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ফিনক্যাশ »যৌথ পুঁজি »সেরা প্রযুক্তি খাতের তহবিল

5 সেরা পারফর্মিং টেকনোলজি (IT) সেক্টর ফান্ড 2022

Updated on March 26, 2026 , 157781 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 ₹436.377
↑ 2.34 		₹1,670-20.8-15.2-9.415.110-1.5
ICICI Prudential Technology Fund Growth ₹166.04
↑ 1.47 		₹13,572-22.3-14.7-12.78.79.4-1.9
SBI Technology Opportunities Fund Growth ₹180.99
↓ -2.01 		₹4,273-21.5-14.5-8.710.211.81.5
TATA Digital India Fund Growth ₹38.068
↓ -0.38 		₹9,896-23-14.9-16.17.48.4-9.7
Aditya Birla Sun Life Digital India Fund Growth ₹140.06
↑ 1.22 		₹3,883-22.3-16-12.96.88.2-5.2
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 25 Mar 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 (₹1,670 Cr).Highest AUM (₹13,572 Cr).Lower mid AUM (₹4,273 Cr).Upper mid AUM (₹9,896 Cr).Bottom quartile AUM (₹3,883 Cr).
Point 2Oldest track record among peers (27 yrs).Established history (26+ 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: 10.04% (upper mid).5Y return: 9.40% (lower mid).5Y return: 11.78% (top quartile).5Y return: 8.43% (bottom quartile).5Y return: 8.16% (bottom quartile).
Point 63Y return: 15.10% (top quartile).3Y return: 8.70% (lower mid).3Y return: 10.22% (upper mid).3Y return: 7.40% (bottom quartile).3Y return: 6.81% (bottom quartile).
Point 71Y return: -9.40% (upper mid).1Y return: -12.72% (lower mid).1Y return: -8.68% (top quartile).1Y return: -16.14% (bottom quartile).1Y return: -12.94% (bottom quartile).
Point 8Alpha: -1.20 (bottom quartile).Alpha: -0.86 (lower mid).Alpha: 0.62 (top quartile).Alpha: -0.56 (upper mid).Alpha: -2.64 (bottom quartile).
Point 9Sharpe: -0.56 (upper mid).Sharpe: -0.57 (lower mid).Sharpe: -0.47 (top quartile).Sharpe: -0.79 (bottom quartile).Sharpe: -0.64 (bottom quartile).
Point 10Information ratio: 0.99 (top quartile).Information ratio: 0.48 (lower mid).Information ratio: 0.48 (bottom quartile).Information ratio: 0.78 (upper mid).Information ratio: -0.12 (bottom quartile).

Franklin India Technology Fund

  • Bottom quartile AUM (₹1,670 Cr).
  • Oldest track record among peers (27 yrs).
  • Rating: 1★ (lower mid).
  • Risk profile: High.
  • 5Y return: 10.04% (upper mid).
  • 3Y return: 15.10% (top quartile).
  • 1Y return: -9.40% (upper mid).
  • Alpha: -1.20 (bottom quartile).
  • Sharpe: -0.56 (upper mid).
  • Information ratio: 0.99 (top quartile).

ICICI Prudential Technology Fund

  • Highest AUM (₹13,572 Cr).
  • Established history (26+ yrs).
  • Top rated.
  • Risk profile: High.
  • 5Y return: 9.40% (lower mid).
  • 3Y return: 8.70% (lower mid).
  • 1Y return: -12.72% (lower mid).
  • Alpha: -0.86 (lower mid).
  • Sharpe: -0.57 (lower mid).
  • Information ratio: 0.48 (lower mid).

SBI Technology Opportunities Fund

  • Lower mid AUM (₹4,273 Cr).
  • Established history (13+ yrs).
  • Rating: 1★ (bottom quartile).
  • Risk profile: High.
  • 5Y return: 11.78% (top quartile).
  • 3Y return: 10.22% (upper mid).
  • 1Y return: -8.68% (top quartile).
  • Alpha: 0.62 (top quartile).
  • Sharpe: -0.47 (top quartile).
  • Information ratio: 0.48 (bottom quartile).

