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5 بہترین پرفارمنگ ٹیکنالوجی (IT) سیکٹر فنڈز 2022

Updated on September 4, 2026 , 158542 views

ٹیکنالوجی کا شعبہ ایکویٹی فنڈ کا ایک زمرہ ہے جو ٹیکنالوجی کے کاروبار سے منسلک کمپنیوں میں سرمایہ کاری کرتا ہے، جیسے کمپیوٹر سافٹ ویئر اور ہارڈ ویئر تیار کرنے والے مینوفیکچررز۔ اس میں الیکٹرانکس اور تکنیکی خدمات فراہم کرنے والی کمپنیاں بھی شامل ہیں جیسے کہ انفارمیشن ٹیکنالوجی فراہم کرنے والی کمپنیاں وغیرہ۔سرمایہ کاری ٹیکنالوجی میںباہمی چندہ یہ ہے کہ سرمایہ کار صرف ایک فنڈ میں درجنوں ٹیکنالوجی اسٹاکس تک رسائی اور نمائش حاصل کر سکتے ہیں۔

Technology Mutual Funds

بھارت کی آئی ٹی سروسز انڈسٹری 1967 میں ممبئی میں آئی ٹی کے قیام کے ساتھ پیدا ہوئی۔ٹاٹا گروپ Burroughs کے ساتھ شراکت داری میں. پہلا سافٹ ویئر ایکسپورٹ زون، SEEPZ، جو کہ جدید دور کے IT پارک کا پیش خیمہ ہے، ممبئی میں 1973 میں قائم کیا گیا تھا۔ 1980 کی دہائی میں ملک کی 80 فیصد سے زیادہ سافٹ ویئر برآمدات SEEPZ سے ہوتی تھیں۔

ہندوستان میں ٹیکنالوجی اور آئی ٹی سیکٹر

ہندوستان میں ٹیکنالوجی کا شعبہ تیزی سے ارتقاء سے گزر رہا ہے اور ہندوستانی کاروباری معیارات کی شکل بدل رہا ہے۔ عالمی سورسنگمارکیٹ بھارت میں تیز رفتاری سے ترقی جاری ہے۔ یہ ملک 2016-17 میں 55% کے حصہ کے ساتھ دنیا کا سب سے اوپر سورسنگ کی منزل رہا۔

ہندوستان کی آئی ٹی صنعت نے اپنا حصہ ڈالا۔7.7% ملک کے جی ڈی پی میں حصہ ڈالنے کی امید ہے۔10% 2025 تک

COVID-19 وبائی مرض کے دوران ہندوستانی آئی ٹی صنعت نے مثبت علامات ظاہر کیں اور اس بڑے سانحے پر قابو پانے کی لچک پائی۔ یہ ایک عالمی اقتصادی قوت کے طور پر ابھرا ہے اور ہندوستانی کے لیے ایک اہم شراکت دار ہے۔معیشت خاص طور پر اور عام طور پر دنیا۔

ہندوستان کی کچھ سرکردہ آئی ٹی فرمیں ہیں انفوسس، ٹی سی ایس،وپرو، ٹیک مہندرا، وغیرہ، جس نے اس شعبے میں ایک بہت بڑا نشان بنایا ہے۔

ہندوستان میں ٹیکنالوجی میوچل فنڈز نے مستقل طور پر سالانہ واپسی فراہم کی ہے۔15 فیصد سے 19 فیصد پانچ سال کی مدت میں. ماضی میں اتنی اچھی کارکردگی کے ساتھ، خیال کیا جاتا ہے کہ یہ فنڈز مستقبل میں بھی اچھا منافع فراہم کریں گے۔

