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ফিনক্যাশ »যৌথ পুঁজি »সেরা প্রযুক্তি খাতের তহবিল

5 সেরা পারফর্মিং টেকনোলজি (IT) সেক্টর ফান্ড 2022

Updated on July 7, 2026 , 158304 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 (%)
Franklin India Technology Fund Growth ₹448.429
↓ -4.60 		₹1,645-0.4-16.1-14.811.48-1.5
ICICI Prudential Technology Fund Growth ₹167.61
↓ -2.77 		₹13,358-3.5-19.7-19.16.25.2-1.9
SBI Technology Opportunities Fund Growth ₹184.575
↓ -2.43 		₹4,228-2.5-18.8-16.87.77.61.5
TATA Digital India Fund Growth ₹38.8733
↑ 0.19 		₹9,660-3.3-19.4-2055.1-9.7
Aditya Birla Sun Life Digital India Fund Growth ₹143.47
↓ -2.22 		₹3,817-2.2-18.4-18.83.94.6-5.2
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 8 Jul 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 (₹1,645 Cr).Highest AUM (₹13,358 Cr).Lower mid AUM (₹4,228 Cr).Upper mid AUM (₹9,660 Cr).Bottom quartile AUM (₹3,817 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: 8.01% (top quartile).5Y return: 5.17% (lower mid).5Y return: 7.63% (upper mid).5Y return: 5.12% (bottom quartile).5Y return: 4.58% (bottom quartile).
Point 63Y return: 11.38% (top quartile).3Y return: 6.24% (lower mid).3Y return: 7.72% (upper mid).3Y return: 5.00% (bottom quartile).3Y return: 3.95% (bottom quartile).
Point 71Y return: -14.84% (top quartile).1Y return: -19.06% (bottom quartile).1Y return: -16.83% (upper mid).1Y return: -19.97% (bottom quartile).1Y return: -18.82% (lower mid).
Point 8Alpha: 0.82 (bottom quartile).Alpha: 1.57 (upper mid).Alpha: 1.39 (lower mid).Alpha: -1.17 (bottom quartile).Alpha: 2.58 (top quartile).
Point 9Sharpe: -0.83 (upper mid).Sharpe: -0.84 (bottom quartile).Sharpe: -0.83 (lower mid).Sharpe: -1.01 (bottom quartile).Sharpe: -0.79 (top quartile).
Point 10Information ratio: 0.81 (top quartile).Information ratio: 0.49 (lower mid).Information ratio: 0.49 (bottom quartile).Information ratio: 0.69 (upper mid).Information ratio: -0.04 (bottom quartile).

Franklin India Technology Fund

  • Bottom quartile AUM (₹1,645 Cr).
  • Oldest track record among peers (27 yrs).
  • Rating: 1★ (lower mid).
  • Risk profile: High.
  • 5Y return: 8.01% (top quartile).
  • 3Y return: 11.38% (top quartile).
  • 1Y return: -14.84% (top quartile).
  • Alpha: 0.82 (bottom quartile).
  • Sharpe: -0.83 (upper mid).
  • Information ratio: 0.81 (top quartile).

ICICI Prudential Technology Fund

  • Highest AUM (₹13,358 Cr).
  • Established history (26+ yrs).
  • Top rated.
  • Risk profile: High.
  • 5Y return: 5.17% (lower mid).
  • 3Y return: 6.24% (lower mid).
  • 1Y return: -19.06% (bottom quartile).
  • Alpha: 1.57 (upper mid).
  • Sharpe: -0.84 (bottom quartile).
  • Information ratio: 0.49 (lower mid).

SBI Technology Opportunities Fund

  • Lower mid AUM (₹4,228 Cr).
  • Established history (13+ yrs).
  • Rating: 1★ (bottom quartile).
  • Risk profile: High.
  • 5Y return: 7.63% (upper mid).
  • 3Y return: 7.72% (upper mid).
  • 1Y return: -16.83% (upper mid).
  • Alpha: 1.39 (lower mid).
  • Sharpe: -0.83 (lower mid).
  • Information ratio: 0.49 (bottom quartile).

TATA Digital India Fund

  • Upper mid AUM (₹9,660 Cr).
  • Established history (10+ yrs).
  • Not Rated.
  • Risk profile: High.
  • 5Y return: 5.12% (bottom quartile).
  • 3Y return: 5.00% (bottom quartile).
  • 1Y return: -19.97% (bottom quartile).
  • Alpha: -1.17 (bottom quartile).
  • Sharpe: -1.01 (bottom quartile).
  • Information ratio: 0.69 (upper mid).

