+91-22-489139095 ਸਰਵੋਤਮ ਪ੍ਰਦਰਸ਼ਨ ਕਰਨ ਵਾਲੀ ਤਕਨਾਲੋਜੀ (IT) ਸੈਕਟਰ ਫੰਡ 2022
ਤਕਨਾਲੋਜੀ ਸੈਕਟਰ ਇਕੁਇਟੀ ਫੰਡ ਦੀ ਇੱਕ ਸ਼੍ਰੇਣੀ ਹੈ ਜੋ ਤਕਨੀਕੀ ਕਾਰੋਬਾਰਾਂ ਵਿੱਚ ਸ਼ਾਮਲ ਕੰਪਨੀਆਂ ਵਿੱਚ ਨਿਵੇਸ਼ ਕਰਦੀ ਹੈ, ਜਿਵੇਂ ਕਿ ਕੰਪਿਊਟਰ ਸਾਫਟਵੇਅਰ ਅਤੇ ਹਾਰਡਵੇਅਰ ਬਣਾਉਣ ਵਾਲੇ ਨਿਰਮਾਤਾ। ਇਸ ਵਿੱਚ ਇਲੈਕਟ੍ਰੋਨਿਕਸ ਅਤੇ ਤਕਨੀਕੀ ਸੇਵਾ ਕੰਪਨੀਆਂ ਵੀ ਸ਼ਾਮਲ ਹਨ ਜਿਵੇਂ ਕਿ ਸੂਚਨਾ ਤਕਨਾਲੋਜੀ ਪ੍ਰਦਾਨ ਕਰਨ ਵਾਲੀਆਂ ਕੰਪਨੀਆਂ, ਆਦਿ ਦਾ ਸਭ ਤੋਂ ਵੱਡਾ ਫਾਇਦਾਨਿਵੇਸ਼ ਤਕਨਾਲੋਜੀ ਵਿੱਚਮਿਉਚੁਅਲ ਫੰਡ ਇਹ ਹੈ ਕਿ ਨਿਵੇਸ਼ਕ ਸਿਰਫ਼ ਇੱਕ ਫੰਡ ਵਿੱਚ ਦਰਜਨਾਂ ਤਕਨਾਲੋਜੀ ਸਟਾਕਾਂ ਤੱਕ ਪਹੁੰਚ ਅਤੇ ਐਕਸਪੋਜਰ ਪ੍ਰਾਪਤ ਕਰ ਸਕਦੇ ਹਨ।
ਭਾਰਤ ਦੇ ਆਈ.ਟੀ. ਸਰਵਿਸਿਜ਼ ਉਦਯੋਗ ਦਾ ਜਨਮ 1967 ਵਿੱਚ ਮੁੰਬਈ ਵਿੱਚ ਹੋਇਆ ਸੀਟਾਟਾ ਗਰੁੱਪ Burroughs ਨਾਲ ਭਾਈਵਾਲੀ ਵਿੱਚ. ਪਹਿਲਾ ਸਾਫਟਵੇਅਰ ਨਿਰਯਾਤ ਜ਼ੋਨ, SEEPZ, ਆਧੁਨਿਕ-ਦਿਨ ਦੇ IT ਪਾਰਕ ਦਾ ਪੂਰਵਗਾਮੀ, 1973 ਵਿੱਚ ਮੁੰਬਈ ਵਿੱਚ ਸਥਾਪਿਤ ਕੀਤਾ ਗਿਆ ਸੀ। ਦੇਸ਼ ਦੇ ਸਾਫਟਵੇਅਰ ਨਿਰਯਾਤ ਦਾ 80 ਪ੍ਰਤੀਸ਼ਤ ਤੋਂ ਵੱਧ 1980 ਵਿੱਚ SEEPZ ਤੋਂ ਸਨ।
ਭਾਰਤ ਵਿੱਚ ਤਕਨਾਲੋਜੀ ਅਤੇ ਆਈਟੀ ਸੈਕਟਰ
ਭਾਰਤ ਵਿੱਚ ਤਕਨਾਲੋਜੀ ਖੇਤਰ ਤੇਜ਼ੀ ਨਾਲ ਵਿਕਾਸ ਕਰ ਰਿਹਾ ਹੈ ਅਤੇ ਭਾਰਤੀ ਵਪਾਰਕ ਮਿਆਰਾਂ ਦੀ ਸ਼ਕਲ ਨੂੰ ਬਦਲ ਰਿਹਾ ਹੈ। ਗਲੋਬਲ ਸੋਰਸਿੰਗਬਜ਼ਾਰ ਭਾਰਤ ਵਿੱਚ ਇੱਕ ਉੱਚ ਰਫਤਾਰ ਨਾਲ ਵਿਕਾਸ ਕਰਨਾ ਜਾਰੀ ਹੈ। ਦੇਸ਼ 2016-17 ਵਿੱਚ 55% ਦੀ ਹਿੱਸੇਦਾਰੀ ਨਾਲ ਦੁਨੀਆ ਦਾ ਸਭ ਤੋਂ ਉੱਚਾ ਸਰੋਤ ਰਿਹਾ।
ਭਾਰਤ ਦੇ IT ਉਦਯੋਗ ਨੇ ਆਲੇ-ਦੁਆਲੇ ਯੋਗਦਾਨ ਪਾਇਆ
7.7%ਦੇਸ਼ ਦੇ ਜੀਡੀਪੀ ਵਿੱਚ ਅਤੇ ਯੋਗਦਾਨ ਪਾਉਣ ਦੀ ਉਮੀਦ ਹੈ10%2025 ਤੱਕ.
