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5 ಅತ್ಯುತ್ತಮ ಕಾರ್ಯಕ್ಷಮತೆಯ ತಂತ್ರಜ್ಞಾನ (IT) ಸೆಕ್ಟರ್ ಫಂಡ್ಗಳು 2022
ತಂತ್ರಜ್ಞಾನ ವಲಯವು ಕಂಪ್ಯೂಟರ್ ಸಾಫ್ಟ್‌ವೇರ್ ಮತ್ತು ಹಾರ್ಡ್‌ವೇರ್ ಉತ್ಪಾದಿಸುವ ತಯಾರಕರಂತಹ ತಾಂತ್ರಿಕ ವ್ಯವಹಾರಗಳಲ್ಲಿ ತೊಡಗಿರುವ ಕಂಪನಿಗಳಲ್ಲಿ ಹೂಡಿಕೆ ಮಾಡುವ ಇಕ್ವಿಟಿ ಫಂಡ್‌ನ ಒಂದು ವರ್ಗವಾಗಿದೆ. ಇದು ಎಲೆಕ್ಟ್ರಾನಿಕ್ಸ್ ಮತ್ತು ಮಾಹಿತಿ ತಂತ್ರಜ್ಞಾನವನ್ನು ಒದಗಿಸುವಂತಹ ತಾಂತ್ರಿಕ ಸೇವಾ ಕಂಪನಿಗಳನ್ನು ಒಳಗೊಂಡಿದೆ, ಇತ್ಯಾದಿಹೂಡಿಕೆ ತಂತ್ರಜ್ಞಾನದಲ್ಲಿಮ್ಯೂಚುಯಲ್ ಫಂಡ್ಗಳು ಹೂಡಿಕೆದಾರರು ಕೇವಲ ಒಂದು ನಿಧಿಯಲ್ಲಿ ಡಜನ್ಗಟ್ಟಲೆ ತಂತ್ರಜ್ಞಾನದ ಸ್ಟಾಕ್‌ಗಳಿಗೆ ಪ್ರವೇಶ ಮತ್ತು ಮಾನ್ಯತೆ ಪಡೆಯಬಹುದು.
ಭಾರತದ ಐಟಿ ಸೇವೆಗಳ ಉದ್ಯಮವು ಮುಂಬೈನಲ್ಲಿ 1967 ರಲ್ಲಿ ಸ್ಥಾಪನೆಯೊಂದಿಗೆ ಹುಟ್ಟಿತುಟಾಟಾ ಗ್ರೂಪ್ ಬರೋಸ್ ಸಹಭಾಗಿತ್ವದಲ್ಲಿ. ಮೊದಲ ಸಾಫ್ಟ್‌ವೇರ್ ರಫ್ತು ವಲಯ, ಆಧುನಿಕ-ದಿನದ ಐಟಿ ಪಾರ್ಕ್‌ನ ಪೂರ್ವಗಾಮಿಯಾದ SEEPZ ಅನ್ನು 1973 ರಲ್ಲಿ ಮುಂಬೈನಲ್ಲಿ ಸ್ಥಾಪಿಸಲಾಯಿತು. 1980 ರ ದಶಕದಲ್ಲಿ ದೇಶದ ಸಾಫ್ಟ್‌ವೇರ್ ರಫ್ತಿನ ಶೇಕಡಾ 80 ಕ್ಕಿಂತ ಹೆಚ್ಚು SEEPZ ನಿಂದ ಆಗಿತ್ತು.
