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ਦਸਤਾਵੇਜ਼ (ਪੈਨ, ਆਧਾਰ, ਆਦਿ) ਅੱਪਲੋਡ ਕਰੋ।ਅਤੇ, ਤੁਸੀਂ ਨਿਵੇਸ਼ ਕਰਨ ਲਈ ਤਿਆਰ ਹੋ!
Fund NAV Net Assets (Cr) Min Investment Min SIP Investment 1 MO (%) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2024 (%) SBI Technology Opportunities Fund Growth ₹222.205
↓ -1.24 ₹4,761 5,000 500 5.1 4.6 11.9 6.3 17.9 20.9 30.1 Aditya Birla Sun Life Focused Equity Fund Growth ₹145.066
↓ -0.98 ₹7,620 1,000 1,000 4.6 4.9 7.6 6.7 16.2 18.6 18.7 HDFC Mid-Cap Opportunities Fund Growth ₹200.442
↓ -2.13 ₹83,105 5,000 300 4.6 5.2 14.3 9.5 25.6 29.6 28.6 Aditya Birla Sun Life Small Cap Fund Growth ₹87.3528
↓ -0.96 ₹4,824 1,000 1,000 4.5 3.6 14.2 -0.9 18.7 23.6 21.5 Invesco India Financial Services Fund Growth ₹140.45
↓ -1.35 ₹1,392 5,000 100 4.4 3.7 9.4 11.7 20.6 20.7 19.8 HDFC Long Term Advantage Fund Growth ₹595.168
↑ 0.28 ₹1,318 500 500 4.4 1.2 15.4 35.5 20.6 17.4 ICICI Prudential Technology Fund Growth ₹200
↓ -1.18 ₹14,734 5,000 100 4.3 2.8 6.6 -1.6 14.3 19.1 25.4 Aditya Birla Sun Life Digital India Fund Growth ₹170.74
↓ -1.19 ₹4,617 1,000 100 4.2 3.1 7.5 -4.2 13.4 17.7 18.1 Aditya Birla Sun Life Equity Fund Growth ₹1,846.12
↓ -16.67 ₹22,962 1,000 100 4.1 5.4 9 8.4 17.4 19.9 18.5 Aditya Birla Sun Life Banking And Financial Services Fund Growth ₹62.48
↓ -0.50 ₹3,374 1,000 1,000 4 5.4 7.1 12.2 16.1 20.1 8.7 Motilal Oswal Dynamic Fund Growth ₹20.209
↓ -0.06 ₹987 5,000 500 4 3.2 12.3 -6.2 9.6 8.4 9.4 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 4 Nov 25 Research Highlights & Commentary of 11 Funds showcased
Commentary SBI Technology Opportunities Fund Aditya Birla Sun Life Focused Equity Fund HDFC Mid-Cap Opportunities Fund Aditya Birla Sun Life Small Cap Fund Invesco India Financial Services Fund HDFC Long Term Advantage Fund ICICI Prudential Technology Fund Aditya Birla Sun Life Digital India Fund Aditya Birla Sun Life Equity Fund Aditya Birla Sun Life Banking And Financial Services Fund Motilal Oswal Dynamic Fund Point 1 Lower mid AUM (₹4,761 Cr). Upper mid AUM (₹7,620 Cr). Highest AUM (₹83,105 Cr). Upper mid AUM (₹4,824 Cr). Bottom quartile AUM (₹1,392 Cr). Bottom quartile AUM (₹1,318 Cr). Upper mid AUM (₹14,734 Cr). Lower mid AUM (₹4,617 Cr). Top quartile AUM (₹22,962 Cr). Lower mid AUM (₹3,374 Cr). Bottom quartile AUM (₹987 Cr). Point 2 Established history (12+ yrs). Established history (20+ yrs). Established history (18+ yrs). Established history (18+ yrs). Established history (17+ yrs). Established history (24+ yrs). Established history (25+ yrs). Established history (25+ yrs). Oldest track record among peers (27 yrs). Established history (11+ yrs). Established history (9+ yrs). Point 3 Rating: 1★ (bottom quartile). Rating: 4★ (upper mid). Rating: 3★ (lower mid). Top rated. Rating: 4★ (upper mid). Rating: 3★ (lower mid). Rating: 2★ (lower mid). Rating: 2★ (bottom quartile). Rating: 4★ (upper mid). Rating: 5★ (top quartile). Not Rated. Point 4 Risk profile: High. Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: High. Risk profile: Moderately High. Risk profile: High. Risk profile: High. Risk profile: Moderately High. Risk profile: High. Risk profile: Moderately High. Point 5 5Y return: 20.95% (upper mid). 5Y return: 18.55% (lower mid). 5Y return: 29.57% (top quartile). 5Y return: 23.56% (top quartile). 5Y return: 20.71% (upper mid). 5Y return: 17.39% (bottom quartile). 5Y return: 19.07% (lower mid). 5Y return: 17.74% (bottom quartile). 5Y return: 19.86% (lower mid). 5Y return: 20.11% (upper mid). 5Y return: 8.39% (bottom quartile). Point 6 3Y return: 17.86% (upper mid). 3Y return: 16.15% (lower mid). 3Y return: 25.57% (top quartile). 