ਕੋਵਿਡ-19 ਮਹਾਂਮਾਰੀ ਦੇ ਦੌਰਾਨ ਭਾਰਤੀ ਆਈਟੀ ਉਦਯੋਗ ਨੇ ਸਕਾਰਾਤਮਕ ਸੰਕੇਤ ਦਿਖਾਏ ਅਤੇ ਇਸ ਸਮੂਹਿਕ ਤ੍ਰਾਸਦੀ ਨੂੰ ਦੂਰ ਕਰਨ ਲਈ ਲਚਕੀਲਾਪਨ ਪ੍ਰਾਪਤ ਕੀਤਾ। ਇਹ ਇੱਕ ਗਲੋਬਲ ਆਰਥਿਕ ਤਾਕਤ ਅਤੇ ਭਾਰਤੀ ਲਈ ਇੱਕ ਪ੍ਰਮੁੱਖ ਯੋਗਦਾਨ ਦੇ ਰੂਪ ਵਿੱਚ ਉਭਰਿਆ ਹੈਆਰਥਿਕਤਾ ਖਾਸ ਤੌਰ 'ਤੇ ਅਤੇ ਆਮ ਤੌਰ 'ਤੇ ਸੰਸਾਰ.
ਭਾਰਤ ਦੀਆਂ ਕੁਝ ਪ੍ਰਮੁੱਖ ਆਈਟੀ ਫਰਮਾਂ ਹਨ ਇਨਫੋਸਿਸ, ਟੀ.ਸੀ.ਐਸ.,ਵਿਪਰੋ, ਟੈਕ ਮਹਿੰਦਰਾ, ਆਦਿ, ਜਿਨ੍ਹਾਂ ਨੇ ਸੈਕਟਰ ਵਿੱਚ ਇੱਕ ਵੱਡੀ ਛਾਪ ਬਣਾਈ ਹੈ।
ਭਾਰਤ ਵਿੱਚ ਤਕਨਾਲੋਜੀ ਮਿਉਚੁਅਲ ਫੰਡਾਂ ਨੇ ਲਗਾਤਾਰ ਸਾਲਾਨਾ ਰਿਟਰਨ ਪ੍ਰਦਾਨ ਕੀਤੀ ਹੈ15 ਫੀਸਦੀ ਤੋਂ 19 ਫੀਸਦੀ ਇੱਕ ਪੰਜ ਸਾਲ ਦੀ ਮਿਆਦ ਵਿੱਚ. ਅਤੀਤ ਵਿੱਚ ਅਜਿਹੇ ਵਧੀਆ ਪ੍ਰਦਰਸ਼ਨ ਦੇ ਨਾਲ, ਇਹ ਫੰਡ ਭਵਿੱਖ ਵਿੱਚ ਵੀ ਵਧੀਆ ਰਿਟਰਨ ਪ੍ਰਦਾਨ ਕਰਨ ਲਈ ਵਿਸ਼ਵਾਸ ਕੀਤਾ ਜਾਂਦਾ ਹੈ।
ਆਦਰਸ਼ਕ ਤੌਰ 'ਤੇ, ਨਿਵੇਸ਼ਕਾਂ ਨੂੰ ਵਿਭਿੰਨਤਾ ਦੇ ਉਦੇਸ਼ ਲਈ ਇਸ ਫੰਡ ਵਿੱਚ ਨਿਵੇਸ਼ ਕਰਨਾ ਚਾਹੀਦਾ ਹੈ। ਕਿਸੇ ਨੂੰ ਦੌਲਤ ਸਿਰਜਣ ਲਈ ਸਿਰਫ਼ ਇਸ ਫੰਡ 'ਤੇ ਨਿਰਭਰ ਨਹੀਂ ਹੋਣਾ ਚਾਹੀਦਾ ਹੈ। ਨਿਵੇਸ਼ਕ ਜੋ ਤਕਨਾਲੋਜੀ ਫੰਡਾਂ ਵਿੱਚ ਨਿਵੇਸ਼ ਕਰਨ ਦੀ ਯੋਜਨਾ ਬਣਾ ਰਹੇ ਹਨ, ਉਹਨਾਂ ਨੂੰ ਫੰਡਾਂ ਦੇ ਪਿਛਲੇ 3 ਸਾਲਾਂ ਦੇ ਪ੍ਰਦਰਸ਼ਨ ਨੂੰ ਧਿਆਨ ਨਾਲ ਦੇਖਣਾ ਚਾਹੀਦਾ ਹੈ। ਕਿਸੇ ਨੂੰ ਤਕਨਾਲੋਜੀ ਖੇਤਰ ਅਤੇ ਇਸਦੇ ਭਵਿੱਖ ਦੇ ਬਾਜ਼ਾਰ ਬਾਰੇ ਡੂੰਘਾਈ ਨਾਲ ਗਿਆਨ ਹੋਣਾ ਚਾਹੀਦਾ ਹੈ।
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FY 22 - 23 ਭਾਰਤ ਵਿੱਚ ਚੋਟੀ ਦੇ 5 ਸਭ ਤੋਂ ਵਧੀਆ ਤਕਨਾਲੋਜੀ (IT) ਸੈਕਟਰ ਫੰਡ
To provide long-term capital appreciation by predominantly investing in equity and equity related securities of technology and technology related companies. Research Highlights for Franklin India Technology Fund Below is the key information for Franklin India Technology Fund Returns up to 1 year are on To generate long-term capital appreciation for you from a portfolio made up predominantly of equity and equity-related securities of technology intensive companies. Research Highlights for ICICI Prudential Technology Fund Below is the key information for ICICI Prudential Technology Fund Returns up to 1 year are on (Erstwhile SBI IT Fund) To provide the investors maximum growth opportunity through equity
investments in stocks of growth oriented sectors of the economy. Research Highlights for SBI Technology Opportunities Fund Below is the key information for SBI Technology Opportunities Fund Returns up to 1 year are on The investment objective of the scheme is to seek long term capital appreciation by investing atleast 80% of its net assets in equity/equity related instruments of the companies in Information Technology Sector in India.However, there is no assurance or guarantee that the investment objective of the Scheme will be achieved.The Scheme does not assure or guarantee any returns. Research Highlights for TATA Digital India Fund Below is the key information for TATA Digital India Fund Returns up to 1 year are on (Erstwhile Aditya Birla Sun