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ફિન્કેશ »મ્યુચ્યુઅલ ફંડ »શ્રેષ્ઠ ટેકનોલોજી સેક્ટર ફંડ

5 બેસ્ટ પરફોર્મિંગ ટેકનોલોજી (IT) સેક્ટર ફંડ 2022

Updated on September 28, 2026 , 158636 views

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.

Technology Mutual Funds

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 છે7.7% 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

FundNAVNet Assets (Cr)3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2024 (%)
Franklin India Technology Fund Growth ₹447.575
↓ -2.53 		₹1,7593.14-116.95.3-1.5
ICICI Prudential Technology Fund Growth ₹169.4
↓ -1.93 		₹13,6613.63-10.93.71.5-1.9
SBI Technology Opportunities Fund Growth ₹190.441
↓ -1.57 		₹4,4886.65.2-9.26.551.5
TATA Digital India Fund Growth ₹38.5466
↓ -0.05 		₹10,3222.73.3-13.52.20.8-9.7
Aditya Birla Sun Life Digital India Fund Growth ₹148.89
↑ 0.31 		₹4,1096.27.5-8.52.21.9-5.2
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 29 Sep 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 (₹1,759 Cr).Highest AUM (₹13,661 Cr).Lower mid AUM (₹4,488 Cr).Upper mid AUM (₹10,322 Cr).Bottom quartile AUM (₹4,109 Cr).
Point 2Oldest track record among peers (28 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: 5.31% (top quartile).5Y return: 1.45% (bottom quartile).5Y return: 5.01% (upper mid).5Y return: 0.80% (bottom quartile).5Y return: 1.92% (lower mid).
Point 63Y return: 6.89% (top quartile).3Y return: 3.70% (lower mid).3Y return: 6.50% (upper mid).3Y return: 2.19% (bottom quartile).3Y return: 2.25% (bottom quartile).
Point 71Y return: -11.01% (bottom quartile).1Y return: -10.94% (lower mid).1Y return: -9.22% (upper mid).1Y return: -13.50% (bottom quartile).1Y return: -8.50% (top quartile).
Point 8Alpha: 0.88 (bottom quartile).Alpha: 3.64 (lower mid).Alpha: 4.26 (upper mid).Alpha: -1.74 (bottom quartile).Alpha: 7.84 (top quartile).
Point 9Sharpe: -0.42 (bottom quartile).Sharpe: -0.32 (lower mid).Sharpe: -0.30 (upper mid).Sharpe: -0.40 (bottom quartile).Sharpe: -0.16 (top quartile).
Point 10Information ratio: 0.54 (bottom quartile).Information ratio: 0.66 (upper mid).Information ratio: 0.73 (top quartile).Information ratio: 0.56 (lower mid).Information ratio: 0.14 (bottom quartile).

Franklin India Technology Fund

  • Bottom quartile AUM (₹1,759 Cr).
  • Oldest track record among peers (28 yrs).
  • Rating: 1★ (lower mid).
  • Risk profile: High.
  • 5Y return: 5.31% (top quartile).
  • 3Y return: 6.89% (top quartile).
  • 1Y return: -11.01% (bottom quartile).
  • Alpha: 0.88 (bottom quartile).
  • Sharpe: -0.42 (bottom quartile).
  • Information ratio: 0.54 (bottom quartile).

ICICI Prudential Technology Fund

  • Highest AUM (₹13,661 Cr).
  • Established history (26+ yrs).
  • Top rated.
  • Risk profile: High.
  • 5Y return: 1.45% (bottom quartile).
  • 3Y return: 3.70% (lower mid).
  • 1Y return: -10.94% (lower mid).
  • Alpha: 3.64 (lower mid).
  • Sharpe: -0.32 (lower mid).
  • Information ratio: 0.66 (upper mid).