3Y return: 18.66% (upper mid). 3Y return: 20.60% (upper mid). 3Y return: 20.64% (top quartile). 3Y return: 14.27% (bottom quartile). 3Y return: 13.45% (bottom quartile). 3Y return: 17.38% (lower mid). 3Y return: 16.07% (lower mid). 3Y return: 9.58% (bottom quartile). Point 7 1Y return: 6.26% (lower mid). 1Y return: 6.66% (lower mid). 1Y return: 9.49% (upper mid). 1Y return: -0.88% (lower mid). 1Y return: 11.72% (upper mid). 1Y return: 35.51% (top quartile). 1Y return: -1.57% (bottom quartile). 1Y return: -4.17% (bottom quartile). 1Y return: 8.43% (upper mid). 1Y return: 12.16% (top quartile). 1Y return: -6.23% (bottom quartile). Point 8 Alpha: 9.41 (top quartile). Alpha: -0.19 (bottom quartile). Alpha: 3.39 (upper mid). Alpha: 0.00 (lower mid). Alpha: -4.77 (bottom quartile). Alpha: 1.75 (upper mid). Alpha: 4.12 (top quartile). Alpha: 0.69 (lower mid). Alpha: 2.31 (upper mid). Alpha: -6.06 (bottom quartile). 1M return: 4.04% (bottom quartile). Point 9 Sharpe: -0.39 (upper mid). Sharpe: -0.62 (lower mid). Sharpe: -0.28 (upper mid). Sharpe: -0.56 (lower mid). Sharpe: -0.08 (top quartile). Sharpe: 2.27 (top quartile). Sharpe: -0.87 (bottom quartile). Sharpe: -1.05 (bottom quartile). Sharpe: -0.46 (lower mid). Sharpe: -0.18 (upper mid). Alpha: 0.00 (lower mid). Point 10 Information ratio: 1.22 (top quartile). Information ratio: -0.15 (bottom quartile). Information ratio: 0.88 (upper mid). Information ratio: 0.00 (lower mid). Information ratio: 0.78 (upper mid). Information ratio: -0.15 (bottom quartile). Information ratio: 1.17 (top quartile). Information ratio: 0.48 (lower mid). Information ratio: 0.70 (upper mid). Information ratio: 0.14 (lower mid). Sharpe: -0.88 (bottom quartile). SBI Technology Opportunities Fund
Aditya Birla Sun Life Focused Equity Fund
HDFC Mid-Cap Opportunities Fund
Aditya Birla Sun Life Small Cap Fund
Invesco India Financial Services Fund
HDFC Long Term Advantage Fund
ICICI Prudential Technology Fund
Aditya Birla Sun Life Digital India Fund
Aditya Birla Sun Life Equity Fund
Aditya Birla Sun Life Banking And Financial Services Fund
Motilal Oswal Dynamic Fund
*ਹੇਠਾਂ ਦੀ ਸੂਚੀ ਹੈਚੋਟੀ ਦੇ ਮਿਉਚੁਅਲ ਫੰਡ October ਲਈ, 2022 ਹੋਣਸੰਪਤੀ >= 100 ਕਰੋੜ
(Erstwhile SBI IT Fund) To provide the investors maximum growth opportunity through equity
investments in stocks of growth oriented sectors of the economy. Below is the key information for SBI Technology Opportunities Fund Returns up to 1 year are on (Erstwhile Aditya Birla Sun Life Top 100 Fund) An Open-ended growth scheme with the objective to provide medium to long term capital appreciation, by investing predominantly in a diversified portfolio of equity and equity related securities of top 100 companies as measured by market capitalization. Research Highlights for Aditya Birla Sun Life Focused Equity Fund Below is the key information for Aditya Birla Sun Life Focused Equity Fund Returns up to 1 year are on To generate long-term capital appreciation from a portfolio that is substantially constituted of equity and equity related securities of Small and Mid-Cap companies. Research Highlights for HDFC Mid-Cap Opportunities Fund Below is the key information for HDFC Mid-Cap Opportunities Fund Returns up to 1 year are on (Erstwhile Aditya Birla Sun Life Small & Midcap Fund) An Open ended Small and Mid Cap Equity Scheme with an objective to generate consistent long-term capital appreciation by investing predominantly in equity and equity related securities of companies considered to be small and midcap. The Scheme may also invest a certain portion of its corpus in fixed income securities including money market instruments, in order