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5 बेस्ट परफॉर्मिंग टेक्नॉलॉजी (IT) सेक्टर फंड 2022

Updated on January 4, 2026 , 157465 views

तंत्रज्ञान क्षेत्र ही इक्विटी फंडाची एक श्रेणी आहे जी तांत्रिक व्यवसायांमध्ये गुंतलेल्या कंपन्यांमध्ये गुंतवणूक करते, जसे की संगणक सॉफ्टवेअर आणि हार्डवेअर तयार करणारे उत्पादक. यामध्ये इलेक्ट्रॉनिक्स आणि तंत्रज्ञान सेवा कंपन्यांचा समावेश आहे जसे की माहिती तंत्रज्ञान प्रदान करणार्‍या, इ. चा सर्वात मोठा फायदागुंतवणूक तंत्रज्ञान मध्येम्युच्युअल फंड गुंतवणूकदार फक्त एका फंडात डझनभर टेक्नॉलॉजी स्टॉक्समध्ये प्रवेश आणि एक्सपोजर मिळवू शकतात.

Technology Mutual Funds

भारताच्या आयटी सेवा उद्योगाचा जन्म मुंबईत 1967 मध्ये झालाटाटा समूह Burroughs सह भागीदारीत. पहिला सॉफ्टवेअर निर्यात क्षेत्र, SEEPZ, आधुनिक काळातील IT पार्कचा अग्रदूत, 1973 मध्ये मुंबईत स्थापन झाला. 1980 च्या दशकात देशातील 80 टक्क्यांहून अधिक सॉफ्टवेअर निर्यात SEEPZ मधून होते.

भारतातील तंत्रज्ञान आणि आयटी क्षेत्र

भारतातील तंत्रज्ञान क्षेत्र वेगाने उत्क्रांत होत आहे आणि भारतीय व्यावसायिक मानकांचे स्वरूप बदलत आहे. ग्लोबल सोर्सिंगबाजार भारतात सतत वेगाने वाढ होत आहे. 2016-17 मध्ये 55% च्या हिश्श्यासह देश जगातील अव्वल सोर्सिंग डेस्टिनेशन राहिला.

भारताच्या आयटी उद्योगाने सुमारे योगदान दिले७.७% देशाच्या GDP मध्ये आणि योगदान अपेक्षित आहे10% 2025 पर्यंत.

कोविड-19 साथीच्या काळात भारतीय आयटी उद्योगाने सकारात्मक चिन्हे दाखवली आणि या सामूहिक शोकांतिकेवर मात करण्याची लवचिकता होती. हे जागतिक आर्थिक शक्ती म्हणून उदयास आले आहे आणि भारतीयांचे मोठे योगदान आहेअर्थव्यवस्था विशेषतः आणि सर्वसाधारणपणे जग.

भारतातील काही आघाडीच्या आयटी कंपन्या म्हणजे इन्फोसिस, टीसीएस,विप्रो, टेक महिंद्रा इ., ज्यांनी या क्षेत्रात मोठा ठसा उमटवला आहे.

भारतातील तंत्रज्ञान म्युच्युअल फंडांनी सातत्याने वार्षिक परतावा दिला आहे15 टक्के ते 19 टक्के पाच वर्षांच्या कालावधीत. भूतकाळातील अशा चांगल्या कामगिरीमुळे हे फंड भविष्यातही चांगले परतावा देतील असे मानले जाते.

तद्वतच, गुंतवणूकदारांनी विविधीकरणाच्या उद्देशाने या फंडात गुंतवणूक करावी. संपत्ती निर्मितीसाठी केवळ या निधीवर अवलंबून राहू नये. तंत्रज्ञान निधीमध्ये गुंतवणूक करण्याची योजना आखत असलेल्या गुंतवणूकदारांनी फंडांच्या मागील 3 वर्षांच्या कामगिरीवर बारकाईने लक्ष ठेवले पाहिजे. तंत्रज्ञान क्षेत्र आणि भविष्यातील बाजारपेठ याबद्दल सखोल माहिती असणे आवश्यक आहे.

