Sharpe: -0.39 (upper mid).Sharpe: -0.22 (top quartile).Sharpe: -0.83 (bottom quartile).Sharpe: -0.58 (bottom quartile).
Point 10Information ratio: 1.25 (top quartile).Information ratio: 0.98 (upper mid).Information ratio: 0.85 (lower mid).Information ratio: 0.71 (bottom quartile).Information ratio: 0.33 (bottom quartile).

Franklin India Technology Fund

  • Bottom quartile AUM (₹1,996 Cr).
  • Oldest track record among peers (27 yrs).
  • Rating: 1★ (lower mid).
  • Risk profile: High.
  • 5Y return: 11.37% (bottom quartile).
  • 3Y return: 16.68% (top quartile).
  • 1Y return: -6.98% (upper mid).
  • Alpha: -0.78 (lower mid).
  • Sharpe: -0.42 (lower mid).
  • Information ratio: 1.25 (top quartile).

ICICI Prudential Technology Fund

  • Highest AUM (₹15,892 Cr).
  • Established history (25+ yrs).
  • Top rated.
  • Risk profile: High.
  • 5Y return: 12.27% (upper mid).
  • 3Y return: 9.66% (lower mid).
  • 1Y return: -8.23% (lower mid).
  • Alpha: 0.25 (upper mid).
  • Sharpe: -0.39 (upper mid).
  • Information ratio: 0.98 (upper mid).

SBI Technology Opportunities Fund

  • Lower mid AUM (₹5,229 Cr).
  • Established history (13+ yrs).
  • Rating: 1★ (bottom quartile).
  • Risk profile: High.
  • 5Y return: 14.47% (top quartile).
  • 3Y return: 11.16% (upper mid).
  • 1Y return: -4.02% (top quartile).
  • Alpha: 2.35 (top quartile).
  • Sharpe: -0.22 (top quartile).
  • Information ratio: 0.85 (lower mid).

TATA Digital India Fund

  • Upper mid AUM (₹12,255 Cr).
  • Established history (10+ yrs).
  • Not Rated.
  • Risk profile: High.
  • 5Y return: 11.52% (lower mid).
  • 3Y return: 8.64% (bottom quartile).
  • 1Y return: -14.19% (bottom quartile).
  • Alpha: -2.42 (bottom quartile).
  • Sharpe: -0.83 (bottom quartile).
  • Information ratio: 0.71 (bottom quartile).

Aditya Birla Sun Life Digital India Fund

  • Bottom quartile AUM (₹4,837 Cr).
  • Established history (26+ yrs).
  • Rating: 2★ (upper mid).
  • Risk profile: High.
  • 5Y return: 11.18% (bottom quartile).
  • 3Y return: 8.49% (bottom quartile).
  • 1Y return: -8.50% (bottom quartile).
  • Alpha: -3.19 (bottom quartile).
  • Sharpe: -0.58 (bottom quartile).
  • Information ratio: 0.33 (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 (₹1,996 Cr).
  • Oldest track record among peers (27 yrs).
  • Rating: 1★ (lower mid).
  • Risk profile: High.
  • 5Y return: 11.37% (bottom quartile).
  • 3Y return: 16.68% (top quartile).
  • 1Y return: -6.98% (upper mid).
  • Alpha: -0.78 (lower mid).
  • Sharpe: -0.42 (lower mid).
  • Information ratio: 1.25 (top quartile).
  • Top sector: Technology.
  • Top bond sector: Cash Equivalent.
  • Equity-heavy allocation (~97%).
  • Largest holding Infosys Ltd (~17.7%).
  • Top-3 holdings concentration ~42.1%.