مثالی طور پر، سرمایہ کاروں کو تنوع کے مقصد کے لیے اس فنڈ میں سرمایہ کاری کرنی چاہیے۔ دولت کی تخلیق کے لیے کسی کو صرف اس فنڈ پر انحصار نہیں کرنا چاہیے۔ وہ سرمایہ کار جو ٹیکنالوجی فنڈز میں سرمایہ کاری کرنے کی منصوبہ بندی کر رہے ہیں ان کو فنڈز کی گزشتہ 3 سال کی کارکردگی کو قریب سے دیکھنا چاہیے۔ کسی کو ٹیکنالوجی کے شعبے اور اس کے مستقبل کی مارکیٹ کے بارے میں گہرائی سے علم ہونا چاہیے۔

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ہندوستان میں 5 بہترین ٹیکنالوجی (IT) سیکٹر فنڈز FY 22 - 23

FundNAVNet Assets (Cr)3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2024 (%)
ICICI Prudential Technology Fund Growth ₹183.65
↓ -0.55
₹13,5407.37.4-6.86.93.7-1.9
Franklin India Technology Fund Growth ₹482.76
↓ -0.15
₹1,7547.17.2-5.89.27-1.5
SBI Technology Opportunities Fund Growth ₹204.151
↓ -0.47
₹4,5929.59-68.96.51.5
TATA Digital India Fund Growth ₹42.0402
↓ -0.16
₹10,2146.96.9-9.24.93.2-9.7
Aditya Birla Sun Life Digital India Fund Growth ₹160.29
↓ -0.81
₹4,0229.412.5-4.854-5.2
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 3 Sep 26

Research Highlights & Commentary of 5 Funds showcased

CommentaryICICI Prudential Technology Fund Franklin India Technology FundSBI Technology Opportunities FundTATA Digital India FundAditya Birla Sun Life Digital India Fund
Point 1Highest AUM (₹13,540 Cr).Bottom quartile AUM (₹1,754 Cr).Lower mid AUM (₹4,592 Cr).Upper mid AUM (₹10,214 Cr).Bottom quartile AUM (₹4,022 Cr).
Point 2Established history (26+ yrs).Oldest track record among peers (28 yrs).Established history (13+ yrs).Established history (10+ yrs).Established history (26+ yrs).
Point 3Top rated.Rating: 1★ (lower mid).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: 3.66% (bottom quartile).5Y return: 7.00% (top quartile).5Y return: 6.52% (upper mid).5Y return: 3.16% (bottom quartile).5Y return: 4.01% (lower mid).
Point 63Y return: 6.92% (lower mid).3Y return: 9.19% (top quartile).3Y return: 8.86% (upper mid).3Y return: 4.92% (bottom quartile).3Y return: 4.99% (bottom quartile).
Point 71Y return: -6.77% (bottom quartile).1Y return: -5.84% (upper mid).1Y return: -5.98% (lower mid).1Y return: -9.18% (bottom quartile).1Y return: -4.79% (top quartile).
Point 8Alpha: 1.49 (lower mid).Alpha: -0.48 (bottom quartile).Alpha: 3.79 (top quartile).Alpha: -2.19 (bottom quartile).Alpha: 3.74 (upper mid).
Point 9Sharpe: -0.39 (lower mid).Sharpe: -0.47 (bottom quartile).Sharpe: -0.30 (top quartile).Sharpe: -0.48 (bottom quartile).Sharpe: -0.31 (upper mid).
Point 10Information ratio: 0.52 (bottom quartile).Information ratio: 0.57 (upper mid).Information ratio: 0.66 (top quartile).Information ratio: 0.53 (lower mid).Information ratio: -0.02 (bottom quartile).

ICICI Prudential Technology Fund

  • Highest AUM (₹13,540 Cr).
  • Established history (26+ yrs).
  • Top rated.
  • Risk profile: High.
  • 5Y return: 3.66% (bottom quartile).
  • 3Y return: 6.92% (lower mid).
  • 1Y return: -6.77% (bottom quartile).
  • Alpha: 1.49 (lower mid).
  • Sharpe: -0.39 (lower mid).
  • Information ratio: 0.52 (bottom quartile).

