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5 সেরা পারফর্মিং টেকনোলজি (IT) সেক্টর ফান্ড 2022

Updated on April 17, 2026 , 157878 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 (%)2025 (%)
ICICI Prudential Technology Fund Growth ₹177.75
↑ 0.54
₹12,575-15.8-9.4-112.29.9-1.9
Franklin India Technology Fund Growth ₹460.74
↑ 2.79
₹1,556-13.8-10.30.717.210.1-1.5
SBI Technology Opportunities Fund Growth ₹194.081
↑ 0.53
₹4,027-14.7-10.71.113.311.81.5
TATA Digital India Fund Growth ₹40.8726
↓ -0.23
₹9,239-16.4-10.6-2.711.29.2-9.7
Aditya Birla Sun Life Digital India Fund Growth ₹150.87
↑ 0.47
₹3,590-15.5-10.6-0.510.58.8-5.2
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 17 Apr 26

Research Highlights & Commentary of 5 Funds showcased

CommentaryICICI Prudential Technology Fund Franklin India Technology FundSBI Technology Opportunities FundTATA Digital India FundAditya Birla Sun Life Digital India Fund
Point 1Highest AUM (₹12,575 Cr).Bottom quartile AUM (₹1,556 Cr).Lower mid AUM (₹4,027 Cr).Upper mid AUM (₹9,239 Cr).Bottom quartile AUM (₹3,590 Cr).
Point 2Established history (26+ yrs).Oldest track record among peers (27 yrs).Established history (13+ yrs).Established history (10+ yrs).Established history (26+ yrs).
Point 3Top rated.Rating: 1★ (lower mid).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: 9.95% (lower mid).5Y return: 10.08% (upper mid).5Y return: 11.81% (top quartile).5Y return: 9.19% (bottom quartile).5Y return: 8.79% (bottom quartile).
Point 63Y return: 12.20% (lower mid).3Y return: 17.20% (top quartile).3Y return: 13.30% (upper mid).3Y return: 11.17% (bottom quartile).3Y return: 10.47% (bottom quartile).
Point 71Y return: -1.02% (bottom quartile).1Y return: 0.72% (upper mid).1Y return: 1.15% (top quartile).1Y return: -2.66% (bottom quartile).1Y return: -0.53% (lower mid).
Point 8Alpha: -1.10 (bottom quartile).Alpha: 0.34 (upper mid).Alpha: 2.53 (top quartile).Alpha: -2.14 (bottom quartile).Alpha: -0.64 (lower mid).
Point 9Sharpe: -0.88 (bottom quartile).Sharpe: -0.77 (upper mid).Sharpe: -0.68 (top quartile).Sharpe: -1.00 (bottom quartile).Sharpe: -0.86 (lower mid).
Point 10Information ratio: 0.21 (bottom quartile).Information ratio: 0.80 (top quartile).Information ratio: 0.42 (lower mid).Information ratio: 0.58 (upper mid).Information ratio: -0.28 (bottom quartile).

ICICI Prudential Technology Fund

  • Highest AUM (₹12,575 Cr).
  • Established history (26+ yrs).
  • Top rated.
  • Risk profile: High.
  • 5Y return: 9.95% (lower mid).
  • 3Y return: 12.20% (lower mid).
  • 1Y return: -1.02% (bottom quartile).
  • Alpha: -1.10 (bottom quartile).
  • Sharpe: -0.88 (bottom quartile).
  • Information ratio: 0.21 (bottom quartile).

Franklin India Technology Fund

  • Bottom quartile AUM (₹1,556 Cr).
  • Oldest track record among peers (27 yrs).
  • Rating: 1★ (lower mid).
  • Risk profile: High.
  • 5Y return: 10.08% (upper mid).
  • 3Y return: 17.20% (top quartile).
  • 1Y return: 0.72% (upper mid).
  • Alpha: 0.34 (upper mid).
  • Sharpe: -0.77 (upper mid).
  • Information ratio: 0.80 (top quartile).

SBI Technology Opportunities Fund

  • Lower mid AUM (₹4,027 Cr).
  • Established history (13+ yrs).
  • Rating: 1★ (bottom quartile).
  • Risk profile: High.
  • 5Y return: 11.81% (top quartile).
  • 3Y return: 13.30% (upper mid).
  • 1Y return: 1.15% (top quartile).
  • Alpha: 2.53 (top quartile).
  • Sharpe: -0.68 (top quartile).
  • Information ratio: 0.42 (lower mid).