ಭಾರತದಲ್ಲಿ ತಂತ್ರಜ್ಞಾನ ಮತ್ತು ಐಟಿ ವಲಯ
ಭಾರತದಲ್ಲಿ ತಂತ್ರಜ್ಞಾನ ಕ್ಷೇತ್ರವು ಕ್ಷಿಪ್ರ ವಿಕಾಸಕ್ಕೆ ಒಳಗಾಗುತ್ತಿದೆ ಮತ್ತು ಭಾರತೀಯ ವ್ಯಾಪಾರ ಮಾನದಂಡಗಳ ಆಕಾರವನ್ನು ಬದಲಾಯಿಸುತ್ತಿದೆ. ಜಾಗತಿಕ ಸೋರ್ಸಿಂಗ್ಮಾರುಕಟ್ಟೆ ಭಾರತದಲ್ಲಿ ಹೆಚ್ಚಿನ ವೇಗದಲ್ಲಿ ಬೆಳವಣಿಗೆಯನ್ನು ಮುಂದುವರೆಸಿದೆ. 2016-17ರಲ್ಲಿ 55% ರಷ್ಟು ಪಾಲು ಹೊಂದಿರುವ ದೇಶವು ವಿಶ್ವದ ಅಗ್ರ ಸೋರ್ಸಿಂಗ್ ತಾಣವಾಗಿ ಉಳಿದಿದೆ.
ಭಾರತದ ಐಟಿ ಉದ್ಯಮವು ಸುಮಾರು ಕೊಡುಗೆ ನೀಡಿದೆ
7.7%ದೇಶದ GDP ಗೆ ಮತ್ತು ಕೊಡುಗೆಯನ್ನು ನಿರೀಕ್ಷಿಸಲಾಗಿದೆ10%2025 ರ ಹೊತ್ತಿಗೆ
ಕೋವಿಡ್-19 ಸಾಂಕ್ರಾಮಿಕ ಸಮಯದಲ್ಲಿ ಭಾರತೀಯ ಐಟಿ ಉದ್ಯಮವು ಸಕಾರಾತ್ಮಕ ಚಿಹ್ನೆಗಳನ್ನು ತೋರಿಸಿದೆ ಮತ್ತು ಈ ಸಾಮೂಹಿಕ ದುರಂತವನ್ನು ಜಯಿಸಲು ಸ್ಥಿತಿಸ್ಥಾಪಕತ್ವವನ್ನು ಹೊಂದಿತ್ತು. ಇದು ಜಾಗತಿಕ ಆರ್ಥಿಕ ಶಕ್ತಿಯಾಗಿ ಹೊರಹೊಮ್ಮಿದೆ ಮತ್ತು ಭಾರತೀಯರಿಗೆ ಪ್ರಮುಖ ಕೊಡುಗೆಯಾಗಿದೆಆರ್ಥಿಕತೆ ನಿರ್ದಿಷ್ಟವಾಗಿ ಮತ್ತು ಸಾಮಾನ್ಯವಾಗಿ ಪ್ರಪಂಚ.
ಭಾರತದ ಕೆಲವು ಪ್ರಮುಖ ಐಟಿ ಸಂಸ್ಥೆಗಳು ಇನ್ಫೋಸಿಸ್, ಟಿಸಿಎಸ್,ವಿಪ್ರೋ, ಟೆಕ್ ಮಹೀಂದ್ರಾ, ಇತ್ಯಾದಿ, ವಲಯದಲ್ಲಿ ದೊಡ್ಡ ಮಾರ್ಕ್ ಅನ್ನು ಸೃಷ್ಟಿಸಿದೆ.
ಭಾರತದಲ್ಲಿನ ತಂತ್ರಜ್ಞಾನ ಮ್ಯೂಚುಯಲ್ ಫಂಡ್ಗಳು ಸತತವಾಗಿ ವಾರ್ಷಿಕ ಆದಾಯವನ್ನು ಒದಗಿಸಿವೆ15 ರಿಂದ 19 ರಷ್ಟು ಐದು ವರ್ಷಗಳ ಅವಧಿಯಲ್ಲಿ. ಹಿಂದೆ ಅಂತಹ ಯೋಗ್ಯವಾದ ಕಾರ್ಯಕ್ಷಮತೆಯೊಂದಿಗೆ, ಈ ನಿಧಿಗಳು ಭವಿಷ್ಯದಲ್ಲಿಯೂ ಉತ್ತಮ ಆದಾಯವನ್ನು ನೀಡುತ್ತವೆ ಎಂದು ನಂಬಲಾಗಿದೆ.
