+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 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 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 (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 (%) ICICI Prudential Technology Fund Growth ₹165.22
↓ -1.90 ₹13,068 -1 -20.7 -18.9 7.2 5.8 -1.9 Franklin India Technology Fund Growth ₹430.497
↓ -0.70 ₹1,648 -1.7 -20.4 -16.9 11.1 8 -1.5 SBI Technology Opportunities Fund Growth ₹179.275
↓ -1.59 ₹4,240 -2.2 -22.3 -18 8.1 8.2 1.5 TATA Digital India Fund Growth ₹38.2047
↑ 0.34 ₹9,697 -0.7 -22.3 -21 5.5 5.5 -9.7 Aditya Birla Sun Life Digital India Fund Growth ₹140.28
↓ -1.56 ₹3,799 0.5 -21.2 -19.6 4.9 4.9 -5.2 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 11 Jun 26 Research Highlights & Commentary of 5 Funds showcased
Commentary ICICI Prudential Technology Fund Franklin India Technology Fund SBI Technology Opportunities Fund TATA Digital India Fund Aditya Birla Sun Life Digital India Fund Point 1 Highest AUM (₹13,068 Cr). Bottom quartile AUM (₹1,648 Cr). Lower mid AUM (₹4,240 Cr). Upper mid AUM (₹9,697 Cr). Bottom quartile AUM (₹3,799 Cr). Point 2 Established history (26+ yrs). Oldest track record among peers (27 yrs). Established history (13+ yrs). Established history (10+ yrs). Established history (26+ yrs). Point 3 Top rated. Rating: 1★ (lower mid). 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: 5.84% (lower mid). 5Y return: 7.97% (upper mid). 5Y return: 8.16% (top quartile). 5Y return: 5.48% (bottom quartile). 5Y return: 4.90% (bottom quartile). Point 6 3Y return: 7.23% (lower mid). 3Y return: 11.09% (top quartile). 3Y return: 8.11% (upper mid). 3Y return: 5.46% (bottom quartile). 3Y return: 4.86% (bottom quartile). Point 7 1Y return: -18.85% (lower mid). 1Y return: -16.88% (top quartile). 1Y return: -18.04% (upper mid). 1Y return: -20.97% (bottom quartile). 1Y return: -19.56% (bottom quartile). Point 8 Alpha: 2.32 (bottom quartile). Alpha: 3.81 (upper mid). Alpha: 5.08 (top quartile). Alpha: 0.09 (bottom quartile). Alpha: 3.26 (lower mid). Point 9 Sharpe: -0.60 (bottom quartile). Sharpe: -0.48 (upper mid). Sharpe: -0.45 (top quartile). Sharpe: -0.73 (bottom quartile). Sharpe: -0.56 (lower mid). Point 10 Information ratio: 0.44 (bottom quartile). Information ratio: 0.86 (top quartile). Information ratio: 0.47 (lower mid). Information ratio: 0.70 (upper mid). Information ratio: -0.08 (bottom quartile). ICICI Prudential Technology Fund
Franklin India Technology Fund
SBI Technology Opportunities Fund
TATA Digital India Fund
Aditya Birla Sun Life Digital India Fund
1. ICICI Prudential Technology Fund
ICICI Prudential Technology Fund
Growth Launch Date 3 Mar 00 NAV (11 Jun 26) ₹165.22 ↓ -1.90 (-1.14 %) Net Assets (Cr) ₹13,068 on 30 Apr 26 Category Equity - Sectoral AMC ICICI Prudential Asset Management Company Limited Rating ☆☆ Risk High Expense Ratio 1.75 Sharpe Ratio -0.6 Information Ratio 0.44 Alpha Ratio 2.32 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 May 21 ₹10,000 31 May 22 ₹11,594 31 May 23 ₹11,529 31 May 24 ₹14,057 31 May 25 ₹16,691 31 May 26 ₹14,468 Returns for ICICI Prudential Technology Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 11 Jun 26 Duration Returns 1 Month -3.2% 3 Month -1% 6 Month -20.7% 1 Year -18.9% 3 Year 7.2% 5 Year 5.8% 10 Year 15 Year Since launch 11.3% Historical performance (Yearly) on absolute basis
Year Returns 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