Below is the key information for Franklin India Technology Fund

Franklin India Technology Fund
Growth
Launch Date 22 Aug 98
NAV (18 Feb 26) ₹477.06 ↓ -0.87   (-0.18 %)
Net Assets (Cr) ₹1,996 on 31 Dec 25
Category Equity - Sectoral
AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating
Risk High
Expense Ratio 2.08
Sharpe Ratio -0.43
Information Ratio 1.25
Alpha Ratio -0.78
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 Jan 21₹10,000
31 Jan 22₹12,539
31 Jan 23₹11,074
31 Jan 24₹16,690
31 Jan 25₹20,017
31 Jan 26₹19,624

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 ₹405,518.
Net Profit of ₹105,518
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 18 Feb 26

DurationReturns
1 Month -10.6%
3 Month -8.5%
6 Month -5.3%
1 Year -7%
3 Year 16.7%
5 Year 11.4%
10 Year
15 Year
Since launch 18%
Historical performance (Yearly) on absolute basis
YearReturns
2024 -1.5%
2023 28.4%
2022 51.1%
2021 -22.3%
2020 39%
2019 56.8%
2018 12.4%
2017 11.9%
2016 19.1%
2015 -2.6%
Fund Manager information for Franklin India Technology Fund
NameSinceTenure
Venkatesh Sanjeevi4 Oct 241.33 Yr.
R. Janakiraman1 Dec 232.17 Yr.
Sandeep Manam18 Oct 214.29 Yr.

Data below for Franklin India Technology Fund as on 31 Dec 25

Equity Sector Allocation
SectorValue
Technology54.4%
Communication Services23.04%
Consumer Cyclical14.26%
Financial Services4.5%
Industrials0.78%
Health Care0.01%
Asset Allocation
Asset ClassValue
Cash2.73%
Equity97.09%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Infosys Ltd (Technology)
Equity, Since 29 Feb 12 | INFY
18%₹343 Cr2,089,607
↓ -153,941
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Jan 18 | BHARTIARTL
17%₹321 Cr1,631,497
↓ -21,239
HCL Technologies Ltd (Technology)
Equity, Since 30 Jun 14 | HCLTECH
8%₹152 Cr894,643
Eternal Ltd (Consumer Cyclical)
Equity, Since 31 Jul 21 | 543320
6%₹124 Cr4,524,577
Cognizant Technology Solutions Corp Class A (Technology)
Equity, Since 30 Sep 25 | CTSH
6%₹120 Cr159,240
Tata Consultancy Services Ltd (Technology)
Equity, Since 31 Aug 04 | TCS
6%₹118 Cr378,126
Franklin Technology I Acc USD
Investment Fund | -
5%₹104 Cr124,810
PB Fintech Ltd (Financial Services)
Equity, Since 30 Nov 21 | 543390
4%₹86 Cr517,479
Info Edge (India) Ltd (Communication Services)
Equity, Since 31 Jan 17 | NAUKRI
3%₹49 Cr394,359
MakeMyTrip Ltd (Consumer Cyclical)
Equity, Since 30 Jun 25 | MMYT
2%₹45 Cr78,777

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 (₹15,892 Cr).
  • Established history (25+ yrs).
  • Top rated.
  • Risk profile: High.
  • 5Y return: 12.27% (upper mid).
  • 3Y return: 9.66% (lower mid).
  • 1Y return: -8.23% (lower mid).
  • Alpha: 0.25 (upper mid).
  • Sharpe: -0.39 (upper mid).
  • Information ratio: 0.98 (upper mid).
  • Top sector: Technology.
  • Top bond sector: Cash Equivalent.
  • Equity-heavy allocation (~99%).
  • High-quality debt (AAA/AA ~100%).
  • Largest holding Infosys Ltd (~17.8%).