Franklin India Technology Fund

  • Bottom quartile AUM (₹1,754 Cr).
  • Oldest track record among peers (28 yrs).
  • Rating: 1★ (lower mid).
  • Risk profile: High.
  • 5Y return: 7.00% (top quartile).
  • 3Y return: 9.19% (top quartile).
  • 1Y return: -5.84% (upper mid).
  • Alpha: -0.48 (bottom quartile).
  • Sharpe: -0.47 (bottom quartile).
  • Information ratio: 0.57 (upper mid).

SBI Technology Opportunities Fund

  • Lower mid AUM (₹4,592 Cr).
  • Established history (13+ yrs).
  • Rating: 1★ (bottom quartile).
  • Risk profile: High.
  • 5Y return: 6.52% (upper mid).
  • 3Y return: 8.86% (upper mid).
  • 1Y return: -5.98% (lower mid).
  • Alpha: 3.79 (top quartile).
  • Sharpe: -0.30 (top quartile).
  • Information ratio: 0.66 (top quartile).

TATA Digital India Fund

  • Upper mid AUM (₹10,214 Cr).
  • Established history (10+ yrs).
  • Not Rated.
  • Risk profile: High.
  • 5Y return: 3.16% (bottom quartile).
  • 3Y return: 4.92% (bottom quartile).
  • 1Y return: -9.18% (bottom quartile).
  • Alpha: -2.19 (bottom quartile).
  • Sharpe: -0.48 (bottom quartile).
  • Information ratio: 0.53 (lower mid).

Aditya Birla Sun Life Digital India Fund

  • Bottom quartile AUM (₹4,022 Cr).
  • Established history (26+ yrs).
  • Rating: 2★ (upper mid).
  • Risk profile: High.
  • 5Y return: 4.01% (lower mid).
  • 3Y return: 4.99% (bottom quartile).
  • 1Y return: -4.79% (top quartile).
  • Alpha: 3.74 (upper mid).
  • Sharpe: -0.31 (upper mid).
  • Information ratio: -0.02 (bottom quartile).

1. 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 (₹13,540 Cr).
  • Established history (26+ yrs).
  • Top rated.
  • Risk profile: High.
  • 5Y return: 3.66% (bottom quartile).
  • 3Y return: 6.92% (lower mid).
  • 1Y return: -6.77% (bottom quartile).
  • Alpha: 1.49 (lower mid).
  • Sharpe: -0.39 (lower mid).
  • Information ratio: 0.52 (bottom quartile).
  • Top sector: Technology.
  • Top bond sector: Cash Equivalent.
  • Equity-heavy allocation (~98%).
  • High-quality debt (AAA/AA ~100%).
  • Largest holding Infosys Ltd (~12.8%).

Below is the key information for ICICI Prudential Technology Fund

ICICI Prudential Technology Fund
Growth
Launch Date 3 Mar 00
NAV (03 Sep 26) ₹183.65 ↓ -0.55   (-0.30 %)
Net Assets (Cr) ₹13,540 on 31 Jul 26
Category Equity - Sectoral
AMC ICICI Prudential Asset Management Company Limited
Rating
Risk High
Expense Ratio 1.75
Sharpe Ratio -0.4
Information Ratio 0.52
Alpha Ratio 1.49
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 Aug 21₹10,000
31 Aug 22₹8,700
31 Aug 23₹9,773
31 Aug 24₹14,028
31 Aug 25₹12,799
31 Aug 26₹12,142

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 ₹331,978.
Net Profit of ₹31,978
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 3 Sep 26

DurationReturns
1 Month -1.3%
3 Month 7.3%
6 Month 7.4%
1 Year -6.8%
3 Year 6.9%
5 Year 3.7%
10 Year
15 Year
Since launch 11.6%
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 206.33 Yr.
Sharmila D’mello30 Jun 224.17 Yr.

