+91-22-489139095 બેસ્ટ પરફોર્મિંગ ટેકનોલોજી (IT) સેક્ટર ફંડ 2022
ટેક્નોલોજી સેક્ટર એ ઇક્વિટી ફંડની એક કેટેગરી છે જે ટેક્નોલોજીકલ વ્યવસાયો સાથે સંકળાયેલી કંપનીઓમાં રોકાણ કરે છે, જેમ કે કમ્પ્યુટર સોફ્ટવેર અને હાર્ડવેરનું ઉત્પાદન કરતા ઉત્પાદકો. તેમાં ઈલેક્ટ્રોનિક્સ અને ટેકનોલોજીકલ સર્વિસ કંપનીઓનો પણ સમાવેશ થાય છે જેમ કે ઈન્ફોર્મેશન ટેક્નોલોજી વગેરે પ્રદાન કરતી કંપનીઓનો સૌથી મોટો ફાયદોરોકાણ ટેકનોલોજીમાંમ્યુચ્યુઅલ ફંડ એ છે કે રોકાણકારો માત્ર એક ફંડમાં ડઝનેક ટેક્નોલોજી શેરો સુધી પહોંચ અને એક્સપોઝર મેળવી શકે છે.
ભારતના IT સેવાઓ ઉદ્યોગનો જન્મ મુંબઈમાં 1967 માં સ્થાપના સાથે થયો હતોટાટા ગ્રુપ બુરોઝ સાથે ભાગીદારીમાં. પ્રથમ સોફ્ટવેર નિકાસ ઝોન, SEEPZ, જે આધુનિક સમયના IT પાર્કનો પુરોગામી છે, તેની સ્થાપના 1973માં મુંબઈમાં કરવામાં આવી હતી. 1980ના દાયકામાં દેશની 80 ટકાથી વધુ સોફ્ટવેર નિકાસ SEEPZમાંથી થતી હતી.
ભારતમાં ટેકનોલોજી અને આઈટી ક્ષેત્ર
ભારતમાં ટેક્નોલોજી ક્ષેત્ર ઝડપી વિકાસમાંથી પસાર થઈ રહ્યું છે અને ભારતીય વ્યાપાર ધોરણોના આકારને બદલી રહ્યું છે. વૈશ્વિક સોર્સિંગબજાર ભારતમાં ઉંચી ગતિએ વૃદ્ધિ થઈ રહી છે. 2016-17માં 55%ના હિસ્સા સાથે દેશ વિશ્વનું ટોચનું સોર્સિંગ ડેસ્ટિનેશન રહ્યું હતું.
ભારતના IT ઉદ્યોગે આજુબાજુનું યોગદાન આપ્યું છે
7.7%દેશના જીડીપીમાં અને ફાળો આપવાની અપેક્ષા છે10%2025 સુધીમાં.
કોવિડ-19 રોગચાળા દરમિયાન ભારતીય IT ઉદ્યોગે સકારાત્મક સંકેતો દર્શાવ્યા હતા અને આ સામૂહિક દુર્ઘટનાને પહોંચી વળવા માટે સ્થિતિસ્થાપકતા હતી. તે વૈશ્વિક આર્થિક બળ તરીકે ઉભરી આવ્યું છે અને ભારતીય માટે એક મુખ્ય યોગદાન આપનાર છેઅર્થતંત્ર ખાસ કરીને અને સામાન્ય રીતે વિશ્વ.
ભારતની કેટલીક અગ્રણી આઈટી કંપનીઓમાં ઈન્ફોસિસ, ટીસીએસ,વિપ્રો, ટેક મહિન્દ્રા, વગેરે, જેણે સેક્ટરમાં એક વિશાળ છાપ ઉભી કરી છે.