Life New Millennium Fund) A multi-sector open-ended growth scheme with the objective of long term growth of capital, through a portfolio with a target allocation of 100% equity, focusing on investing in technology and technology dependent companies, hardware, peripherals and components, software, telecom, media, internet and e-commerce and other technology enabled companies. The secondary objective is income generation and distribution of dividend. Research Highlights for Aditya Birla Sun Life Digital India Fund Below is the key information for Aditya Birla Sun Life Digital India Fund Returns up to 1 year are on Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2024 (%) Franklin India Technology Fund Growth ₹512.608
↓ -1.05 ₹1,888 2.4 7 -7.2 22.2 19.8 28.4 ICICI Prudential Technology Fund Growth ₹197.64
↓ -0.18 ₹14,424 0.7 5.9 -7.6 14.8 21.7 25.4 SBI Technology Opportunities Fund Growth ₹217.104
↓ -0.36 ₹4,687 2.7 8.6 0.3 18.4 23.4 30.1 TATA Digital India Fund Growth ₹46.6153
↓ -0.05 ₹11,501 -0.1 2.4 -11.1 14.7 21.7 30.6 Aditya Birla Sun Life Digital India Fund Growth ₹168.25
↑ 0.15 ₹4,670 0.2 5.3 -10.3 14.1 20.1 18.1 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 2 Sep 25 Research Highlights & Commentary of 5 Funds showcased
Commentary Franklin India Technology Fund ICICI Prudential Technology Fund SBI Technology Opportunities Fund TATA Digital India Fund Aditya Birla Sun Life Digital India Fund Point 1 Bottom quartile AUM (₹1,888 Cr). Highest AUM (₹14,424 Cr). Lower mid AUM (₹4,687 Cr). Upper mid AUM (₹11,501 Cr). Bottom quartile AUM (₹4,670 Cr). Point 2 Oldest track record among peers (27 yrs). Established history (25+ yrs). Established history (12+ yrs). Established history (9+ yrs). Established history (25+ yrs). Point 3 Rating: 1★ (lower mid). Top rated. Rating: 1★ (bottom quartile). Not Rated. Rating: 2★ (upper mid). Point 4 Risk profile: High. Risk profile: High. Risk profile: High. Risk profile: High. Risk profile: High. Point 5 5Y return: 19.85% (bottom quartile). 5Y return: 21.65% (lower mid). 5Y return: 23.37% (top quartile). 5Y return: 21.67% (upper mid). 5Y return: 20.09% (bottom quartile). Point 6 3Y return: 22.25% (top quartile). 3Y return: 14.84% (lower mid). 3Y return: 18.36% (upper mid). 3Y return: 14.73% (bottom quartile). 3Y return: 14.14% (bottom quartile). Point 7 1Y return: -7.19% (upper mid). 1Y return: -7.61% (lower mid). 1Y return: 0.31% (top quartile). 1Y return: -11.10% (bottom quartile). 