Below is the key information for ICICI Prudential Technology Fund

ICICI Prudential Technology Fund
Growth
Launch Date 3 Mar 00
NAV (17 Feb 26) ₹185.99 ↑ 0.94   (0.51 %)
Net Assets (Cr) ₹15,892 on 31 Dec 25
Category Equity - Sectoral
AMC ICICI Prudential Asset Management Company Limited
Rating
Risk High
Expense Ratio 1.75
Sharpe Ratio -0.4
Information Ratio 0.98
Alpha Ratio 0.25
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 Jan 21₹10,000
31 Jan 22₹15,909
31 Jan 23₹13,726
31 Jan 24₹17,866
31 Jan 25₹21,106
31 Jan 26₹20,531

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 ₹415,684.
Net Profit of ₹115,684
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 18 Feb 26

DurationReturns
1 Month -11.9%
3 Month -8.1%
6 Month -3.7%
1 Year -8.2%
3 Year 9.7%
5 Year 12.3%
10 Year
15 Year
Since launch 11.9%
Historical performance (Yearly) on absolute basis
YearReturns
2024 -1.9%
2023 25.4%
2022 27.5%
2021 -23.2%
2020 75.7%
2019 70.6%
2018 2.3%
2017 19.1%
2016 19.8%
2015 -4%
Fund Manager information for ICICI Prudential Technology Fund
NameSinceTenure
Vaibhav Dusad2 May 205.75 Yr.
Sharmila D’mello30 Jun 223.59 Yr.

Data below for ICICI Prudential Technology Fund as on 31 Dec 25

Equity Sector Allocation
SectorValue
Technology67.39%
Communication Services16.24%
Consumer Cyclical5.45%
Health Care3.14%
Industrials2.99%
Financial Services1.88%
Real Estate0.79%
Consumer Defensive0.68%
Asset Allocation
Asset ClassValue
Cash1.44%
Equity98.56%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Infosys Ltd (Technology)
Equity, Since 30 Apr 08 | INFY
18%₹2,756 Cr16,793,602
↓ -1,113,597
Bharti Airtel Ltd (Partly Paid Rs.1.25) (Communication Services)
Equity, Since 31 Oct 21 | 890157
7%₹1,098 Cr7,017,670
Tech Mahindra Ltd (Technology)
Equity, Since 31 Oct 16 | TECHM
7%₹1,021 Cr5,857,810
↓ -459,862
Wipro Ltd (Technology)
Equity, Since 30 Sep 19 | WIPRO
6%₹973 Cr41,055,503
↑ 9,150,000
HCL Technologies Ltd (Technology)
Equity, Since 30 Sep 20 | HCLTECH
5%₹696 Cr4,103,783
↓ -753,967
Mphasis Ltd (Technology)
Equity, Since 30 Jun 20 | MPHASIS
4%₹648 Cr2,349,600
↓ -28,375
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 May 20 | BHARTIARTL
4%₹599 Cr3,040,491
↓ -359,961
LTIMindtree Ltd (Technology)
Equity, Since 31 Jul 16 | LTIM
4%₹567 Cr948,400
↑ 50,781
Coforge Ltd (Technology)
Equity, Since 31 Jul 20 | COFORGE
4%₹554 Cr3,347,060
↑ 450,000
Tata Consultancy Services Ltd (Technology)
Equity, Since 30 Sep 19 | TCS
3%₹508 Cr1,625,515
↓ -710,000

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

  • Lower mid AUM (₹5,229 Cr).
  • Established history (13+ yrs).
  • Rating: 1★ (bottom quartile).
  • Risk profile: High.
  • 5Y return: 14.47% (top quartile).
  • 3Y return: 11.16% (upper mid).
  • 1Y return: -4.02% (top quartile).
  • Alpha: 2.35 (top quartile).
  • Sharpe: -0.22 (top quartile).
  • Information ratio: 0.85 (lower mid).
  • Top sector: Technology.
  • Top bond sector: Cash Equivalent.
  • Equity-heavy allocation (~96%).
  • High-quality debt (AAA/AA ~100%).
  • Largest holding Infosys Ltd (~14.3%).