ભારતમાં ટેક્નોલોજી મ્યુચ્યુઅલ ફંડ્સે સતત વાર્ષિક વળતર આપ્યું છે15 ટકાથી 19 ટકા પાંચ વર્ષના સમયગાળામાં. ભૂતકાળમાં આવા યોગ્ય પ્રદર્શન સાથે, આ ફંડ્સ ભવિષ્યમાં પણ સારું વળતર આપશે તેવું માનવામાં આવે છે.
આદર્શ રીતે, રોકાણકારોએ વૈવિધ્યકરણના હેતુસર આ ફંડમાં રોકાણ કરવું જોઈએ. સંપત્તિ સર્જન માટે વ્યક્તિએ ફક્ત આ ભંડોળ પર આધાર રાખવો જોઈએ નહીં. જે રોકાણકારો ટેક્નોલોજી ફંડમાં રોકાણ કરવાની યોજના બનાવી રહ્યા છે તેઓએ ફંડના પાછલા 3 વર્ષના પ્રદર્શનને નજીકથી જોવું જોઈએ. વ્યક્તિ પાસે ટેક્નોલોજી ક્ષેત્ર અને તેના ભાવિ બજાર વિશે ઊંડાણપૂર્વકનું જ્ઞાન હોવું જોઈએ.
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નાણાકીય વર્ષ 22 - 23 ભારતમાં ટોચના 5 શ્રેષ્ઠ ટેકનોલોજી (IT) સેક્ટર ફંડ
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 Below is the key information for Franklin India Technology Fund Returns up to 1 year are on 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 Below is the key information for ICICI Prudential Technology Fund Returns up to 1 year are on (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 Below is the key information for SBI Technology Opportunities Fund Returns up to 1 year are on 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 Below is the key information for TATA Digital India Fund Returns up to 1 year are on (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 Below is the key information for Aditya Birla Sun Life Digital India Fund Returns up to 1 year are on Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2024 (%) Franklin India Technology Fund Growth ₹526.113
↓ -3.10 ₹1,882 3.4 11.4 1.7 23.1 18.7 28.4 ICICI Prudential Technology Fund Growth ₹201.06
↓ -1.52 ₹14,734 2.8 7.2 -1 14.2 19.4 25.4 SBI Technology Opportunities Fund Growth ₹222.519
↓ -1.84 ₹4,761 4.8 12.4 6.5 17.1 21.3 30.1 TATA Digital India Fund Growth ₹46.9626
↓ -0.01 ₹11,520 2.3 5.4 -7 13.7 18.6 30.6 Aditya Birla Sun Life Digital India Fund Growth ₹171.41
↓ -1.14 ₹4,617 3 8 -3.5 13.4 18 18.1 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 31 Oct 25 Research Highlights & Commentary of 5 Funds showcased
Commentary Franklin India Technology Fund ICICI Prudential Technology Fund SBI Technology Opportunities Fund TATA Digital India Fund Aditya Birla Sun Life Digital India Fund Point 1 Bottom quartile AUM (₹1,882 Cr). Highest AUM (₹14,734 Cr). Lower mid AUM (₹4,761 Cr). Upper mid AUM (₹11,520 Cr). Bottom quartile AUM (₹4,617 Cr). Point 2 Oldest track record among peers (27 yrs). Established history (25+ yrs). Established history (12+ yrs). Established history (9+ yrs). Established history (25+ yrs). Point 3 Rating: 1★ (lower mid). Top rated. Rating: 1★ (bottom quartile). Not Rated. Rating: 2★ (upper mid). Point 4 Risk profile: High. Risk profile: High. Risk profile: High. Risk profile: High. Risk profile: High. Point 5 5Y return: 18.68% (lower mid). 5Y return: 19.40% (upper mid). 5Y return: 21.25% (top quartile). 5Y return: 18.64% (bottom quartile). 5Y return: 18.01% (bottom quartile). Point 6 3Y return: 23.10% (top quartile). 3Y return: 14.20% (lower mid). 3Y return: 17.09% (upper mid). 3Y return: 13.75% (bottom quartile). 3Y return: 13.42% (bottom quartile). Point 7 1Y return: 1.66% (upper mid). 1Y return: -0.96% (lower mid). 1Y return: 6.54% (top quartile). 1Y return: -7.00% (bottom quartile). 1Y return: -3.53% (bottom quartile). Point 8 Alpha: 2.80 (lower mid). Alpha: 4.12 (upper mid). Alpha: 9.41 (top quartile). Alpha: 0.58 (bottom quartile). Alpha: 0.69 (bottom quartile). Point 9 Sharpe: -0.87 (lower mid). Sharpe: -0.87 (upper mid). Sharpe: -0.39 (top quartile). Sharpe: -1.05 (bottom quartile). Sharpe: -1.05 (bottom quartile). Point 10 Information ratio: 1.25 (top quartile). Information ratio: 1.17 (lower mid). Information ratio: 1.22 (upper mid). Information ratio: 0.75 (bottom quartile). Information ratio: 0.48 (bottom quartile). Franklin India Technology Fund