ತಾತ್ತ್ವಿಕವಾಗಿ, ಹೂಡಿಕೆದಾರರು ವೈವಿಧ್ಯೀಕರಣದ ಉದ್ದೇಶಕ್ಕಾಗಿ ಈ ನಿಧಿಯಲ್ಲಿ ಹೂಡಿಕೆ ಮಾಡಬೇಕು. ಸಂಪತ್ತು ಸೃಷ್ಟಿಗೆ ಈ ನಿಧಿಯನ್ನು ಮಾತ್ರ ಅವಲಂಬಿಸಬಾರದು. ತಂತ್ರಜ್ಞಾನ ನಿಧಿಗಳಲ್ಲಿ ಹೂಡಿಕೆ ಮಾಡಲು ಯೋಜಿಸುತ್ತಿರುವ ಹೂಡಿಕೆದಾರರು ನಿಧಿಗಳ ಹಿಂದಿನ 3 ವರ್ಷಗಳ ಕಾರ್ಯಕ್ಷಮತೆಯನ್ನು ನಿಕಟವಾಗಿ ವೀಕ್ಷಿಸಬೇಕು. ತಂತ್ರಜ್ಞಾನ ಕ್ಷೇತ್ರ ಮತ್ತು ಅದರ ಭವಿಷ್ಯದ ಮಾರುಕಟ್ಟೆಯ ಬಗ್ಗೆ ಆಳವಾದ ಜ್ಞಾನವನ್ನು ಹೊಂದಿರಬೇಕು.
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ಭಾರತದಲ್ಲಿ FY 22 - 23 ಟಾಪ್ 5 ಅತ್ಯುತ್ತಮ ತಂತ್ರಜ್ಞಾನ (IT) ಸೆಕ್ಟರ್ ಫಂಡ್ಗಳು
To provide long-term capital appreciation by predominantly investing in equity and equity related securities of technology and technology related companies. Franklin India Technology Fund is a Equity - Sectoral fund was launched on 22 Aug 98. It is a fund with High risk and has given a 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. ICICI Prudential Technology Fund is a Equity - Sectoral fund was launched on 3 Mar 00. It is a fund with High risk and has given a 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. SBI Technology Opportunities Fund is a Equity - Sectoral fund was launched on 9 Jan 13. It is a fund with High risk and has given a 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. TATA Digital India Fund is a Equity - Sectoral fund was launched on 28 Dec 15. It is a fund with High risk and has given a 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. Aditya Birla Sun Life Digital India Fund is a Equity - Sectoral fund was launched on 15 Jan 00. It is a fund with High risk and has given a 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 (%) 2023 (%) Franklin India Technology Fund Growth ₹516.258
↓ -1.86 ₹1,904 1.8 11.7 39.7 14 26.6 51.1 ICICI Prudential Technology Fund Growth ₹202.83
↓ -0.35 ₹14,173 4.6 21.2 35.4 8 28.7 27.5 SBI Technology Opportunities Fund Growth ₹208.895
↓ -0.21 ₹4,435 5.6 21.9 34.7 10.7 26.2 24.8 TATA Digital India Fund Growth ₹52.4744
↑ 1.84 ₹12,052 9.9 26.6 45.1 11.6 28.5 31.9 Aditya Birla Sun Life Digital India Fund Growth ₹177.88
↓ -0.29 ₹5,261 3.7 19.1 27.7 9.3 27.1 35.8 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 5 Nov 24 1. Franklin India Technology Fund
CAGR/Annualized return of 19.4% since its launch. Ranked 41 in Sectoral category. Return for 2023 was 51.1% , 2022 was -22.3% and 2021 was 39% . Franklin India Technology Fund
Growth Launch Date 22 Aug 98 NAV (05 Nov 24) ₹516.258 ↓ -1.86 (-0.36 %) Net Assets (Cr) ₹1,904 on 30 Sep 24 Category Equity - Sectoral AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd Rating ☆ Risk High Expense Ratio 2.2 Sharpe Ratio 1.99 Information Ratio 0.64 Alpha Ratio 12.16 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 19 ₹10,000 31 Oct 20 ₹14,200 31 Oct 21 ₹21,851 31 Oct 22 ₹17,926 31 Oct 23 ₹22,777 31 Oct 24 ₹32,892 Returns for Franklin India Technology Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 5 Nov 24 Duration Returns 1 Month -4.9% 3 Month 1.8% 6 Month 11.7% 1 Year 39.7% 3 Year 14% 5 Year 26.6% 10 Year 15 Year Since launch 19.4% Historical performance (Yearly) on absolute basis
