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ഫിൻകാഷ് »മ്യൂച്വൽ ഫണ്ടുകൾ »മികച്ച സാങ്കേതിക മേഖലയിലെ ഫണ്ടുകൾ

5 മികച്ച പെർഫോമിംഗ് ടെക്നോളജി (ഐടി) സെക്ടർ ഫണ്ടുകൾ 2022

Updated on September 29, 2025 , 157205 views

കമ്പ്യൂട്ടർ സോഫ്‌റ്റ്‌വെയറും ഹാർഡ്‌വെയറും നിർമ്മിക്കുന്ന നിർമ്മാതാക്കൾ പോലുള്ള സാങ്കേതിക ബിസിനസുകളിൽ ഏർപ്പെട്ടിരിക്കുന്ന കമ്പനികളിൽ നിക്ഷേപിക്കുന്ന ഇക്വിറ്റി ഫണ്ടിന്റെ ഒരു വിഭാഗമാണ് ടെക്‌നോളജി സെക്ടർ. വിവരസാങ്കേതികവിദ്യ നൽകുന്നതുപോലുള്ള ഇലക്ട്രോണിക്സ് & സാങ്കേതിക സേവന കമ്പനികളും ഇതിൽ ഉൾപ്പെടുന്നുനിക്ഷേപിക്കുന്നു സാങ്കേതികവിദ്യയിൽമ്യൂച്വൽ ഫണ്ടുകൾ ഒരു ഫണ്ടിൽ നിക്ഷേപകർക്ക് ഡസൻ കണക്കിന് ടെക്നോളജി സ്റ്റോക്കുകളിലേക്ക് പ്രവേശനവും എക്സ്പോഷറും നേടാനാകും.

Technology Mutual Funds

1967-ൽ മുംബൈയിൽ സ്ഥാപിതമായതോടെയാണ് ഇന്ത്യയുടെ ഐടി സേവന വ്യവസായം ജനിച്ചത്ടാറ്റ ഗ്രൂപ്പ് ബറോസിന്റെ പങ്കാളിത്തത്തോടെ. ആധുനിക ഐടി പാർക്കിന്റെ മുൻഗാമിയായ SEEPZ എന്ന ആദ്യത്തെ സോഫ്റ്റ്‌വെയർ കയറ്റുമതി മേഖല 1973-ൽ മുംബൈയിൽ സ്ഥാപിതമായി. രാജ്യത്തെ സോഫ്റ്റ്‌വെയർ കയറ്റുമതിയുടെ 80 ശതമാനവും 1980-കളിൽ SEEPZ-ൽ നിന്നായിരുന്നു.

ഇന്ത്യയിലെ സാങ്കേതികവിദ്യയും ഐടി മേഖലയും

ഇന്ത്യയിലെ ടെക്‌നോളജി മേഖല ദ്രുതഗതിയിലുള്ള പരിണാമത്തിന് വിധേയമാകുകയും ഇന്ത്യൻ ബിസിനസ്സ് നിലവാരത്തിന്റെ രൂപം മാറ്റുകയും ചെയ്യുന്നു. ആഗോള ഉറവിടംവിപണി ഇന്ത്യയിൽ ഉയർന്ന വേഗതയിൽ വളർച്ച തുടരുന്നു. 2016-17ൽ 55% ഓഹരിയുമായി രാജ്യം ലോകത്തിലെ ഏറ്റവും മികച്ച ഉറവിടമായി തുടർന്നു.

ഇന്ത്യയുടെ ഐടി വ്യവസായം സംഭാവന നൽകി7.7% രാജ്യത്തിന്റെ ജിഡിപിയിലേക്ക് സംഭാവന നൽകുമെന്ന് പ്രതീക്ഷിക്കുന്നു10% 2025-ഓടെ.