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FY 22 - 23 भारतातील टॉप 5 सर्वोत्तम तंत्रज्ञान (IT) सेक्टर फंड

FundNAVNet Assets (Cr)3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2024 (%)
Franklin India Technology Fund Growth ₹536.946
↓ -3.21
₹1,95762.1-3.124.214.7-1.5
ICICI Prudential Technology Fund Growth ₹208.94
↓ -1.54
₹15,56590.7-3.316.315.2-1.9
SBI Technology Opportunities Fund Growth ₹228.437
↓ -1.39
₹5,1308.12.90.218.317.61.5
TATA Digital India Fund Growth ₹48.6333
↑ 0.03
₹12,0856.3-0.6-9.816.715-9.7
Aditya Birla Sun Life Digital India Fund Growth ₹176.35
↓ -1.42
₹4,8497.6-0.5-6.415.114.3-5.2
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 5 Jan 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 (₹1,957 Cr).Highest AUM (₹15,565 Cr).Lower mid AUM (₹5,130 Cr).Upper mid AUM (₹12,085 Cr).Bottom quartile AUM (₹4,849 Cr).
Point 2Oldest track record among peers (27 yrs).Established history (25+ yrs).Established history (13+ yrs).Established history (10+ 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: 14.70% (bottom quartile).5Y return: 15.19% (upper mid).5Y return: 17.55% (top quartile).5Y return: 15.04% (lower mid).5Y return: 14.28% (bottom quartile).
Point 63Y return: 24.19% (top quartile).3Y return: 16.33% (bottom quartile).3Y return: 18.26% (upper mid).3Y return: 16.69% (lower mid).3Y return: 15.15% (bottom quartile).
Point 71Y return: -3.11% (upper mid).1Y return: -3.26% (lower mid).1Y return: 0.20% (top quartile).1Y return: -9.76% (bottom quartile).1Y return: -6.38% (bottom quartile).
Point 8Alpha: -0.62 (lower mid).Alpha: -0.23 (upper mid).Alpha: 6.14 (top quartile).Alpha: -2.04 (bottom quartile).Alpha: -1.86 (bottom quartile).
Point 9Sharpe: -0.49 (upper mid).Sharpe: -0.51 (lower mid).Sharpe: -0.05 (top quartile).Sharpe: -0.86 (bottom quartile).Sharpe: -0.59 (bottom quartile).
Point 10Information ratio: 1.24 (top quartile).Information ratio: 0.94 (lower mid).Information ratio: 1.09 (upper mid).Information ratio: 0.69 (bottom quartile).Information ratio: 0.47 (bottom quartile).

Franklin India Technology Fund

  • Bottom quartile AUM (₹1,957 Cr).
  • Oldest track record among peers (27 yrs).
  • Rating: 1★ (lower mid).
  • Risk profile: High.
  • 5Y return: 14.70% (bottom quartile).
  • 3Y return: 24.19% (top quartile).
  • 1Y return: -3.11% (upper mid).
  • Alpha: -0.62 (lower mid).
  • Sharpe: -0.49 (upper mid).
  • Information ratio: 1.24 (top quartile).

ICICI Prudential Technology Fund

  • Highest AUM (₹15,565 Cr).
  • Established history (25+ yrs).
  • Top rated.
  • Risk profile: High.
  • 5Y return: 15.19% (upper mid).
  • 3Y return: 16.33% (bottom quartile).
  • 1Y return: -3.26% (lower mid).
  • Alpha: -0.23 (upper mid).
  • Sharpe: -0.51 (lower mid).
  • Information ratio: 0.94 (lower mid).