1Y return: -10.31% (bottom quartile). Point 8 Alpha: 2.39 (lower mid). Alpha: 4.07 (upper mid). Alpha: 7.73 (top quartile). Alpha: 1.57 (bottom quartile). Alpha: -0.82 (bottom quartile). Point 9 Sharpe: -0.56 (lower mid). Sharpe: -0.51 (upper mid). Sharpe: -0.19 (top quartile). Sharpe: -0.72 (bottom quartile). Sharpe: -0.77 (bottom quartile). Point 10 Information ratio: 1.24 (top quartile). Information ratio: 1.09 (upper mid). Information ratio: 1.04 (lower mid). Information ratio: 0.85 (bottom quartile). Information ratio: 0.48 (bottom quartile). Franklin India Technology Fund
ICICI Prudential Technology Fund
SBI Technology Opportunities Fund
TATA Digital India Fund
Aditya Birla Sun Life Digital India Fund
1. Franklin India Technology Fund
Franklin India Technology Fund
Growth Launch Date 22 Aug 98 NAV (02 Sep 25) ₹512.608 ↓ -1.05 (-0.21 %) Net Assets (Cr) ₹1,888 on 31 Jul 25 Category Equity - Sectoral AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd Rating ☆ Risk High Expense Ratio 2.08 Sharpe Ratio -0.56 Information Ratio 1.24 Alpha Ratio 2.39 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 Aug 20 ₹10,000 31 Aug 21 ₹16,747 31 Aug 22 ₹13,987 31 Aug 23 ₹18,018 31 Aug 24 ₹27,027 31 Aug 25 ₹24,824 Returns for Franklin India Technology Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 2 Sep 25 Duration Returns 1 Month 2.6% 3 Month 2.4% 6 Month 7% 1 Year -7.2% 3 Year 22.2% 5 Year 19.8% 10 Year 15 Year Since launch 18.7% Historical performance (Yearly) on absolute basis
Year Returns 2024 28.4% 2023 51.1% 2022 -22.3% 2021 39% 2020 56.8% 2019 12.4% 2018 11.9% 2017 19.1% 2016 -2.6% 2015 3.8% Fund Manager information for Franklin India Technology Fund
Name Since Tenure Venkatesh Sanjeevi 4 Oct 24 0.91 Yr. R. Janakiraman 1 Dec 23 1.75 Yr. Sandeep Manam 18 Oct 21 3.87 Yr. Data below for Franklin India Technology Fund as on 31 Jul 25
Equity Sector Allocation
Sector Value Technology 54.62% Communication Services 20.09% Consumer Cyclical 14.9% Financial Services 5.17% Industrials 1.06% Health Care 0.07% Asset Allocation
Asset Class Value Cash 3.74% Equity 96.04% Top Securities Holdings / Portfolio
Name Holding Value Quantity Infosys Ltd (Technology)
Equity, Since 29 Feb 12 | INFY18% ₹347 Cr 2,298,906 Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Jan 18 | BHARTIARTL15% ₹286 Cr 1,493,480 Tata Consultancy Services Ltd (Technology)
Equity, Since 31 Aug 04 | TCS12% ₹232 Cr 764,559 Eternal Ltd (Consumer Cyclical)
Equity, Since 31 Jul 21 | 5433209% ₹165 Cr 5,367,142 Franklin Technology I Acc USD
Investment Fund | -9% ₹161 Cr 215,810 PB Fintech Ltd (Financial Services)
