The primary investment objective of the scheme is to generate long term growth of capital by predominantly investing in digital and technology dependent companies, hardware, peripherals and components, software, telecom, media, internet and e-commerce and other companies engaged in or leveraging digitisation.
Expert-managed portfolios tailored to your financial goals and risk appetite.
| Sector Funds | 1M | 3M | 6M | 9M | 1Y | 2Y | 3Y | 4Y | 5Y | 10Y | ALL |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Fund returns | -4.68% | 9.63% | 20.99% | 4.89% | 2.93% | N/A | N/A | N/A | N/A | N/A | 3.27% |
| Category returns | 1.17% | 3.92% | 7.19% | -6.52% | -4.37% | -5.48% | 6.02% | 10.12% | 3.15% | 16.08% | N/A |
| Absolute returns | -4.68% | 9.63% | 20.99% | 4.89% | 2.93% | N/A | N/A | N/A | N/A | N/A | 6.5% |
| Rank within category | 13/13 | 1/13 | 1/13 | 1/12 | 2/12 | N/A | N/A | N/A | N/A | N/A | N/A |
| Sector Funds | 2024 | 2025 | 2026 |
|---|---|---|---|
| Yearly returns | N/A | -2.35% | 2.89% |
| Q1 returns | N/A | -18.45% | -27.96% |
| Q2 returns | N/A | 18.76% | 18.96% |
| Q3 returns | N/A | -2.99% | 18.39% |
| Q4 returns | N/A | 3.93% | 1.42% |
1% on or before 90D, Nil after 90D
| Alpha | 0.863552 |
| Beta | 1.164 |
| Sharpe Ratio | 0.0336423 |
| Sortino Ratio | 0.0586845 |
| R-Squared | 0.329 |
| Tracking Error | 5.901 |
| Downside Risk | 31.09 |
| Std. Deviation (Annualised) | 24.8601 |
| Sector Funds | 1M | 3M | 6M | 9M | 1Y | 3Y | 5Y | 10Y | ALL | Fund Size (Cr) | Exp. Ratio | Sharpe | Risk |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Franklin India Technology Fund - Growth | 1.04% | 3.79% | 3.21% | -10.81% | -7.37% | 8.79% | 5.82% | 15.47% | 17.55% | 1,623.24 | 2.15 | 0.07 | Very High |
| SBI Technology Opportunities Fund - Regular Plan - IDCW | 1.58% | 6.11% | 4.43% | -10.41% | -6.75% | 8.75% | 5.13% | 16.08% | 12.77% | 4,154.86 | 2.01 | 0.07 | Very High |
| HDFC Technology Fund - Regular Plan - Growth | 5.13% | 4.57% | 3.83% | -12.66% | -8.61% | 6.83% | N/A | N/A | 6.17% | 1,370.99 | 2.17 | 0.03 | Very High |
| ICICI Prudential Technology Fund - Growth | 3% | 4.41% | 2.89% | -12.79% | -6.79% | 6.35% | 1.75% | 16.61% | 11.52% | 12,505.00 | 1.87 | 0.03 | Very High |
| Tata Digital India Fund - Regular Plan - Growth | 2.04% | 2.09% | 0.79% | -15.17% | -9.91% | 4.45% | 0.85% | 15.93% | 14.04% | 9,276.28 | 1.75 | 0.01 | Very High |
| Aditya Birla Sun Life Digital India Fund - Regular Plan - Growth | 1.51% | 5.23% | 4.77% | -11.04% | -6.3% | 3.94% | 2.18% | 16.29% | 10.86% | 3,616.81 | 2.05 | 0.01 | Very High |
| Quant Teck Fund - Regular Plan - Growth | 1.75% | -3.13% | 15.39% | 1.05% | -5.21% | 3.04% | N/A | N/A | 2.96% | 243.12 | 3.81 | 0.00 | Very High |
| Edelweiss Technology Fund - Regular Plan - Growth | -0.46% | 3.65% | 9.18% | 2.49% | 5.39% | N/A | N/A | N/A | 9.15% | 769.40 | 2.39 | 0.10 | Very High |
| Kotak Technology Fund - Regular Plan - Growth | 5.47% | 7.67% | 5.53% | -9.95% | -6.42% | N/A | N/A | N/A | 2.61% | 478.86 | 2.57 | -0.01 | Very High |
| Motilal Oswal Digital India Fund - Regular Plan - Growth Current | -4.68% | 9.63% | 20.99% | 4.89% | 2.93% | N/A | N/A | N/A | 3.27% | 988.69 | 2.34 | 0.04 | Very High |
| Name | Sector | Instrument | Assets % |
|---|---|---|---|
| ESDS Software Solution Ltd. | IT - Services | Domestic Equities | 15.73% |
| Eternal Ltd. | Retailing | Domestic Equities | 6.37% |
| Coforge Ltd. | IT - Software | Domestic Equities | 5.65% |