to meet liquidity requirements from time to time. Research Highlights for Aditya Birla Sun Life Small Cap Fund Below is the key information for Aditya Birla Sun Life Small Cap Fund Returns up to 1 year are on (Erstwhile Invesco India Banking Fund) The investment objective of the Scheme is to generate long-term capital growth from a portfolio of equity and equity-related securities of companies engaged in the business of banking and financial services. Research Highlights for Invesco India Financial Services Fund Below is the key information for Invesco India Financial Services Fund Returns up to 1 year are on To generate long term capital appreciation from a portfolio that is predominantly in equity and equity related instruments Research Highlights for HDFC Long Term Advantage Fund Below is the key information for HDFC Long Term Advantage 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 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 An Open-ended growth scheme with the objective of long term growth of capital, through a portfolio with a target allocation of 90% equity and 10% debt and money market securities. Research Highlights for Aditya Birla Sun Life Equity Fund Below is the key information for Aditya Birla Sun Life Equity Fund Returns up to 1 year are on The primary investment objective of the Scheme is to generate long-term capital appreciation to unit holders from a portfolio that is invested predominantly in equity and equity related securities of companies engaged in banking and financial services. The Scheme does not guarantee/indicate any returns. There can be no assurance that the schemes’ objectives will be achieved. Research Highlights for Aditya Birla Sun Life Banking And Financial Services Fund Below is the key information for Aditya Birla Sun Life Banking And Financial Services Fund Returns up to 1 year are on (Erstwhile Motilal Oswal MOSt Focused Dynamic Equity Fund) The investment objective is to generate long term capital appreciation by investing in equity and equity related instruments including equity derivatives, debt, money market instruments and units issued by REITs and InvITs. However, there can be no assurance or guarantee that the investment objective of the Scheme would be achieved. Research Highlights for Motilal Oswal Dynamic Fund Below is the key information for Motilal Oswal Dynamic Fund Returns up to 1 year are on 1. SBI Technology Opportunities Fund
SBI Technology Opportunities Fund
Growth Launch Date 9 Jan 13 NAV (04 Nov 25) ₹222.205 ↓ -1.24 (-0.55 %) 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 4 Nov 25 Duration Returns 1 Month 5.1% 3 Month 4.6% 6 Month 11.9% 1 Year 6.3% 3 Year 17.9% 5 Year 20.9% 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 2. Aditya Birla Sun Life Focused Equity Fund
Aditya Birla Sun Life Focused Equity Fund
Growth Launch Date 24 Oct 05 NAV (06 Nov 25) ₹145.066 ↓ -0.98 (-0.67 %) Net Assets (Cr) ₹7,620 on 31 Aug 25 Category Equity - Focused AMC Birla Sun Life Asset Management Co Ltd Rating ☆☆☆☆ Risk Moderately High Expense Ratio 1.82 Sharpe Ratio -0.62 Information Ratio -0.15 Alpha Ratio -0.19 Min Investment 1,000 Min SIP Investment 1,000 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 ₹15,376 31 Oct 22 ₹15,336 31 Oct 23 ₹16,529 31 Oct 24 ₹22,684 31 Oct 25 ₹24,042 Returns for Aditya Birla Sun Life Focused Equity Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 4 Nov 25 Duration Returns 1 Month 4.6% 3 Month 4.9% 6 Month 7.6% 1 Year 6.7% 3 Year 16.2% 5 Year 18.6% 10 Year 15 Year Since launch 14.3% Historical performance (Yearly) on absolute basis