SBI Technology Opportunities Fund

  • Lower mid AUM (₹4,488 Cr).
  • Established history (13+ yrs).
  • Rating: 1★ (bottom quartile).
  • Risk profile: High.
  • 5Y return: 5.01% (upper mid).
  • 3Y return: 6.50% (upper mid).
  • 1Y return: -9.22% (upper mid).
  • Alpha: 4.26 (upper mid).
  • Sharpe: -0.30 (upper mid).
  • Information ratio: 0.73 (top quartile).

TATA Digital India Fund

  • Upper mid AUM (₹10,322 Cr).
  • Established history (10+ yrs).
  • Not Rated.
  • Risk profile: High.
  • 5Y return: 0.80% (bottom quartile).
  • 3Y return: 2.19% (bottom quartile).
  • 1Y return: -13.50% (bottom quartile).
  • Alpha: -1.74 (bottom quartile).
  • Sharpe: -0.40 (bottom quartile).
  • Information ratio: 0.56 (lower mid).

Aditya Birla Sun Life Digital India Fund

  • Bottom quartile AUM (₹4,109 Cr).
  • Established history (26+ yrs).
  • Rating: 2★ (upper mid).
  • Risk profile: High.
  • 5Y return: 1.92% (lower mid).
  • 3Y return: 2.25% (bottom quartile).
  • 1Y return: -8.50% (top quartile).
  • Alpha: 7.84 (top quartile).
  • Sharpe: -0.16 (top quartile).
  • Information ratio: 0.14 (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 (₹1,759 Cr).
  • Oldest track record among peers (28 yrs).
  • Rating: 1★ (lower mid).
  • Risk profile: High.
  • 5Y return: 5.31% (top quartile).
  • 3Y return: 6.89% (top quartile).
  • 1Y return: -11.01% (bottom quartile).
  • Alpha: 0.88 (bottom quartile).
  • Sharpe: -0.42 (bottom quartile).
  • Information ratio: 0.54 (bottom quartile).
  • Top sector: Technology.
  • Top bond sector: Cash Equivalent.
  • Equity-heavy allocation (~97%).
  • Largest holding Bharti Airtel Ltd (~20.7%).
  • Top-3 holdings concentration ~41.8%.

Below is the key information for Franklin India Technology Fund

Franklin India Technology Fund
Growth
Launch Date 22 Aug 98
NAV (29 Sep 26) ₹447.575 ↓ -2.53   (-0.56 %)
Net Assets (Cr) ₹1,759 on 31 Aug 26
Category Equity - Sectoral
AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating ☆
Risk High
Expense Ratio 2.08
Sharpe Ratio -0.42
Information Ratio 0.54
Alpha Ratio 0.88
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 Sep 21₹10,000
30 Sep 22₹7,846
30 Sep 23₹10,633
30 Sep 24₹15,768
30 Sep 25₹14,586

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 ₹349,120.
Net Profit of ₹49,120 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 29 Sep 26

DurationReturns
1 Month -7.9%
3 Month 3.1%
6 Month 4%
1 Year -11%
3 Year 6.9%
5 Year 5.3%
10 Year
15 Year
Since launch 17.3%
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 241.91 Yr.
R. Janakiraman1 Dec 232.75 Yr.
Sandeep Manam18 Oct 214.87 Yr.