SBI Technology Opportunities Fund

  • Lower mid AUM (₹5,130 Cr).
  • Established history (13+ yrs).
  • Rating: 1★ (bottom quartile).
  • Risk profile: High.
  • 5Y return: 17.55% (top quartile).
  • 3Y return: 18.26% (upper mid).
  • 1Y return: 0.20% (top quartile).
  • Alpha: 6.14 (top quartile).
  • Sharpe: -0.05 (top quartile).
  • Information ratio: 1.09 (upper mid).

TATA Digital India Fund

  • Upper mid AUM (₹12,085 Cr).
  • Established history (10+ yrs).
  • Not Rated.
  • Risk profile: High.
  • 5Y return: 15.04% (lower mid).
  • 3Y return: 16.69% (lower mid).
  • 1Y return: -9.76% (bottom quartile).
  • Alpha: -2.04 (bottom quartile).
  • Sharpe: -0.86 (bottom quartile).
  • Information ratio: 0.69 (bottom quartile).

Aditya Birla Sun Life Digital India Fund

  • Bottom quartile AUM (₹4,849 Cr).
  • Established history (25+ yrs).
  • Rating: 2★ (upper mid).
  • Risk profile: High.
  • 5Y return: 14.28% (bottom quartile).
  • 3Y return: 15.15% (bottom quartile).
  • 1Y return: -6.38% (bottom quartile).
  • Alpha: -1.86 (bottom quartile).
  • Sharpe: -0.59 (bottom quartile).
  • Information ratio: 0.47 (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 (₹1,957 Cr).
  • Oldest track record among peers (27 yrs).
  • Rating: 1★ (lower mid).
  • Risk profile: High.
  • 5Y return: 14.70% (bottom quartile).
  • 3Y return: 24.19% (top quartile).
  • 1Y return: -3.11% (upper mid).
  • Alpha: -0.62 (lower mid).
  • Sharpe: -0.49 (upper mid).
  • Information ratio: 1.24 (top quartile).

Below is the key information for Franklin India Technology Fund

Franklin India Technology Fund
Growth
Launch Date 22 Aug 98
NAV (05 Jan 26) ₹536.946 ↓ -3.21   (-0.59 %)
Net Assets (Cr) ₹1,957 on 30 Nov 25
Category Equity - Sectoral
AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating
Risk High
Expense Ratio 2.08
Sharpe Ratio -0.49
Information Ratio 1.24
Alpha Ratio -0.62
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
31 Dec 20₹10,000
31 Dec 21₹13,904
31 Dec 22₹10,803
31 Dec 23₹16,327
31 Dec 24₹20,969
31 Dec 25₹20,662

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 ₹436,710.
Net Profit of ₹136,710
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 5 Jan 26

DurationReturns
1 Month -0.5%
3 Month 6%
6 Month 2.1%
1 Year -3.1%
3 Year 24.2%
5 Year 14.7%
10 Year
15 Year
Since launch 18.6%
Historical performance (Yearly) on absolute basis
YearReturns
2024 -1.5%
2023 28.4%
2022 51.1%
2021 -22.3%
2020 39%
2019 56.8%
2018 12.4%
2017 11.9%
2016 19.1%
2015 -2.6%
Fund Manager information for Franklin India Technology Fund
NameSinceTenure
Venkatesh Sanjeevi4 Oct 241.16 Yr.
R. Janakiraman1 Dec 232 Yr.
Sandeep Manam18 Oct 214.12 Yr.