COVID-19 പാൻഡെമിക് സമയത്ത് ഇന്ത്യൻ ഐടി വ്യവസായം പോസിറ്റീവ് അടയാളങ്ങൾ കാണിക്കുകയും ഈ ബഹുജന ദുരന്തത്തെ അതിജീവിക്കാനുള്ള കരുത്ത് നേടുകയും ചെയ്തു. അത് ഒരു ആഗോള സാമ്പത്തിക ശക്തിയായും ഇന്ത്യാക്കാരന് ഒരു പ്രധാന സംഭാവനയായും ഉയർന്നുവന്നുസമ്പദ് പ്രത്യേകിച്ച് ലോകം പൊതുവെ.

ഇന്ത്യയിലെ ചില പ്രമുഖ ഐടി സ്ഥാപനങ്ങൾ ഇൻഫോസിസ്, ടിസിഎസ്,വിപ്രോ, ടെക് മഹീന്ദ്ര തുടങ്ങിയവ ഈ മേഖലയിൽ വൻ മാർക്ക് സൃഷ്ടിച്ചു.

ഇന്ത്യയിലെ ടെക്‌നോളജി മ്യൂച്വൽ ഫണ്ടുകൾ സ്ഥിരമായി വാർഷിക വരുമാനം നൽകുന്നു15 ശതമാനം മുതൽ 19 ശതമാനം വരെ ഒരു അഞ്ച് വർഷത്തെ കാലയളവിൽ. മുൻകാലങ്ങളിലെ മാന്യമായ പ്രകടനത്തോടെ, ഈ ഫണ്ടുകൾ ഭാവിയിലും നല്ല വരുമാനം നൽകുമെന്ന് വിശ്വസിക്കപ്പെടുന്നു.

വൈവിധ്യവൽക്കരണത്തിനായി നിക്ഷേപകർ ഈ ഫണ്ടിൽ നിക്ഷേപിക്കണം. സമ്പത്ത് സൃഷ്ടിക്കുന്നതിന് ഈ ഫണ്ടിനെ മാത്രം ആശ്രയിക്കരുത്. ടെക്‌നോളജി ഫണ്ടുകളിൽ നിക്ഷേപിക്കാൻ പദ്ധതിയിടുന്ന നിക്ഷേപകർ ഫണ്ടുകളുടെ കഴിഞ്ഞ 3 വർഷത്തെ പ്രകടനങ്ങൾ സൂക്ഷ്മമായി നിരീക്ഷിക്കണം. സാങ്കേതിക മേഖലയെക്കുറിച്ചും അതിന്റെ ഭാവി വിപണിയെക്കുറിച്ചും ആഴത്തിലുള്ള അറിവ് ഒരാൾക്ക് ഉണ്ടായിരിക്കണം.

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ഇന്ത്യയിലെ മികച്ച 5 മികച്ച സാങ്കേതിക (ഐടി) സെക്ടർ ഫണ്ടുകൾ FY 22 - 23

FundNAVNet Assets (Cr)3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2024 (%)
Franklin India Technology Fund Growth ₹502.808
↓ -0.12 		₹1,882-4.27-7.52318.528.4
ICICI Prudential Technology Fund Growth ₹189.74
↓ -0.46 		₹14,734-81.4-10.714.118.625.4
SBI Technology Opportunities Fund Growth ₹209.786
↓ -0.01 		₹4,761-4.96.3-3.117.620.630.1
TATA Digital India Fund Growth ₹44.8351
↑ 0.27 		₹11,520-7.82.1-14.814.218.230.6
Aditya Birla Sun Life Digital India Fund Growth ₹162.21
↓ -0.17 		₹4,617-82.6-12.613.617.818.1
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 30 Sep 25

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 (₹1,882 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 2Oldest track record among peers (27 yrs).Established history (25+ yrs).Established history (12+ yrs).Established history (9+ yrs).Established history (25+ 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: 18.49% (lower mid).5Y return: 18.58% (upper mid).5Y return: 20.65% (top quartile).5Y return: 18.19% (bottom quartile).5Y return: 17.76% (bottom quartile).
Point 63Y return: 22.96% (top quartile).3Y return: 14.11% (bottom quartile).3Y return: 17.62% (upper mid).3Y return: 14.18% (lower mid).3Y return: 13.55% (bottom quartile).
Point 71Y return: -7.50% (upper mid).1Y return: -10.66% (lower mid).1Y return: -3.14% (top quartile).1Y return: -14.79% (bottom quartile).1Y return: -12.57% (bottom quartile).
Point 8Alpha: 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 9Sharpe: -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 10Information 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