TATA Digital India Fund

  • Upper mid AUM (₹9,896 Cr).
  • Established history (10+ yrs).
  • Not Rated.
  • Risk profile: High.
  • 5Y return: 8.43% (bottom quartile).
  • 3Y return: 7.40% (bottom quartile).
  • 1Y return: -16.14% (bottom quartile).
  • Alpha: -0.56 (upper mid).
  • Sharpe: -0.79 (bottom quartile).
  • Information ratio: 0.78 (upper mid).

Aditya Birla Sun Life Digital India Fund

  • Bottom quartile AUM (₹3,883 Cr).
  • Established history (26+ yrs).
  • Rating: 2★ (upper mid).
  • Risk profile: High.
  • 5Y return: 8.16% (bottom quartile).
  • 3Y return: 6.81% (bottom quartile).
  • 1Y return: -12.94% (bottom quartile).
  • Alpha: -2.64 (bottom quartile).
  • Sharpe: -0.64 (bottom quartile).
  • Information ratio: -0.12 (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 (₹1,670 Cr).
  • Oldest track record among peers (27 yrs).
  • Rating: 1★ (lower mid).
  • Risk profile: High.
  • 5Y return: 10.04% (upper mid).
  • 3Y return: 15.10% (top quartile).
  • 1Y return: -9.40% (upper mid).
  • Alpha: -1.20 (bottom quartile).
  • Sharpe: -0.56 (upper mid).
  • Information ratio: 0.99 (top quartile).
  • Top sector: Technology.
  • Top bond sector: Cash Equivalent.
  • Equity-heavy allocation (~97%).
  • Largest holding Bharti Airtel Ltd (~18.4%).
  • 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 (25 Mar 26) ₹436.377 ↑ 2.34   (0.54 %)
Net Assets (Cr) ₹1,670 on 28 Feb 26
Category Equity - Sectoral
AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating ☆
Risk High
Expense Ratio 2.08
Sharpe Ratio -0.56
Information Ratio 0.99
Alpha Ratio -1.2
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
28 Feb 21₹10,000
28 Feb 22₹11,840
28 Feb 23₹10,782
29 Feb 24₹17,058
28 Feb 25₹17,708
28 Feb 26₹16,789

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 25 Mar 26

DurationReturns
1 Month -4.2%
3 Month -20.8%
6 Month -15.2%
1 Year -9.4%
3 Year 15.1%
5 Year 10%
10 Year
15 Year
Since launch 17.6%
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 241.4 Yr.
R. Janakiraman1 Dec 232.25 Yr.
Sandeep Manam18 Oct 214.37 Yr.

Data below for Franklin India Technology Fund as on 28 Feb 26

Equity Sector Allocation
SectorValue
Technology52.15%
Communication Services24.97%
Consumer Cyclical15.16%
Financial Services4.61%
Health Care0.01%
Industrials0%
Asset Allocation
Asset ClassValue
Cash2.79%
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

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 (₹13,572 Cr).
  • Established history (26+ yrs).
  • Top rated.
  • Risk profile: High.
  • 5Y return: 9.40% (lower mid).
  • 3Y return: 8.70% (lower mid).
  • 1Y return: -12.72% (lower mid).
  • Alpha: -0.86 (lower mid).
  • Sharpe: -0.57 (lower mid).
  • Information ratio: 0.48 (lower mid).
  • Top sector: Technology.
  • Top bond sector: Cash Equivalent.
  • Equity-heavy allocation (~98%).
  • High-quality debt (AAA/AA ~100%).
  • Largest holding Infosys Ltd (~16.2%).

Below is the key information for ICICI Prudential Technology Fund

ICICI Prudential Technology Fund
Growth
Launch Date 3 Mar 00
NAV (25 Mar 26) ₹166.04 ↑ 1.47   (0.89 %)
Net Assets (Cr) ₹13,572 on 28 Feb 26
Category Equity - Sectoral
AMC ICICI Prudential Asset Management Company Limited
Rating ☆☆
Risk High
Expense Ratio 1.75
Sharpe Ratio -0.57
Information Ratio 0.48
Alpha Ratio -0.86
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
28 Feb 21₹10,000
28 Feb 22₹14,831
28 Feb 23₹13,186
29 Feb 24₹17,643
28 Feb 25₹18,271
28 Feb 26₹16,964

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 25 Mar 26

DurationReturns
1 Month -4.4%
3 Month -22.3%
6 Month -14.7%
1 Year -12.7%
3 Year 8.7%
5 Year 9.4%
10 Year
15 Year
Since launch 11.4%
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 205.83 Yr.
Sharmila D’mello30 Jun 223.67 Yr.