Data below for Franklin India Technology Fund as on 30 Nov 25

Equity Sector Allocation
SectorValue
Technology53.13%
Communication Services23.34%
Consumer Cyclical13.79%
Financial Services4.91%
Industrials0.92%
Health Care0.02%
Asset Allocation
Asset ClassValue
Cash3.67%
Equity96.18%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Infosys Ltd (Technology)
Equity, Since 29 Feb 12 | INFY
18%₹359 Cr2,298,906
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Jan 18 | BHARTIARTL
18%₹347 Cr1,652,736
HCL Technologies Ltd (Technology)
Equity, Since 30 Jun 14 | HCLTECH
7%₹145 Cr894,643
Eternal Ltd (Consumer Cyclical)
Equity, Since 31 Jul 21 | 543320
7%₹136 Cr4,524,577
↑ 328,056
Tata Consultancy Services Ltd (Technology)
Equity, Since 31 Aug 04 | TCS
6%₹119 Cr378,126
Cognizant Technology Solutions Corp Class A (Technology)
Equity, Since 30 Sep 25 | CTSH
6%₹111 Cr159,240
Franklin Technology I Acc USD
Investment Fund | -
5%₹101 Cr124,810
↓ -50,000
PB Fintech Ltd (Financial Services)
Equity, Since 30 Nov 21 | 543390
5%₹94 Cr517,479
MakeMyTrip Ltd (Consumer Cyclical)
Equity, Since 30 Jun 25 | MMYT
3%₹61 Cr96,146
Swiggy Ltd (Consumer Cyclical)
Equity, Since 31 Jan 25 | SWIGGY
3%₹51 Cr1,346,780

2. ICICI Prudential Technology Fund

To generate long-term capital appreciation for you from a portfolio made up predominantly of equity and equity-related securities of technology intensive companies.

Research Highlights for ICICI Prudential Technology Fund

  • Highest AUM (₹15,565 Cr).
  • Established history (25+ yrs).
  • Top rated.
  • Risk profile: High.
  • 5Y return: 15.19% (upper mid).
  • 3Y return: 16.33% (bottom quartile).
  • 1Y return: -3.26% (lower mid).
  • Alpha: -0.23 (upper mid).
  • Sharpe: -0.51 (lower mid).
  • Information ratio: 0.94 (lower mid).

Below is the key information for ICICI Prudential Technology Fund

ICICI Prudential Technology Fund
Growth
Launch Date 3 Mar 00
NAV (05 Jan 26) ₹208.94 ↓ -1.54   (-0.73 %)
Net Assets (Cr) ₹15,565 on 30 Nov 25
Category Equity - Sectoral
AMC ICICI Prudential Asset Management Company Limited
Rating
Risk High
Expense Ratio 1.75
Sharpe Ratio -0.51
Information Ratio 0.94
Alpha Ratio -0.23
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
31 Dec 20₹10,000
31 Dec 21₹17,574
31 Dec 22₹13,493
31 Dec 23₹17,197
31 Dec 24₹21,567
31 Dec 25₹21,157

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 ₹447,579.
Net Profit of ₹147,579
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 5 Jan 26

DurationReturns
1 Month -0.9%
3 Month 9%
6 Month 0.7%
1 Year -3.3%
3 Year 16.3%
5 Year 15.2%
10 Year
15 Year
Since launch 12.5%
Historical performance (Yearly) on absolute basis
YearReturns
2024 -1.9%
2023 25.4%
2022 27.5%
2021 -23.2%
2020 75.7%
2019 70.6%
2018 2.3%
2017 19.1%
2016 19.8%
2015 -4%
Fund Manager information for ICICI Prudential Technology Fund
NameSinceTenure
Vaibhav Dusad2 May 205.59 Yr.
Sharmila D’mello30 Jun 223.42 Yr.