ICICI Prudential Technology Fund
SBI Technology Opportunities Fund
TATA Digital India Fund
Aditya Birla Sun Life Digital India Fund
1. Franklin India Technology Fund
Franklin India Technology Fund
Growth Launch Date 22 Aug 98 NAV (31 Oct 25) ₹526.113 ↓ -3.10 (-0.59 %) Net Assets (Cr) ₹1,882 on 31 Aug 25 Category Equity - Sectoral AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd Rating ☆ Risk High Expense Ratio 2.08 Sharpe Ratio -0.88 Information Ratio 1.25 Alpha Ratio 2.8 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.
Date Value 31 Oct 20 ₹10,000 31 Oct 21 ₹15,387 31 Oct 22 ₹12,624 31 Oct 23 ₹16,040 31 Oct 24 ₹23,163 31 Oct 25 ₹23,548 Returns for Franklin India Technology Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 31 Oct 25 Duration Returns 1 Month 4.6% 3 Month 3.4% 6 Month 11.4% 1 Year 1.7% 3 Year 23.1% 5 Year 18.7% 10 Year 15 Year Since launch 18.7% Historical performance (Yearly) on absolute basis
Year Returns 2024 28.4% 2023 51.1% 2022 -22.3% 2021 39% 2020 56.8% 2019 12.4% 2018 11.9% 2017 19.1% 2016 -2.6% 2015 3.8% Fund Manager information for Franklin India Technology Fund
Name Since Tenure Venkatesh Sanjeevi 4 Oct 24 0.99 Yr. R. Janakiraman 1 Dec 23 1.84 Yr. Sandeep Manam 18 Oct 21 3.96 Yr. Data below for Franklin India Technology Fund as on 31 Aug 25
Equity Sector Allocation
Sector Value Technology 55.04% Communication Services 21.07% Consumer Cyclical 13.66% Financial Services 4.9% Industrials 1.04% Health Care 0.06% Asset Allocation
Asset Class Value Cash 3.89% Equity 95.89% Top Securities Holdings / Portfolio
Name Holding Value Quantity Infosys Ltd (Technology)
Equity, Since 29 Feb 12 | INFY18% ₹331 Cr 2,298,906 Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Jan 18 | BHARTIARTL15% ₹281 Cr 1,493,480 Tata Consultancy Services Ltd (Technology)
Equity, Since 31 Aug 04 | TCS12% ₹221 Cr 764,559 Franklin Technology I Acc USD
Investment Fund | -8% ₹141 Cr 174,810
↓ -41,000 Eternal Ltd (Consumer Cyclical)
Equity, Since 31 Jul 21 | 5433207% ₹137 Cr 4,196,521
↓ -1,170,621 PB Fintech Ltd (Financial Services)
Equity, Since 30 Nov 21 | 5433905% ₹88 Cr 517,479 HCL Technologies Ltd (Technology)
Equity, Since 30 Jun 14 | HCLTECH4% ₹69 Cr 500,267 Swiggy Ltd (Consumer Cyclical)
Equity, Since 31 Jan 25 | SWIGGY3% ₹57 Cr 1,346,780 Zensar Technologies Ltd (Technology)
Equity, Since 31 Jan 23 | ZENSARTECH3% ₹49 Cr 642,259 Intellect Design Arena Ltd (Technology)
Equity, Since 31 Dec 22 | INTELLECT2% ₹45 Cr 460,931 2. ICICI Prudential Technology Fund
ICICI Prudential Technology Fund
Growth Launch Date 3 Mar 00 NAV (31 Oct 25) ₹201.06 ↓ -1.52 (-0.75 %) Net Assets (Cr) ₹14,734 on 31 Aug 25 Category Equity - Sectoral AMC ICICI Prudential Asset Management Company Limited Rating ☆☆ Risk High Expense Ratio 1.75 Sharpe Ratio -0.87 Information Ratio 1.17 Alpha Ratio 4.12 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.