Data below for ICICI Prudential Technology Fund as on 28 Feb 26

Equity Sector Allocation
SectorValue
Technology66.25%
Communication Services16.3%
Consumer Cyclical5.5%
Industrials3.44%
Health Care3.03%
Financial Services2.28%
Real Estate0.78%
Consumer Defensive0.6%
Asset Allocation
Asset ClassValue
Cash1.82%
Equity98.18%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Infosys Ltd (Technology)
Equity, Since 30 Apr 08 | INFY		16%₹2,205 Cr16,963,803
↑ 170,201
Bharti Airtel Ltd (Partly Paid Rs.1.25) (Communication Services)
Equity, Since 31 Oct 21 | 890157		8%₹1,113 Cr7,017,670
Wipro Ltd (Technology)
Equity, Since 30 Sep 19 | WIPRO		6%₹832 Cr41,405,503
↑ 350,000
Tech Mahindra Ltd (Technology)
Equity, Since 31 Oct 16 | TECHM		6%₹818 Cr6,027,729
↑ 169,919
HCL Technologies Ltd (Technology)
Equity, Since 30 Sep 20 | HCLTECH		4%₹582 Cr4,192,763
↑ 88,980
Mphasis Ltd (Technology)
Equity, Since 30 Jun 20 | MPHASIS		4%₹544 Cr2,368,585
↑ 18,985
LTIMindtree Ltd (Technology)
Equity, Since 31 Jul 16 | LTM		3%₹474 Cr1,062,400
↑ 114,000
Coforge Ltd (Technology)
Equity, Since 31 Jul 20 | COFORGE		3%₹423 Cr3,564,407
↑ 217,347
Tata Consultancy Services Ltd (Technology)
Equity, Since 30 Sep 19 | TCS		3%₹384 Cr1,455,515
↓ -170,000
Cognizant Technology Solutions Corp Class A (Technology)
Equity, Since 31 Jul 21 | CTSH		3%₹370 Cr632,138
↑ 257,555

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 (₹4,273 Cr).
  • Established history (13+ yrs).
  • Rating: 1★ (bottom quartile).
  • Risk profile: High.
  • 5Y return: 11.78% (top quartile).
  • 3Y return: 10.22% (upper mid).
  • 1Y return: -8.68% (top quartile).
  • Alpha: 0.62 (top quartile).
  • Sharpe: -0.47 (top quartile).
  • Information ratio: 0.48 (bottom quartile).
  • Top sector: Technology.
  • Top bond sector: Cash Equivalent.
  • Equity-heavy allocation (~97%).
  • High-quality debt (AAA/AA ~100%).
  • Largest holding Infosys Ltd (~13.4%).

Below is the key information for SBI Technology Opportunities Fund

SBI Technology Opportunities Fund
Growth
Launch Date 9 Jan 13
NAV (27 Mar 26) ₹180.99 ↓ -2.01   (-1.10 %)
Net Assets (Cr) ₹4,273 on 28 Feb 26
Category Equity - Sectoral
AMC SBI Funds Management Private Limited
Rating ☆
Risk High
Expense Ratio 1.91
Sharpe Ratio -0.47
Information Ratio 0.48
Alpha Ratio 0.62
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
28 Feb 21₹10,000
28 Feb 22₹14,425
28 Feb 23₹14,103
29 Feb 24₹18,267
28 Feb 25₹19,820
28 Feb 26₹18,805

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 25 Mar 26

DurationReturns
1 Month -4%
3 Month -21.5%
6 Month -14.5%
1 Year -8.7%
3 Year 10.2%
5 Year 11.8%
10 Year
15 Year
Since launch 17%
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 241.91 Yr.