Data below for ICICI Prudential Technology Fund as on 30 Nov 25

Equity Sector Allocation
SectorValue
Technology67.6%
Communication Services16.51%
Consumer Cyclical4.74%
Health Care3.14%
Industrials2.52%
Financial Services1.37%
Real Estate0.73%
Consumer Defensive0.7%
Asset Allocation
Asset ClassValue
Cash2.25%
Equity97.75%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Infosys Ltd (Technology)
Equity, Since 30 Apr 08 | INFY
20%₹3,175 Cr20,348,929
↓ -500,152
Bharti Airtel Ltd (Partly Paid Rs.1.25) (Communication Services)
Equity, Since 31 Oct 21 | 890157
7%₹1,117 Cr7,017,670
Tech Mahindra Ltd (Technology)
Equity, Since 31 Oct 16 | TECHM
6%₹959 Cr6,317,672
↑ 380,000
HCL Technologies Ltd (Technology)
Equity, Since 30 Sep 20 | HCLTECH
5%₹770 Cr4,738,750
↓ -242,540
Wipro Ltd (Technology)
Equity, Since 30 Sep 19 | WIPRO
5%₹759 Cr30,405,503
Tata Consultancy Services Ltd (Technology)
Equity, Since 30 Sep 19 | TCS
5%₹733 Cr2,335,515
↓ -872,575
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 May 20 | BHARTIARTL
5%₹715 Cr3,400,452
↓ -332,510
Mphasis Ltd (Technology)
Equity, Since 30 Jun 20 | MPHASIS
4%₹657 Cr2,336,725
↑ 72,522
LTIMindtree Ltd (Technology)
Equity, Since 31 Jul 16 | LTIM
4%₹547 Cr897,619
↓ -143,387
Coforge Ltd (Technology)
Equity, Since 31 Jul 20 | COFORGE
2%₹357 Cr1,868,471

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 (₹5,130 Cr).
  • Established history (13+ yrs).
  • Rating: 1★ (bottom quartile).
  • Risk profile: High.
  • 5Y return: 17.55% (top quartile).
  • 3Y return: 18.26% (upper mid).
  • 1Y return: 0.20% (top quartile).
  • Alpha: 6.14 (top quartile).
  • Sharpe: -0.05 (top quartile).
  • Information ratio: 1.09 (upper mid).

Below is the key information for SBI Technology Opportunities Fund

SBI Technology Opportunities Fund
Growth
Launch Date 9 Jan 13
NAV (05 Jan 26) ₹228.437 ↓ -1.39   (-0.60 %)
Net Assets (Cr) ₹5,130 on 30 Nov 25
Category Equity - Sectoral
AMC SBI Funds Management Private Limited
Rating
Risk High
Expense Ratio 1.91
Sharpe Ratio -0.05
Information Ratio 1.09
Alpha Ratio 6.14
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
31 Dec 20₹10,000
31 Dec 21₹16,642
31 Dec 22₹14,068
31 Dec 23₹17,562
31 Dec 24₹22,839
31 Dec 25₹23,192

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 ₹470,047.
Net Profit of ₹170,047
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 5 Jan 26

DurationReturns
1 Month -1.8%
3 Month 8.1%
6 Month 2.9%
1 Year 0.2%
3 Year 18.3%
5 Year 17.6%
10 Year
15 Year
Since launch 19.4%
Historical performance (Yearly) on absolute basis
YearReturns
2024 1.5%
2023 30.1%
2022 24.8%
2021 -15.5%
2020 66.4%
2019 47.3%
2018 12.2%
2017 17.1%
2016 13%
2015 -3.3%
Fund Manager information for SBI Technology Opportunities Fund
NameSinceTenure
Vivek Gedda1 Apr 241.67 Yr.

Data below for SBI Technology Opportunities Fund as on 30 Nov 25

Equity Sector Allocation
SectorValue
Technology62.25%
Communication Services18.21%
Consumer Cyclical7.72%
Financial Services2.48%
Industrials2.41%
Health Care0.92%
Consumer Defensive0.85%
Asset Allocation
Asset ClassValue
Cash5.1%
Equity94.85%
Debt0.06%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Infosys Ltd (Technology)
Equity, Since 31 Jan 03 | INFY
15%₹761 Cr4,879,598
↓ -120,402
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 May 18 | BHARTIARTL
12%₹630 Cr3,000,000
↓ -400,000
Coforge Ltd (Technology)
Equity, Since 31 Aug 23 | COFORGE
7%₹363 Cr1,900,000
LTIMindtree Ltd (Technology)
Equity, Since 31 Oct 24 | LTIM
6%₹305 Cr500,000
Firstsource Solutions Ltd (Technology)
Equity, Since 31 Mar 23 | FSL
5%₹264 Cr7,645,887
Cognizant Technology Solutions Corp Class A (Technology)
Equity, Since 31 Jul 23 | CTSH
4%₹229 Cr330,000
Eternal Ltd (Consumer Cyclical)
Equity, Since 31 Aug 24 | 543320
4%₹226 Cr7,530,530
Blackbuck Ltd (Technology)
Equity, Since 30 Nov 24 | BLACKBUCK
4%₹200 Cr3,000,000
↓ -80,949
Microsoft Corp (Technology)
Equity, Since 31 Aug 20 | MSFT
3%₹167 Cr38,000
Alphabet Inc Class A (Communication Services)
Equity, Since 31 Dec 23 | ABEA
3%₹160 Cr56,000