Date Value 31 Oct 20 ₹10,000 31 Oct 21 ₹18,979 31 Oct 22 ₹16,298 31 Oct 23 ₹17,836 31 Oct 24 ₹24,505 31 Oct 25 ₹24,271 Returns for ICICI Prudential Technology Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 31 Oct 25 Duration Returns 1 Month 6% 3 Month 2.8% 6 Month 7.2% 1 Year -1% 3 Year 14.2% 5 Year 19.4% 10 Year 15 Year Since launch 12.4% Historical performance (Yearly) on absolute basis
Year Returns 2024 25.4% 2023 27.5% 2022 -23.2% 2021 75.7% 2020 70.6% 2019 2.3% 2018 19.1% 2017 19.8% 2016 -4% 2015 3.9% Fund Manager information for ICICI Prudential Technology Fund
Name Since Tenure Vaibhav Dusad 2 May 20 5.42 Yr. Sharmila D’mello 30 Jun 22 3.26 Yr. Data below for ICICI Prudential Technology Fund as on 31 Aug 25
Equity Sector Allocation
Sector Value Technology 70.36% Communication Services 17.59% Consumer Cyclical 6.1% Health Care 1.67% Industrials 1.66% Financial Services 0.86% Consumer Defensive 0.27% Asset Allocation
Asset Class Value Cash 1.48% Equity 98.52% Top Securities Holdings / Portfolio
Name Holding Value Quantity Infosys Ltd (Technology)
Equity, Since 30 Apr 08 | INFY21% ₹3,070 Cr 21,290,718
↑ 300,000 Tata Consultancy Services Ltd (Technology)
Equity, Since 30 Sep 19 | TCS8% ₹1,135 Cr 3,929,050
↓ -11,652 Bharti Airtel Ltd (Partly Paid Rs.1.25) (Communication Services)
Equity, Since 31 Oct 21 | 8901577% ₹988 Cr 7,017,670 Bharti Airtel Ltd (Communication Services)
Equity, Since 31 May 20 | BHARTIARTL6% ₹849 Cr 4,521,449
↓ -758,628 Tech Mahindra Ltd (Technology)
Equity, Since 31 Oct 16 | 5327556% ₹803 Cr 5,737,672
↑ 150,000 Wipro Ltd (Technology)
Equity, Since 30 Sep 19 | 5076854% ₹642 Cr 26,803,503
↑ 1,500,000 HCL Technologies Ltd (Technology)
Equity, Since 30 Sep 20 | HCLTECH4% ₹613 Cr 4,428,790
↑ 424,680 LTIMindtree Ltd (Technology)
Equity, Since 31 Jul 16 | LTIM4% ₹611 Cr 1,184,189
↓ -129,382 Mphasis Ltd (Technology)
Equity, Since 30 Jun 20 | 5262994% ₹551 Cr 2,076,378
↑ 66,713 Eternal Ltd (Consumer Cyclical)
Equity, Since 31 Aug 22 | 5433203% ₹403 Cr 12,368,617 3. SBI Technology Opportunities Fund
SBI Technology Opportunities Fund
Growth Launch Date 9 Jan 13 NAV (31 Oct 25) ₹222.519 ↓ -1.84 (-0.82 %) Net Assets (Cr) ₹4,761 on 31 Aug 25 Category Equity - Sectoral AMC SBI Funds Management Private Limited Rating ☆ Risk High Expense Ratio 1.91 Sharpe Ratio -0.39 Information Ratio 1.22 Alpha Ratio 9.41 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.