Year Returns 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% 2014 16.8% Fund Manager information for Franklin India Technology Fund
Name Since Tenure Venkatesh Sanjeevi 4 Oct 24 0 Yr. R. Janakiraman 1 Dec 23 0.84 Yr. Sandeep Manam 18 Oct 21 2.96 Yr. Data below for Franklin India Technology Fund as on 30 Sep 24
Equity Sector Allocation
Sector Value Technology 64.2% Communication Services 16.64% Industrials 4.76% Consumer Cyclical 4.69% Financial Services 3.39% Health Care 0.03% Asset Allocation
Asset Class Value Cash 5.04% Equity 94.9% Top Securities Holdings / Portfolio
Name Holding Value Quantity Infosys Ltd (Technology)
Equity, Since 29 Feb 12 | INFY21% ₹407 Cr 2,171,408 Tata Consultancy Services Ltd (Technology)
Equity, Since 31 Aug 04 | TCS17% ₹326 Cr 764,559 Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Jan 18 | BHARTIARTL11% ₹205 Cr 1,201,730 Zomato Ltd (Consumer Cyclical)
Equity, Since 31 Jul 21 | 5433204% ₹76 Cr 2,799,010 HCL Technologies Ltd (Technology)
Equity, Since 30 Jun 14 | HCLTECH4% ₹70 Cr 387,170 TeamLease Services Ltd (Industrials)
Equity, Since 31 Dec 22 | TEAMLEASE4% ₹69 Cr 219,208 Tech Mahindra Ltd (Technology)
Equity, Since 28 Feb 14 | 5327553% ₹63 Cr 402,443 PB Fintech Ltd (Financial Services)
Equity, Since 30 Nov 21 | 5433903% ₹63 Cr 390,695
↑ 41,855 Franklin Technology I Acc USD
Investment Fund | -3% ₹57 Cr 95,810 IndiaMART InterMESH Ltd (Communication Services)
Equity, Since 31 Aug 20 | INDIAMART2% ₹47 Cr 158,622 2. ICICI Prudential Technology Fund
CAGR/Annualized return of 13% since its launch. Ranked 37 in Sectoral category. Return for 2023 was 27.5% , 2022 was -23.2% and 2021 was 75.7% . ICICI Prudential Technology Fund
Growth Launch Date 3 Mar 00 NAV (05 Nov 24) ₹202.83 ↓ -0.35 (-0.17 %) Net Assets (Cr) ₹14,173 on 30 Sep 24 Category Equity - Sectoral AMC ICICI Prudential Asset Management Company Limited Rating ☆☆ Risk High Expense Ratio 1.96 Sharpe Ratio 1.56 Information Ratio -0.03 Alpha Ratio 0.95 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 19 ₹10,000 31 Oct 20 ₹14,455 31 Oct 21 ₹27,433 31 Oct 22 ₹23,558 31 Oct 23 ₹25,781 31 Oct 24 ₹35,421 Returns for ICICI Prudential Technology Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 5 Nov 24 Duration Returns 1 Month -3.9% 3 Month 4.6% 6 Month 21.2% 1 Year 35.4% 3 Year 8% 5 Year 28.7% 10 Year 15 Year Since launch 13% Historical performance (Yearly) on absolute basis
Year Returns 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% 2014 26.3% Fund Manager information for ICICI Prudential Technology Fund
Name Since Tenure Vaibhav Dusad 2 May 20 4.42 Yr. Sharmila D’mello 30 Jun 22 2.26 Yr. Data below for ICICI Prudential Technology Fund as on 30 Sep 24