Below is the key information for SBI Technology Opportunities Fund

SBI Technology Opportunities Fund
Growth
Launch Date 9 Jan 13
NAV (17 Feb 26) ₹203.837 ↑ 0.29   (0.14 %)
Net Assets (Cr) ₹5,229 on 31 Dec 25
Category Equity - Sectoral
AMC SBI Funds Management Private Limited
Rating
Risk High
Expense Ratio 1.91
Sharpe Ratio -0.22
Information Ratio 0.85
Alpha Ratio 2.35
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 Jan 21₹10,000
31 Jan 22₹14,804
31 Jan 23₹14,357
31 Jan 24₹18,099
31 Jan 25₹21,565
31 Jan 26₹22,053

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 ₹436,710.
Net Profit of ₹136,710
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 18 Feb 26

DurationReturns
1 Month -10.4%
3 Month -9.4%
6 Month -4.2%
1 Year -4%
3 Year 11.2%
5 Year 14.5%
10 Year
15 Year
Since launch 18.1%
Historical performance (Yearly) on absolute basis
YearReturns
2024 1.5%
2023 30.1%
2022 24.8%
2021 -15.5%
2020 66.4%
2019 47.3%
2018 12.2%
2017 17.1%
2016 13%
2015 -3.3%
Fund Manager information for SBI Technology Opportunities Fund
NameSinceTenure
Vivek Gedda1 Apr 241.84 Yr.

Data below for SBI Technology Opportunities Fund as on 31 Dec 25

Equity Sector Allocation
SectorValue
Technology61.44%
Communication Services17.12%
Consumer Cyclical11.14%
Industrials2.43%
Financial Services1.99%
Health Care0.85%
Consumer Defensive0.63%
Asset Allocation
Asset ClassValue
Cash4.34%
Equity95.6%
Debt0.06%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Infosys Ltd (Technology)
Equity, Since 31 Jan 03 | INFY
14%₹721 Cr4,395,176
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 May 18 | BHARTIARTL
11%₹561 Cr2,850,000
LTIMindtree Ltd (Technology)
Equity, Since 31 Oct 24 | LTIM
6%₹299 Cr500,000
Eternal Ltd (Consumer Cyclical)
Equity, Since 31 Aug 24 | 543320
6%₹290 Cr10,600,000
Cognizant Technology Solutions Corp Class A (Technology)
Equity, Since 31 Jul 23 | CTSH
5%₹249 Cr330,000
Firstsource Solutions Ltd (Technology)
Equity, Since 31 Mar 23 | FSL
5%₹245 Cr7,645,887
Coforge Ltd (Technology)
Equity, Since 31 Aug 23 | COFORGE
4%₹198 Cr1,200,000
Tata Consultancy Services Ltd (Technology)
Equity, Since 30 Apr 06 | TCS
4%₹187 Cr600,000
Alphabet Inc Class A (Communication Services)
Equity, Since 31 Dec 23 | ABEA
3%₹174 Cr56,000
Blackbuck Ltd (Technology)
Equity, Since 30 Nov 24 | BLACKBUCK
3%₹168 Cr3,000,000

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 (₹12,255 Cr).
  • Established history (10+ yrs).
  • Not Rated.
  • Risk profile: High.
  • 5Y return: 11.52% (lower mid).
  • 3Y return: 8.64% (bottom quartile).
  • 1Y return: -14.19% (bottom quartile).
  • Alpha: -2.42 (bottom quartile).
  • Sharpe: -0.83 (bottom quartile).
  • Information ratio: 0.71 (bottom quartile).
  • Higher exposure to Technology vs peer median.
  • Higher exposure to Cash Equivalent (bond sector) vs peer median.
  • Equity-heavy allocation (~92%).
  • Largest holding Infosys Ltd (~18.4%).
  • Top-3 holdings concentration ~40.5%.