Date Value 31 Oct 20 ₹10,000 31 Oct 21 ₹17,803 31 Oct 22 ₹16,325 31 Oct 23 ₹18,057 31 Oct 24 ₹24,599 31 Oct 25 ₹26,208 Returns for SBI Technology Opportunities Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 31 Oct 25 Duration Returns 1 Month 6.1% 3 Month 4.8% 6 Month 12.4% 1 Year 6.5% 3 Year 17.1% 5 Year 21.3% 10 Year 15 Year Since launch 19.4% Historical performance (Yearly) on absolute basis
Year Returns 2024 30.1% 2023 24.8% 2022 -15.5% 2021 66.4% 2020 47.3% 2019 12.2% 2018 17.1% 2017 13% 2016 -3.3% 2015 2.4% Fund Manager information for SBI Technology Opportunities Fund
Name Since Tenure Vivek Gedda 1 Apr 24 1.5 Yr. Data below for SBI Technology Opportunities Fund as on 31 Aug 25
Equity Sector Allocation
Sector Value Technology 61.45% Communication Services 19.54% Consumer Cyclical 8.44% Industrials 2.77% Financial Services 2.53% Health Care 1.06% Consumer Defensive 0.76% Asset Allocation
Asset Class Value Cash 3.45% Equity 96.55% Top Securities Holdings / Portfolio
Name Holding Value Quantity Infosys Ltd (Technology)
Equity, Since 31 Jan 03 | INFY15% ₹721 Cr 5,000,000
↑ 500,000 Bharti Airtel Ltd (Communication Services)
Equity, Since 31 May 18 | BHARTIARTL14% ₹639 Cr 3,400,000 Coforge Ltd (Technology)
Equity, Since 31 Aug 23 | COFORGE6% ₹302 Cr 1,900,000 LTIMindtree Ltd (Technology)
Equity, Since 31 Oct 24 | LTIM5% ₹258 Cr 500,000 Firstsource Solutions Ltd (Technology)
Equity, Since 31 Mar 23 | FSL5% ₹251 Cr 7,645,887 Eternal Ltd (Consumer Cyclical)
Equity, Since 31 Aug 24 | 5433205% ₹245 Cr 7,530,530 Blackbuck Ltd (Technology)
Equity, Since 30 Nov 24 | BLACKBUCK5% ₹220 Cr 3,536,533 Cognizant Technology Solutions Corp Class A (Technology)
Equity, Since 31 Jul 23 | CTSH4% ₹197 Cr 330,000 Microsoft Corp (Technology)
Equity, Since 31 Aug 20 | MSFT4% ₹175 Cr 38,000 Delhivery Ltd (Industrials)
Equity, Since 31 Jan 23 | 5435293% ₹131 Cr 2,900,000 4. TATA Digital India Fund
TATA Digital India Fund
Growth Launch Date 28 Dec 15 NAV (03 Nov 25) ₹46.9626 ↓ -0.01 (-0.01 %) Net Assets (Cr) ₹11,520 on 31 Aug 25 Category Equity - Sectoral AMC Tata Asset Management Limited Rating Risk High Expense Ratio 1.68 Sharpe Ratio -1.06 Information Ratio 0.75 Alpha Ratio 0.58 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.