Data below for SBI Technology Opportunities Fund as on 28 Feb 26

Equity Sector Allocation
SectorValue
Technology60.23%
Communication Services17.19%
Consumer Cyclical13.11%
Industrials2.94%
Financial Services2.11%
Health Care1.04%
Consumer Defensive0.63%
Asset Allocation
Asset ClassValue
Cash2.67%
Equity97.26%
Debt0.07%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Infosys Ltd (Technology)
Equity, Since 31 Jan 03 | INFY		13%₹571 Cr4,395,176
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 May 18 | BHARTIARTL		9%₹376 Cr2,000,000
↓ -850,000
Tata Consultancy Services Ltd (Technology)
Equity, Since 30 Apr 06 | TCS		6%₹269 Cr1,020,000
↑ 420,000
Eternal Ltd (Consumer Cyclical)
Equity, Since 31 Aug 24 | 543320		6%₹261 Cr10,600,000
LTIMindtree Ltd (Technology)
Equity, Since 31 Oct 24 | LTM		5%₹223 Cr500,000
Cognizant Technology Solutions Corp Class A (Technology)
Equity, Since 31 Jul 23 | CTSH		5%₹193 Cr330,000
Blackbuck Ltd (Technology)
Equity, Since 30 Nov 24 | BLACKBUCK		4%₹175 Cr3,000,000
Firstsource Solutions Ltd (Technology)
Equity, Since 31 Mar 23 | FSL		4%₹160 Cr7,500,923
↓ -144,964
Alphabet Inc Class A (Communication Services)
Equity, Since 31 Dec 23 | GOOGL		4%₹159 Cr56,000
Swiggy Ltd (Consumer Cyclical)
Equity, Since 31 Dec 25 | SWIGGY		4%₹151 Cr5,000,000
↑ 1,000,000

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 (₹9,896 Cr).
  • Established history (10+ yrs).
  • Not Rated.
  • Risk profile: High.
  • 5Y return: 8.43% (bottom quartile).
  • 3Y return: 7.40% (bottom quartile).
  • 1Y return: -16.14% (bottom quartile).
  • Alpha: -0.56 (upper mid).
  • Sharpe: -0.79 (bottom quartile).
  • Information ratio: 0.78 (upper mid).
  • Top sector: Technology.
  • Top bond sector: Cash Equivalent.
  • Equity-heavy allocation (~93%).
  • Largest holding Infosys Ltd (~19.0%).
  • Top-3 holdings concentration ~40.7%.

Below is the key information for TATA Digital India Fund

TATA Digital India Fund
Growth
Launch Date 28 Dec 15
NAV (27 Mar 26) ₹38.068 ↓ -0.38   (-0.99 %)
Net Assets (Cr) ₹9,896 on 28 Feb 26
Category Equity - Sectoral
AMC Tata Asset Management Limited
Rating Not Rated
Risk High
Expense Ratio 1.68
Sharpe Ratio -0.79
Information Ratio 0.78
Alpha Ratio -0.56
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
28 Feb 21₹10,000
28 Feb 22₹14,865
28 Feb 23₹13,247
29 Feb 24₹18,358
28 Feb 25₹18,834
28 Feb 26₹16,569

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 ₹376,357.
Net Profit of ₹76,357 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 25 Mar 26

DurationReturns
1 Month -4.5%
3 Month -23%
6 Month -14.9%
1 Year -16.1%
3 Year 7.4%
5 Year 8.4%
10 Year
15 Year
Since launch 13.9%
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 214.98 Yr.
Hasmukh Vishariya1 Mar 251 Yr.