TATA Digital India Fund

  • Upper mid AUM (₹9,239 Cr).
  • Established history (10+ yrs).
  • Not Rated.
  • Risk profile: High.
  • 5Y return: 9.19% (bottom quartile).
  • 3Y return: 11.17% (bottom quartile).
  • 1Y return: -2.66% (bottom quartile).
  • Alpha: -2.14 (bottom quartile).
  • Sharpe: -1.00 (bottom quartile).
  • Information ratio: 0.58 (upper mid).

Aditya Birla Sun Life Digital India Fund

  • Bottom quartile AUM (₹3,590 Cr).
  • Established history (26+ yrs).
  • Rating: 2★ (upper mid).
  • Risk profile: High.
  • 5Y return: 8.79% (bottom quartile).
  • 3Y return: 10.47% (bottom quartile).
  • 1Y return: -0.53% (lower mid).
  • Alpha: -0.64 (lower mid).
  • Sharpe: -0.86 (lower mid).
  • Information ratio: -0.28 (bottom quartile).

1. 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 (₹12,575 Cr).
  • Established history (26+ yrs).
  • Top rated.
  • Risk profile: High.
  • 5Y return: 9.95% (lower mid).
  • 3Y return: 12.20% (lower mid).
  • 1Y return: -1.02% (bottom quartile).
  • Alpha: -1.10 (bottom quartile).
  • Sharpe: -0.88 (bottom quartile).
  • Information ratio: 0.21 (bottom quartile).

Below is the key information for ICICI Prudential Technology Fund

ICICI Prudential Technology Fund
Growth
Launch Date 3 Mar 00
NAV (17 Apr 26) ₹177.75 ↑ 0.54   (0.30 %)
Net Assets (Cr) ₹12,575 on 31 Mar 26
Category Equity - Sectoral
AMC ICICI Prudential Asset Management Company Limited
Rating
Risk High
Expense Ratio 1.75
Sharpe Ratio -0.89
Information Ratio 0.21
Alpha Ratio -1.1
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 Mar 21₹10,000
31 Mar 22₹14,900
31 Mar 23₹12,099
31 Mar 24₹15,754
31 Mar 25₹17,144
31 Mar 26₹14,768

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 ₹385,859.
Net Profit of ₹85,859
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 17 Apr 26

DurationReturns
1 Month 9%
3 Month -15.8%
6 Month -9.4%
1 Year -1%
3 Year 12.2%
5 Year 9.9%
10 Year
15 Year
Since launch 11.6%
Historical performance (Yearly) on absolute basis
YearReturns
2025 -1.9%
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%
Fund Manager information for ICICI Prudential Technology Fund
NameSinceTenure
Vaibhav Dusad2 May 205.92 Yr.
Sharmila D’mello30 Jun 223.76 Yr.

Data below for ICICI Prudential Technology Fund as on 31 Mar 26

Equity Sector Allocation
SectorValue
Technology66.33%
Communication Services17.72%
Consumer Cyclical5.06%
Health Care3.18%
Industrials2.85%
Financial Services2.4%
Real Estate0.77%
Consumer Defensive0.58%
Asset Allocation
Asset ClassValue
Cash1.1%
Equity98.9%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Infosys Ltd (Technology)
Equity, Since 30 Apr 08 | INFY
17%₹2,112 Cr16,886,043
↓ -77,760
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 May 20 | BHARTIARTL
12%₹1,570 Cr8,808,161
↑ 7,017,670
Tech Mahindra Ltd (Technology)
Equity, Since 31 Oct 16 | 532755
7%₹884 Cr6,390,870
↑ 363,141
Wipro Ltd (Technology)
Equity, Since 30 Sep 19 | 507685
6%₹777 Cr41,405,503
HCL Technologies Ltd (Technology)
Equity, Since 30 Sep 20 | HCLTECH
5%₹600 Cr4,472,763
↑ 280,000
Mphasis Ltd (Technology)
Equity, Since 30 Jun 20 | 526299
4%₹486 Cr2,368,585
LTM Ltd (Technology)
Equity, Since 31 Jul 16 | LTM
3%₹426 Cr1,062,400
Coforge Ltd (Technology)
Equity, Since 31 Jul 20 | COFORGE
3%₹397 Cr3,564,407
Cognizant Technology Solutions Corp Class A (Technology)
Equity, Since 31 Jul 21 | CTSH
3%₹367 Cr632,138
Tata Consultancy Services Ltd (Technology)
Equity, Since 30 Sep 19 | TCS
2%₹263 Cr1,115,213
↓ -340,302

2. 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 (₹1,556 Cr).
  • Oldest track record among peers (27 yrs).
  • Rating: 1★ (lower mid).
  • Risk profile: High.
  • 5Y return: 10.08% (upper mid).
  • 3Y return: 17.20% (top quartile).
  • 1Y return: 0.72% (upper mid).
  • Alpha: 0.34 (upper mid).
  • Sharpe: -0.77 (upper mid).
  • Information ratio: 0.80 (top quartile).