Equity, Since 30 Nov 21 | 5433905% ₹94 Cr 517,479 HCL Technologies Ltd (Technology)
Equity, Since 30 Jun 14 | HCLTECH3% ₹57 Cr 387,170 Swiggy Ltd (Consumer Cyclical)
Equity, Since 31 Jan 25 | SWIGGY3% ₹54 Cr 1,346,780 Zensar Technologies Ltd (Technology)
Equity, Since 31 Jan 23 | ZENSARTECH3% ₹52 Cr 642,259 Intellect Design Arena Ltd (Technology)
Equity, Since 31 Dec 22 | INTELLECT2% ₹47 Cr 460,931
↓ -22,202 2. ICICI Prudential Technology Fund
ICICI Prudential Technology Fund
Growth Launch Date 3 Mar 00 NAV (02 Sep 25) ₹197.64 ↓ -0.18 (-0.09 %) Net Assets (Cr) ₹14,424 on 31 Jul 25 Category Equity - Sectoral AMC ICICI Prudential Asset Management Company Limited Rating ☆☆ Risk High Expense Ratio 1.75 Sharpe Ratio -0.52 Information Ratio 1.09 Alpha Ratio 4.07 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 Aug 20 ₹10,000 31 Aug 21 ₹21,135 31 Aug 22 ₹18,387 31 Aug 23 ₹20,655 31 Aug 24 ₹29,649 31 Aug 25 ₹27,052 Returns for ICICI Prudential Technology Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 2 Sep 25 Duration Returns 1 Month 2.9% 3 Month 0.7% 6 Month 5.9% 1 Year -7.6% 3 Year 14.8% 5 Year 21.7% 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 5.33 Yr. Sharmila D’mello 30 Jun 22 3.17 Yr. Data below for ICICI Prudential Technology Fund as on 31 Jul 25
Equity Sector Allocation
Sector Value Technology 70.24% Communication Services 18% Consumer Cyclical 6.03% Industrials 1.7% Health Care 1.62% Financial Services 0.96% Consumer Defensive 0.14% Utility 0.07% Asset Allocation
Asset Class Value Cash 0.97% Equity 98.77% Other 0.26% Top Securities Holdings / Portfolio
Name Holding Value Quantity Infosys Ltd (Technology)
Equity, Since 30 Apr 08 | INFY22% ₹3,137 Cr 20,790,718
↑ 1,936,054 Tata Consultancy Services Ltd (Technology)
Equity, Since 30 Sep 19 | TCS8% ₹1,197 Cr 3,940,702
↑ 58,533 Bharti Airtel Ltd (Communication Services)
Equity, Since 31 May 20 | BHARTIARTL7% ₹977 Cr 5,104,249
↓ -91,821 Bharti Airtel Ltd (Partly Paid Rs.1.25) (Communication Services)
Equity, Since 31 Oct 21 | 8901576% ₹890 Cr 6,179,439 Tech Mahindra Ltd (Technology)
Equity, Since 31 Oct 16 | 5327556% ₹838 Cr 5,721,828
↑ 1,130,000 LTIMindtree Ltd (Technology)
Equity, Since 31 Jul 16 | LTIM5% ₹671 Cr 1,313,571
↓ -122,500 HCL Technologies Ltd (Technology)
Equity, Since 30 Sep 20 | HCLTECH4% ₹588 Cr 4,004,110
↑ 560,054 Wipro Ltd (Technology)
Equity, Since 30 Sep 19 | 5076854% ₹569 Cr 22,903,503
↑ 3,000,000 Mphasis Ltd (Technology)
Equity, Since 30 Jun 20 | 5262994% ₹544 Cr 1,948,615
↑ 188,100 Eternal Ltd (Consumer Cyclical)
Equity, Since 31 Aug 22 | 5433203% ₹470 Cr 15,259,851