Aditya Birla Sun Life Digital India Fund

  • Bottom quartile AUM (₹3,817 Cr).
  • Established history (26+ yrs).
  • Rating: 2★ (upper mid).
  • Risk profile: High.
  • 5Y return: 4.58% (bottom quartile).
  • 3Y return: 3.95% (bottom quartile).
  • 1Y return: -18.82% (lower mid).
  • Alpha: 2.58 (top quartile).
  • Sharpe: -0.79 (top quartile).
  • Information ratio: -0.04 (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 (₹1,645 Cr).
  • Oldest track record among peers (27 yrs).
  • Rating: 1★ (lower mid).
  • Risk profile: High.
  • 5Y return: 8.01% (top quartile).
  • 3Y return: 11.38% (top quartile).
  • 1Y return: -14.84% (top quartile).
  • Alpha: 0.82 (bottom quartile).
  • Sharpe: -0.83 (upper mid).
  • Information ratio: 0.81 (top quartile).
  • Top sector: Technology.
  • Top bond sector: Cash Equivalent.
  • Equity-heavy allocation (~96%).
  • Largest holding Bharti Airtel Ltd (~19.5%).
  • Top-3 holdings concentration ~42.6%.

Below is the key information for Franklin India Technology Fund

Franklin India Technology Fund
Growth
Launch Date 22 Aug 98
NAV (08 Jul 26) ₹448.429 ↓ -4.60   (-1.02 %)
Net Assets (Cr) ₹1,645 on 31 May 26
Category Equity - Sectoral
AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating ☆
Risk High
Expense Ratio 2.08
Sharpe Ratio -0.83
Information Ratio 0.81
Alpha Ratio 0.82
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
30 Jun 21₹10,000
30 Jun 22₹8,979
30 Jun 23₹10,659
30 Jun 24₹16,072
30 Jun 25₹17,149
30 Jun 26₹14,137

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 ₹376,357.
Net Profit of ₹76,357 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 8 Jul 26

DurationReturns
1 Month 2%
3 Month -0.4%
6 Month -16.1%
1 Year -14.8%
3 Year 11.4%
5 Year 8%
10 Year
15 Year
Since launch 17.5%
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 241.74 Yr.
R. Janakiraman1 Dec 232.58 Yr.
Sandeep Manam18 Oct 214.7 Yr.

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

Equity Sector Allocation
SectorValue
Technology49.67%
Communication Services25.9%
Consumer Cyclical14.75%
Financial Services5.39%
Health Care0.04%
Industrials0.01%
Asset Allocation
Asset ClassValue
Cash3.79%
Equity95.84%
Other0.14%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Jan 18 | BHARTIARTL		19%₹321 Cr1,752,677
↑ 121,180
Infosys Ltd (Technology)
Equity, Since 29 Feb 12 | INFY		15%₹243 Cr2,089,607
Franklin Technology I Acc USD
Investment Fund | -		8%₹138 Cr124,810
Eternal Ltd (Consumer Cyclical)
Equity, Since 31 Jul 21 | ETERNAL		7%₹113 Cr4,524,577
HCL Technologies Ltd (Technology)
Equity, Since 30 Jun 14 | HCLTECH		6%₹106 Cr894,643
PB Fintech Ltd (Financial Services)
Equity, Since 30 Nov 21 | 543390		5%₹88 Cr517,479
Tata Consultancy Services Ltd (Technology)
Equity, Since 31 Aug 04 | TCS		5%₹85 Cr378,126
Cognizant Technology Solutions Corp Class A (Technology)
Equity, Since 30 Sep 25 | CTSH		5%₹84 Cr159,240
Amagi Media Labs Ltd (Technology)
Equity, Since 31 Jan 26 | AMAGI		3%₹44 Cr1,108,025
Info Edge (India) Ltd (Communication Services)
Equity, Since 31 Jan 17 | NAUKRI		2%₹39 Cr394,359

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 (₹13,358 Cr).
  • Established history (26+ yrs).
  • Top rated.
  • Risk profile: High.
  • 5Y return: 5.17% (lower mid).
  • 3Y return: 6.24% (lower mid).
  • 1Y return: -19.06% (bottom quartile).
  • Alpha: 1.57 (upper mid).
  • Sharpe: -0.84 (bottom quartile).
  • Information ratio: 0.49 (lower mid).
  • Top sector: Technology.
  • Top bond sector: Cash Equivalent.
  • Equity-heavy allocation (~96%).
  • High-quality debt (AAA/AA ~100%).
  • Largest holding Infosys Ltd (~13.4%).