Name Since Tenure Vaibhav Dusad 2 May 20 6.08 Yr. Sharmila D’mello 30 Jun 22 3.92 Yr. Data below for ICICI Prudential Technology Fund as on 30 Apr 26
Equity Sector Allocation
Sector Value Technology 58.07% Communication Services 18.22% Consumer Cyclical 5.32% Health Care 3.34% Industrials 3.25% Financial Services 2.91% Real Estate 0.89% Consumer Defensive 0.68% Asset Allocation
Asset Class Value Cash 2.07% Equity 97.93% Top Securities Holdings / Portfolio
Name Holding Value Quantity Infosys Ltd (Technology)
Equity, Since 30 Apr 08 | INFY14% ₹1,842 Cr 15,586,043
↓ -1,300,000 Bharti Airtel Ltd (Communication Services)
Equity, Since 31 May 20 | BHARTIARTL13% ₹1,643 Cr 8,708,161
↓ -100,000 Tech Mahindra Ltd (Technology)
Equity, Since 31 Oct 16 | 5327558% ₹1,000 Cr 6,788,750
↑ 397,880 Wipro Ltd. $$
Derivatives, Since 30 Apr 26 | 5076855% ₹650 Cr 33,054,000
↑ 33,054,000 Mphasis Ltd (Technology)
Equity, Since 30 Jun 20 | 5262994% ₹529 Cr 2,321,393
↓ -47,192 Coforge Ltd (Technology)
Equity, Since 31 Jul 20 | COFORGE3% ₹408 Cr 3,410,392
↓ -154,015 Cognizant Technology Solutions Corp Class A (Technology)
Equity, Since 31 Jul 21 | CTSH3% ₹389 Cr 771,638
↑ 139,500 HCL Technologies Ltd (Technology)
Equity, Since 30 Sep 20 | HCLTECH3% ₹352 Cr 2,938,041
↓ -1,534,722 LTM Ltd (Technology)
Equity, Since 31 Jul 16 | LTM2% ₹321 Cr 751,129
↓ -311,271 Tata Consultancy Services Ltd (Technology)
Equity, Since 30 Sep 19 | TCS2% ₹276 Cr 1,115,213 2. Franklin India Technology Fund
Franklin India Technology Fund
Growth Launch Date 22 Aug 98 NAV (11 Jun 26) ₹430.497 ↓ -0.70 (-0.16 %) Net Assets (Cr) ₹1,648 on 30 Apr 26 Category Equity - Sectoral AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd Rating ☆ Risk High Expense Ratio 2.08 Sharpe Ratio -0.48 Information Ratio 0.86 Alpha Ratio 3.81 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 May 21 ₹10,000 31 May 22 ₹10,322 31 May 23 ₹10,965 31 May 24 ₹15,764 31 May 25 ₹17,650 31 May 26 ₹15,817 Returns for Franklin India Technology Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 11 Jun 26 Duration Returns 1 Month -2.7% 3 Month -1.7% 6 Month -20.4% 1 Year -16.9% 3 Year 11.1% 5 Year 8% 10 Year 15 Year Since launch 17.4% Historical performance (Yearly) on absolute basis
Year Returns 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
Name Since Tenure Venkatesh Sanjeevi 4 Oct 24 1.66 Yr. R. Janakiraman 1 Dec 23 2.5 Yr. Sandeep Manam 18 Oct 21 4.62 Yr. Data below for Franklin India Technology Fund as on 30 Apr 26
Equity Sector Allocation
Sector Value Technology 49.89% Communication Services 24.88% Consumer Cyclical 15.62% Financial Services 5.26% Health Care 0.04% Industrials 0.01% Asset Allocation
Asset Class Value Cash 3.94% Equity 95.86% Other 0% Top Securities Holdings / Portfolio
Name Holding Value Quantity Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Jan 18 | BHARTIARTL19% ₹308 Cr 1,631,497 Infosys Ltd (Technology)
Equity, Since 29 Feb 12 | INFY15% ₹247 Cr 2,089,607 Franklin Technology I Acc USD
Investment Fund | -7% ₹118 Cr 124,810 Eternal Ltd (Consumer Cyclical)
Equity, Since 31 Jul 21 | ETERNAL7% ₹112 Cr 4,524,577 HCL Technologies Ltd (Technology)
Equity, Since 30 Jun 14 | HCLTECH7% ₹107 Cr 894,643 Tata Consultancy Services Ltd (Technology)
Equity, Since 31 Aug 04 | TCS6% ₹94 Cr 378,126 PB Fintech Ltd (Financial Services)
Equity, Since 30 Nov 21 | POLICYBZR5% ₹86 Cr 517,479 Cognizant Technology Solutions Corp Class A (Technology)