Date Value 31 Oct 20 ₹10,000 31 Oct 21 ₹18,530 31 Oct 22 ₹15,972 31 Oct 23 ₹17,626 31 Oct 24 ₹25,277 31 Oct 25 ₹23,506 Returns for TATA Digital India Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 31 Oct 25 Duration Returns 1 Month 5.4% 3 Month 2.3% 6 Month 5.4% 1 Year -7% 3 Year 13.7% 5 Year 18.6% 10 Year 15 Year Since launch 17% Historical performance (Yearly) on absolute basis
Year Returns 2024 30.6% 2023 31.9% 2022 -23.3% 2021 74.4% 2020 54.8% 2019 7.5% 2018 24.9% 2017 19.6% 2016 -6% 2015 Fund Manager information for TATA Digital India Fund
Name Since Tenure Meeta Shetty 9 Mar 21 4.56 Yr. Hasmukh Vishariya 1 Mar 25 0.58 Yr. Data below for TATA Digital India Fund as on 31 Aug 25
Equity Sector Allocation
Sector Value Technology 75.72% Consumer Cyclical 10.18% Communication Services 5.31% Financial Services 4.06% Industrials 3.34% Asset Allocation
Asset Class Value Cash 1.39% Equity 98.61% Top Securities Holdings / Portfolio
Name Holding Value Quantity Infosys Ltd (Technology)
Equity, Since 31 Jan 16 | INFY19% ₹2,112 Cr 14,647,773 Tata Consultancy Services Ltd (Technology)
Equity, Since 31 Jan 16 | TCS12% ₹1,299 Cr 4,498,591 Tech Mahindra Ltd (Technology)
Equity, Since 30 Apr 16 | 5327559% ₹1,001 Cr 7,145,933 Wipro Ltd (Technology)
Equity, Since 31 Jul 18 | 5076857% ₹785 Cr 32,787,324 Eternal Ltd (Consumer Cyclical)
Equity, Since 31 Oct 22 | 5433206% ₹715 Cr 21,965,000
↓ -4,000,000 HCL Technologies Ltd (Technology)
Equity, Since 31 Jan 16 | HCLTECH6% ₹690 Cr 4,983,886 LTIMindtree Ltd (Technology)
Equity, Since 28 Feb 21 | LTIM5% ₹510 Cr 988,062 PB Fintech Ltd (Financial Services)
Equity, Since 31 Dec 22 | 5433904% ₹454 Cr 2,669,524
↑ 1,270,000 Persistent Systems Ltd (Technology)
Equity, Since 31 Jan 16 | PERSISTENT3% ₹366 Cr 759,192 Firstsource Solutions Ltd (Technology)
Equity, Since 30 Nov 21 | FSL3% ₹333 Cr 10,123,112 5. Aditya Birla Sun Life Digital India Fund
Aditya Birla Sun Life Digital India Fund
Growth Launch Date 15 Jan 00 NAV (31 Oct 25) ₹171.41 ↓ -1.14 (-0.66 %) Net Assets (Cr) ₹4,617 on 31 Aug 25 Category Equity - Sectoral AMC Birla Sun Life Asset Management Co Ltd Rating ☆☆ Risk High Expense Ratio 1.88 Sharpe Ratio -1.05 Information Ratio 0.48 Alpha Ratio 0.69 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.