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 (₹12,085 Cr).
  • Established history (10+ yrs).
  • Not Rated.
  • Risk profile: High.
  • 5Y return: 15.04% (lower mid).
  • 3Y return: 16.69% (lower mid).
  • 1Y return: -9.76% (bottom quartile).
  • Alpha: -2.04 (bottom quartile).
  • Sharpe: -0.86 (bottom quartile).
  • Information ratio: 0.69 (bottom quartile).

Below is the key information for TATA Digital India Fund

TATA Digital India Fund
Growth
Launch Date 28 Dec 15
NAV (06 Jan 26) ₹48.6333 ↑ 0.03   (0.07 %)
Net Assets (Cr) ₹12,085 on 30 Nov 25
Category Equity - Sectoral
AMC Tata Asset Management Limited
Rating Not Rated
Risk High
Expense Ratio 1.68
Sharpe Ratio -0.86
Information Ratio 0.69
Alpha Ratio -2.04
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
31 Dec 20₹10,000
31 Dec 21₹17,444
31 Dec 22₹13,382
31 Dec 23₹17,650
31 Dec 24₹23,055
31 Dec 25₹20,810

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 ₹447,579.
Net Profit of ₹147,579
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 5 Jan 26

DurationReturns
1 Month -1.4%
3 Month 6.3%
6 Month -0.6%
1 Year -9.8%
3 Year 16.7%
5 Year 15%
10 Year
15 Year
Since launch 17.1%
Historical performance (Yearly) on absolute basis
YearReturns
2024 -9.7%
2023 30.6%
2022 31.9%
2021 -23.3%
2020 74.4%
2019 54.8%
2018 7.5%
2017 24.9%
2016 19.6%
2015 -6%
Fund Manager information for TATA Digital India Fund
NameSinceTenure
Meeta Shetty9 Mar 214.73 Yr.
Hasmukh Vishariya1 Mar 250.75 Yr.

Data below for TATA Digital India Fund as on 30 Nov 25

Equity Sector Allocation
SectorValue
Technology77.15%
Consumer Cyclical10.12%
Financial Services4.28%
Communication Services4.24%
Industrials2.32%
Consumer Defensive0.24%
Asset Allocation
Asset ClassValue
Cash1.65%
Equity98.35%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Infosys Ltd (Technology)
Equity, Since 31 Jan 16 | INFY
19%₹2,285 Cr14,647,773
Tata Consultancy Services Ltd (Technology)
Equity, Since 31 Jan 16 | TCS
11%₹1,354 Cr4,314,144
Tech Mahindra Ltd (Technology)
Equity, Since 30 Apr 16 | TECHM
9%₹1,084 Cr7,145,933
Wipro Ltd (Technology)
Equity, Since 31 Jul 18 | WIPRO
7%₹818 Cr32,787,324
HCL Technologies Ltd (Technology)
Equity, Since 31 Jan 16 | HCLTECH
7%₹809 Cr4,983,886
Eternal Ltd (Consumer Cyclical)
Equity, Since 31 Oct 22 | 543320
5%₹659 Cr21,965,000
LTIMindtree Ltd (Technology)
Equity, Since 28 Feb 21 | LTIM
5%₹602 Cr988,062
PB Fintech Ltd (Financial Services)
Equity, Since 31 Dec 22 | 543390
4%₹486 Cr2,669,524
Persistent Systems Ltd (Technology)
Equity, Since 31 Jan 16 | PERSISTENT
4%₹482 Cr759,192
Firstsource Solutions Ltd (Technology)
Equity, Since 30 Nov 21 | FSL
3%₹350 Cr10,123,112