Equity Sector Allocation
Sector Value Technology 70.19% Communication Services 16.28% Consumer Cyclical 4.87% Industrials 3.52% Financial Services 0.2% Consumer Defensive 0.19% Health Care 0% Asset Allocation
Asset Class Value Cash 4.52% Equity 95.48% Top Securities Holdings / Portfolio
Name Holding Value Quantity Infosys Ltd (Technology)
Equity, Since 30 Apr 08 | INFY23% ₹3,297 Cr 17,580,044
↓ -46,179 Tata Consultancy Services Ltd (Technology)
Equity, Since 30 Sep 19 | TCS11% ₹1,594 Cr 3,734,724
↑ 138,572 Bharti Airtel Ltd (Communication Services)
Equity, Since 31 May 20 | BHARTIARTL9% ₹1,222 Cr 7,148,806
↓ -240,000 LTIMindtree Ltd (Technology)
Equity, Since 31 Jul 16 | LTIM6% ₹801 Cr 1,282,771
↑ 22,250 HCL Technologies Ltd (Technology)
Equity, Since 30 Sep 20 | HCLTECH5% ₹745 Cr 4,149,450
↓ -137,838 Tech Mahindra Ltd (Technology)
Equity, Since 31 Oct 16 | 5327555% ₹677 Cr 4,295,218
↓ -100,000 Bharti Airtel Ltd (Partly Paid Rs.1.25) (Communication Services)
Equity, Since 31 Oct 21 | 8901573% ₹477 Cr 3,645,340
↑ 396,222 Zomato Ltd (Consumer Cyclical)
Equity, Since 31 Aug 22 | 5433203% ₹392 Cr 14,358,409 Wipro Ltd (Technology)
Equity, Since 30 Sep 19 | 5076853% ₹392 Cr 7,245,122
↓ -600,000 Persistent Systems Ltd (Technology)
Equity, Since 31 May 20 | PERSISTENT2% ₹333 Cr 610,530
↓ -41,410 3. SBI Technology Opportunities Fund
CAGR/Annualized return of 20.5% since its launch. Ranked 42 in Sectoral category. Return for 2023 was 24.8% , 2022 was -15.5% and 2021 was 66.4% . SBI Technology Opportunities Fund
Growth Launch Date 9 Jan 13 NAV (05 Nov 24) ₹208.895 ↓ -0.21 (-0.10 %) Net Assets (Cr) ₹4,435 on 30 Sep 24 Category Equity - Sectoral AMC SBI Funds Management Private Limited Rating ☆ Risk High Expense Ratio 1.99 Sharpe Ratio 1.56 Information Ratio 0.55 Alpha Ratio 1.16 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 19 ₹10,000 31 Oct 20 ₹12,999 31 Oct 21 ₹23,142 31 Oct 22 ₹21,221 31 Oct 23 ₹23,471 31 Oct 24 ₹31,975 Returns for SBI Technology Opportunities Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 5 Nov 24 Duration Returns 1 Month -3.1% 3 Month 5.6% 6 Month 21.9% 1 Year 34.7% 3 Year 10.7% 5 Year 26.2% 10 Year 15 Year Since launch 20.5% Historical performance (Yearly) on absolute basis
Year Returns 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% 2014 29.2% Fund Manager information for SBI Technology Opportunities Fund
Name Since Tenure Pradeep Kesavan 1 Apr 24 0.5 Yr. Vivek Gedda 1 Apr 24 0.5 Yr. Data below for SBI Technology Opportunities Fund as on 30 Sep 24
Equity Sector Allocation
Sector Value Technology 59.6% Communication Services 26.14% Industrials 4.43% Consumer Cyclical 4.4% Financial Services 2.56% Consumer Defensive 1.25% Health Care 0.74% Asset Allocation
Asset Class Value Cash 0.88% Equity 99.12% Top Securities Holdings / Portfolio