Data below for ICICI Prudential Technology Fund as on 31 Jul 26

Equity Sector Allocation
SectorValue
Technology62.28%
Communication Services18.36%
Consumer Cyclical5.72%
Health Care3.7%
Industrials3.28%
Financial Services2.58%
Real Estate1.17%
Consumer Defensive0.7%
Asset Allocation
Asset ClassValue
Cash1.81%
Equity98.19%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Infosys Ltd (Technology)
Equity, Since 30 Apr 08 | INFY
13%₹1,733 Cr15,336,043
↓ -350,000
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 May 20 | BHARTIARTL
13%₹1,700 Cr8,622,126
↓ -299,737
Tech Mahindra Ltd (Technology)
Equity, Since 31 Oct 16 | 532755
8%₹1,016 Cr6,154,841
↓ -850,391
Coforge Ltd (Technology)
Equity, Since 31 Jul 20 | COFORGE
4%₹607 Cr3,525,400
↓ -675,000
Mphasis Ltd (Technology)
Equity, Since 30 Jun 20 | 526299
4%₹597 Cr2,549,820
↓ -50,000
LTM Ltd (Technology)
Equity, Since 31 Jul 16 | LTM
3%₹458 Cr1,049,600
↑ 12,521
Cognizant Technology Solutions Corp Class A (Technology)
Equity, Since 31 Jul 21 | CTSH
3%₹407 Cr771,638
Wipro Ltd (Technology)
Equity, Since 30 Sep 19 | 507685
3%₹361 Cr19,653,000
↑ 15,409,600
Persistent Systems Ltd (Technology)
Equity, Since 31 May 20 | PERSISTENT
3%₹344 Cr619,367
↓ -107,500
Sagility Ltd (Healthcare)
Equity, Since 30 Nov 24 | SAGILITY
2%₹324 Cr74,637,433

2. 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 (₹1,754 Cr).
  • Oldest track record among peers (28 yrs).
  • Rating: 1★ (lower mid).
  • Risk profile: High.
  • 5Y return: 7.00% (top quartile).
  • 3Y return: 9.19% (top quartile).
  • 1Y return: -5.84% (upper mid).
  • Alpha: -0.48 (bottom quartile).
  • Sharpe: -0.47 (bottom quartile).
  • Information ratio: 0.57 (upper mid).
  • Top sector: Technology.
  • Top bond sector: Cash Equivalent.
  • Equity-heavy allocation (~97%).
  • Largest holding Bharti Airtel Ltd (~21.8%).
  • Top-3 holdings concentration ~43.1%.

Below is the key information for Franklin India Technology Fund

Franklin India Technology Fund
Growth
Launch Date 22 Aug 98
NAV (03 Sep 26) ₹482.76 ↓ -0.15   (-0.03 %)
Net Assets (Cr) ₹1,754 on 31 Jul 26
Category Equity - Sectoral
AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating
Risk High
Expense Ratio 2.08
Sharpe Ratio -0.47
Information Ratio 0.57
Alpha Ratio -0.48
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 Aug 21₹10,000
31 Aug 22₹8,352
31 Aug 23₹10,759
31 Aug 24₹16,139
31 Aug 25₹14,823
31 Aug 26₹14,069

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 ₹357,992.
Net Profit of ₹57,992
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 3 Sep 26

DurationReturns
1 Month -1.3%
3 Month 7.1%
6 Month 7.2%
1 Year -5.8%
3 Year 9.2%
5 Year 7%
10 Year
15 Year
Since launch 17.7%
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 241.91 Yr.
R. Janakiraman1 Dec 232.75 Yr.
Sandeep Manam18 Oct 214.87 Yr.