Year Returns 2024 18.7% 2023 23% 2022 0.4% 2021 26.7% 2020 16% 2019 11.3% 2018 -4.1% 2017 30.9% 2016 6.7% 2015 0% Fund Manager information for Aditya Birla Sun Life Focused Equity Fund
Name Since Tenure Kunal Sangoi 7 May 21 4.4 Yr. Data below for Aditya Birla Sun Life Focused Equity Fund as on 31 Aug 25
Equity Sector Allocation
Sector Value Financial Services 29.04% Consumer Cyclical 17.47% Technology 13.64% Industrials 6.82% Energy 5.9% Basic Materials 5.19% Consumer Defensive 4.42% Communication Services 4.24% Utility 3.21% Real Estate 2.78% Health Care 2.41% Asset Allocation
Asset Class Value Cash 3.58% Equity 96.42% Top Securities Holdings / Portfolio
Name Holding Value Quantity ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 09 | ICICIBANK7% ₹514 Cr 3,814,545 Infosys Ltd (Technology)
Equity, Since 31 Oct 05 | INFY7% ₹504 Cr 3,494,117 Reliance Industries Ltd (Energy)
Equity, Since 31 Oct 05 | RELIANCE6% ₹451 Cr 3,306,850 HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jul 23 | HDFCBANK5% ₹365 Cr 3,835,536 Bharti Airtel Ltd (Communication Services)
Equity, Since 30 Sep 19 | BHARTIARTL4% ₹324 Cr 1,726,348
↓ -141,352 Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Oct 05 | LT4% ₹318 Cr 867,856 Eternal Ltd (Consumer Cyclical)
Equity, Since 31 Jan 25 | 5433204% ₹295 Cr 9,055,678
↑ 400,000 Coforge Ltd (Technology)
Equity, Since 28 Feb 23 | COFORGE4% ₹277 Cr 1,742,289
↑ 125,599 Axis Bank Ltd (Financial Services)
Equity, Since 30 Apr 19 | 5322154% ₹268 Cr 2,367,644
↑ 26,438 Tech Mahindra Ltd (Technology)
Equity, Since 30 Sep 24 | 5327553% ₹262 Cr 1,873,390 3. HDFC Mid-Cap Opportunities Fund
HDFC Mid-Cap Opportunities Fund
Growth Launch Date 25 Jun 07 NAV (06 Nov 25) ₹200.442 ↓ -2.13 (-1.05 %) Net Assets (Cr) ₹83,105 on 31 Aug 25 Category Equity - Mid Cap AMC HDFC Asset Management Company Limited Rating ☆☆☆ Risk Moderately High Expense Ratio 1.4 Sharpe Ratio -0.28 Information Ratio 0.88 Alpha Ratio 3.39 Min Investment 5,000 Min SIP Investment 300 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 ₹16,752 31 Oct 22 ₹18,431 31 Oct 23 ₹23,569 31 Oct 24 ₹34,201 31 Oct 25 ₹36,805 Returns for HDFC Mid-Cap Opportunities Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 4 Nov 25 Duration Returns 1 Month 4.6% 3 Month 5.2% 6 Month 14.3% 1 Year 9.5% 3 Year 25.6% 5 Year 29.6% 10 Year 15 Year Since launch 17.8% Historical performance (Yearly) on absolute basis
Year Returns 2024 28.6% 2023 44.5% 2022 12.3% 2021 39.9% 2020 21.7% 2019 0.2% 2018 -11.2% 2017 41.7% 2016 11.3% 2015 5.8% Fund Manager information for HDFC Mid-Cap Opportunities Fund
Name Since Tenure Chirag Setalvad 25 Jun 07 18.28 Yr. Dhruv Muchhal 22 Jun 23 2.28 Yr. Data below for HDFC Mid-Cap Opportunities Fund as on 31 Aug 25
Equity Sector Allocation
Sector Value Financial Services 24.7% Consumer Cyclical 17.92% Health Care 12.55% Industrials 10.55% Technology 9.82% Consumer Defensive 5.67% Basic Materials 5.54% Energy 2.9% Communication Services 2.73% Utility 1.24% Asset Allocation
Asset Class Value Cash 6.37% Equity 93.63% Top Securities Holdings / Portfolio
Name Holding Value Quantity Max Financial Services Ltd (Financial Services)
Equity, Since 31 Oct 14 | 5002715% ₹4,040 Cr 25,647,718
↑ 8,951 Balkrishna Industries Ltd (Consumer Cyclical)
Equity, Since 31 Mar 12 | BALKRISIND4% ₹3,006 Cr 13,097,471
↑ 50,000 Indian Bank (Financial Services)
Equity, Since 31 Oct 11 | 5328143% ₹2,767 Cr 36,834,856
↓ -19,626 Fortis Healthcare Ltd (Healthcare)
Equity, Since 30 Nov 23 | 5328433% ₹2,699 Cr 27,822,569
↑ 802,357 AU Small Finance Bank Ltd (Financial Services)
Equity, Since 30 Nov 23 | 5406113% ₹2,685 Cr 36,704,929
↑ 1,497,926 Coforge Ltd (Technology)