Equity, Since 30 Sep 25 | CTSH5% ₹80 Cr 159,240 Meesho Ltd (Consumer Cyclical)
Equity, Since 31 Dec 25 | MEESHO3% ₹47 Cr 2,421,630 Amagi Media Labs Ltd (Technology)
Equity, Since 31 Jan 26 | AMAGI3% ₹45 Cr 1,108,025 3. SBI Technology Opportunities Fund
SBI Technology Opportunities Fund
Growth Launch Date 9 Jan 13 NAV (11 Jun 26) ₹179.275 ↓ -1.59 (-0.88 %) Net Assets (Cr) ₹4,240 on 30 Apr 26 Category Equity - Sectoral AMC SBI Funds Management Private Limited Rating ☆ Risk High Expense Ratio 1.91 Sharpe Ratio -0.45 Information Ratio 0.47 Alpha Ratio 5.08 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 May 21 ₹10,000 31 May 22 ₹11,514 31 May 23 ₹12,427 31 May 24 ₹14,719 31 May 25 ₹18,208 31 May 26 ₹16,056 Returns for SBI Technology Opportunities Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 11 Jun 26 Duration Returns 1 Month -4.2% 3 Month -2.2% 6 Month -22.3% 1 Year -18% 3 Year 8.1% 5 Year 8.2% 10 Year 15 Year Since launch 16.6% Historical performance (Yearly) on absolute basis
Year Returns 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
Name Since Tenure Vivek Gedda 1 Apr 24 2.17 Yr. Data below for SBI Technology Opportunities Fund as on 30 Apr 26
Equity Sector Allocation
Sector Value Technology 59.47% Communication Services 21.49% Consumer Cyclical 11.13% Financial Services 2.39% Industrials 2.04% Health Care 1.05% Consumer Defensive 0.59% Asset Allocation
Asset Class Value Cash 1.76% Equity 98.17% Debt 0.07% Top Securities Holdings / Portfolio
Name Holding Value Quantity Bharti Airtel Ltd (Communication Services)
Equity, Since 31 May 18 | BHARTIARTL13% ₹566 Cr 3,000,000
↑ 1,000,000 Infosys Ltd (Technology)
Equity, Since 31 Jan 03 | INFY12% ₹519 Cr 4,395,176 Tata Consultancy Services Ltd (Technology)
Equity, Since 30 Apr 06 | TCS8% ₹351 Cr 1,420,000
↑ 400,000 Eternal Ltd (Consumer Cyclical)
Equity, Since 31 Aug 24 | ETERNAL6% ₹262 Cr 10,600,000 LTM Ltd (Technology)
Equity, Since 31 Oct 24 | LTM5% ₹213 Cr 500,000 Alphabet Inc Class A (Communication Services)
Equity, Since 31 Dec 23 | GOOGL5% ₹205 Cr 56,000 Cognizant Technology Solutions Corp Class A (Technology)
Equity, Since 31 Jul 23 | CTSH4% ₹166 Cr 330,000 Firstsource Solutions Ltd (Technology)
Equity, Since 31 Mar 23 | FSL4% ₹160 Cr 7,500,923 Microsoft Corp (Technology)
Equity, Since 31 Aug 20 | MSFT3% ₹148 Cr 38,000 Coforge Ltd (Technology)
Equity, Since 31 Aug 23 | COFORGE3% ₹144 Cr 1,200,000 4. TATA Digital India Fund
TATA Digital India Fund
Growth Launch Date 28 Dec 15 NAV (12 Jun 26) ₹38.2047 ↑ 0.34 (0.90 %) Net Assets (Cr) ₹9,697 on 30 Apr 26 Category Equity - Sectoral AMC Tata Asset Management Limited Rating Risk High Expense Ratio 1.68 Sharpe Ratio -0.73 Information Ratio 0.7 Alpha Ratio 0.09 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 May 21 ₹10,000 31 May 22 ₹11,462 31 May 23 ₹11,685 31 May 24 ₹14,499 31 May 25 ₹16,815 31 May 26 ₹14,016 Returns for TATA Digital India Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 11 Jun 26 Duration Returns 1 Month 0.6% 3 Month -0.7% 6 Month -22.3% 1 Year -21% 3 Year 5.5% 5 Year 5.5% 10 Year 15 Year Since launch 13.7% Historical performance (Yearly) on absolute basis
Year Returns 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
Name Since Tenure Meeta Shetty 9 Mar 21 5.23 Yr. Hasmukh Vishariya 1 Mar 25 1.25 Yr. Data below for TATA Digital India Fund as on 30 Apr 26
Equity Sector Allocation