Below is the key information for ICICI Prudential Technology Fund

ICICI Prudential Technology Fund
Growth
Launch Date 3 Mar 00
NAV (08 Jul 26) ₹167.61 ↓ -2.77   (-1.63 %)
Net Assets (Cr) ₹13,358 on 31 May 26
Category Equity - Sectoral
AMC ICICI Prudential Asset Management Company Limited
Rating ☆☆
Risk High
Expense Ratio 1.75
Sharpe Ratio -0.84
Information Ratio 0.49
Alpha Ratio 1.57
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
30 Jun 21₹10,000
30 Jun 22₹9,938
30 Jun 23₹10,768
30 Jun 24₹14,146
30 Jun 25₹15,909
30 Jun 26₹12,498

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 ₹349,120.
Net Profit of ₹49,120 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 8 Jul 26

DurationReturns
1 Month -0.8%
3 Month -3.5%
6 Month -19.6%
1 Year -19.1%
3 Year 6.2%
5 Year 5.2%
10 Year
15 Year
Since launch 11.3%
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 206.16 Yr.
Sharmila D’mello30 Jun 224 Yr.

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

Equity Sector Allocation
SectorValue
Technology59.14%
Communication Services17.81%
Consumer Cyclical5.21%
Health Care3.44%
Industrials3.21%
Financial Services2.45%
Real Estate0.96%
Consumer Defensive0.63%
Asset Allocation
Asset ClassValue
Cash4.12%
Equity95.88%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Infosys Ltd (Technology)
Equity, Since 30 Apr 08 | INFY		13%₹1,786 Cr15,386,043
↓ -200,000
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 May 20 | BHARTIARTL		12%₹1,632 Cr8,921,863
↑ 213,702
Tech Mahindra Ltd (Technology)
Equity, Since 31 Oct 16 | TECHM		8%₹1,133 Cr7,638,323
↑ 849,573
Mphasis Ltd (Technology)
Equity, Since 30 Jun 20 | MPHASIS		4%₹578 Cr2,544,820
↑ 223,427
Coforge Ltd (Technology)
Equity, Since 31 Jul 20 | COFORGE		4%₹523 Cr3,675,400
Cognizant Technology Solutions Corp Class A (Technology)
Equity, Since 31 Jul 21 | COZ		3%₹410 Cr771,638
Wipro Ltd. $$
Derivatives, Since 31 May 26 | 507685		3%₹405 Cr21,531,000
↓ -11,523,000
LTM Ltd (Technology)
Equity, Since 31 Jul 16 | LTM		3%₹401 Cr987,079
↑ 235,950
Sagility Ltd (Healthcare)
Equity, Since 30 Nov 24 | SAGILITY		2%₹289 Cr70,479,558
↑ 5,566,869
Persistent Systems Ltd (Technology)
Equity, Since 31 May 20 | PERSISTENT		2%₹268 Cr516,867
↑ 120,838

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 (₹4,228 Cr).
  • Established history (13+ yrs).
  • Rating: 1★ (bottom quartile).
  • Risk profile: High.
  • 5Y return: 7.63% (upper mid).
  • 3Y return: 7.72% (upper mid).
  • 1Y return: -16.83% (upper mid).
  • Alpha: 1.39 (lower mid).
  • Sharpe: -0.83 (lower mid).
  • Information ratio: 0.49 (bottom quartile).
  • Top sector: Technology.
  • Top bond sector: Cash Equivalent.
  • Equity-heavy allocation (~98%).
  • High-quality debt (AAA/AA ~100%).
  • Largest holding Bharti Airtel Ltd (~13.0%).