Below is the key information for Franklin India Technology Fund

Franklin India Technology Fund
Growth
Launch Date 22 Aug 98
NAV (17 Apr 26) ₹460.74 ↑ 2.79   (0.61 %)
Net Assets (Cr) ₹1,556 on 31 Mar 26
Category Equity - Sectoral
AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating
Risk High
Expense Ratio 2.08
Sharpe Ratio -0.77
Information Ratio 0.8
Alpha Ratio 0.34
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 Mar 21₹10,000
31 Mar 22₹12,071
31 Mar 23₹10,635
31 Mar 24₹16,354
31 Mar 25₹16,976
31 Mar 26₹15,348

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 ₹395,578.
Net Profit of ₹95,578
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 17 Apr 26

DurationReturns
1 Month 6.2%
3 Month -13.8%
6 Month -10.3%
1 Year 0.7%
3 Year 17.2%
5 Year 10.1%
10 Year
15 Year
Since launch 17.8%
Historical performance (Yearly) on absolute basis
YearReturns
2025 -1.5%
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%
Fund Manager information for Franklin India Technology Fund
NameSinceTenure
Venkatesh Sanjeevi4 Oct 241.49 Yr.
R. Janakiraman1 Dec 232.33 Yr.
Sandeep Manam18 Oct 214.45 Yr.

Data below for Franklin India Technology Fund as on 31 Mar 26

Equity Sector Allocation
SectorValue
Technology52.1%
Communication Services25%
Consumer Cyclical15.13%
Financial Services4.61%
Health Care0.02%
Industrials0.01%
Asset Allocation
Asset ClassValue
Cash2.81%
Equity97.01%
Other0%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Jan 18 | BHARTIARTL
18%₹307 Cr1,631,497
Infosys Ltd (Technology)
Equity, Since 29 Feb 12 | INFY
16%₹272 Cr2,089,607
HCL Technologies Ltd (Technology)
Equity, Since 30 Jun 14 | HCLTECH
7%₹124 Cr894,643
Eternal Ltd (Consumer Cyclical)
Equity, Since 31 Jul 21 | 543320
7%₹111 Cr4,524,577
Franklin Technology I Acc USD
Investment Fund | -
6%₹100 Cr124,810
Tata Consultancy Services Ltd (Technology)
Equity, Since 31 Aug 04 | TCS
6%₹100 Cr378,126
Cognizant Technology Solutions Corp Class A (Technology)
Equity, Since 30 Sep 25 | CTSH
6%₹93 Cr159,240
PB Fintech Ltd (Financial Services)
Equity, Since 30 Nov 21 | 543390
5%₹77 Cr517,479
Amagi Media Labs Ltd (Technology)
Equity, Since 31 Jan 26 | AMAGI
3%₹42 Cr1,108,025
Swiggy Ltd (Consumer Cyclical)
Equity, Since 31 Jan 25 | SWIGGY
2%₹41 Cr1,346,780

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 (₹4,027 Cr).
  • Established history (13+ yrs).
  • Rating: 1★ (bottom quartile).
  • Risk profile: High.
  • 5Y return: 11.81% (top quartile).
  • 3Y return: 13.30% (upper mid).
  • 1Y return: 1.15% (top quartile).
  • Alpha: 2.53 (top quartile).
  • Sharpe: -0.68 (top quartile).
  • Information ratio: 0.42 (lower mid).

Below is the key information for SBI Technology Opportunities Fund

SBI Technology Opportunities Fund
Growth
Launch Date 9 Jan 13
NAV (17 Apr 26) ₹194.081 ↑ 0.53   (0.27 %)
Net Assets (Cr) ₹4,027 on 31 Mar 26
Category Equity - Sectoral
AMC SBI Funds Management Private Limited
Rating
Risk High
Expense Ratio 1.91
Sharpe Ratio -0.68
Information Ratio 0.42
Alpha Ratio 2.53
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 Mar 21₹10,000
31 Mar 22₹14,452
31 Mar 23₹12,888
31 Mar 24₹16,301
31 Mar 25₹18,300
31 Mar 26₹16,524

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 ₹405,518.
Net Profit of ₹105,518
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 17 Apr 26

DurationReturns
1 Month 7.1%
3 Month -14.7%
6 Month -10.7%
1 Year 1.1%
3 Year 13.3%
5 Year 11.8%
10 Year
15 Year
Since launch 17.5%
Historical performance (Yearly) on absolute basis
YearReturns
2025 1.5%
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%
Fund Manager information for SBI Technology Opportunities Fund
NameSinceTenure
Vivek Gedda1 Apr 242 Yr.