  • Bottom quartile AUM (₹1,882 Cr).
  • Oldest track record among peers (27 yrs).
  • Rating: 1★ (lower mid).
  • Risk profile: High.
  • 5Y return: 18.49% (lower mid).
  • 3Y return: 22.96% (top quartile).
  • 1Y return: -7.50% (upper mid).
  • Alpha: 2.80 (lower mid).
  • Sharpe: -0.87 (lower mid).
  • Information ratio: 1.25 (top quartile).

ICICI Prudential Technology Fund

  • Highest AUM (₹14,734 Cr).
  • Established history (25+ yrs).
  • Top rated.
  • Risk profile: High.
  • 5Y return: 18.58% (upper mid).
  • 3Y return: 14.11% (bottom quartile).
  • 1Y return: -10.66% (lower mid).
  • Alpha: 4.12 (upper mid).
  • Sharpe: -0.87 (upper mid).
  • Information ratio: 1.17 (lower mid).

SBI Technology Opportunities Fund

  • Lower mid AUM (₹4,761 Cr).
  • Established history (12+ yrs).
  • Rating: 1★ (bottom quartile).
  • Risk profile: High.
  • 5Y return: 20.65% (top quartile).
  • 3Y return: 17.62% (upper mid).
  • 1Y return: -3.14% (top quartile).
  • Alpha: 9.41 (top quartile).
  • Sharpe: -0.39 (top quartile).
  • Information ratio: 1.22 (upper mid).

TATA Digital India Fund

  • Upper mid AUM (₹11,520 Cr).
  • Established history (9+ yrs).
  • Not Rated.
  • Risk profile: High.
  • 5Y return: 18.19% (bottom quartile).
  • 3Y return: 14.18% (lower mid).
  • 1Y return: -14.79% (bottom quartile).
  • Alpha: 0.58 (bottom quartile).
  • Sharpe: -1.05 (bottom quartile).
  • Information ratio: 0.75 (bottom quartile).

Aditya Birla Sun Life Digital India Fund

  • Bottom quartile AUM (₹4,617 Cr).
  • Established history (25+ yrs).
  • Rating: 2★ (upper mid).
  • Risk profile: High.
  • 5Y return: 17.76% (bottom quartile).
  • 3Y return: 13.55% (bottom quartile).
  • 1Y return: -12.57% (bottom quartile).
  • Alpha: 0.69 (bottom quartile).
  • Sharpe: -1.05 (bottom quartile).
  • Information ratio: 0.48 (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 (₹1,882 Cr).
  • Oldest track record among peers (27 yrs).
  • Rating: 1★ (lower mid).
  • Risk profile: High.
  • 5Y return: 18.49% (lower mid).
  • 3Y return: 22.96% (top quartile).
  • 1Y return: -7.50% (upper mid).
  • Alpha: 2.80 (lower mid).
  • Sharpe: -0.87 (lower mid).
  • Information ratio: 1.25 (top quartile).
  • Top sector: Technology.
  • Top bond sector: Cash Equivalent.
  • Equity-heavy allocation (~97%).
  • Largest holding Infosys Ltd (~18.0%).
  • Top-3 holdings concentration ~45.5%.

Below is the key information for Franklin India Technology Fund

Franklin India Technology Fund
Growth
Launch Date 22 Aug 98
NAV (30 Sep 25) ₹502.808 ↓ -0.12   (-0.02 %)
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.

DateValue
30 Sep 20₹10,000
30 Sep 21₹16,015
30 Sep 22₹12,565
30 Sep 23₹17,029
30 Sep 24₹25,253
30 Sep 25₹23,360

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 ₹481,656.
Net Profit of ₹181,656 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 30 Sep 25

DurationReturns
1 Month -0.8%
3 Month -4.2%
6 Month 7%
1 Year -7.5%
3 Year 23%
5 Year 18.5%
10 Year
15 Year
Since launch 18.5%
Historical performance (Yearly) on absolute basis
YearReturns
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
NameSinceTenure
Venkatesh Sanjeevi4 Oct 240.91 Yr.
R. Janakiraman1 Dec 231.75 Yr.
Sandeep Manam18 Oct 213.87 Yr.