Date Value 31 Oct 20 ₹10,000 31 Oct 21 ₹17,838 31 Oct 22 ₹15,687 31 Oct 23 ₹18,244 31 Oct 24 ₹23,725 31 Oct 25 ₹22,888 Returns for Aditya Birla Sun Life Digital India Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 31 Oct 25 Duration Returns 1 Month 5.7% 3 Month 3% 6 Month 8% 1 Year -3.5% 3 Year 13.4% 5 Year 18% 10 Year 15 Year Since launch 11.6% Historical performance (Yearly) on absolute basis
Year Returns 2024 18.1% 2023 35.8% 2022 -21.6% 2021 70.5% 2020 59% 2019 9.6% 2018 15.6% 2017 22.4% 2016 -3.5% 2015 11.2% Fund Manager information for Aditya Birla Sun Life Digital India Fund
Name Since Tenure Kunal Sangoi 16 Jan 14 11.71 Yr. Data below for Aditya Birla Sun Life Digital India Fund as on 31 Aug 25
Equity Sector Allocation
Sector Value Technology 67.94% Consumer Cyclical 10.18% Communication Services 10.06% Industrials 5.29% Financial Services 2.38% Asset Allocation
Asset Class Value Cash 0.68% Equity 97.6% Other 1.72% Top Securities Holdings / Portfolio
Name Holding Value Quantity Infosys Ltd (Technology)
Equity, Since 30 Apr 05 | INFY18% ₹829 Cr 5,752,769
↓ -69,764 Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Aug 19 | BHARTIARTL9% ₹408 Cr 2,172,508
↓ -138,067 Tata Consultancy Services Ltd (Technology)
Equity, Since 30 Apr 05 | TCS9% ₹393 Cr 1,359,747 Tech Mahindra Ltd (Technology)
Equity, Since 31 May 13 | 5327558% ₹340 Cr 2,427,846 Eternal Ltd (Consumer Cyclical)
Equity, Since 31 Jul 21 | 5433207% ₹312 Cr 9,582,556
↑ 204,000 HCL Technologies Ltd (Technology)
Equity, Since 31 Dec 10 | HCLTECH5% ₹209 Cr 1,506,744 LTIMindtree Ltd (Technology)
Equity, Since 31 Mar 21 | LTIM5% ₹208 Cr 403,406
↓ -3,380 Coforge Ltd (Technology)
Equity, Since 30 Jun 20 | COFORGE4% ₹170 Cr 1,066,945 Cyient Ltd (Industrials)
Equity, Since 31 May 14 | CYIENT3% ₹133 Cr 1,157,301
↓ -22,514 Firstsource Solutions Ltd (Technology)
Equity, Since 31 Aug 23 | FSL2% ₹111 Cr 3,386,096
IT મ્યુચ્યુઅલ ફંડમાં કોણે રોકાણ કરવું જોઈએ?
જેમ કે ટેક્નોલોજી ફંડ સેક્ટર કેટેગરીની છેઇક્વિટી ફંડ્સ તેઓ તેમની સાથે ઉચ્ચ જોખમ ધરાવે છે. આમ, રોકાણકારો કે જેઓ તેમના રોકાણમાં જોખમ સહન કરવાની ક્ષમતા ધરાવતા હોય તેઓએ માત્ર આ ફંડ્સમાં રોકાણ કરવાની યોજના બનાવવી જોઈએ. ઉપરાંત, એવું સૂચન કરવામાં આવે છે કે ઇક્વિટી માર્કેટના લાંબા ગાળાના લાભો મેળવવા માટે વ્યક્તિએ લાંબા ગાળા માટે, પાંચ વર્ષથી વધુ સમય માટે રોકાણ કરવું જોઈએ.
શ્રેષ્ઠ ટેકનોલોજી ફંડમાં ઓનલાઈન કેવી રીતે રોકાણ કરવું?
Fincash.com પર આજીવન માટે મફત રોકાણ ખાતું ખોલો.
તમારી નોંધણી અને KYC પ્રક્રિયા પૂર્ણ કરો
દસ્તાવેજો અપલોડ કરો (PAN, આધાર, વગેરે).અને, તમે રોકાણ કરવા માટે તૈયાર છો!
અહીં આપેલી માહિતી સચોટ છે તેની ખાતરી કરવા માટેના તમામ પ્રયાસો કરવામાં આવ્યા છે. જો કે, ડેટાની શુદ્ધતા અંગે કોઈ ગેરંટી આપવામાં આવતી નથી. કોઈપણ રોકાણ કરતા પહેલા કૃપા કરીને સ્કીમ માહિતી દસ્તાવેજ સાથે ચકાસો.
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