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5 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. 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 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 (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 (%) ICICI Prudential Technology Fund Growth ₹186.4
↑ 2.26 ₹12,511 -14.5 -12.9 8.6 4.6 33.2 25.4 Franklin India Technology Fund Growth ₹470.155
↑ 6.13 ₹1,786 -15.8 -14.2 2.5 11.9 28.6 28.4 SBI Technology Opportunities Fund Growth ₹196.984
↑ 1.96 ₹4,247 -14.1 -9.7 12.3 8.2 29.8 30.1 TATA Digital India Fund Growth ₹43.2513
↓ -1.22 ₹11,068 -19.3 -15.5 4.9 5 30.2 30.6 Aditya Birla Sun Life Digital India Fund Growth ₹158.12
↑ 1.99 ₹4,576 -16.9 -15.4 1.9 4.5 30 18.1 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 2 Apr 25 1. ICICI Prudential Technology Fund
CAGR/Annualized return of 12.4% since its launch. Ranked 37 in Sectoral category. Return for 2024 was 25.4% , 2023 was 27.5% and 2022 was -23.2% . ICICI Prudential Technology Fund
Growth Launch Date 3 Mar 00 NAV (02 Apr 25) ₹186.4 ↑ 2.26 (1.23 %) Net Assets (Cr) ₹12,511 on 28 Feb 25 Category Equity - Sectoral AMC ICICI Prudential Asset Management Company Limited Rating ☆☆ Risk High Expense Ratio 1.96 Sharpe Ratio -0.05 Information Ratio 0.21 Alpha Ratio 0.83 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 Mar 20 ₹10,000 31 Mar 21 ₹23,192 31 Mar 22 ₹34,557 31 Mar 23 ₹28,060 31 Mar 24 ₹36,538 31 Mar 25 ₹39,760 Returns for ICICI Prudential Technology Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 2 Apr 25 Duration Returns 1 Month -0.1% 3 Month -14.5% 6 Month -12.9% 1 Year 8.6% 3 Year 4.6% 5 Year 33.2% 10 Year 15 Year Since launch 12.4% Historical performance (Yearly) on absolute basis
Year Returns 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% 2014 3.9% Fund Manager information for ICICI Prudential Technology Fund
Name Since Tenure Vaibhav Dusad 2 May 20 4.83 Yr. Sharmila D’mello 30 Jun 22 2.67 Yr. Data below for ICICI Prudential Technology Fund as on 28 Feb 25
Equity Sector Allocation
Sector Value Technology 68.69% Communication Services 17.68% Consumer Cyclical 4.97% Industrials 2.47% Financial Services 1.21% Health Care 0.53% Consumer Defensive 0.21% Asset Allocation
Asset Class Value Cash 2.77% Equity 97.23% Top Securities Holdings / Portfolio
Name Holding Value Quantity Infosys Ltd (Technology)
Equity, Since 30 Apr 08 | INFY21% ₹2,579 Cr 15,283,642
↓ -393,367 Tata Consultancy Services Ltd (Technology)
Equity, Since 30 Sep 19 | TCS13% ₹1,589 Cr 4,562,732
↑ 246,758 Bharti Airtel Ltd (Communication Services)
Equity, Since 31 May 20 | BHARTIARTL8% ₹1,041 Cr 6,631,641
↑ 632,788 LTIMindtree Ltd (Technology)
Equity, Since 31 Jul 16 | LTIM6% ₹707 Cr 1,515,842
↓ -39,712 Bharti Airtel Ltd (Partly Paid Rs.1.25) (Communication Services)
Equity, Since 31 Oct 21 | 8901575% ₹650 Cr 5,821,474
↑ 529,585 HCL Technologies Ltd (Technology)
Equity, Since 30 Sep 20 | HCLTECH5% ₹606 Cr 3,848,139
↑ 90,000 Tech Mahindra Ltd (Technology)
Equity, Since 31 Oct 16 | 5327555% ₹603 Cr 4,056,102
↓ -246,625 Wipro Ltd (Technology)
Equity, Since 30 Sep 19 | 5076853% ₹394 Cr 14,203,503
↓ -926,611 Zomato Ltd (Consumer Cyclical)
Equity, Since 31 Aug 22 | 5433203% ₹393 Cr 17,694,878