Below is the key information for SBI Technology Opportunities Fund

SBI Technology Opportunities Fund
Growth
Launch Date 9 Jan 13
NAV (08 Jul 26) ₹184.575 ↓ -2.43   (-1.30 %)
Net Assets (Cr) ₹4,228 on 31 May 26
Category Equity - Sectoral
AMC SBI Funds Management Private Limited
Rating ☆
Risk High
Expense Ratio 1.91
Sharpe Ratio -0.83
Information Ratio 0.49
Alpha Ratio 1.39
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
30 Jun 21₹10,000
30 Jun 22₹10,067
30 Jun 23₹11,580
30 Jun 24₹14,785
30 Jun 25₹17,320
30 Jun 26₹13,920

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 ₹367,070.
Net Profit of ₹67,070 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 8 Jul 26

DurationReturns
1 Month 0.8%
3 Month -2.5%
6 Month -18.8%
1 Year -16.8%
3 Year 7.7%
5 Year 7.6%
10 Year
15 Year
Since launch 16.7%
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 242.25 Yr.

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

Equity Sector Allocation
SectorValue
Technology60.44%
Communication Services20.35%
Consumer Cyclical11.03%
Financial Services2.45%
Industrials1.99%
Health Care1.1%
Consumer Defensive0.39%
Asset Allocation
Asset ClassValue
Cash2.19%
Equity97.74%
Debt0.07%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 May 18 | BHARTIARTL		13%₹549 Cr3,000,000
Infosys Ltd (Technology)
Equity, Since 31 Jan 03 | INFY		12%₹510 Cr4,395,176
Tata Consultancy Services Ltd (Technology)
Equity, Since 30 Apr 06 | TCS		8%₹321 Cr1,420,000
Eternal Ltd (Consumer Cyclical)
Equity, Since 31 Aug 24 | ETERNAL		6%₹266 Cr10,600,000
Alphabet Inc Class A (Communication Services)
Equity, Since 31 Dec 23 | GOOGL		5%₹203 Cr56,000
LTM Ltd (Technology)
Equity, Since 31 Oct 24 | LTM		5%₹203 Cr500,000
Firstsource Solutions Ltd (Technology)
Equity, Since 31 Mar 23 | FSL		5%₹197 Cr7,500,923
Cognizant Technology Solutions Corp Class A (Technology)
Equity, Since 31 Jul 23 | COZ		4%₹175 Cr330,000
Coforge Ltd (Technology)
Equity, Since 31 Aug 23 | COFORGE		4%₹171 Cr1,200,000
Microsoft Corp (Technology)
Equity, Since 31 Aug 20 | MSFT		4%₹163 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 (₹9,660 Cr).
  • Established history (10+ yrs).
  • Not Rated.
  • Risk profile: High.
  • 5Y return: 5.12% (bottom quartile).
  • 3Y return: 5.00% (bottom quartile).
  • 1Y return: -19.97% (bottom quartile).
  • Alpha: -1.17 (bottom quartile).
  • Sharpe: -1.01 (bottom quartile).
  • Information ratio: 0.69 (upper mid).
  • Top sector: Technology.
  • Higher exposure to Cash Equivalent (bond sector) vs peer median.
  • Equity-heavy allocation (~91%).
  • Largest holding Infosys Ltd (~17.4%).
  • Top-3 holdings concentration ~38.3%.

Below is the key information for TATA Digital India Fund

TATA Digital India Fund
Growth
Launch Date 28 Dec 15
NAV (09 Jul 26) ₹38.8733 ↑ 0.19   (0.49 %)
Net Assets (Cr) ₹9,660 on 31 May 26
Category Equity - Sectoral
AMC Tata Asset Management Limited
Rating Not Rated
Risk High
Expense Ratio 1.68
Sharpe Ratio -1.01
Information Ratio 0.69
Alpha Ratio -1.17
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
30 Jun 21₹10,000
30 Jun 22₹9,924
30 Jun 23₹11,033
30 Jun 24₹14,789
30 Jun 25₹16,020
30 Jun 26₹12,296

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 ₹349,120.
Net Profit of ₹49,120 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 8 Jul 26

DurationReturns
1 Month 0.7%
3 Month -3.3%
6 Month -19.4%
1 Year -20%
3 Year 5%
5 Year 5.1%
10 Year
15 Year
Since launch 13.8%
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 215.31 Yr.
Hasmukh Vishariya1 Mar 251.33 Yr.