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

Equity Sector Allocation
SectorValue
Technology46.16%
Communication Services28.34%
Consumer Cyclical16.52%
Financial Services5.56%
Industrials0.03%
Health Care0.03%
Asset Allocation
Asset ClassValue
Cash3.12%
Equity96.68%
Other0.21%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Jan 18 | BHARTIARTL		21%₹365 Cr2,012,618
↑ 73,438
Infosys Ltd (Technology)
Equity, Since 29 Feb 12 | INFY		13%₹237 Cr2,089,607
Eternal Ltd (Consumer Cyclical)
Equity, Since 31 Jul 21 | ETERNAL		8%₹133 Cr4,054,306
↓ -470,271
HCL Technologies Ltd (Technology)
Equity, Since 30 Jun 14 | HCLTECH		6%₹112 Cr851,490
↓ -163,153
Cognizant Technology Solutions Corp Class A (Technology)
Equity, Since 30 Sep 25 | CTSH		6%₹101 Cr164,740
↓ -40,000
PB Fintech Ltd (Financial Services)
Equity, Since 30 Nov 21 | POLICYBZR		6%₹97 Cr517,479
Tata Consultancy Services Ltd (Technology)
Equity, Since 31 Aug 04 | TCS		5%₹91 Cr378,126
Franklin Technology I Acc USD
Investment Fund | -		4%₹79 Cr73,810
Swiggy Ltd (Consumer Cyclical)
Equity, Since 31 Jan 25 | SWIGGY		3%₹54 Cr1,920,350
Info Edge (India) Ltd (Communication Services)
Equity, Since 31 Jan 17 | NAUKRI		3%₹52 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 (₹13,661 Cr).
  • Established history (26+ yrs).
  • Top rated.
  • Risk profile: High.
  • 5Y return: 1.45% (bottom quartile).
  • 3Y return: 3.70% (lower mid).
  • 1Y return: -10.94% (lower mid).
  • Alpha: 3.64 (lower mid).
  • Sharpe: -0.32 (lower mid).
  • Information ratio: 0.66 (upper mid).
  • Top sector: Technology.
  • Top bond sector: Cash Equivalent.
  • Equity-heavy allocation (~97%).
  • High-quality debt (AAA/AA ~100%).
  • Largest holding Infosys Ltd (~12.3%).

Below is the key information for ICICI Prudential Technology Fund

ICICI Prudential Technology Fund
Growth
Launch Date 3 Mar 00
NAV (29 Sep 26) ₹169.4 ↓ -1.93   (-1.13 %)
Net Assets (Cr) ₹13,661 on 31 Aug 26
Category Equity - Sectoral
AMC ICICI Prudential Asset Management Company Limited
Rating ☆☆
Risk High
Expense Ratio 1.75
Sharpe Ratio -0.32
Information Ratio 0.66
Alpha Ratio 3.64
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 Sep 21₹10,000
30 Sep 22₹8,121
30 Sep 23₹9,662
30 Sep 24₹13,508
30 Sep 25₹12,068

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 ₹315,615.
Net Profit of ₹15,615 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 29 Sep 26

DurationReturns
1 Month -9.2%
3 Month 3.6%
6 Month 3%
1 Year -10.9%
3 Year 3.7%
5 Year 1.5%
10 Year
15 Year
Since launch 11.2%
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 206.34 Yr.
Sharmila D’mello30 Jun 224.18 Yr.

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

Equity Sector Allocation
SectorValue
Technology60.83%
Communication Services16.24%
Consumer Cyclical6.98%
Industrials4.12%
Health Care3.96%
Financial Services2.85%
Real Estate1.07%
Consumer Defensive1.03%
Asset Allocation
Asset ClassValue
Cash3.16%
Equity96.84%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Infosys Ltd (Technology)
Equity, Since 30 Apr 08 | INFY		12%₹1,685 Cr14,864,726
↓ -471,317
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 May 20 | BHARTIARTL		11%₹1,562 Cr8,622,126
Tech Mahindra Ltd (Technology)
Equity, Since 31 Oct 16 | 532755		8%₹1,039 Cr6,385,113
↑ 230,272
Mphasis Ltd (Technology)
Equity, Since 30 Jun 20 | 526299		5%₹619 Cr2,549,820
Coforge Ltd (Technology)
Equity, Since 31 Jul 20 | COFORGE		4%₹588 Cr2,960,400
↓ -565,000
Cognizant Technology Solutions Corp Class A (Technology)
Equity, Since 31 Jul 21 | CTSH		3%₹476 Cr771,638
LTM Ltd (Technology)
Equity, Since 31 Jul 16 | LTM		3%₹370 Cr815,534
↓ -234,066
Sagility Ltd (Healthcare)
Equity, Since 30 Nov 24 | SAGILITY		3%₹351 Cr74,637,433
Wipro Ltd (Technology)
Equity, Since 30 Sep 19 | 507685		3%₹350 Cr18,967,000
↓ -686,000
Eternal Ltd (Consumer Cyclical)
Equity, Since 31 Aug 22 | ETERNAL		2%₹321 Cr9,768,617