Data below for SBI Technology Opportunities Fund as on 31 Mar 26

Equity Sector Allocation
SectorValue
Technology59.45%
Communication Services16.73%
Consumer Cyclical12.14%
Industrials3%
Financial Services2.16%
Health Care0.96%
Consumer Defensive0.52%
Asset Allocation
Asset ClassValue
Cash4.97%
Equity94.96%
Debt0.07%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Infosys Ltd (Technology)
Equity, Since 31 Jan 03 | INFY
14%₹550 Cr4,395,176
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 May 18 | BHARTIARTL
9%₹356 Cr2,000,000
Eternal Ltd (Consumer Cyclical)
Equity, Since 31 Aug 24 | 543320
6%₹243 Cr10,600,000
Tata Consultancy Services Ltd (Technology)
Equity, Since 30 Apr 06 | TCS
6%₹241 Cr1,020,000
LTM Ltd (Technology)
Equity, Since 31 Oct 24 | LTM
5%₹201 Cr500,000
Cognizant Technology Solutions Corp Class A (Technology)
Equity, Since 31 Jul 23 | CTSH
5%₹192 Cr330,000
Firstsource Solutions Ltd (Technology)
Equity, Since 31 Mar 23 | FSL
4%₹153 Cr7,500,923
Alphabet Inc Class A (Communication Services)
Equity, Since 31 Dec 23 | GOOGL
4%₹152 Cr56,000
Coforge Ltd (Technology)
Equity, Since 31 Aug 23 | COFORGE
3%₹134 Cr1,200,000
Microsoft Corp (Technology)
Equity, Since 31 Aug 20 | MSFT
3%₹133 Cr38,000

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 (₹9,239 Cr).
  • Established history (10+ yrs).
  • Not Rated.
  • Risk profile: High.
  • 5Y return: 9.19% (bottom quartile).
  • 3Y return: 11.17% (bottom quartile).
  • 1Y return: -2.66% (bottom quartile).
  • Alpha: -2.14 (bottom quartile).
  • Sharpe: -1.00 (bottom quartile).
  • Information ratio: 0.58 (upper mid).

Below is the key information for TATA Digital India Fund

TATA Digital India Fund
Growth
Launch Date 28 Dec 15
NAV (20 Apr 26) ₹40.8726 ↓ -0.23   (-0.56 %)
Net Assets (Cr) ₹9,239 on 31 Mar 26
Category Equity - Sectoral
AMC Tata Asset Management Limited
Rating Not Rated
Risk High
Expense Ratio 1.68
Sharpe Ratio -1
Information Ratio 0.58
Alpha Ratio -2.14
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 Mar 21₹10,000
31 Mar 22₹14,781
31 Mar 23₹12,082
31 Mar 24₹16,279
31 Mar 25₹17,220
31 Mar 26₹14,376

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 ₹385,859.
Net Profit of ₹85,859
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 17 Apr 26

DurationReturns
1 Month 8.6%
3 Month -16.4%
6 Month -10.6%
1 Year -2.7%
3 Year 11.2%
5 Year 9.2%
10 Year
15 Year
Since launch 14.7%
Historical performance (Yearly) on absolute basis
YearReturns
2025 -9.7%
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%
Fund Manager information for TATA Digital India Fund
NameSinceTenure
Meeta Shetty9 Mar 215.06 Yr.
Hasmukh Vishariya1 Mar 251.08 Yr.