Name Holding Value Quantity Infosys Ltd (Technology)
Equity, Since 31 Jan 03 | INFY25% ₹1,125 Cr 6,000,000 Bharti Airtel Ltd (Communication Services)
Equity, Since 31 May 18 | BHARTIARTL11% ₹496 Cr 2,900,000 Tata Consultancy Services Ltd (Technology)
Equity, Since 30 Apr 06 | TCS7% ₹299 Cr 700,000 Firstsource Solutions Ltd (Technology)
Equity, Since 31 Mar 23 | FSL5% ₹238 Cr 7,645,887 Coforge Ltd (Technology)
Equity, Since 31 Aug 23 | COFORGE5% ₹214 Cr 304,454 Cognizant Technology Solutions Corp Class A (Technology)
Equity, Since 31 Jul 23 | CTSH4% ₹164 Cr 254,000 Tech Mahindra Ltd (Technology)
Equity, Since 31 May 22 | 5327554% ₹158 Cr 1,000,000 IndiaMART InterMESH Ltd (Communication Services)
Equity, Since 31 Jul 23 | INDIAMART3% ₹139 Cr 470,000 Microsoft Corp (Technology)
Equity, Since 31 Aug 20 | MSFT3% ₹137 Cr 38,000 Zomato Ltd (Consumer Cyclical)
Equity, Since 31 Aug 24 | 5433203% ₹137 Cr 5,000,000 4. TATA Digital India Fund
CAGR/Annualized return of 20.6% since its launch. Return for 2023 was 31.9% , 2022 was -23.3% and 2021 was 74.4% . TATA Digital India Fund
Growth Launch Date 28 Dec 15 NAV (06 Nov 24) ₹52.4744 ↑ 1.84 (3.63 %) Net Assets (Cr) ₹12,052 on 30 Sep 24 Category Equity - Sectoral AMC Tata Asset Management Limited Rating Risk High Expense Ratio 0 Sharpe Ratio 1.66 Information Ratio 0.81 Alpha Ratio 10.81 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 Oct 19 ₹10,000 31 Oct 20 ₹13,379 31 Oct 21 ₹24,791 31 Oct 22 ₹21,368 31 Oct 23 ₹23,581 31 Oct 24 ₹33,817 Returns for TATA Digital India Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 5 Nov 24 Duration Returns 1 Month 1% 3 Month 9.9% 6 Month 26.6% 1 Year 45.1% 3 Year 11.6% 5 Year 28.5% 10 Year 15 Year Since launch 20.6% Historical performance (Yearly) on absolute basis
Year Returns 2023 31.9% 2022 -23.3% 2021 74.4% 2020 54.8% 2019 7.5% 2018 24.9% 2017 19.6% 2016 -6% 2015 2014 Fund Manager information for TATA Digital India Fund
Name Since Tenure Meeta Shetty 9 Mar 21 3.56 Yr. Kapil Malhotra 19 Dec 23 0.78 Yr. Data below for TATA Digital India Fund as on 30 Sep 24
Equity Sector Allocation
Sector Value Technology 73.64% Consumer Cyclical 7.29% Industrials 6.07% Communication Services 4.72% Financial Services 3.05% Asset Allocation
Asset Class Value Cash 5.22% Equity 94.78% Top Securities Holdings / Portfolio
Name Holding Value Quantity Infosys Ltd (Technology)
Equity, Since 31 Jan 16 | INFY18% ₹2,163 Cr 11,530,857
↓ -1,719,741 Tech Mahindra Ltd (Technology)
Equity, Since 30 Apr 16 | 5327559% ₹1,127 Cr 7,145,933 Tata Consultancy Services Ltd (Technology)
Equity, Since 31 Jan 16 | TCS9% ₹1,124 Cr 2,633,873
↓ -300,000 HCL Technologies Ltd (Technology)
Equity, Since 31 Jan 16 | HCLTECH7% ₹895 Cr 4,983,886 Wipro Ltd (Technology)
Equity, Since 31 Jul 18 | 5076857% ₹825 Cr 15,243,662
↑ 3,852,046 Zomato Ltd (Consumer Cyclical)