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 (₹4,488 Cr).
  • Established history (13+ yrs).
  • Rating: 1★ (bottom quartile).
  • Risk profile: High.
  • 5Y return: 5.01% (upper mid).
  • 3Y return: 6.50% (upper mid).
  • 1Y return: -9.22% (upper mid).
  • Alpha: 4.26 (upper mid).
  • Sharpe: -0.30 (upper mid).
  • Information ratio: 0.73 (top quartile).
  • Top sector: Technology.
  • Top bond sector: Cash Equivalent.
  • Equity-heavy allocation (~96%).
  • High-quality debt (AAA/AA ~100%).
  • Largest holding Bharti Airtel Ltd (~16.1%).

Below is the key information for SBI Technology Opportunities Fund

SBI Technology Opportunities Fund
Growth
Launch Date 9 Jan 13
NAV (29 Sep 26) ₹190.441 ↓ -1.57   (-0.82 %)
Net Assets (Cr) ₹4,488 on 31 Aug 26
Category Equity - Sectoral
AMC SBI Funds Management Private Limited
Rating ☆
Risk High
Expense Ratio 1.91
Sharpe Ratio -0.3
Information Ratio 0.73
Alpha Ratio 4.26
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 Sep 21₹10,000
30 Sep 22₹8,672
30 Sep 23₹10,607
30 Sep 24₹14,570
30 Sep 25₹14,112

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 ₹349,120.
Net Profit of ₹49,120 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 29 Sep 26

DurationReturns
1 Month -7.9%
3 Month 6.6%
6 Month 5.2%
1 Year -9.2%
3 Year 6.5%
5 Year 5%
10 Year
15 Year
Since launch 16.7%
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 242.42 Yr.

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

Equity Sector Allocation
SectorValue
Technology58.07%
Communication Services21.9%
Consumer Cyclical12.56%
Financial Services2.54%
Health Care1.22%
Asset Allocation
Asset ClassValue
Cash3.71%
Equity96.29%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 May 18 | BHARTIARTL		16%₹725 Cr4,000,000
Infosys Ltd (Technology)
Equity, Since 31 Jan 03 | INFY		9%₹397 Cr3,500,000
↓ -895,176
Tata Consultancy Services Ltd (Technology)
Equity, Since 30 Apr 06 | TCS		8%₹341 Cr1,420,000
Eternal Ltd (Consumer Cyclical)
Equity, Since 31 Aug 24 | ETERNAL		7%₹295 Cr9,000,000
↓ -1,600,000
Coforge Ltd (Technology)
Equity, Since 31 Aug 23 | COFORGE		5%₹238 Cr1,200,000
Cognizant Technology Solutions Corp Class A (Technology)
Equity, Since 31 Jul 23 | CTSH		5%₹203 Cr330,000
LTM Ltd (Technology)
Equity, Since 31 Oct 24 | LTM		4%₹187 Cr411,229
↓ -88,771
Microsoft Corp (Technology)
Equity, Since 31 Aug 20 | MSFT		4%₹184 Cr38,000
Amagi Media Labs Ltd (Technology)
Equity, Since 31 Jan 26 | AMAGI		4%₹170 Cr3,000,000
↓ -174,791
Alphabet Inc Class A (Communication Services)
Equity, Since 31 Dec 23 | GOOGL		4%₹162 Cr50,000