5. Aditya Birla Sun Life Digital India Fund

(Erstwhile Aditya Birla Sun Life New Millennium Fund)

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

Research Highlights for Aditya Birla Sun Life Digital India Fund

  • Bottom quartile AUM (₹4,849 Cr).
  • Established history (25+ yrs).
  • Rating: 2★ (upper mid).
  • Risk profile: High.
  • 5Y return: 14.28% (bottom quartile).
  • 3Y return: 15.15% (bottom quartile).
  • 1Y return: -6.38% (bottom quartile).
  • Alpha: -1.86 (bottom quartile).
  • Sharpe: -0.59 (bottom quartile).
  • Information ratio: 0.47 (bottom quartile).

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 (05 Jan 26) ₹176.35 ↓ -1.42   (-0.80 %)
Net Assets (Cr) ₹4,849 on 30 Nov 25
Category Equity - Sectoral
AMC Birla Sun Life Asset Management Co Ltd
Rating
Risk High
Expense Ratio 1.88
Sharpe Ratio -0.6
Information Ratio 0.47
Alpha Ratio -1.86
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
31 Dec 20₹10,000
31 Dec 21₹17,047
31 Dec 22₹13,358
31 Dec 23₹18,134
31 Dec 24₹21,415
31 Dec 25₹20,293

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 ₹436,710.
Net Profit of ₹136,710
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 5 Jan 26

DurationReturns
1 Month -2.2%
3 Month 7.6%
6 Month -0.5%
1 Year -6.4%
3 Year 15.1%
5 Year 14.3%
10 Year
15 Year
Since launch 11.7%
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 1411.88 Yr.

Data below for Aditya Birla Sun Life Digital India Fund as on 30 Nov 25

Equity Sector Allocation
SectorValue
Technology68.77%
Communication Services10.5%
Consumer Cyclical7.91%
Industrials5.14%
Financial Services3.32%
Consumer Defensive0.81%
Health Care0.01%
Asset Allocation
Asset ClassValue
Cash0.49%
Equity97.86%
Other1.65%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Infosys Ltd (Technology)
Equity, Since 30 Apr 05 | INFY
18%₹884 Cr5,669,025
↓ -83,744
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Aug 19 | BHARTIARTL
9%₹431 Cr2,048,484
↓ -124,024
Tata Consultancy Services Ltd (Technology)
Equity, Since 30 Apr 05 | TCS
9%₹413 Cr1,316,793
↓ -42,954
Tech Mahindra Ltd (Technology)
Equity, Since 31 May 13 | TECHM
8%₹368 Cr2,427,846
Eternal Ltd (Consumer Cyclical)
Equity, Since 31 Jul 21 | 543320
6%₹278 Cr9,270,621
↓ -159,010
LTIMindtree Ltd (Technology)
Equity, Since 31 Mar 21 | LTIM
5%₹246 Cr403,406
Coforge Ltd (Technology)
Equity, Since 30 Jun 20 | COFORGE
4%₹204 Cr1,066,945
HCL Technologies Ltd (Technology)
Equity, Since 31 Dec 10 | HCLTECH
4%₹197 Cr1,211,488
↓ -295,256
Persistent Systems Ltd (Technology)
Equity, Since 31 Jul 13 | PERSISTENT
3%₹141 Cr221,780
Cyient Ltd (Industrials)
Equity, Since 31 May 14 | CYIENT
3%₹126 Cr1,125,705
↓ -31,596

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Anil Kumar Meher, posted on 28 Sep 20 4:16 PM

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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