Equity, Since 31 Oct 22 | 5433207% ₹794 Cr 29,067,000 LTIMindtree Ltd (Technology)
Equity, Since 28 Feb 21 | LTIM5% ₹617 Cr 988,062
↓ -200,000 Persistent Systems Ltd (Technology)
Equity, Since 31 Jan 16 | PERSISTENT3% ₹414 Cr 759,192 Firstsource Solutions Ltd (Technology)
Equity, Since 30 Nov 21 | FSL3% ₹315 Cr 10,123,112 Cyient Ltd (Industrials)
Equity, Since 28 Feb 21 | CYIENT3% ₹307 Cr 1,630,043 5. Aditya Birla Sun Life Digital India Fund
CAGR/Annualized return of 12.3% since its launch. Ranked 33 in Sectoral category. Return for 2023 was 35.8% , 2022 was -21.6% and 2021 was 70.5% . Aditya Birla Sun Life Digital India Fund
Growth Launch Date 15 Jan 00 NAV (05 Nov 24) ₹177.88 ↓ -0.29 (-0.16 %) Net Assets (Cr) ₹5,261 on 30 Sep 24 Category Equity - Sectoral AMC Birla Sun Life Asset Management Co Ltd Rating ☆☆ Risk High Expense Ratio 1.88 Sharpe Ratio 1.29 Information Ratio 0.14 Alpha Ratio -3.62 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 19 ₹10,000 31 Oct 20 ₹14,030 31 Oct 21 ₹25,026 31 Oct 22 ₹22,008 31 Oct 23 ₹25,596 31 Oct 24 ₹33,286 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 5 Nov 24 Duration Returns 1 Month -3.7% 3 Month 3.7% 6 Month 19.1% 1 Year 27.7% 3 Year 9.3% 5 Year 27.1% 10 Year 15 Year Since launch 12.3% Historical performance (Yearly) on absolute basis
Year Returns 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% 2014 21.1% Fund Manager information for Aditya Birla Sun Life Digital India Fund
Name Since Tenure Kunal Sangoi 16 Jan 14 10.71 Yr. Dhaval Joshi 21 Nov 22 1.86 Yr. Data below for Aditya Birla Sun Life Digital India Fund as on 30 Sep 24
Equity Sector Allocation
Sector Value Technology 71.47% Communication Services 13.86% Industrials 9.08% Consumer Cyclical 3.55% Financial Services 0.53% Asset Allocation
Asset Class Value Cash 1.51% Equity 98.49% Top Securities Holdings / Portfolio
Name Holding Value Quantity Infosys Ltd (Technology)
Equity, Since 30 Apr 05 | INFY23% ₹1,201 Cr 6,405,944
↓ -50,000 Tata Consultancy Services Ltd (Technology)
Equity, Since 30 Apr 05 | TCS10% ₹524 Cr 1,226,555 Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Aug 19 | BHARTIARTL9% ₹474 Cr 2,774,697
↓ -100,000 LTIMindtree Ltd (Technology)
Equity, Since 31 Mar 21 | LTIM7% ₹348 Cr 557,753
↑ 30,000 Tech Mahindra Ltd (Technology)
Equity, Since 31 May 13 | 5327556% ₹328 Cr 2,082,174
↑ 102,662 HCL Technologies Ltd (Technology)
Equity, Since 31 Dec 10 | HCLTECH5% ₹258 Cr 1,438,223
↓ -133,323 Cyient Ltd (Industrials)
Equity, Since 31 May 14 | CYIENT4% ₹217 Cr 1,152,664 Coforge Ltd (Technology)
Equity, Since 30 Jun 20 | COFORGE4% ₹190 Cr 270,255
↑ 12,000 Zomato Ltd (Consumer Cyclical)
Equity, Since 31 Jul 21 | 5433204% ₹187 Cr 6,837,942
↑ 700,000 Firstsource Solutions Ltd (Technology)
Equity, Since 31 Aug 23 | FSL3% ₹136 Cr 4,363,900
↑ 139,365
ಐಟಿ ಮ್ಯೂಚುವಲ್ ಫಂಡ್‌ಗಳಲ್ಲಿ ಯಾರು ಹೂಡಿಕೆ ಮಾಡಬೇಕು?