Below is the key information for TATA Digital India Fund

TATA Digital India Fund
Growth
Launch Date 28 Dec 15
NAV (18 Feb 26) ₹42.6168 ↓ -0.31   (-0.73 %)
Net Assets (Cr) ₹12,255 on 31 Dec 25
Category Equity - Sectoral
AMC Tata Asset Management Limited
Rating Not Rated
Risk High
Expense Ratio 1.68
Sharpe Ratio -0.83
Information Ratio 0.71
Alpha Ratio -2.42
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 Jan 21₹10,000
31 Jan 22₹15,587
31 Jan 23₹13,494
31 Jan 24₹18,017
31 Jan 25₹21,571
31 Jan 26₹20,058

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 ₹405,518.
Net Profit of ₹105,518
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 18 Feb 26

DurationReturns
1 Month -13.3%
3 Month -9.6%
6 Month -6.6%
1 Year -14.2%
3 Year 8.6%
5 Year 11.5%
10 Year
15 Year
Since launch 15.4%
Historical performance (Yearly) on absolute basis
YearReturns
2024 -9.7%
2023 30.6%
2022 31.9%
2021 -23.3%
2020 74.4%
2019 54.8%
2018 7.5%
2017 24.9%
2016 19.6%
2015 -6%
Fund Manager information for TATA Digital India Fund
NameSinceTenure
Meeta Shetty9 Mar 214.9 Yr.
Hasmukh Vishariya1 Mar 250.92 Yr.

Data below for TATA Digital India Fund as on 31 Dec 25

Equity Sector Allocation
SectorValue
Technology72.68%
Consumer Cyclical8.52%
Communication Services4.13%
Financial Services4.04%
Industrials2.36%
Consumer Defensive0.11%
Asset Allocation
Asset ClassValue
Cash8.16%
Equity91.84%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Infosys Ltd (Technology)
Equity, Since 31 Jan 16 | INFY
18%₹2,209 Cr13,461,819
Tata Consultancy Services Ltd (Technology)
Equity, Since 31 Jan 16 | TCS
12%₹1,410 Cr4,514,144
Tech Mahindra Ltd (Technology)
Equity, Since 30 Apr 16 | TECHM
10%₹1,240 Cr7,110,933
↓ -35,000
Wipro Ltd (Technology)
Equity, Since 31 Jul 18 | WIPRO
6%₹777 Cr32,787,324
HCL Technologies Ltd (Technology)
Equity, Since 31 Jan 16 | HCLTECH
5%₹591 Cr3,483,886
↓ -1,000,000
Eternal Ltd (Consumer Cyclical)
Equity, Since 31 Oct 22 | 543320
4%₹531 Cr19,395,000
↑ 250,000
Persistent Systems Ltd (Technology)
Equity, Since 31 Jan 16 | PERSISTENT
4%₹488 Cr809,192
↑ 50,000
PB Fintech Ltd (Financial Services)
Equity, Since 31 Dec 22 | 543390
4%₹442 Cr2,669,524
Firstsource Solutions Ltd (Technology)
Equity, Since 30 Nov 21 | FSL
3%₹324 Cr10,123,112
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Oct 21 | BHARTIARTL
3%₹309 Cr1,569,200
↑ 100,000

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

  • Bottom quartile AUM (₹4,837 Cr).
  • Established history (26+ yrs).
  • Rating: 2★ (upper mid).
  • Risk profile: High.
  • 5Y return: 11.18% (bottom quartile).
  • 3Y return: 8.49% (bottom quartile).
  • 1Y return: -8.50% (bottom quartile).
  • Alpha: -3.19 (bottom quartile).
  • Sharpe: -0.58 (bottom quartile).
  • Information ratio: 0.33 (bottom quartile).
  • Top sector: Technology.
  • Top bond sector: Cash Equivalent.
  • Equity-heavy allocation (~97%).
  • Largest holding Infosys Ltd (~18.1%).
  • Top-3 holdings concentration ~35.4%.