Equity, Since 30 Jun 22 | COFORGE3% ₹2,485 Cr 15,622,564
↑ 201,964 The Federal Bank Ltd (Financial Services)
Equity, Since 31 Oct 09 | FEDERALBNK3% ₹2,466 Cr 127,824,999
↓ -01 Hindustan Petroleum Corp Ltd (Energy)
Equity, Since 30 Sep 21 | HINDPETRO3% ₹2,462 Cr 55,530,830 Glenmark Pharmaceuticals Ltd (Healthcare)
Equity, Since 31 Jan 18 | 5322963% ₹2,435 Cr 12,470,138
↑ 75,935 Ipca Laboratories Ltd (Healthcare)
Equity, Since 31 Jul 07 | 5244943% ₹2,377 Cr 17,718,376
↑ 83,465 4. Aditya Birla Sun Life Small Cap Fund
Aditya Birla Sun Life Small Cap Fund
Growth Launch Date 31 May 07 NAV (06 Nov 25) ₹87.3528 ↓ -0.96 (-1.09 %) Net Assets (Cr) ₹4,824 on 31 Aug 25 Category Equity - Small Cap AMC Birla Sun Life Asset Management Co Ltd Rating ☆☆☆☆☆ Risk Moderately High Expense Ratio 1.89 Sharpe Ratio -0.56 Information Ratio 0 Alpha Ratio 0 Min Investment 1,000 Min SIP Investment 1,000 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 ₹17,963 31 Oct 22 ₹17,176 31 Oct 23 ₹21,138 31 Oct 24 ₹29,123 31 Oct 25 ₹28,540 Returns for Aditya Birla Sun Life Small Cap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 4 Nov 25 Duration Returns 1 Month 4.5% 3 Month 3.6% 6 Month 14.2% 1 Year -0.9% 3 Year 18.7% 5 Year 23.6% 10 Year 15 Year Since launch 12.5% Historical performance (Yearly) on absolute basis
Year Returns 2024 21.5% 2023 39.4% 2022 -6.5% 2021 51.4% 2020 19.8% 2019 -11.5% 2018 -22.6% 2017 56.7% 2016 9.7% 2015 13.4% Fund Manager information for Aditya Birla Sun Life Small Cap Fund
Name Since Tenure Abhinav Khandelwal 31 Oct 24 0.92 Yr. Dhaval Joshi 21 Nov 22 2.86 Yr. Data below for Aditya Birla Sun Life Small Cap Fund as on 31 Aug 25
Equity Sector Allocation
Sector Value Financial Services 19.18% Industrials 18.97% Consumer Cyclical 16.52% Health Care 14.05% Basic Materials 11.49% Consumer Defensive 7.43% Real Estate 4.08% Technology 2.1% Utility 1.46% Asset Allocation
Asset Class Value Cash 4.72% Equity 95.28% Top Securities Holdings / Portfolio
Name Holding Value Quantity Navin Fluorine International Ltd (Basic Materials)
Equity, Since 31 Jul 20 | NAVINFLUOR2% ₹120 Cr 260,056 Multi Commodity Exchange of India Ltd (Financial Services)
Equity, Since 31 Dec 24 | MCX2% ₹114 Cr 146,200 TD Power Systems Ltd (Industrials)
Equity, Since 30 Jun 23 | TDPOWERSYS2% ₹112 Cr 1,890,924 Sai Life Sciences Ltd (Healthcare)
Equity, Since 30 Jun 25 | SAILIFE2% ₹106 Cr 1,225,785 Fortis Healthcare Ltd (Healthcare)
Equity, Since 28 Feb 21 | 5328432% ₹103 Cr 1,059,322
↓ -50,000 Tega Industries Ltd (Industrials)
Equity, Since 31 Dec 21 | 5434132% ₹101 Cr 535,000
↓ -25,000 SJS Enterprises Ltd (Consumer Cyclical)
Equity, Since 30 Nov 21 | 5433872% ₹98 Cr 673,153
↓ -23,725 CCL Products (India) Ltd (Consumer Defensive)
Equity, Since 31 May 20 | CCL2% ₹91 Cr 1,078,825 Krishna Institute of Medical Sciences Ltd (Healthcare)
Equity, Since 31 Dec 23 | 5433082% ₹91 Cr 1,301,548
↓ -66,076 Axis Bank Ltd (Financial Services)
Equity, Since 31 Jan 25 | 5322152% ₹85 Cr 750,000 5. Invesco India Financial Services Fund
Invesco India Financial Services Fund
Growth Launch Date 14 Jul 08 NAV (06 Nov 25) ₹140.45 ↓ -1.35 (-0.95 %) Net Assets (Cr) ₹1,392 on 31 Aug 25 Category Equity - Sectoral AMC Invesco Asset Management (India) Private Ltd Rating ☆☆☆☆ Risk High Expense Ratio 2.23 Sharpe Ratio -0.08 Information Ratio 0.78 Alpha Ratio -4.77 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 ₹15,296 31 Oct 22 ₹15,236 31 Oct 23 ₹17,658 31 Oct 24 ₹24,186 31 Oct 25 ₹26,623 Returns for Invesco India Financial Services Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 4 Nov 25 Duration Returns 1 Month 4.4% 3 Month 3.7% 6 Month 9.4% 1 Year 11.7% 3 Year 20.6% 5 Year 20.7% 10 Year 15 Year Since launch 16.6% Historical performance (Yearly) on absolute basis