↑ 3,244,906 Persistent Systems Ltd (Technology)
Equity, Since 31 May 20 | PERSISTENT2% ₹244 Cr 460,900
↓ -50,000 2. Franklin India Technology Fund
CAGR/Annualized return of 18.6% since its launch. Ranked 41 in Sectoral category. Return for 2024 was 28.4% , 2023 was 51.1% and 2022 was -22.3% . Franklin India Technology Fund
Growth Launch Date 22 Aug 98 NAV (02 Apr 25) ₹470.155 ↑ 6.13 (1.32 %) Net Assets (Cr) ₹1,786 on 28 Feb 25 Category Equity - Sectoral AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd Rating ☆ Risk High Expense Ratio 2.2 Sharpe Ratio -0.07 Information Ratio 0.91 Alpha Ratio 0.26 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 Mar 20 ₹10,000 31 Mar 21 ₹19,721 31 Mar 22 ₹23,805 31 Mar 23 ₹20,974 31 Mar 24 ₹32,252 31 Mar 25 ₹33,477 Returns for Franklin India Technology Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 2 Apr 25 Duration Returns 1 Month -1.8% 3 Month -15.8% 6 Month -14.2% 1 Year 2.5% 3 Year 11.9% 5 Year 28.6% 10 Year 15 Year Since launch 18.6% Historical performance (Yearly) on absolute basis
Year Returns 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% 2014 3.8% Fund Manager information for Franklin India Technology Fund
Name Since Tenure Venkatesh Sanjeevi 4 Oct 24 0.49 Yr. R. Janakiraman 1 Dec 23 1.33 Yr. Sandeep Manam 18 Oct 21 3.45 Yr. Data below for Franklin India Technology Fund as on 28 Feb 25
Equity Sector Allocation
Sector Value Technology 62.86% Communication Services 16.03% Consumer Cyclical 10.02% Financial Services 3.03% Industrials 1.19% Health Care 0.07% Asset Allocation
Asset Class Value Cash 2.67% Equity 97.25% Other 0.01% Top Securities Holdings / Portfolio
Name Holding Value Quantity Infosys Ltd (Technology)
Equity, Since 29 Feb 12 | INFY21% ₹378 Cr 2,242,479 Tata Consultancy Services Ltd (Technology)
Equity, Since 31 Aug 04 | TCS15% ₹266 Cr 764,559 Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Jan 18 | BHARTIARTL12% ₹209 Cr 1,331,730 Franklin Technology I Acc USD
Investment Fund | -8% ₹137 Cr 215,810 Zomato Ltd (Consumer Cyclical)
Equity, Since 31 Jul 21 | 5433206% ₹113 Cr 5,067,142 HCL Technologies Ltd (Technology)
Equity, Since 30 Jun 14 | HCLTECH3% ₹61 Cr 387,170 Tech Mahindra Ltd (Technology)
Equity, Since 28 Feb 14 | 5327553% ₹60 Cr 402,443 PB Fintech Ltd (Financial Services)
Equity, Since 30 Nov 21 | 5433903% ₹51 Cr 346,403
↓ -96,012 Zensar Technologies Ltd (Technology)
Equity, Since 31 Jan 23 | ZENSARTECH3% ₹47 Cr 642,259
↓ -30,000 Swiggy Ltd (Consumer Cyclical)
Equity, Since 31 Jan 25 | SWIGGY3% ₹45 Cr 1,346,780
↑ 880,966 3. SBI Technology Opportunities Fund
CAGR/Annualized return of 19.2% since its launch. Ranked 42 in Sectoral category. Return for 2024 was 30.1% , 2023 was 24.8% and 2022 was -15.5% . SBI Technology Opportunities Fund
Growth Launch Date 9 Jan 13 NAV (02 Apr 25) ₹196.984 ↑ 1.96 (1.00 %) Net Assets (Cr) ₹4,247 on 28 Feb 25 Category Equity - Sectoral AMC SBI Funds Management Private Limited Rating ☆ Risk High Expense Ratio 1.99 Sharpe Ratio 0.16 Information Ratio 0.98 Alpha Ratio 4.81 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 Mar 20 ₹10,000 31 Mar 21 ₹19,155 31 Mar 22 ₹27,683 31 Mar 23 ₹24,687 31 Mar 24 ₹31,224 31 Mar 25 ₹35,054 Returns for SBI Technology Opportunities Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 2 Apr 25 Duration Returns 1 Month -1.4% 3 Month -14.1% 6 Month -9.7% 1 Year 12.3% 3 Year 8.2% 5 Year 29.8% 10 Year 15 Year Since launch 19.2% Historical performance (Yearly) on absolute basis