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 (₹10,322 Cr).
  • Established history (10+ yrs).
  • Not Rated.
  • Risk profile: High.
  • 5Y return: 0.80% (bottom quartile).
  • 3Y return: 2.19% (bottom quartile).
  • 1Y return: -13.50% (bottom quartile).
  • Alpha: -1.74 (bottom quartile).
  • Sharpe: -0.40 (bottom quartile).
  • Information ratio: 0.56 (lower mid).
  • Top sector: Technology.
  • Top bond sector: Cash Equivalent.
  • Equity-heavy allocation (~97%).
  • Largest holding Infosys Ltd (~15.6%).
  • Top-3 holdings concentration ~36.0%.

Below is the key information for TATA Digital India Fund

TATA Digital India Fund
Growth
Launch Date 28 Dec 15
NAV (30 Sep 26) ₹38.5466 ↓ -0.05   (-0.14 %)
Net Assets (Cr) ₹10,322 on 31 Aug 26
Category Equity - Sectoral
AMC Tata Asset Management Limited
Rating Not Rated
Risk High
Expense Ratio 1.69
Sharpe Ratio -0.4
Information Ratio 0.56
Alpha Ratio -1.74
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 Sep 21₹10,000
30 Sep 22₹8,132
30 Sep 23₹9,751
30 Sep 24₹14,039
30 Sep 25₹12,031

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 ₹307,716.
Net Profit of ₹7,716 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 29 Sep 26

DurationReturns
1 Month -9.6%
3 Month 2.7%
6 Month 3.3%
1 Year -13.5%
3 Year 2.2%
5 Year 0.8%
10 Year
15 Year
Since launch 13.4%
Historical performance (Yearly) on absolute basis
YearReturns
2024 -9.7%
2023 30.6%
2022 31.9%
2021 -23.3%
2020 74.4%
2019 54.8%
2018 7.5%
2017 24.9%
2016 19.6%
2015 -6%
Fund Manager information for TATA Digital India Fund
NameSinceTenure
Meeta Shetty9 Mar 215.48 Yr.
Hasmukh Vishariya1 Mar 251.5 Yr.

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

Equity Sector Allocation
SectorValue
Technology65.57%
Consumer Cyclical13.47%
Communication Services6.78%
Financial Services4.91%
Industrials4.01%
Energy1.06%
Utility0.99%
Asset Allocation
Asset ClassValue
Cash3.21%
Equity96.79%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Infosys Ltd (Technology)
Equity, Since 31 Jan 16 | INFY		16%₹1,611 Cr14,211,819
↓ -250,000
Tata Consultancy Services Ltd (Technology)
Equity, Since 31 Jan 16 | TCS		11%₹1,155 Cr4,814,144
↓ -100,000
Tech Mahindra Ltd (Technology)
Equity, Since 30 Apr 16 | 532755		9%₹954 Cr5,862,533
Eternal Ltd (Consumer Cyclical)
Equity, Since 31 Oct 22 | ETERNAL		7%₹725 Cr22,095,000
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Oct 21 | BHARTIARTL		5%₹484 Cr2,669,200
PB Fintech Ltd (Financial Services)
Equity, Since 31 Dec 22 | POLICYBZR		4%₹438 Cr2,334,641
Persistent Systems Ltd (Technology)
Equity, Since 31 Jan 16 | PERSISTENT		4%₹383 Cr684,031
↑ 35,000
HCL Technologies Ltd (Technology)
Equity, Since 31 Jan 16 | HCLTECH		3%₹352 Cr2,683,810
Wipro Ltd (Technology)
Equity, Since 31 Jul 18 | 507685		3%₹310 Cr16,796,766
↓ -1,000,000
Firstsource Solutions Ltd (Technology)
Equity, Since 30 Nov 21 | FSL		2%₹200 Cr7,540,028

5. Aditya Birla Sun Life Digital India Fund

(Erstwhile Aditya Birla Sun Life New Millennium Fund)

A multi-sector open-ended growth scheme with the objective of long term growth of capital, through a portfolio with a target allocation of 100% equity, focusing on investing in technology and technology dependent companies, hardware, peripherals and components, software, telecom, media, internet and e-commerce and other technology enabled companies. The secondary objective is income generation and distribution of dividend.