Data below for Franklin India Technology Fund as on 31 Aug 25

Equity Sector Allocation
SectorValue
Technology53.75%
Communication Services21.02%
Consumer Cyclical15.35%
Financial Services5.08%
Industrials1.04%
Health Care0.07%
Asset Allocation
Asset ClassValue
Cash3.33%
Equity96.54%
Other0%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Infosys Ltd (Technology)
Equity, Since 29 Feb 12 | INFY		18%₹338 Cr2,298,906
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Jan 18 | BHARTIARTL		15%₹282 Cr1,493,480
Tata Consultancy Services Ltd (Technology)
Equity, Since 31 Aug 04 | TCS		13%₹236 Cr764,559
Eternal Ltd (Consumer Cyclical)
Equity, Since 31 Jul 21 | 543320		9%₹169 Cr5,367,142
Franklin Technology I Acc USD
Investment Fund | -		9%₹163 Cr215,810
PB Fintech Ltd (Financial Services)
Equity, Since 30 Nov 21 | 543390		5%₹92 Cr517,479
HCL Technologies Ltd (Technology)
Equity, Since 30 Jun 14 | HCLTECH		4%₹73 Cr500,267
↑ 113,097
Swiggy Ltd (Consumer Cyclical)
Equity, Since 31 Jan 25 | SWIGGY		3%₹55 Cr1,346,780
Zensar Technologies Ltd (Technology)
Equity, Since 31 Jan 23 | ZENSARTECH		3%₹49 Cr642,259
Intellect Design Arena Ltd (Technology)
Equity, Since 31 Dec 22 | INTELLECT		2%₹45 Cr460,931

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 (₹14,734 Cr).
  • Established history (25+ yrs).
  • Top rated.
  • Risk profile: High.
  • 5Y return: 18.58% (upper mid).
  • 3Y return: 14.11% (bottom quartile).
  • 1Y return: -10.66% (lower mid).
  • Alpha: 4.12 (upper mid).
  • Sharpe: -0.87 (upper mid).
  • Information ratio: 1.17 (lower mid).
  • Top sector: Technology.
  • Top bond sector: Cash Equivalent.
  • Equity-heavy allocation (~99%).
  • High-quality debt (AAA/AA ~100%).
  • Largest holding Infosys Ltd (~20.9%).
  • Top-3 holdings concentration ~36.1%.

Below is the key information for ICICI Prudential Technology Fund

ICICI Prudential Technology Fund
Growth
Launch Date 3 Mar 00
NAV (30 Sep 25) ₹189.74 ↓ -0.46   (-0.24 %)
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.

DateValue
30 Sep 20₹10,000
30 Sep 21₹19,428
30 Sep 22₹15,778
30 Sep 23₹18,772
30 Sep 24₹26,244
30 Sep 25₹23,445

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 ₹481,656.
Net Profit of ₹181,656 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 30 Sep 25

DurationReturns
1 Month -2.6%
3 Month -8%
6 Month 1.4%
1 Year -10.7%
3 Year 14.1%
5 Year 18.6%
10 Year
15 Year
Since launch 12.2%
Historical performance (Yearly) on absolute basis
YearReturns
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
NameSinceTenure
Vaibhav Dusad2 May 205.34 Yr.
Sharmila D’mello30 Jun 223.18 Yr.