Year Returns 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% 2014 2.4% Fund Manager information for SBI Technology Opportunities Fund
Name Since Tenure Vivek Gedda 1 Apr 24 1 Yr. Data below for SBI Technology Opportunities Fund as on 28 Feb 25
Equity Sector Allocation
Sector Value Technology 56.73% Communication Services 24.27% Consumer Cyclical 6.57% Financial Services 2.41% Industrials 1.71% Consumer Defensive 1.08% Health Care 0.95% Asset Allocation
Asset Class Value Cash 4.56% Equity 95.37% Debt 0.07% Top Securities Holdings / Portfolio
Name Holding Value Quantity Infosys Ltd (Technology)
Equity, Since 31 Jan 03 | INFY20% ₹844 Cr 5,000,000
↓ -500,000 Bharti Airtel Ltd (Communication Services)
Equity, Since 31 May 18 | BHARTIARTL11% ₹455 Cr 2,900,000 Firstsource Solutions Ltd (Technology)
Equity, Since 31 Mar 23 | FSL6% ₹265 Cr 7,645,887 Coforge Ltd (Technology)
Equity, Since 31 Aug 23 | COFORGE5% ₹224 Cr 304,454 Cognizant Technology Solutions Corp Class A (Technology)
Equity, Since 31 Jul 23 | CTSH4% ₹185 Cr 254,000 Netflix Inc (Communication Services)
Equity, Since 31 Aug 21 | NFLX4% ₹171 Cr 20,000 Zomato Ltd (Consumer Cyclical)
Equity, Since 31 Aug 24 | 5433203% ₹146 Cr 6,583,400 LTIMindtree Ltd (Technology)
Equity, Since 31 Oct 24 | LTIM3% ₹140 Cr 300,000 Tata Consultancy Services Ltd (Technology)
Equity, Since 30 Apr 06 | TCS3% ₹139 Cr 400,000
↓ -100,000 Microsoft Corp (Technology)
Equity, Since 31 Aug 20 | MSFT3% ₹132 Cr 38,000 4. TATA Digital India Fund
CAGR/Annualized return of 17.5% since its launch. Return for 2024 was 30.6% , 2023 was 31.9% and 2022 was -23.3% . TATA Digital India Fund
Growth Launch Date 28 Dec 15 NAV (03 Apr 25) ₹43.2513 ↓ -1.22 (-2.75 %) Net Assets (Cr) ₹11,068 on 28 Feb 25 Category Equity - Sectoral AMC Tata Asset Management Limited Rating Risk High Expense Ratio 0 Sharpe Ratio -0.08 Information Ratio 0.55 Alpha Ratio 0.39 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 Mar 20 ₹10,000 31 Mar 21 ₹20,760 31 Mar 22 ₹30,685 31 Mar 23 ₹25,082 31 Mar 24 ₹33,794 31 Mar 25 ₹35,748 Returns for TATA Digital India Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 2 Apr 25 Duration Returns 1 Month -1.9% 3 Month -19.3% 6 Month -15.5% 1 Year 4.9% 3 Year 5% 5 Year 30.2% 10 Year 15 Year Since launch 17.5% Historical performance (Yearly) on absolute basis
Year Returns 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% 2014 Fund Manager information for TATA Digital India Fund
Name Since Tenure Meeta Shetty 9 Mar 21 4.07 Yr. Hasmukh Vishariya 1 Mar 25 0.08 Yr. Data below for TATA Digital India Fund as on 28 Feb 25
Equity Sector Allocation
Sector Value Technology 76.06% Consumer Cyclical 7.23% Industrials 4.52% Communication Services 4.34% Financial Services 3.55% Asset Allocation
Asset Class Value Cash 4.31% Equity 95.69% Top Securities Holdings / Portfolio
Name Holding Value Quantity Infosys Ltd (Technology)
Equity, Since 31 Jan 16 | INFY19% ₹2,098 Cr 12,430,857
↑ 300,000 Tata Consultancy Services Ltd (Technology)