↓ -2,719,568 3. SBI Technology Opportunities Fund
SBI Technology Opportunities Fund
Growth Launch Date 9 Jan 13 NAV (02 Sep 25) ₹217.104 ↓ -0.36 (-0.16 %) Net Assets (Cr) ₹4,687 on 31 Jul 25 Category Equity - Sectoral AMC SBI Funds Management Private Limited Rating ☆ Risk High Expense Ratio 1.91 Sharpe Ratio -0.19 Information Ratio 1.04 Alpha Ratio 7.73 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 Aug 20 ₹10,000 31 Aug 21 ₹19,715 31 Aug 22 ₹17,667 31 Aug 23 ₹20,864 31 Aug 24 ₹28,747 31 Aug 25 ₹28,588 Returns for SBI Technology Opportunities Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 2 Sep 25 Duration Returns 1 Month 3.8% 3 Month 2.7% 6 Month 8.6% 1 Year 0.3% 3 Year 18.4% 5 Year 23.4% 10 Year 15 Year Since launch 19.5% 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 1.42 Yr. Data below for SBI Technology Opportunities Fund as on 31 Jul 25
Equity Sector Allocation
Sector Value Technology 61.65% Communication Services 20.5% Consumer Cyclical 7.86% Financial Services 2.71% Industrials 2.63% Health Care 1.03% Consumer Defensive 0.74% Asset Allocation
Asset Class Value Cash 2.82% Equity 97.12% Debt 0.06% Top Securities Holdings / Portfolio
Name Holding Value Quantity Infosys Ltd (Technology)
Equity, Since 31 Jan 03 | INFY14% ₹679 Cr 4,500,000
↑ 300,000 Bharti Airtel Ltd (Communication Services)
Equity, Since 31 May 18 | BHARTIARTL14% ₹651 Cr 3,400,000 Coforge Ltd (Technology)
Equity, Since 31 Aug 23 | COFORGE7% ₹332 Cr 1,900,000 Firstsource Solutions Ltd (Technology)
Equity, Since 31 Mar 23 | FSL6% ₹261 Cr 7,645,887 LTIMindtree Ltd (Technology)
Equity, Since 31 Oct 24 | LTIM5% ₹255 Cr 500,000 Eternal Ltd (Consumer Cyclical)
Equity, Since 31 Aug 24 | 5433205% ₹232 Cr 7,530,530 Cognizant Technology Solutions Corp Class A (Technology)
Equity, Since 31 Jul 23 | CTSH4% ₹207 Cr 330,000 Microsoft Corp (Technology)
Equity, Since 31 Aug 20 | MSFT4% ₹177 Cr 38,000 Zinka Logistics Solutions Ltd (Technology)
Equity, Since 30 Nov 24 | BLACKBUCK4% ₹165 Cr 3,536,533 PB Fintech Ltd (Financial Services)
Equity, Since 30 Apr 24 | 5433903% ₹127 Cr 700,000 4. TATA Digital India Fund
TATA Digital India Fund
Growth Launch Date 28 Dec 15 NAV (03 Sep 25) ₹46.6153 ↓ -0.05 (-0.11 %) Net Assets (Cr) ₹11,501 on 31 Jul 25 Category Equity - Sectoral AMC Tata Asset Management Limited Rating Risk High Expense Ratio 1.68 Sharpe Ratio -0.72 Information Ratio 0.85 Alpha Ratio 1.57 Min Investment 5,000 Min SIP Investment 150 Exit Load 0-3 Months (0.25%),3 Months and above(NIL) Growth of 10,000 investment over the years.