Data below for Franklin India Technology Fund as on 31 Jul 26

Equity Sector Allocation
SectorValue
Technology47.25%
Communication Services28.61%
Consumer Cyclical16.51%
Financial Services4.77%
Industrials0.04%
Health Care0.03%
Asset Allocation
Asset ClassValue
Cash2.54%
Equity97.26%
Other0.15%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Jan 18 | BHARTIARTL
22%₹382 Cr1,939,180
↑ 186,503
Infosys Ltd (Technology)
Equity, Since 29 Feb 12 | INFY
13%₹236 Cr2,089,607
Eternal Ltd (Consumer Cyclical)
Equity, Since 31 Jul 21 | ETERNAL
8%₹137 Cr4,524,577
HCL Technologies Ltd (Technology)
Equity, Since 30 Jun 14 | HCLTECH
8%₹137 Cr1,014,643
↑ 120,000
Cognizant Technology Solutions Corp Class A (Technology)
Equity, Since 30 Sep 25 | CTSH
6%₹108 Cr204,740
↑ 45,500
Tata Consultancy Services Ltd (Technology)
Equity, Since 31 Aug 04 | TCS
5%₹89 Cr378,126
PB Fintech Ltd (Financial Services)
Equity, Since 30 Nov 21 | POLICYBZR
5%₹83 Cr517,479
Franklin Technology I Acc USD
Investment Fund | -
4%₹75 Cr73,810
↓ -38,000
Swiggy Ltd (Consumer Cyclical)
Equity, Since 31 Jan 25 | SWIGGY
3%₹55 Cr1,920,350
↑ 573,570
Info Edge (India) Ltd (Communication Services)
Equity, Since 31 Jan 17 | NAUKRI
3%₹48 Cr394,359

3. SBI Technology Opportunities Fund

(Erstwhile SBI IT Fund)

To provide the investors maximum growth opportunity through equity investments in stocks of growth oriented sectors of the economy.

Research Highlights for SBI Technology Opportunities Fund

  • Lower mid AUM (₹4,592 Cr).
  • Established history (13+ yrs).
  • Rating: 1★ (bottom quartile).
  • Risk profile: High.
  • 5Y return: 6.52% (upper mid).
  • 3Y return: 8.86% (upper mid).
  • 1Y return: -5.98% (lower mid).
  • Alpha: 3.79 (top quartile).
  • Sharpe: -0.30 (top quartile).
  • Information ratio: 0.66 (top quartile).
  • Top sector: Technology.
  • Top bond sector: Cash Equivalent.
  • Equity-heavy allocation (~98%).
  • High-quality debt (AAA/AA ~100%).
  • Largest holding Bharti Airtel Ltd (~17.2%).
  • Top-3 holdings concentration ~35.3%.

Below is the key information for SBI Technology Opportunities Fund

SBI Technology Opportunities Fund
Growth
Launch Date 9 Jan 13
NAV (03 Sep 26) ₹204.151 ↓ -0.47   (-0.23 %)
Net Assets (Cr) ₹4,592 on 31 Jul 26
Category Equity - Sectoral
AMC SBI Funds Management Private Limited
Rating
Risk High
Expense Ratio 1.91
Sharpe Ratio -0.3
Information Ratio 0.66
Alpha Ratio 3.79
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 Aug 21₹10,000
31 Aug 22₹8,961
31 Aug 23₹10,583
31 Aug 24₹14,581
31 Aug 25₹14,501
31 Aug 26₹13,839

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 ₹357,992.
Net Profit of ₹57,992
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 3 Sep 26

DurationReturns
1 Month -1.9%
3 Month 9.5%
6 Month 9%
1 Year -6%
3 Year 8.9%
5 Year 6.5%
10 Year
15 Year
Since launch 17.4%
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 242.42 Yr.