Equity, Since 31 Jan 16 | TCS13% ₹1,385 Cr 3,976,873 Tech Mahindra Ltd (Technology)
Equity, Since 30 Apr 16 | 53275510% ₹1,063 Cr 7,145,933 Wipro Ltd (Technology)
Equity, Since 31 Jul 18 | 5076858% ₹910 Cr 32,787,324 HCL Technologies Ltd (Technology)
Equity, Since 31 Jan 16 | HCLTECH7% ₹785 Cr 4,983,886 Zomato Ltd (Consumer Cyclical)
Equity, Since 31 Oct 22 | 5433206% ₹646 Cr 29,067,000 LTIMindtree Ltd (Technology)
Equity, Since 28 Feb 21 | LTIM4% ₹461 Cr 988,062 Persistent Systems Ltd (Technology)
Equity, Since 31 Jan 16 | PERSISTENT4% ₹403 Cr 759,192 Firstsource Solutions Ltd (Technology)
Equity, Since 30 Nov 21 | FSL3% ₹350 Cr 10,123,112 Cyient Ltd (Industrials)
Equity, Since 28 Feb 21 | CYIENT2% ₹235 Cr 1,855,043 5. Aditya Birla Sun Life Digital India Fund
CAGR/Annualized return of 11.6% since its launch. Ranked 33 in Sectoral category. Return for 2024 was 18.1% , 2023 was 35.8% and 2022 was -21.6% . Aditya Birla Sun Life Digital India Fund
Growth Launch Date 15 Jan 00 NAV (02 Apr 25) ₹158.12 ↑ 1.99 (1.27 %) Net Assets (Cr) ₹4,576 on 28 Feb 25 Category Equity - Sectoral AMC Birla Sun Life Asset Management Co Ltd Rating ☆☆ Risk High Expense Ratio 1.88 Sharpe Ratio -0.33 Information Ratio 0.18 Alpha Ratio -5.37 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 Mar 20 ₹10,000 31 Mar 21 ₹21,950 31 Mar 22 ₹31,217 31 Mar 23 ₹26,433 31 Mar 24 ₹35,011 31 Mar 25 ₹35,691 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 Apr 25 Duration Returns 1 Month -1.1% 3 Month -16.9% 6 Month -15.4% 1 Year 1.9% 3 Year 4.5% 5 Year 30% 10 Year 15 Year Since launch 11.6% Historical performance (Yearly) on absolute basis
Year Returns 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% 2014 11.2% Fund Manager information for Aditya Birla Sun Life Digital India Fund
Name Since Tenure Kunal Sangoi 16 Jan 14 11.21 Yr. Dhaval Joshi 21 Nov 22 2.36 Yr. Data below for Aditya Birla Sun Life Digital India Fund as on 28 Feb 25
Equity Sector Allocation
Sector Value Technology 67.17% Communication Services 15.06% Consumer Cyclical 6.6% Industrials 6.58% Financial Services 1.43% Health Care 0.73% Asset Allocation
Asset Class Value Cash 0.17% Equity 98.48% Other 1.34% Top Securities Holdings / Portfolio
Name Holding Value Quantity Infosys Ltd (Technology)
Equity, Since 30 Apr 05 | INFY20% ₹914 Cr 5,417,348
↓ -232,902 Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Aug 19 | BHARTIARTL10% ₹451 Cr 2,874,758
↓ -37,829 Tata Consultancy Services Ltd (Technology)
Equity, Since 30 Apr 05 | TCS9% ₹416 Cr 1,193,747
↑ 41,951 Tech Mahindra Ltd (Technology)
Equity, Since 31 May 13 | 5327558% ₹353 Cr 2,371,460
↑ 88,438 LTIMindtree Ltd (Technology)
Equity, Since 31 Mar 21 | LTIM6% ₹262 Cr 561,851
↓ -69,632 Zomato Ltd (Consumer Cyclical)
Equity, Since 31 Jul 21 | 5433205% ₹226 Cr 10,190,830 HCL Technologies Ltd (Technology)
Equity, Since 31 Dec 10 | HCLTECH4% ₹196 Cr 1,242,036
↓ -53,409 Coforge Ltd (Technology)
Equity, Since 30 Jun 20 | COFORGE3% ₹158 Cr 214,247
↓ -8,499 Cyient Ltd (Industrials)
Equity, Since 31 May 14 | CYIENT3% ₹152 Cr 1,197,859 Firstsource Solutions Ltd (Technology)
Equity, Since 31 Aug 23 | FSL3% ₹132 Cr 3,813,900
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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