Sector Value Technology 66.06% Consumer Cyclical 9.75% Communication Services 6.19% Industrials 4.39% Financial Services 3.94% Consumer Defensive 0.11% Asset Allocation
Asset Class Value Cash 9.55% Equity 90.45% Top Securities Holdings / Portfolio
Name Holding Value Quantity Infosys Ltd (Technology)
Equity, Since 31 Jan 16 | INFY18% ₹1,709 Cr 14,461,819 Tata Consultancy Services Ltd (Technology)
Equity, Since 31 Jan 16 | TCS13% ₹1,216 Cr 4,914,144
↓ -100,000 Tech Mahindra Ltd (Technology)
Equity, Since 30 Apr 16 | 5327559% ₹900 Cr 6,110,933 Eternal Ltd (Consumer Cyclical)
Equity, Since 31 Oct 22 | ETERNAL5% ₹504 Cr 20,395,000 Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Oct 21 | BHARTIARTL5% ₹447 Cr 2,369,200 Wipro Ltd (Technology)
Equity, Since 31 Jul 18 | 5076854% ₹429 Cr 21,387,324
↓ -11,400,000 HCL Technologies Ltd (Technology)
Equity, Since 31 Jan 16 | HCLTECH4% ₹372 Cr 3,098,559 PB Fintech Ltd (Financial Services)
Equity, Since 31 Dec 22 | POLICYBZR3% ₹320 Cr 1,919,524
↓ -500,000 Persistent Systems Ltd (Technology)
Equity, Since 31 Jan 16 | PERSISTENT3% ₹286 Cr 596,031
↓ -90,343 Firstsource Solutions Ltd (Technology)
Equity, Since 30 Nov 21 | FSL2% ₹187 Cr 8,760,028
↓ -1,363,084 5. Aditya Birla Sun Life Digital India Fund
Aditya Birla Sun Life Digital India Fund
Growth Launch Date 15 Jan 00 NAV (11 Jun 26) ₹140.28 ↓ -1.56 (-1.10 %) Net Assets (Cr) ₹3,799 on 30 Apr 26 Category Equity - Sectoral AMC Birla Sun Life Asset Management Co Ltd Rating ☆☆ Risk High Expense Ratio 1.88 Sharpe Ratio -0.56 Information Ratio -0.08 Alpha Ratio 3.26 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 May 21 ₹10,000 31 May 22 ₹11,042 31 May 23 ₹11,601 31 May 24 ₹14,020 31 May 25 ₹15,907 31 May 26 ₹13,767 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 11 Jun 26 Duration Returns 1 Month -3.7% 3 Month 0.5% 6 Month -21.2% 1 Year -19.6% 3 Year 4.9% 5 Year 4.9% 10 Year 15 Year Since launch 10.5% Historical performance (Yearly) on absolute basis
Year Returns 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
Name Since Tenure Kunal Sangoi 16 Jan 14 12.38 Yr. Data below for Aditya Birla Sun Life Digital India Fund as on 30 Apr 26
Equity Sector Allocation
Sector Value Technology 64.52% Communication Services 11.57% Consumer Cyclical 9.89% Industrials 5.38% Financial Services 2.52% Consumer Defensive 0.9% Asset Allocation
Asset Class Value Cash 1.37% Equity 95.8% Other 2.83% Top Securities Holdings / Portfolio
Name Holding Value Quantity Infosys Ltd (Technology)
Equity, Since 30 Apr 05 | INFY15% ₹587 Cr 4,967,365 Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Aug 19 | BHARTIARTL10% ₹398 Cr 2,109,384
↓ -193,357 Tech Mahindra Ltd (Technology)
Equity, Since 31 May 13 | 5327559% ₹324 Cr 2,195,581
↓ -128,662 Tata Consultancy Services Ltd (Technology)
Equity, Since 30 Apr 05 | TCS8% ₹299 Cr 1,208,815 Eternal Ltd (Consumer Cyclical)
Equity, Since 31 Jul 21 | ETERNAL6% ₹237 Cr 9,604,831 LTM Ltd (Technology)
Equity, Since 31 Mar 21 | LTM5% ₹175 Cr 410,074 Coforge Ltd (Technology)
Equity, Since 30 Jun 20 | COFORGE4% ₹155 Cr 1,296,695 Persistent Systems Ltd (Technology)
Equity, Since 31 Jul 13 | PERSISTENT4% ₹149 Cr 311,131 Swiggy Ltd (Consumer Cyclical)
Equity, Since 30 Nov 24 | SWIGGY4% ₹138 Cr 5,119,802
↑ 339,150 HCL Technologies Ltd (Technology)
Equity, Since 31 Dec 10 | HCLTECH3% ₹131 Cr 1,095,274
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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