Data below for SBI Technology Opportunities Fund as on 31 Jul 26

Equity Sector Allocation
SectorValue
Technology58.13%
Communication Services23.54%
Consumer Cyclical12.87%
Financial Services2.12%
Health Care1%
Asset Allocation
Asset ClassValue
Cash2.27%
Equity97.67%
Debt0.06%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 May 18 | BHARTIARTL
17%₹789 Cr4,000,000
Infosys Ltd (Technology)
Equity, Since 31 Jan 03 | INFY
11%₹497 Cr4,395,176
Tata Consultancy Services Ltd (Technology)
Equity, Since 30 Apr 06 | TCS
7%₹336 Cr1,420,000
Eternal Ltd (Consumer Cyclical)
Equity, Since 31 Aug 24 | ETERNAL
7%₹321 Cr10,600,000
LTM Ltd (Technology)
Equity, Since 31 Oct 24 | LTM
5%₹218 Cr500,000
Amagi Media Labs Ltd (Technology)
Equity, Since 31 Jan 26 | AMAGI
4%₹207 Cr3,174,791
↓ -25,136
Coforge Ltd (Technology)
Equity, Since 31 Aug 23 | COFORGE
4%₹207 Cr1,200,000
Firstsource Solutions Ltd (Technology)
Equity, Since 31 Mar 23 | FSL
4%₹181 Cr6,000,000
Cognizant Technology Solutions Corp Class A (Technology)
Equity, Since 31 Jul 23 | CTSH
4%₹174 Cr330,000
Alphabet Inc Class A (Communication Services)
Equity, Since 31 Dec 23 | GOOGL
4%₹170 Cr50,000

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 (₹10,214 Cr).
  • Established history (10+ yrs).
  • Not Rated.
  • Risk profile: High.
  • 5Y return: 3.16% (bottom quartile).
  • 3Y return: 4.92% (bottom quartile).
  • 1Y return: -9.18% (bottom quartile).
  • Alpha: -2.19 (bottom quartile).
  • Sharpe: -0.48 (bottom quartile).
  • Information ratio: 0.53 (lower mid).
  • Top sector: Technology.
  • Top bond sector: Cash Equivalent.
  • Equity-heavy allocation (~95%).
  • Largest holding Infosys Ltd (~16.0%).
  • Top-3 holdings concentration ~36.9%.

Below is the key information for TATA Digital India Fund

TATA Digital India Fund
Growth
Launch Date 28 Dec 15
NAV (04 Sep 26) ₹42.0402 ↓ -0.16   (-0.38 %)
Net Assets (Cr) ₹10,214 on 31 Jul 26
Category Equity - Sectoral
AMC Tata Asset Management Limited
Rating Not Rated
Risk High
Expense Ratio 1.69
Sharpe Ratio -0.49
Information Ratio 0.53
Alpha Ratio -2.19
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 Aug 21₹10,000
31 Aug 22₹8,841
31 Aug 23₹9,988
31 Aug 24₹14,769
31 Aug 25₹12,902
31 Aug 26₹12,010

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 ₹331,978.
Net Profit of ₹31,978
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 3 Sep 26

DurationReturns
1 Month -2.1%
3 Month 6.9%
6 Month 6.9%
1 Year -9.2%
3 Year 4.9%
5 Year 3.2%
10 Year
15 Year
Since launch 14.4%
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 215.48 Yr.
Hasmukh Vishariya1 Mar 251.5 Yr.

Data below for TATA Digital India Fund as on 31 Jul 26

Equity Sector Allocation
SectorValue
Technology65.41%
Consumer Cyclical12.45%
Communication Services7.24%
Financial Services4.35%
Industrials3.66%
Utility1.14%
Energy1.12%
Asset Allocation
Asset ClassValue
Cash4.62%
Equity95.38%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Infosys Ltd (Technology)
Equity, Since 31 Jan 16 | INFY
16%₹1,634 Cr14,461,819
Tata Consultancy Services Ltd (Technology)
Equity, Since 31 Jan 16 | TCS
11%₹1,162 Cr4,914,144
Tech Mahindra Ltd (Technology)
Equity, Since 30 Apr 16 | 532755
9%₹968 Cr5,862,533
↓ -248,400
Eternal Ltd (Consumer Cyclical)
Equity, Since 31 Oct 22 | ETERNAL
7%₹668 Cr22,095,000
↑ 700,000
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Oct 21 | BHARTIARTL
5%₹526 Cr2,669,200
PB Fintech Ltd (Financial Services)
Equity, Since 31 Dec 22 | POLICYBZR
4%₹374 Cr2,334,641
↑ 83,727
HCL Technologies Ltd (Technology)
Equity, Since 31 Jan 16 | HCLTECH
4%₹361 Cr2,683,810
↓ -414,749
Persistent Systems Ltd (Technology)
Equity, Since 31 Jan 16 | PERSISTENT
4%₹360 Cr649,031
↑ 53,000
Wipro Ltd (Technology)
Equity, Since 31 Jul 18 | 507685
3%₹327 Cr17,796,766
Firstsource Solutions Ltd (Technology)
Equity, Since 30 Nov 21 | FSL
2%₹228 Cr7,540,028