Date Value 31 Aug 20 ₹10,000 31 Aug 21 ₹20,747 31 Aug 22 ₹18,342 31 Aug 23 ₹20,722 31 Aug 24 ₹30,642 31 Aug 25 ₹26,768 Returns for TATA Digital India Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 2 Sep 25 Duration Returns 1 Month 3.2% 3 Month -0.1% 6 Month 2.4% 1 Year -11.1% 3 Year 14.7% 5 Year 21.7% 10 Year 15 Year Since launch 17.2% Historical performance (Yearly) on absolute basis
Year Returns 2024 30.6% 2023 31.9% 2022 -23.3% 2021 74.4% 2020 54.8% 2019 7.5% 2018 24.9% 2017 19.6% 2016 -6% 2015 Fund Manager information for TATA Digital India Fund
Name Since Tenure Meeta Shetty 9 Mar 21 4.48 Yr. Hasmukh Vishariya 1 Mar 25 0.5 Yr. Data below for TATA Digital India Fund as on 31 Jul 25
Equity Sector Allocation
Sector Value Technology 73.88% Consumer Cyclical 9.32% Communication Services 5.34% Industrials 4.1% Financial Services 3.64% Utility 0.58% Asset Allocation
Asset Class Value Cash 3.15% Equity 96.85% Top Securities Holdings / Portfolio
Name Holding Value Quantity Infosys Ltd (Technology)
Equity, Since 31 Jan 16 | INFY19% ₹2,210 Cr 14,647,773 Tata Consultancy Services Ltd (Technology)
Equity, Since 31 Jan 16 | TCS12% ₹1,366 Cr 4,498,591 Tech Mahindra Ltd (Technology)
Equity, Since 30 Apr 16 | 5327559% ₹1,046 Cr 7,145,933 Wipro Ltd (Technology)
Equity, Since 31 Jul 18 | 5076857% ₹814 Cr 32,787,324 Eternal Ltd (Consumer Cyclical)
Equity, Since 31 Oct 22 | 5433207% ₹799 Cr 25,965,000
↓ -3,102,000 HCL Technologies Ltd (Technology)
Equity, Since 31 Jan 16 | HCLTECH6% ₹732 Cr 4,983,886 LTIMindtree Ltd (Technology)
Equity, Since 28 Feb 21 | LTIM4% ₹505 Cr 988,062 Persistent Systems Ltd (Technology)
Equity, Since 31 Jan 16 | PERSISTENT3% ₹392 Cr 759,192 Firstsource Solutions Ltd (Technology)
Equity, Since 30 Nov 21 | FSL3% ₹346 Cr 10,123,112 Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Oct 21 | BHARTIARTL2% ₹281 Cr 1,469,200 5. Aditya Birla Sun Life Digital India Fund
Aditya Birla Sun Life Digital India Fund
Growth Launch Date 15 Jan 00 NAV (02 Sep 25) ₹168.25 ↑ 0.15 (0.09 %) Net Assets (Cr) ₹4,670 on 31 Jul 25 Category Equity - Sectoral AMC Birla Sun Life Asset Management Co Ltd Rating ☆☆ Risk High Expense Ratio 1.88 Sharpe Ratio -0.78 Information Ratio 0.48 Alpha Ratio -0.82 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 Aug 20 ₹10,000 31 Aug 21 ₹19,730 31 Aug 22 ₹17,365 31 Aug 23 ₹20,683 31 Aug 24 ₹28,287 31 Aug 25 ₹24,957 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 2 Sep 25 Duration Returns 1 Month 2.9% 3 Month 0.2% 6 Month 5.3% 1 Year -10.3% 3 Year 14.1% 5 Year 20.1% 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 11.63 Yr. Dhaval Joshi 21 Nov 22 2.78 Yr. Data below for Aditya Birla Sun Life Digital India Fund as on 31 Jul 25
Equity Sector Allocation
Sector Value Technology 67.76% Communication Services 11.79% Consumer Cyclical 8.76% Industrials 5.81% Financial Services 1.83% Utility 0.35% Asset Allocation
Asset Class Value Cash 1.37% Equity 97.09% Other 1.54% Top Securities Holdings / Portfolio
Name Holding Value Quantity Infosys Ltd (Technology)
Equity, Since 30 Apr 05 | INFY19% ₹879 Cr 5,822,533 Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Aug 19 | BHARTIARTL9% ₹442 Cr 2,310,575
↑ 54,507 Tata Consultancy Services Ltd (Technology)
Equity, Since 30 Apr 05 | TCS8% ₹387 Cr 1,273,747
↑ 80,000 Tech Mahindra Ltd (Technology)
Equity, Since 31 May 13 | 5327558% ₹355 Cr 2,427,846 Eternal Ltd (Consumer Cyclical)
Equity, Since 31 Jul 21 | 5433206% ₹262 Cr 8,524,556
↓ -241,786 HCL Technologies Ltd (Technology)
Equity, Since 31 Dec 10 | HCLTECH5% ₹221 Cr 1,506,744 LTIMindtree Ltd (Technology)
Equity, Since 31 Mar 21 | LTIM5% ₹217 Cr 424,079 Coforge Ltd (Technology)
Equity, Since 30 Jun 20 | COFORGE4% ₹187 Cr 1,066,945 Cyient Ltd (Industrials)
Equity, Since 31 May 14 | CYIENT3% ₹142 Cr 1,179,815 Firstsource Solutions Ltd (Technology)
Equity, Since 31 Aug 23 | FSL2% ₹106 Cr 3,103,105
↑ 134,821
ਕਿਸ ਨੂੰ IT ਮਿਉਚੁਅਲ ਫੰਡਾਂ ਵਿੱਚ ਨਿਵੇਸ਼ ਕਰਨਾ ਚਾਹੀਦਾ ਹੈ?