Research Highlights for Aditya Birla Sun Life Digital India Fund

  • Bottom quartile AUM (₹4,109 Cr).
  • Established history (26+ yrs).
  • Rating: 2★ (upper mid).
  • Risk profile: High.
  • 5Y return: 1.92% (lower mid).
  • 3Y return: 2.25% (bottom quartile).
  • 1Y return: -8.50% (top quartile).
  • Alpha: 7.84 (top quartile).
  • Sharpe: -0.16 (top quartile).
  • Information ratio: 0.14 (bottom quartile).
  • Top sector: Technology.
  • Top bond sector: Cash Equivalent.
  • Equity-heavy allocation (~98%).
  • High-quality debt (AAA/AA ~100%).
  • Largest holding Infosys Ltd (~10.0%).

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 (30 Sep 26) ₹148.89 ↑ 0.31   (0.21 %)
Net Assets (Cr) ₹4,109 on 31 Aug 26
Category Equity - Sectoral
AMC Birla Sun Life Asset Management Co Ltd
Rating ☆☆
Risk High
Expense Ratio 1.89
Sharpe Ratio -0.16
Information Ratio 0.14
Alpha Ratio 7.84
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 Sep 21₹10,000
30 Sep 22₹8,227
30 Sep 23₹10,323
30 Sep 24₹13,779
30 Sep 25₹12,047

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 ₹315,615.
Net Profit of ₹15,615 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 29 Sep 26

DurationReturns
1 Month -8.8%
3 Month 6.2%
6 Month 7.5%
1 Year -8.5%
3 Year 2.2%
5 Year 1.9%
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 1412.63 Yr.

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

Equity Sector Allocation
SectorValue
Technology63.55%
Consumer Cyclical11.71%
Communication Services8.37%
Industrials7.25%
Financial Services2.36%
Health Care1.04%
Consumer Defensive0.89%
Asset Allocation
Asset ClassValue
Cash2.14%
Equity97.86%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Infosys Ltd (Technology)
Equity, Since 30 Apr 05 | INFY		10%₹410 Cr3,614,561
↓ -233,932
Tech Mahindra Ltd (Technology)
Equity, Since 31 May 13 | 532755		7%₹303 Cr1,863,106
↓ -123,117
Tata Consultancy Services Ltd (Technology)
Equity, Since 30 Apr 05 | TCS		7%₹288 Cr1,202,288
↑ 157,814
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Aug 19 | BHARTIARTL		7%₹284 Cr1,569,278
↓ -112,298
Eternal Ltd (Consumer Cyclical)
Equity, Since 31 Jul 21 | ETERNAL		7%₹269 Cr8,202,534
↓ -1,402,297
Coforge Ltd (Technology)
Equity, Since 30 Jun 20 | COFORGE		5%₹224 Cr1,127,608
↓ -142,302
Persistent Systems Ltd (Technology)
Equity, Since 31 Jul 13 | PERSISTENT		5%₹206 Cr368,100
LTM Ltd (Technology)
Equity, Since 31 Mar 21 | LTM		5%₹197 Cr434,328
HCL Technologies Ltd (Technology)
Equity, Since 31 Dec 10 | HCLTECH		4%₹171 Cr1,302,042
Swiggy Ltd (Consumer Cyclical)
Equity, Since 30 Nov 24 | SWIGGY		4%₹169 Cr6,010,429

IT મ્યુચ્યુઅલ ફંડમાં કોણે રોકાણ કરવું જોઈએ?

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Disclaimer:
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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