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 (₹4,022 Cr).
  • Established history (26+ yrs).
  • Rating: 2★ (upper mid).
  • Risk profile: High.
  • 5Y return: 4.01% (lower mid).
  • 3Y return: 4.99% (bottom quartile).
  • 1Y return: -4.79% (top quartile).
  • Alpha: 3.74 (upper mid).
  • Sharpe: -0.31 (upper mid).
  • Information ratio: -0.02 (bottom quartile).
  • Top sector: Technology.
  • Top bond sector: Government.
  • Equity-heavy allocation (~99%).
  • High-quality debt (AAA/AA ~100%).
  • Largest holding Infosys Ltd (~10.8%).

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 (03 Sep 26) ₹160.29 ↓ -0.81   (-0.50 %)
Net Assets (Cr) ₹4,022 on 31 Jul 26
Category Equity - Sectoral
AMC Birla Sun Life Asset Management Co Ltd
Rating
Risk High
Expense Ratio 1.88
Sharpe Ratio -0.31
Information Ratio -0.02
Alpha Ratio 3.74
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 Aug 21₹10,000
31 Aug 22₹8,802
31 Aug 23₹10,483
31 Aug 24₹14,337
31 Aug 25₹12,650
31 Aug 26₹12,396

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 ₹340,450.
Net Profit of ₹40,450
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 3 Sep 26

DurationReturns
1 Month -0.5%
3 Month 9.4%
6 Month 12.5%
1 Year -4.8%
3 Year 5%
5 Year 4%
10 Year
15 Year
Since launch 11%
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 1412.63 Yr.

Data below for Aditya Birla Sun Life Digital India Fund as on 31 Jul 26

Equity Sector Allocation
SectorValue
Technology63.51%
Consumer Cyclical12.26%
Communication Services9.72%
Industrials6.16%
Financial Services3.03%
Consumer Defensive0.98%
Health Care0.92%
Asset Allocation
Asset ClassValue
Cash0.08%
Equity99.2%
Debt0.72%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Infosys Ltd (Technology)
Equity, Since 30 Apr 05 | INFY
11%₹435 Cr3,848,493
↓ -1,118,872
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Aug 19 | BHARTIARTL
8%₹332 Cr1,681,576
↓ -206,973
Tech Mahindra Ltd (Technology)
Equity, Since 31 May 13 | 532755
8%₹328 Cr1,986,223
Eternal Ltd (Consumer Cyclical)
Equity, Since 31 Jul 21 | ETERNAL
7%₹290 Cr9,604,831
Tata Consultancy Services Ltd (Technology)
Equity, Since 30 Apr 05 | TCS
6%₹247 Cr1,044,474
↓ -91,904
Coforge Ltd (Technology)
Equity, Since 30 Jun 20 | COFORGE
5%₹219 Cr1,269,910
↓ -26,785
Persistent Systems Ltd (Technology)
Equity, Since 31 Jul 13 | PERSISTENT
5%₹204 Cr368,100
↑ 56,969
LTM Ltd (Technology)
Equity, Since 31 Mar 21 | LTM
5%₹189 Cr434,328
HCL Technologies Ltd (Technology)
Equity, Since 31 Dec 10 | HCLTECH
4%₹175 Cr1,302,042
↑ 206,768
Swiggy Ltd (Consumer Cyclical)
Equity, Since 30 Nov 24 | SWIGGY
4%₹171 Cr6,010,429
↑ 718,319

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