Year Returns 2024 19.8% 2023 26% 2022 12.8% 2021 14% 2020 2.4% 2019 21.2% 2018 -0.3% 2017 45.2% 2016 10.4% 2015 -2.1% Fund Manager information for Invesco India Financial Services Fund
Name Since Tenure Hiten Jain 19 May 20 5.37 Yr. Data below for Invesco India Financial Services Fund as on 31 Aug 25
Equity Sector Allocation
Sector Value Financial Services 95.54% Technology 1.93% Health Care 1.08% Asset Allocation
Asset Class Value Cash 1.45% Equity 98.55% Top Securities Holdings / Portfolio
Name Holding Value Quantity ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 09 | ICICIBANK20% ₹287 Cr 2,125,794 HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jul 08 | HDFCBANK19% ₹270 Cr 2,838,202 Axis Bank Ltd (Financial Services)
Equity, Since 31 May 18 | 5322155% ₹73 Cr 645,964 Multi Commodity Exchange of India Ltd (Financial Services)
Equity, Since 28 Feb 22 | MCX5% ₹72 Cr 92,142
↑ 6,666 Cholamandalam Investment and Finance Co Ltd (Financial Services)
Equity, Since 31 Jul 17 | CHOLAFIN4% ₹52 Cr 325,622 Karur Vysya Bank Ltd (Financial Services)
Equity, Since 30 Sep 22 | 5900033% ₹49 Cr 2,337,567 State Bank of India (Financial Services)
Equity, Since 31 Aug 20 | SBIN3% ₹44 Cr 506,622
↓ -332,219 HDFC Asset Management Co Ltd (Financial Services)
Equity, Since 31 Jul 24 | HDFCAMC3% ₹37 Cr 66,297
↓ -12,355 Muthoot Finance Ltd (Financial Services)
Equity, Since 31 Jul 24 | 5333983% ₹36 Cr 116,186 Shriram Finance Ltd (Financial Services)
Equity, Since 28 Feb 25 | SHRIRAMFIN2% ₹35 Cr 562,890 6. HDFC Long Term Advantage Fund
HDFC Long Term Advantage Fund
Growth Launch Date 2 Jan 01 NAV (14 Jan 22) ₹595.168 ↑ 0.28 (0.05 %) Net Assets (Cr) ₹1,318 on 30 Nov 21 Category Equity - ELSS AMC HDFC Asset Management Company Limited Rating ☆☆☆ Risk Moderately High Expense Ratio 2.25 Sharpe Ratio 2.27 Information Ratio -0.15 Alpha Ratio 1.75 Min Investment 500 Min SIP Investment 500 Exit Load NIL Growth of 10,000 investment over the years.
Date Value 31 Oct 20 ₹10,000 31 Oct 21 ₹16,669
Purchase not allowed Returns for HDFC Long Term Advantage Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 4 Nov 25 Duration Returns 1 Month 4.4% 3 Month 1.2% 6 Month 15.4% 1 Year 35.5% 3 Year 20.6% 5 Year 17.4% 10 Year 15 Year Since launch 21.4% Historical performance (Yearly) on absolute basis
Year Returns 2024 2023 2022 2021 2020 2019 2018 2017 2016 2015 Fund Manager information for HDFC Long Term Advantage Fund
Name Since Tenure Data below for HDFC Long Term Advantage Fund as on 30 Nov 21
Equity Sector Allocation
Sector Value Asset Allocation
Asset Class Value Top Securities Holdings / Portfolio
Name Holding Value Quantity 7. ICICI Prudential Technology Fund
ICICI Prudential Technology Fund
Growth Launch Date 3 Mar 00 NAV (04 Nov 25) ₹200 ↓ -1.18 (-0.59 %) 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 4 Nov 25 Duration Returns 1 Month 4.3% 3 Month 2.8% 6 Month 6.6% 1 Year -1.6% 3 Year 14.3% 5 Year 19.1% 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 8. Aditya Birla Sun Life Digital India Fund
Aditya Birla Sun Life Digital India Fund
Growth Launch Date 15 Jan 00 NAV (04 Nov 25) ₹170.74 ↓ -1.19 (-0.69 %) 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 4 Nov 25 Duration Returns 1 Month 4.2% 3 Month 3.1% 6 Month 7.5% 1 Year -4.2% 3 Year 13.4% 5 Year 17.7% 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 9. Aditya Birla Sun Life Equity Fund
Aditya Birla Sun Life Equity Fund