| One97 Communications Ltd. | Financial Technology (Fintech) | Domestic Equities | 5.48% |
| Triparty Repo | Cash & Cash Equivalents and Net Assets | 5.06% | |
| Hexaware Technologies Ltd. | IT - Software | Domestic Equities | 4.75% |
| Firstsource Solutions Ltd. | Commercial Services & Supplies | Domestic Equities | 4.29% |
| PB Fintech Ltd. | Financial Technology (Fintech) | Domestic Equities | 4.20% |
| Zensar Technologies Ltd. | IT - Software | Domestic Equities | 4.19% |
| Info Edge (India) Ltd. | Retailing | Domestic Equities | 3.69% |
| Billionbrains Garage Ventures Ltd. | Capital Markets | Domestic Equities | 3.40% |
| Meesho Ltd. | Retailing | Domestic Equities | 3.36% |
| eClerx Services Ltd. | Commercial Services & Supplies | Domestic Equities | 3.32% |
| RateGain Travel Technologies Ltd. | IT - Software | Domestic Equities | 3.12% |
| Urban Company Ltd. | Retailing | Domestic Equities | 2.92% |
| Mastek Ltd. | IT - Software | Domestic Equities | 2.60% |
| Le Travenues Technology Ltd. | Leisure Services | Domestic Equities | 2.51% |
| Intellect Design Arena Ltd. | IT - Software | Domestic Equities | 2.43% |
| Pine Labs Ltd. | Financial Technology (Fintech) | Domestic Equities | 2.38% |
| CE Info Systems Ltd. | IT - Software | Domestic Equities | 2.35% |
| Wework India Management Ltd. | Commercial Services & Supplies | Domestic Equities | 2.06% |
| Emmvee Photovoltaic Power Ltd. | Electrical Equipment | Domestic Equities | 2.06% |
| Birlasoft Ltd. | IT - Software | Domestic Equities | 1.92% |
| Amagi Media Labs Ltd. | IT - Services | Domestic Equities | 1.80% |
| Fractal Analytics Ltd. | IT - Software | Domestic Equities | 1.68% |
| Net Receivables / (Payables) | Cash & Cash Equivalents and Net Assets | 1.51% | |
| GNG Electronics Ltd. | IT - Hardware | Domestic Equities | 0.63% |
| Sonata Software Ltd. | IT - Software | Domestic Equities | 0.34% |
| Netweb Technologies India Ltd. | IT - Services | Domestic Equities | 0.20% |
| Total | 100.00% | ||
Mr. Varun Sharma has an impressive career with over 15 years of extensive experience in Investment Management.Mr. Sharma’s professional journey includes significant tenures at esteemed organizations such as ICICI Securities and Franklin Templeton Asset Management Company. Prior to his current role at MOAMC, Mr. Sharma dedicated more than a decade of his expertise to Franklin Templeton, where he excelled as a Fund Manager.
Mr. Rakesh Shetty has more than 13 years of overall experience and expertise in trading in equity, debt segment, Exchange Trade Fund’s management, Corporate Treasury and Banking. Prior to joining Motilal Oswal Asset Management Company Limited, he has worked with Company engaged in Capital Market Business wherein he was in charge of equity and debt ETFs, customized indices and has also been part of product development.
Mr Atul Mehra is passionate about investing; and has been an investor since 13 years of age. He has over 15 years of professional work experience with last 10 years within Motilal Oswal Group, prior to which he worked with Edelweiss Capital for another 5 years. Academically, he is a CFA Charter holder and has completed the Chartered Financial Analyst (CFA) Program, from CFA Institute, Charlottesville, Virginia, USA and has specialization in Finance through BAF (Bachelor of Commerce in Accounting and Finance) from HR College, Mumbai and Post-Graduation in Commerce through M.Com (Masters in Commerce, Accountancy) from Mumbai University.
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