ਜਿਵੇਂ ਕਿ ਤਕਨਾਲੋਜੀ ਫੰਡ ਦੀ ਸੈਕਟਰ ਸ਼੍ਰੇਣੀ ਨਾਲ ਸਬੰਧਤ ਹੈਇਕੁਇਟੀ ਫੰਡ ਉਹ ਆਪਣੇ ਨਾਲ ਉੱਚ-ਜੋਖਮ ਰੱਖਦੇ ਹਨ। ਇਸ ਤਰ੍ਹਾਂ, ਨਿਵੇਸ਼ਕ ਜਿਨ੍ਹਾਂ ਕੋਲ ਆਪਣੇ ਨਿਵੇਸ਼ ਵਿੱਚ ਜੋਖਮ ਨੂੰ ਬਰਦਾਸ਼ਤ ਕਰਨ ਦੀ ਸਮਰੱਥਾ ਹੈ, ਨੂੰ ਸਿਰਫ ਇਹਨਾਂ ਫੰਡਾਂ ਵਿੱਚ ਨਿਵੇਸ਼ ਕਰਨ ਦੀ ਯੋਜਨਾ ਬਣਾਉਣੀ ਚਾਹੀਦੀ ਹੈ। ਨਾਲ ਹੀ, ਇਹ ਸੁਝਾਅ ਦਿੱਤਾ ਜਾਂਦਾ ਹੈ ਕਿ ਇਕੁਇਟੀ ਮਾਰਕੀਟ ਦੇ ਲੰਬੇ ਸਮੇਂ ਦੇ ਲਾਭਾਂ ਨੂੰ ਪ੍ਰਾਪਤ ਕਰਨ ਲਈ, ਕਿਸੇ ਨੂੰ ਲੰਬੇ ਸਮੇਂ ਲਈ, ਪੰਜ ਸਾਲਾਂ ਤੋਂ ਵੱਧ, ਨਿਵੇਸ਼ ਕਰਨਾ ਚਾਹੀਦਾ ਹੈ।
ਵਧੀਆ ਤਕਨਾਲੋਜੀ ਫੰਡਾਂ ਵਿੱਚ ਔਨਲਾਈਨ ਨਿਵੇਸ਼ ਕਿਵੇਂ ਕਰੀਏ?
Fincash.com 'ਤੇ ਜੀਵਨ ਭਰ ਲਈ ਮੁਫਤ ਨਿਵੇਸ਼ ਖਾਤਾ ਖੋਲ੍ਹੋ।
ਆਪਣੀ ਰਜਿਸਟ੍ਰੇਸ਼ਨ ਅਤੇ ਕੇਵਾਈਸੀ ਪ੍ਰਕਿਰਿਆ ਨੂੰ ਪੂਰਾ ਕਰੋ
ਦਸਤਾਵੇਜ਼ (ਪੈਨ, ਆਧਾਰ, ਆਦਿ) ਅੱਪਲੋਡ ਕਰੋ।ਅਤੇ, ਤੁਸੀਂ ਨਿਵੇਸ਼ ਕਰਨ ਲਈ ਤਿਆਰ ਹੋ!
ਇਹ ਯਕੀਨੀ ਬਣਾਉਣ ਲਈ ਸਾਰੇ ਯਤਨ ਕੀਤੇ ਗਏ ਹਨ ਕਿ ਇੱਥੇ ਦਿੱਤੀ ਗਈ ਜਾਣਕਾਰੀ ਸਹੀ ਹੈ। ਹਾਲਾਂਕਿ, ਡੇਟਾ ਦੀ ਸ਼ੁੱਧਤਾ ਬਾਰੇ ਕੋਈ ਗਾਰੰਟੀ ਨਹੀਂ ਦਿੱਤੀ ਗਈ ਹੈ। ਕਿਰਪਾ ਕਰਕੇ ਕੋਈ ਵੀ ਨਿਵੇਸ਼ ਕਰਨ ਤੋਂ ਪਹਿਲਾਂ ਸਕੀਮ ਜਾਣਕਾਰੀ ਦਸਤਾਵੇਜ਼ ਨਾਲ ਤਸਦੀਕ ਕਰੋ।
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