Data below for ICICI Prudential Technology Fund as on 31 Aug 25

Equity Sector Allocation
SectorValue
Technology69.7%
Communication Services18.64%
Consumer Cyclical6.06%
Industrials1.63%
Health Care1.49%
Financial Services0.76%
Consumer Defensive0.26%
Utility0.08%
Asset Allocation
Asset ClassValue
Cash1.39%
Equity98.61%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Infosys Ltd (Technology)
Equity, Since 30 Apr 08 | INFY		21%₹3,085 Cr20,990,718
↑ 200,000
Tata Consultancy Services Ltd (Technology)
Equity, Since 30 Sep 19 | TCS		8%₹1,216 Cr3,940,702
Bharti Airtel Ltd (Partly Paid Rs.1.25) (Communication Services)
Equity, Since 31 Oct 21 | 890157		7%₹1,014 Cr7,017,670
↑ 838,231
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 May 20 | BHARTIARTL		7%₹997 Cr5,280,077
↑ 175,828
Tech Mahindra Ltd (Technology)
Equity, Since 31 Oct 16 | TECHM		6%₹828 Cr5,587,672
↓ -134,156
LTIMindtree Ltd (Technology)
Equity, Since 31 Jul 16 | LTIM		5%₹674 Cr1,313,571
Wipro Ltd (Technology)
Equity, Since 30 Sep 19 | WIPRO		4%₹631 Cr25,303,503
↑ 2,400,000
HCL Technologies Ltd (Technology)
Equity, Since 30 Sep 20 | HCLTECH		4%₹583 Cr4,004,110
Mphasis Ltd (Technology)
Equity, Since 30 Jun 20 | MPHASIS		4%₹560 Cr2,009,665
↑ 61,050
Eternal Ltd (Consumer Cyclical)
Equity, Since 31 Aug 22 | 543320		3%₹388 Cr12,368,617
↓ -2,891,234

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 (₹4,761 Cr).
  • Established history (12+ yrs).
  • Rating: 1★ (bottom quartile).
  • Risk profile: High.
  • 5Y return: 20.65% (top quartile).
  • 3Y return: 17.62% (upper mid).
  • 1Y return: -3.14% (top quartile).
  • Alpha: 9.41 (top quartile).
  • Sharpe: -0.39 (top quartile).
  • Information ratio: 1.22 (upper mid).
  • Top sector: Technology.
  • Top bond sector: Cash Equivalent.
  • Equity-heavy allocation (~97%).
  • High-quality debt (AAA/AA ~100%).
  • Largest holding Infosys Ltd (~13.9%).

Below is the key information for SBI Technology Opportunities Fund

SBI Technology Opportunities Fund
Growth
Launch Date 9 Jan 13
NAV (30 Sep 25) ₹209.786 ↓ -0.01   (0.00 %)
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.

DateValue
30 Sep 20₹10,000
30 Sep 21₹18,112
30 Sep 22₹15,707
30 Sep 23₹19,210
30 Sep 24₹26,389
30 Sep 25₹25,560

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 ₹505,644.
Net Profit of ₹205,644 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 30 Sep 25

DurationReturns
1 Month -2.3%
3 Month -4.9%
6 Month 6.3%
1 Year -3.1%
3 Year 17.6%
5 Year 20.6%
10 Year
15 Year
Since launch 19%
Historical performance (Yearly) on absolute basis
YearReturns
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
NameSinceTenure
Vivek Gedda1 Apr 241.42 Yr.

Data below for SBI Technology Opportunities Fund as on 31 Aug 25

Equity Sector Allocation
SectorValue
Technology61.81%
Communication Services19.68%
Consumer Cyclical7.91%
Industrials2.85%
Financial Services2.6%
Health Care1.02%
Consumer Defensive0.75%
Asset Allocation
Asset ClassValue
Cash3.37%
Equity96.63%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Infosys Ltd (Technology)
Equity, Since 31 Jan 03 | INFY		14%₹661 Cr4,500,000
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 May 18 | BHARTIARTL		13%₹642 Cr3,400,000
Coforge Ltd (Technology)
Equity, Since 31 Aug 23 | COFORGE		7%₹328 Cr1,900,000
Firstsource Solutions Ltd (Technology)
Equity, Since 31 Mar 23 | FSL		6%₹268 Cr7,645,887
LTIMindtree Ltd (Technology)
Equity, Since 31 Oct 24 | LTIM		5%₹257 Cr500,000
Eternal Ltd (Consumer Cyclical)
Equity, Since 31 Aug 24 | 543320		5%₹236 Cr7,530,530
Blackbuck Ltd (Technology)
Equity, Since 30 Nov 24 | BLACKBUCK		5%₹225 Cr3,536,533
Cognizant Technology Solutions Corp Class A (Technology)
Equity, Since 31 Jul 23 | COZ		4%₹209 Cr330,000
Microsoft Corp (Technology)
Equity, Since 31 Aug 20 | 0QYP		4%₹169 Cr38,000
Delhivery Ltd (Industrials)
Equity, Since 31 Jan 23 | 543529		3%₹136 Cr2,900,000