Growth Launch Date 27 Aug 98 NAV (06 Nov 25) ₹1,846.12 ↓ -16.67 (-0.89 %) Net Assets (Cr) ₹22,962 on 31 Aug 25 Category Equity - Multi Cap AMC Birla Sun Life Asset Management Co Ltd Rating ☆☆☆☆ Risk Moderately High Expense Ratio 1.68 Sharpe Ratio -0.46 Information Ratio 0.7 Alpha Ratio 2.31 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 ₹15,968 31 Oct 22 ₹15,606 31 Oct 23 ₹17,084 31 Oct 24 ₹23,561 31 Oct 25 ₹25,361 Returns for Aditya Birla Sun Life Equity Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 4 Nov 25 Duration Returns 1 Month 4.1% 3 Month 5.4% 6 Month 9% 1 Year 8.4% 3 Year 17.4% 5 Year 19.9% 10 Year 15 Year Since launch 21.2% Historical performance (Yearly) on absolute basis
Year Returns 2024 18.5% 2023 26% 2022 -1.1% 2021 30.3% 2020 16.1% 2019 8.5% 2018 -4.1% 2017 33.5% 2016 15.2% 2015 2.9% Fund Manager information for Aditya Birla Sun Life Equity Fund
Name Since Tenure Harish Krishnan 3 Nov 23 1.91 Yr. Dhaval Joshi 21 Nov 22 2.86 Yr. Data below for Aditya Birla Sun Life Equity Fund as on 31 Aug 25
Equity Sector Allocation
Sector Value Financial Services 31.42% Consumer Cyclical 13.78% Industrials 10.97% Basic Materials 10.29% Technology 9.36% Consumer Defensive 7.59% Health Care 6.61% Energy 4.67% Communication Services 2.74% Real Estate 0.64% Asset Allocation
Asset Class Value Cash 1.73% Equity 98.27% Top Securities Holdings / Portfolio
Name Holding Value Quantity ICICI Bank Ltd (Financial Services)
Equity, Since 30 Nov 16 | ICICIBANK7% ₹1,685 Cr 12,500,500
↓ -148,303 HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jul 08 | HDFCBANK5% ₹1,051 Cr 11,055,796 Infosys Ltd (Technology)
Equity, Since 30 Apr 05 | INFY4% ₹937 Cr 6,498,578
↑ 269,422 Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 28 Feb 19 | KOTAKBANK4% ₹920 Cr 4,619,286 Reliance Industries Ltd (Energy)
Equity, Since 31 May 19 | RELIANCE3% ₹778 Cr 5,706,067 State Bank of India (Financial Services)
Equity, Since 28 Feb 21 | SBIN2% ₹571 Cr 6,542,873 HCL Technologies Ltd (Technology)
Equity, Since 30 Nov 11 | HCLTECH2% ₹568 Cr 4,103,703
↑ 171,927 Maruti Suzuki India Ltd (Consumer Cyclical)
Equity, Since 31 Dec 23 | MARUTI2% ₹521 Cr 325,000
↓ -25,000 Bharti Airtel Ltd (Communication Services)
Equity, Since 30 Nov 17 | BHARTIARTL2% ₹515 Cr 2,741,033 Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Dec 23 | LT2% ₹487 Cr 1,330,440 10. Aditya Birla Sun Life Banking And Financial Services Fund
Aditya Birla Sun Life Banking And Financial Services Fund
Growth Launch Date 14 Dec 13 NAV (06 Nov 25) ₹62.48 ↓ -0.50 (-0.79 %) Net Assets (Cr) ₹3,374 on 31 Aug 25 Category Equity - Sectoral AMC Birla Sun Life Asset Management Co Ltd Rating ☆☆☆☆☆ Risk High Expense Ratio 1.99 Sharpe Ratio -0.18 Information Ratio 0.14 Alpha Ratio -6.06 Min Investment 1,000 Min SIP Investment 1,000 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 ₹16,935 31 Oct 22 ₹16,859 31 Oct 23 ₹19,422 31 Oct 24 ₹23,794 31 Oct 25 ₹26,408 Returns for Aditya Birla Sun Life Banking And Financial Services Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 4 Nov 25 Duration Returns 1 Month 4% 3 Month 5.4% 6 Month 7.1% 1 Year 12.2% 3 Year 16.1% 5 Year 20.1% 10 Year 15 Year Since launch 16.7% Historical performance (Yearly) on absolute basis
Year Returns 2024 8.7% 2023 21.7% 2022 11.5% 2021 16.8% 2020 1.1% 2019 14.9% 2018 -2.4% 2017 47.6% 2016 15.7% 2015 -0.5% Fund Manager information for Aditya Birla Sun Life Banking And Financial Services Fund
Name Since Tenure Dhaval Gala 26 Aug 15 10.11 Yr. Data below for Aditya Birla Sun Life Banking And Financial Services Fund as on 31 Aug 25
Equity Sector Allocation
Sector Value Financial Services 96.53% Technology 1.14% Asset Allocation