Data below for TATA Digital India Fund as on 28 Feb 26

Equity Sector Allocation
SectorValue
Technology70.39%
Consumer Cyclical9.54%
Communication Services6.04%
Financial Services4.48%
Industrials2.82%
Consumer Defensive0.1%
Asset Allocation
Asset ClassValue
Cash6.63%
Equity93.37%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Infosys Ltd (Technology)
Equity, Since 31 Jan 16 | INFY		19%₹1,880 Cr14,461,819
↑ 1,000,000
Tata Consultancy Services Ltd (Technology)
Equity, Since 31 Jan 16 | TCS		13%₹1,322 Cr5,014,144
↑ 500,000
Tech Mahindra Ltd (Technology)
Equity, Since 30 Apr 16 | TECHM		8%₹830 Cr6,110,933
↓ -1,000,000
Wipro Ltd (Technology)
Equity, Since 31 Jul 18 | WIPRO		7%₹659 Cr32,787,324
Eternal Ltd (Consumer Cyclical)
Equity, Since 31 Oct 22 | 543320		5%₹478 Cr19,395,000
HCL Technologies Ltd (Technology)
Equity, Since 31 Jan 16 | HCLTECH		4%₹430 Cr3,098,559
↓ -385,327
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Oct 21 | BHARTIARTL		4%₹426 Cr2,269,200
↑ 700,000
PB Fintech Ltd (Financial Services)
Equity, Since 31 Dec 22 | 543390		4%₹396 Cr2,669,524
Persistent Systems Ltd (Technology)
Equity, Since 31 Jan 16 | PERSISTENT		3%₹325 Cr686,374
↓ -122,818
Firstsource Solutions Ltd (Technology)
Equity, Since 30 Nov 21 | FSL		2%₹216 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 (₹3,883 Cr).
  • Established history (26+ yrs).
  • Rating: 2★ (upper mid).
  • Risk profile: High.
  • 5Y return: 8.16% (bottom quartile).
  • 3Y return: 6.81% (bottom quartile).
  • 1Y return: -12.94% (bottom quartile).
  • Alpha: -2.64 (bottom quartile).
  • Sharpe: -0.64 (bottom quartile).
  • Information ratio: -0.12 (bottom quartile).
  • Top sector: Technology.
  • Top bond sector: Cash Equivalent.
  • Equity-heavy allocation (~97%).
  • Largest holding Infosys Ltd (~17.7%).
  • Top-3 holdings concentration ~36.5%.

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 (25 Mar 26) ₹140.06 ↑ 1.22   (0.88 %)
Net Assets (Cr) ₹3,883 on 28 Feb 26
Category Equity - Sectoral
AMC Birla Sun Life Asset Management Co Ltd
Rating ☆☆
Risk High
Expense Ratio 1.88
Sharpe Ratio -0.64
Information Ratio -0.12
Alpha Ratio -2.64
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
28 Feb 21₹10,000
28 Feb 22₹14,133
28 Feb 23₹13,045
29 Feb 24₹18,029
28 Feb 25₹17,561
28 Feb 26₹15,872

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 25 Mar 26

DurationReturns
1 Month -3.7%
3 Month -22.3%
6 Month -16%
1 Year -12.9%
3 Year 6.8%
5 Year 8.2%
10 Year
15 Year
Since launch 10.6%
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 1412.13 Yr.

Data below for Aditya Birla Sun Life Digital India Fund as on 28 Feb 26

Equity Sector Allocation
SectorValue
Technology65.6%
Communication Services11.66%
Consumer Cyclical9.44%
Industrials4.85%
Financial Services3.83%
Consumer Defensive0.7%
Asset Allocation
Asset ClassValue
Cash0.54%
Equity97.19%
Other2.27%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Infosys Ltd (Technology)
Equity, Since 30 Apr 05 | INFY		18%₹687 Cr5,287,548
↑ 88,403
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Aug 19 | BHARTIARTL		10%₹385 Cr2,048,484
Tata Consultancy Services Ltd (Technology)
Equity, Since 30 Apr 05 | TCS		9%₹344 Cr1,306,014
↓ -10,779
Tech Mahindra Ltd (Technology)
Equity, Since 31 May 13 | TECHM		8%₹316 Cr2,324,243
Eternal Ltd (Consumer Cyclical)
Equity, Since 31 Jul 21 | 543320		6%₹228 Cr9,270,621
LTIMindtree Ltd (Technology)
Equity, Since 31 Mar 21 | LTM		5%₹183 Cr410,074
Persistent Systems Ltd (Technology)
Equity, Since 31 Jul 13 | PERSISTENT		4%₹147 Cr311,131
↑ 78,526
HCL Technologies Ltd (Technology)
Equity, Since 31 Dec 10 | HCLTECH		4%₹139 Cr999,040
↑ 172,668
Coforge Ltd (Technology)
Equity, Since 30 Jun 20 | COFORGE		4%₹138 Cr1,166,045
↑ 99,100
Swiggy Ltd (Consumer Cyclical)
Equity, Since 30 Nov 24 | SWIGGY		4%₹138 Cr4,580,652

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    এবার শুরু করা যাক

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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