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

Equity Sector Allocation
SectorValue
Technology65.17%
Consumer Cyclical9.98%
Communication Services6.71%
Industrials5.85%
Financial Services3.94%
Utility1.14%
Consumer Defensive0.11%
Asset Allocation
Asset ClassValue
Cash9.07%
Equity90.93%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Infosys Ltd (Technology)
Equity, Since 31 Jan 16 | INFY		17%₹1,679 Cr14,461,819
Tata Consultancy Services Ltd (Technology)
Equity, Since 31 Jan 16 | TCS		11%₹1,110 Cr4,914,144
Tech Mahindra Ltd (Technology)
Equity, Since 30 Apr 16 | TECHM		9%₹907 Cr6,110,933
Eternal Ltd (Consumer Cyclical)
Equity, Since 31 Oct 22 | ETERNAL		5%₹511 Cr20,395,000
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Oct 21 | BHARTIARTL		5%₹470 Cr2,569,200
↑ 200,000
Wipro Ltd (Technology)
Equity, Since 31 Jul 18 | WIPRO		4%₹385 Cr18,859,040
↓ -2,528,284
HCL Technologies Ltd (Technology)
Equity, Since 31 Jan 16 | HCLTECH		4%₹367 Cr3,098,559
PB Fintech Ltd (Financial Services)
Equity, Since 31 Dec 22 | 543390		3%₹327 Cr1,919,524
Persistent Systems Ltd (Technology)
Equity, Since 31 Jan 16 | PERSISTENT		3%₹310 Cr596,031
Firstsource Solutions Ltd (Technology)
Equity, Since 30 Nov 21 | FSL		2%₹198 Cr7,540,028
↓ -1,220,000

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 (₹3,817 Cr).
  • Established history (26+ yrs).
  • Rating: 2★ (upper mid).
  • Risk profile: High.
  • 5Y return: 4.58% (bottom quartile).
  • 3Y return: 3.95% (bottom quartile).
  • 1Y return: -18.82% (lower mid).
  • Alpha: 2.58 (top quartile).
  • Sharpe: -0.79 (top quartile).
  • Information ratio: -0.04 (bottom quartile).
  • Top sector: Technology.
  • Top bond sector: Cash Equivalent.
  • Equity-heavy allocation (~96%).
  • Largest holding Infosys Ltd (~15.1%).

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 (08 Jul 26) ₹143.47 ↓ -2.22   (-1.52 %)
Net Assets (Cr) ₹3,817 on 31 May 26
Category Equity - Sectoral
AMC Birla Sun Life Asset Management Co Ltd
Rating ☆☆
Risk High
Expense Ratio 1.88
Sharpe Ratio -0.8
Information Ratio -0.04
Alpha Ratio 2.58
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
30 Jun 21₹10,000
30 Jun 22₹9,638
30 Jun 23₹11,196
30 Jun 24₹14,274
30 Jun 25₹15,430
30 Jun 26₹12,111

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 ₹340,450.
Net Profit of ₹40,450 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 8 Jul 26

DurationReturns
1 Month -0.1%
3 Month -2.2%
6 Month -18.4%
1 Year -18.8%
3 Year 3.9%
5 Year 4.6%
10 Year
15 Year
Since launch 10.6%
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 1412.46 Yr.

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

Equity Sector Allocation
SectorValue
Technology64.58%
Consumer Cyclical10.87%
Communication Services10.56%
Industrials4.85%
Financial Services3.53%
Consumer Defensive0.88%
Asset Allocation
Asset ClassValue
Cash0.65%
Equity96.09%
Other3.25%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Infosys Ltd (Technology)
Equity, Since 30 Apr 05 | INFY		15%₹577 Cr4,967,365
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Aug 19 | BHARTIARTL		9%₹355 Cr1,939,969
↓ -169,415
Tech Mahindra Ltd (Technology)
Equity, Since 31 May 13 | TECHM		8%₹313 Cr2,111,995
↓ -83,586
Tata Consultancy Services Ltd (Technology)
Equity, Since 30 Apr 05 | TCS		7%₹273 Cr1,208,815
Eternal Ltd (Consumer Cyclical)
Equity, Since 31 Jul 21 | ETERNAL		6%₹241 Cr9,604,831
Coforge Ltd (Technology)
Equity, Since 30 Jun 20 | COFORGE		5%₹184 Cr1,296,695
LTM Ltd (Technology)
Equity, Since 31 Mar 21 | LTM		5%₹176 Cr434,328
↑ 24,254
Persistent Systems Ltd (Technology)
Equity, Since 31 Jul 13 | PERSISTENT		4%₹162 Cr311,131
Swiggy Ltd (Consumer Cyclical)
Equity, Since 30 Nov 24 | SWIGGY		3%₹132 Cr5,119,802
HCL Technologies Ltd (Technology)
Equity, Since 31 Dec 10 | HCLTECH		3%₹130 Cr1,095,274

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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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