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 (₹11,520 Cr).
  • Established history (9+ yrs).
  • Not Rated.
  • Risk profile: High.
  • 5Y return: 18.19% (bottom quartile).
  • 3Y return: 14.18% (lower mid).
  • 1Y return: -14.79% (bottom quartile).
  • Alpha: 0.58 (bottom quartile).
  • Sharpe: -1.05 (bottom quartile).
  • Information ratio: 0.75 (bottom quartile).
  • Higher exposure to Technology vs peer median.
  • Top bond sector: Cash Equivalent.
  • Equity-heavy allocation (~96%).
  • Largest holding Infosys Ltd (~18.7%).
  • Top-3 holdings concentration ~39.9%.

Below is the key information for TATA Digital India Fund

TATA Digital India Fund
Growth
Launch Date 28 Dec 15
NAV (01 Oct 25) ₹44.8351 ↑ 0.27   (0.61 %)
Net Assets (Cr) ₹11,520 on 31 Aug 25
Category Equity - Sectoral
AMC Tata Asset Management Limited
Rating Not Rated
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.

DateValue
30 Sep 20₹10,000
30 Sep 21₹19,095
30 Sep 22₹15,529
30 Sep 23₹18,620
30 Sep 24₹26,808
30 Sep 25₹22,974

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 ₹481,656.
Net Profit of ₹181,656 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 30 Sep 25

DurationReturns
1 Month -3.7%
3 Month -7.8%
6 Month 2.1%
1 Year -14.8%
3 Year 14.2%
5 Year 18.2%
10 Year
15 Year
Since launch 16.6%
Historical performance (Yearly) on absolute basis
YearReturns
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
NameSinceTenure
Meeta Shetty9 Mar 214.48 Yr.
Hasmukh Vishariya1 Mar 250.5 Yr.

Data below for TATA Digital India Fund as on 31 Aug 25

Equity Sector Allocation
SectorValue
Technology73.92%
Consumer Cyclical10.05%
Communication Services5.16%
Industrials4.01%
Financial Services2.15%
Utility0.6%
Asset Allocation
Asset ClassValue
Cash4.11%
Equity95.89%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Infosys Ltd (Technology)
Equity, Since 31 Jan 16 | INFY		19%₹2,153 Cr14,647,773
Tata Consultancy Services Ltd (Technology)
Equity, Since 31 Jan 16 | TCS		12%₹1,388 Cr4,498,591
Tech Mahindra Ltd (Technology)
Equity, Since 30 Apr 16 | TECHM		9%₹1,059 Cr7,145,933
Wipro Ltd (Technology)
Equity, Since 31 Jul 18 | WIPRO		7%₹818 Cr32,787,324
Eternal Ltd (Consumer Cyclical)
Equity, Since 31 Oct 22 | 543320		7%₹815 Cr25,965,000
HCL Technologies Ltd (Technology)
Equity, Since 31 Jan 16 | HCLTECH		6%₹725 Cr4,983,886
LTIMindtree Ltd (Technology)
Equity, Since 28 Feb 21 | LTIM		4%₹507 Cr988,062
Persistent Systems Ltd (Technology)
Equity, Since 31 Jan 16 | PERSISTENT		3%₹403 Cr759,192
Firstsource Solutions Ltd (Technology)
Equity, Since 30 Nov 21 | FSL		3%₹355 Cr10,123,112
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Oct 21 | BHARTIARTL		2%₹278 Cr1,469,200