Asset Class Value Cash 2.29% Equity 97.67% Debt 0.05% Other 0% Top Securities Holdings / Portfolio
Name Holding Value Quantity ICICI Bank Ltd (Financial Services)
Equity, Since 31 Dec 13 | ICICIBANK18% ₹631 Cr 4,677,929
↓ -250,000 HDFC Bank Ltd (Financial Services)
Equity, Since 31 Dec 13 | HDFCBANK18% ₹626 Cr 6,583,496 Axis Bank Ltd (Financial Services)
Equity, Since 31 Oct 18 | 5322158% ₹261 Cr 2,302,100 State Bank of India (Financial Services)
Equity, Since 31 Oct 17 | SBIN7% ₹237 Cr 2,718,689 Bajaj Finance Ltd (Financial Services)
Equity, Since 30 Sep 16 | 5000346% ₹213 Cr 2,137,250 Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 31 Jan 19 | KOTAKBANK4% ₹141 Cr 709,333
↑ 239,361 Cholamandalam Financial Holdings Ltd (Financial Services)
Equity, Since 31 Jan 20 | CHOLAHLDNG3% ₹118 Cr 623,906 HDB Financial Services Ltd (Financial Services)
Equity, Since 30 Jun 25 | HDBFS3% ₹107 Cr 1,429,781 ICICI Lombard General Insurance Co Ltd (Financial Services)
Equity, Since 30 Sep 19 | ICICIGI3% ₹107 Cr 565,076 AU Small Finance Bank Ltd (Financial Services)
Equity, Since 30 Nov 23 | 5406113% ₹106 Cr 1,446,861 11. Motilal Oswal Dynamic Fund
Motilal Oswal Dynamic Fund
Growth Launch Date 27 Sep 16 NAV (06 Nov 25) ₹20.209 ↓ -0.06 (-0.29 %) Net Assets (Cr) ₹987 on 31 Jul 25 Category Hybrid - Dynamic Allocation AMC Motilal Oswal Asset Management Co. Ltd Rating Risk Moderately High Expense Ratio 2.54 Sharpe Ratio -0.88 Information Ratio 0 Alpha Ratio 0 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 ₹11,589 31 Oct 22 ₹11,483 31 Oct 23 ₹13,660 31 Oct 24 ₹16,023 31 Oct 25 ₹14,973 Returns for Motilal Oswal Dynamic Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 4 Nov 25 Duration Returns 1 Month 4% 3 Month 3.2% 6 Month 12.3% 1 Year -6.2% 3 Year 9.6% 5 Year 8.4% 10 Year 15 Year Since launch 8.1% Historical performance (Yearly) on absolute basis
Year Returns 2024 9.4% 2023 24.1% 2022 -1.1% 2021 7.4% 2020 8.8% 2019 10.9% 2018 -0.8% 2017 24.4% 2016 2015 Fund Manager information for Motilal Oswal Dynamic Fund
Name Since Tenure Ajay Khandelwal 1 Oct 24 1 Yr. Niket Shah 6 Mar 25 0.57 Yr. Rakesh Shetty 22 Nov 22 2.86 Yr. Atul Mehra 1 Oct 24 1 Yr. Sunil Sawant 1 Jul 24 1.25 Yr. Data below for Motilal Oswal Dynamic Fund as on 31 Jul 25
Asset Allocation
Asset Class Value Cash 3.74% Equity 96.26% Equity Sector Allocation
Sector Value Technology 29.74% Consumer Cyclical 28.62% Basic Materials 15.46% Financial Services 9.71% Health Care 6.02% Industrials 3.93% Debt Sector Allocation
Sector Value Cash Equivalent 3.74% Credit Quality
Rating Value AA 34.87% AAA 65.13% Top Securities Holdings / Portfolio
Name Holding Value Quantity Eternal Ltd (Consumer Cyclical)
Equity, Since 31 May 25 | 54332010% ₹90 Cr 2,750,000
↓ -510,000 Shaily Engineering Plastics Ltd (Basic Materials)
Equity, Since 28 Feb 25 | 5014239% ₹87 Cr 400,000 Coforge Ltd (Technology)
Equity, Since 31 Dec 24 | COFORGE9% ₹84 Cr 525,000 Dixon Technologies (India) Ltd (Technology)
Equity, Since 30 Jun 25 | DIXON9% ₹82 Cr 50,000
↓ -10,127 Trent Ltd (Consumer Cyclical)
Equity, Since 31 Dec 24 | 5002519% ₹81 Cr 174,047
↓ -953 Kalyan Jewellers India Ltd (Consumer Cyclical)
Equity, Since 30 Apr 25 | KALYANKJIL8% ₹75 Cr 1,650,000 Persistent Systems Ltd (Technology)
Equity, Since 30 Apr 25 | PERSISTENT6% ₹60 Cr 125,000 Ellenbarrie Industrial Gases Ltd (Basic Materials)
Equity, Since 30 Jun 25 | ELLEN6% ₹56 Cr 1,250,000
↑ 750,000 One97 Communications Ltd (Technology)
Equity, Since 31 Aug 25 | 5433965% ₹51 Cr 450,000 Poonawalla Fincorp Ltd (Financial Services)
Equity, Since 31 Jul 25 | POONAWALLA5% ₹47 Cr 950,000
↓ -1,050,000
Research Highlights for SBI Technology Opportunities Fund