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 (17 Feb 26) ₹157.53 ↑ 0.86   (0.55 %)
Net Assets (Cr) ₹4,837 on 31 Dec 25
Category Equity - Sectoral
AMC Birla Sun Life Asset Management Co Ltd
Rating
Risk High
Expense Ratio 1.88
Sharpe Ratio -0.59
Information Ratio 0.33
Alpha Ratio -3.19
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 Jan 21₹10,000
31 Jan 22₹15,332
31 Jan 23₹13,514
31 Jan 24₹18,308
31 Jan 25₹20,227
31 Jan 26₹19,627

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 ₹405,518.
Net Profit of ₹105,518
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 18 Feb 26

DurationReturns
1 Month -11.8%
3 Month -9.6%
6 Month -4.3%
1 Year -8.5%
3 Year 8.5%
5 Year 11.2%
10 Year
15 Year
Since launch 11.1%
Historical performance (Yearly) on absolute basis
YearReturns
2024 -5.2%
2023 18.1%
2022 35.8%
2021 -21.6%
2020 70.5%
2019 59%
2018 9.6%
2017 15.6%
2016 22.4%
2015 -3.5%
Fund Manager information for Aditya Birla Sun Life Digital India Fund
NameSinceTenure
Kunal Sangoi16 Jan 1412.05 Yr.

Data below for Aditya Birla Sun Life Digital India Fund as on 31 Dec 25

Equity Sector Allocation
SectorValue
Technology67.6%
Communication Services10.1%
Consumer Cyclical8.37%
Industrials4.88%
Financial Services4.16%
Consumer Defensive0.8%
Asset Allocation
Asset ClassValue
Cash1.11%
Equity97.02%
Other1.87%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Infosys Ltd (Technology)
Equity, Since 30 Apr 05 | INFY
18%₹853 Cr5,199,145
↓ -76,976
Tata Consultancy Services Ltd (Technology)
Equity, Since 30 Apr 05 | TCS
9%₹411 Cr1,316,793
Tech Mahindra Ltd (Technology)
Equity, Since 31 May 13 | TECHM
9%₹405 Cr2,324,243
↓ -103,603
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Aug 19 | BHARTIARTL
9%₹403 Cr2,048,484
Eternal Ltd (Consumer Cyclical)
Equity, Since 31 Jul 21 | 543320
5%₹254 Cr9,270,621
LTIMindtree Ltd (Technology)
Equity, Since 31 Mar 21 | LTIM
5%₹245 Cr410,074
↑ 6,668
Coforge Ltd (Technology)
Equity, Since 30 Jun 20 | COFORGE
4%₹176 Cr1,066,945
Swiggy Ltd (Consumer Cyclical)
Equity, Since 30 Nov 24 | SWIGGY
3%₹142 Cr4,580,652
↑ 820,333
Persistent Systems Ltd (Technology)
Equity, Since 31 Jul 13 | PERSISTENT
3%₹140 Cr232,605
↑ 10,825
HCL Technologies Ltd (Technology)
Equity, Since 31 Dec 10 | HCLTECH
3%₹140 Cr826,372
↓ -385,116

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যেহেতু প্রযুক্তি তহবিলটি সেক্টর বিভাগের অন্তর্গতইক্যুইটি ফান্ড তারা তাদের সাথে উচ্চ ঝুঁকি বহন করে। এইভাবে, যে বিনিয়োগকারীরা তাদের বিনিয়োগে ঝুঁকি সহ্য করার ক্ষমতা রাখে তাদের শুধুমাত্র এই তহবিলে বিনিয়োগ করার পরিকল্পনা করা উচিত। এছাড়াও, ইক্যুইটি বাজারের দীর্ঘমেয়াদী সুবিধা পেতে একজনকে দীর্ঘ মেয়াদে, পাঁচ বছরের বেশি বিনিয়োগ করার পরামর্শ দেওয়া হয়।

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Disclaimer:
এখানে প্রদত্ত তথ্য সঠিক কিনা তা নিশ্চিত করার জন্য সমস্ত প্রচেষ্টা করা হয়েছে। যাইহোক, তথ্যের সঠিকতা সম্পর্কে কোন গ্যারান্টি দেওয়া হয় না। কোনো বিনিয়োগ করার আগে স্কিমের তথ্য নথির সাথে যাচাই করুন।
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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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