ತಂತ್ರಜ್ಞಾನ ನಿಧಿಯು ಸೆಕ್ಟರ್ ವರ್ಗಕ್ಕೆ ಸೇರಿದೆಇಕ್ವಿಟಿ ಫಂಡ್ಗಳು ಅವರು ತಮ್ಮೊಂದಿಗೆ ಹೆಚ್ಚಿನ ಅಪಾಯವನ್ನು ಹೊಂದಿದ್ದಾರೆ. ಹೀಗಾಗಿ, ತಮ್ಮ ಹೂಡಿಕೆಯಲ್ಲಿ ಅಪಾಯವನ್ನು ತಡೆದುಕೊಳ್ಳುವ ಸಾಮರ್ಥ್ಯವನ್ನು ಹೊಂದಿರುವ ಹೂಡಿಕೆದಾರರು ಈ ನಿಧಿಗಳಲ್ಲಿ ಹೂಡಿಕೆ ಮಾಡಲು ಮಾತ್ರ ಯೋಜಿಸಬೇಕು. ಅಲ್ಲದೆ, ಈಕ್ವಿಟಿ ಮಾರುಕಟ್ಟೆಯ ದೀರ್ಘಾವಧಿಯ ಪ್ರಯೋಜನಗಳನ್ನು ಪಡೆಯಲು ಒಬ್ಬರು ದೀರ್ಘಾವಧಿಯವರೆಗೆ, ಐದು ವರ್ಷಗಳಿಗಿಂತ ಹೆಚ್ಚು ಕಾಲ ಹೂಡಿಕೆ ಮಾಡಬೇಕು ಎಂದು ಸೂಚಿಸಲಾಗಿದೆ.
ಆನ್‌ಲೈನ್‌ನಲ್ಲಿ ಅತ್ಯುತ್ತಮ ತಂತ್ರಜ್ಞಾನ ನಿಧಿಗಳಲ್ಲಿ ಹೂಡಿಕೆ ಮಾಡುವುದು ಹೇಗೆ?
Fincash.com ನಲ್ಲಿ ಜೀವಮಾನಕ್ಕಾಗಿ ಉಚಿತ ಹೂಡಿಕೆ ಖಾತೆಯನ್ನು ತೆರೆಯಿರಿ.
ನಿಮ್ಮ ನೋಂದಣಿ ಮತ್ತು KYC ಪ್ರಕ್ರಿಯೆಯನ್ನು ಪೂರ್ಣಗೊಳಿಸಿ
ದಾಖಲೆಗಳನ್ನು ಅಪ್‌ಲೋಡ್ ಮಾಡಿ (PAN, ಆಧಾರ್, ಇತ್ಯಾದಿ).ಮತ್ತು, ನೀವು ಹೂಡಿಕೆ ಮಾಡಲು ಸಿದ್ಧರಿದ್ದೀರಿ!
ಇಲ್ಲಿ ಒದಗಿಸಲಾದ ಮಾಹಿತಿಯು ನಿಖರವಾಗಿದೆ ಎಂದು ಖಚಿತಪಡಿಸಿಕೊಳ್ಳಲು ಎಲ್ಲಾ ಪ್ರಯತ್ನಗಳನ್ನು ಮಾಡಲಾಗಿದೆ. ಆದಾಗ್ಯೂ, ಡೇಟಾದ ನಿಖರತೆಯ ಬಗ್ಗೆ ಯಾವುದೇ ಖಾತರಿಗಳನ್ನು ನೀಡಲಾಗುವುದಿಲ್ಲ. ಯಾವುದೇ ಹೂಡಿಕೆ ಮಾಡುವ ಮೊದಲು ದಯವಿಟ್ಟು ಸ್ಕೀಮ್ ಮಾಹಿತಿ ದಾಖಲೆಯೊಂದಿಗೆ ಪರಿಶೀಲಿಸಿ.
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