Data below for TATA Digital India Fund as on 31 Mar 26

Equity Sector Allocation
SectorValue
Technology71.33%
Consumer Cyclical9.57%
Communication Services6.09%
Financial Services4.21%
Industrials3.57%
Consumer Defensive0.11%
Asset Allocation
Asset ClassValue
Cash5.12%
Equity94.88%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Infosys Ltd (Technology)
Equity, Since 31 Jan 16 | INFY
20%₹1,809 Cr14,461,819
Tata Consultancy Services Ltd (Technology)
Equity, Since 31 Jan 16 | TCS
13%₹1,183 Cr5,014,144
Tech Mahindra Ltd (Technology)
Equity, Since 30 Apr 16 | 532755
9%₹846 Cr6,110,933
Wipro Ltd (Technology)
Equity, Since 31 Jul 18 | 507685
7%₹615 Cr32,787,324
Eternal Ltd (Consumer Cyclical)
Equity, Since 31 Oct 22 | 543320
5%₹467 Cr20,395,000
↑ 1,000,000
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Oct 21 | BHARTIARTL
5%₹422 Cr2,369,200
↑ 100,000
HCL Technologies Ltd (Technology)
Equity, Since 31 Jan 16 | HCLTECH
4%₹416 Cr3,098,559
PB Fintech Ltd (Financial Services)
Equity, Since 31 Dec 22 | 543390
4%₹345 Cr2,419,524
↓ -250,000
Persistent Systems Ltd (Technology)
Equity, Since 31 Jan 16 | PERSISTENT
4%₹335 Cr686,374
Firstsource Solutions Ltd (Technology)
Equity, Since 30 Nov 21 | FSL
2%₹207 Cr10,123,112

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 (₹3,590 Cr).
  • Established history (26+ yrs).
  • Rating: 2★ (upper mid).
  • Risk profile: High.
  • 5Y return: 8.79% (bottom quartile).
  • 3Y return: 10.47% (bottom quartile).
  • 1Y return: -0.53% (lower mid).
  • Alpha: -0.64 (lower mid).
  • Sharpe: -0.86 (lower mid).
  • Information ratio: -0.28 (bottom quartile).

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 Apr 26) ₹150.87 ↑ 0.47   (0.31 %)
Net Assets (Cr) ₹3,590 on 31 Mar 26
Category Equity - Sectoral
AMC Birla Sun Life Asset Management Co Ltd
Rating
Risk High
Expense Ratio 1.88
Sharpe Ratio -0.86
Information Ratio -0.28
Alpha Ratio -0.64
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 Mar 21₹10,000
31 Mar 22₹14,222
31 Mar 23₹12,042
31 Mar 24₹15,950
31 Mar 25₹16,260
31 Mar 26₹13,914

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 ₹376,357.
Net Profit of ₹76,357
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 17 Apr 26

DurationReturns
1 Month 9.9%
3 Month -15.5%
6 Month -10.6%
1 Year -0.5%
3 Year 10.5%
5 Year 8.8%
10 Year
15 Year
Since launch 10.9%
Historical performance (Yearly) on absolute basis
YearReturns
2025 -5.2%
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%
Fund Manager information for Aditya Birla Sun Life Digital India Fund
NameSinceTenure
Kunal Sangoi16 Jan 1412.21 Yr.

Data below for Aditya Birla Sun Life Digital India Fund as on 31 Mar 26

Equity Sector Allocation
SectorValue
Technology65.87%
Communication Services12.61%
Consumer Cyclical9.59%
Industrials5.12%
Financial Services2.34%
Consumer Defensive0.77%
Asset Allocation
Asset ClassValue
Cash0.22%
Equity97.43%
Other2.35%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Infosys Ltd (Technology)
Equity, Since 30 Apr 05 | INFY
17%₹621 Cr4,967,365
↓ -320,183
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Aug 19 | BHARTIARTL
11%₹410 Cr2,302,741
↑ 254,257
Tech Mahindra Ltd (Technology)
Equity, Since 31 May 13 | 532755
9%₹322 Cr2,324,243
Tata Consultancy Services Ltd (Technology)
Equity, Since 30 Apr 05 | TCS
8%₹285 Cr1,208,815
↓ -97,199
Eternal Ltd (Consumer Cyclical)
Equity, Since 31 Jul 21 | 543320
6%₹220 Cr9,604,831
↑ 334,210
LTM Ltd (Technology)
Equity, Since 31 Mar 21 | LTM
5%₹165 Cr410,074
Persistent Systems Ltd (Technology)
Equity, Since 31 Jul 13 | PERSISTENT
4%₹152 Cr311,131
HCL Technologies Ltd (Technology)
Equity, Since 31 Dec 10 | HCLTECH
4%₹147 Cr1,095,274
↑ 96,234
Coforge Ltd (Technology)
Equity, Since 30 Jun 20 | COFORGE
4%₹145 Cr1,296,695
↑ 130,650
Swiggy Ltd (Consumer Cyclical)
Equity, Since 30 Nov 24 | SWIGGY
3%₹124 Cr4,780,652
↑ 200,000

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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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