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 (₹4,617 Cr).
  • Established history (25+ yrs).
  • Rating: 2★ (upper mid).
  • Risk profile: High.
  • 5Y return: 17.76% (bottom quartile).
  • 3Y return: 13.55% (bottom quartile).
  • 1Y return: -12.57% (bottom quartile).
  • Alpha: 0.69 (bottom quartile).
  • Sharpe: -1.05 (bottom quartile).
  • Information ratio: 0.48 (bottom quartile).
  • Top sector: Technology.
  • Top bond sector: Cash Equivalent.
  • Equity-heavy allocation (~98%).
  • Largest holding Infosys Ltd (~18.5%).
  • Top-3 holdings concentration ~37.1%.

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 (30 Sep 25) ₹162.21 ↓ -0.17   (-0.10 %)
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.

DateValue
30 Sep 20₹10,000
30 Sep 21₹18,795
30 Sep 22₹15,463
30 Sep 23₹19,403
30 Sep 24₹25,899
30 Sep 25₹22,642

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 ₹470,047.
Net Profit of ₹170,047 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 30 Sep 25

DurationReturns
1 Month -1.8%
3 Month -8%
6 Month 2.6%
1 Year -12.6%
3 Year 13.6%
5 Year 17.8%
10 Year
15 Year
Since launch 11.4%
Historical performance (Yearly) on absolute basis
YearReturns
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
NameSinceTenure
Kunal Sangoi16 Jan 1411.63 Yr.
Dhaval Joshi21 Nov 222.78 Yr.

Data below for Aditya Birla Sun Life Digital India Fund as on 31 Aug 25

Equity Sector Allocation
SectorValue
Technology68.46%
Communication Services10.49%
Consumer Cyclical9.36%
Industrials5.71%
Financial Services2.35%
Asset Allocation
Asset ClassValue
Cash0.09%
Equity98.36%
Other1.56%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Infosys Ltd (Technology)
Equity, Since 30 Apr 05 | INFY		19%₹856 Cr5,822,533
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Aug 19 | BHARTIARTL		9%₹436 Cr2,310,575
Tata Consultancy Services Ltd (Technology)
Equity, Since 30 Apr 05 | TCS		9%₹419 Cr1,359,747
↑ 86,000
Tech Mahindra Ltd (Technology)
Equity, Since 31 May 13 | TECHM		8%₹360 Cr2,427,846
Eternal Ltd (Consumer Cyclical)
Equity, Since 31 Jul 21 | 543320		6%₹294 Cr9,378,556
↑ 854,000
HCL Technologies Ltd (Technology)
Equity, Since 31 Dec 10 | HCLTECH		5%₹219 Cr1,506,744
LTIMindtree Ltd (Technology)
Equity, Since 31 Mar 21 | LTIM		5%₹209 Cr406,786
↓ -17,293
Coforge Ltd (Technology)
Equity, Since 30 Jun 20 | COFORGE		4%₹184 Cr1,066,945
Cyient Ltd (Industrials)
Equity, Since 31 May 14 | CYIENT		3%₹138 Cr1,179,815
Firstsource Solutions Ltd (Technology)
Equity, Since 31 Aug 23 | FSL		3%₹119 Cr3,386,096
↑ 282,991

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Disclaimer:
ഇവിടെ നൽകിയിരിക്കുന്ന വിവരങ്ങൾ കൃത്യമാണെന്ന് ഉറപ്പാക്കാൻ എല്ലാ ശ്രമങ്ങളും നടത്തിയിട്ടുണ്ട്. എന്നിരുന്നാലും, ഡാറ്റയുടെ കൃത്യത സംബന്ധിച്ച് യാതൊരു ഉറപ്പും നൽകുന്നില്ല. എന്തെങ്കിലും നിക്ഷേപം നടത്തുന്നതിന് മുമ്പ് സ്കീം വിവര രേഖ ഉപയോഗിച്ച് പരിശോധിക്കുക.

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Instead of comparing my plans over ETMONEY or PAISA BAZAR I search my requirements over your site. Although there are multiple things you can really work on. but still good work. Keep it up.. !!

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