Aditya Birla Sun LifeTechnologyVery High Risk

Aditya Birla Sun Life Technology Fund - Regular Plan - Growth

Current NAV₹1265.74as of 30/5/2026

AUM6890.40 Cr

AUM

6890.40 Cr

Expense Ratio

1.98%

Min SIP

₹500

Min Lumpsum

₹1000

Launch Date

3 April 2006

Exit Load

Nil

Riskometer

LowModerateHighVery High

Risk Level: Very High

Volatility: 20.32 | Sharpe Ratio: 0.21

Fund Manager & Key Metrics

Fund ManagerMahesh Patil(3.5 years yrs)

Volatility20.32

Sharpe Ratio0.21

Portfolio Turnover65%

BenchmarkNifty IT TRI

Holdings Date25/5/2026

Asset Allocation

Equity: 91.00% | Forgn. Eq: 6.00% | T-Bills: 3.00%

Investment Objective

Aims to provide capital appreciation by investing in Technology securities

Top Holdings

As of 25-May-2026

1. Infosys Ltd.18.5%

2. Tata Consultancy Services Ltd.15.2%

3. Bharti Airtel Ltd.12.4%

4. HCL Technologies Ltd.9.8%

5. Wipro Ltd.7.5%

6. Tech Mahindra Ltd.6.2%

7. Coforge Ltd.4.8%

8. Mphasis Ltd.4.2%

9. Persistent Systems Ltd.3.9%

10. LTIMindtree Ltd.3.5%

Overview

Aditya Birla Sun Life Technology Fund - Regular Plan - Gr... complete review for investors

Aditya Birla Sun Life Technology Fund - Regular Plan - Growth ek high growth mutual fund hai jo technology sector mein invest karta hai. Iska main objective hai long-term capital appreciation. Ye fund un investors ke liye suitable hai jo equity mutual funds mein invest karne ka soch rahe hain, khaas taur par technology sector ki growth potential se fayda uthana chahte hain. Ye fund diversified portfolio bana kar market ki volatility ko manage karne ki koshish karta hai. Agar aap long-term investing aur wealth creation ke liye serious hain, toh ye fund aapke liye sahi choice ho sakta hai.

Performance & Analysis

Aditya Birla Sun Life Technology Fund - Regular Plan - Gr... yearly return performance

Aditya Birla Sun Life Technology Fund - Regular Plan - Growth ne recent years mein kuch mixed returns diye hain. Is fund ka 1-year return -3.49% hai, jo benchmark Nifty IT TRI ke comparison mein kaafi low hai. Lekin 3-year aur 5-year returns ke figures thode better hain, jahan 3-year return 10.75% aur 5-year return 6.52% hai. Ye fund market ki volatility ko achhe se manage karta hai, lekin jab hum performance compare karte hain toh dekhte hain ki benchmark ne kaise perform kiya. Agar hum Nifty IT TRI ka compare karein, toh ye fund usse thoda piche raha hai. Iska matlab ye hai ki jab tech stocks ke prices girte hain, toh ye fund bhi impact hota hai. Fund ke manager Mahesh Patil ne is fund ko manage kiya hai pichle 3.5 saal se, jisme unhone market trends ko samajhne ki koshish ki hai aur portfolio ko accordingly balance kiya hai. Investors ko ye zaroor dekhna chahiye ki kya ye consistency unke investment goals ke saath align karti hai ya nahi.

Aditya Birla Sun Life Technology Fund - Regular Plan - Gr... portfolio breakdown for investors

Aditya Birla Sun Life Technology Fund - Regular Plan - Growth ka portfolio kaafi well-diversified hai, jo technology sector ke top players mein invest karta hai. Is fund ki top 5 holdings mein Infosys Ltd. (18.5%), Tata Consultancy Services Ltd. (15.2%), Bharti Airtel Ltd. (12.4%), HCL Technologies Ltd. (9.8%), aur Wipro Ltd. (7.5%) shamil hain. Ye holdings fund ki strategy ke saath align karti hai jisme growth potential aur innovation ko prioritise kiya gaya hai. Sector allocation mein bhi ye fund kaafi balanced hai, jahan large-cap aur mid-cap technology stocks ka acha mixture hai. Iska matlab ye hai ki ye fund high potential stocks mein investment kar raha hai, lekin thoda risk bhi uthata hai. Agar aap technology sector mein portfolio diversification chahte hain, toh ye fund aapke investment strategies ke liye beneficial ho sakta hai.

Aditya Birla Sun Life Technology Fund - Regular Plan - Gr... riskometer and downside risk

Aditya Birla Sun Life Technology Fund - Regular Plan - Growth ka riskometer "Very High" hai, jo iski volatility aur market risk ko darshata hai. Ye fund un investors ke liye suitable hai jo high-risk appetite rakhte hain aur long-term ke liye invest karne ko tayyar hain. Risk management ke liye, fund manager Mahesh Patil ne various techniques apply kiye hain, lekin investors ko ye zaroor samajhna chahiye ki technology sector inherently volatile hai. Iska matlab ye hai ki funds ki returns kabhi bhi fluctuate ho sakti hain, aur is risk ko accept karna hoga agar aap is fund mein invest karne ja rahe hain.

Who Should Invest?

Aditya Birla Sun Life Technology Fund - Regular Plan - Gr... long term investment outlook

Aditya Birla Sun Life Technology Fund - Regular Plan - Growth ka long-term investment outlook kaafi promising hai. Technology sector mein growth trends jaise ki artificial intelligence, cloud computing, aur digital transformation dekhne ko mil rahe hain, jo is fund ki potential returns ko boost kar sakte hain. Historically, technology sector ne achhe returns diye hain, lekin investors ko market volatility ke impact ko bhi consider karna chahiye. Agar hum historical positioning ki baat karein, toh ye fund technology sector ke leaders mein invest kar raha hai, jisse aapko future growth ke chances milte hain. Lekin, exact return predictions karna mushkil hai. Ye article May 2026 mein update kiya gaya hai, toh market ki conditions aur trends ke hisaab se hi aapko investment decisions lene chahiye.

Pros & Cons

Aditya Birla Sun Life Technology Fund - Regular Plan - Gr... – fayde aur nuksan

High growth potential from technology sector.
Diversified portfolio with top tech companies.
Managed by experienced fund manager Mahesh Patil.
Suitable for investors with high risk appetite.

High expense ratio (1.98%).
1-year returns are negative (-3.49%).
Very high risk level; not suitable for conservative investors.

Frequently Asked Questions

Aditya Birla Sun Life Technology Fund - Regular Plan - Gr... FAQs for beginners

Kya SIP invest karne ka sahi option hai?

Haan, SIP (Systematic Investment Plan) is fund mein invest karne ka ek acha option hai, kyunki ye aapko regular investing ka mauka deta hai aur market volatility ke risk ko manage karne mein madad karta hai.

Is fund ka risk level kya hai?

Aditya Birla Sun Life Technology Fund - Regular Plan - Growth ka risk level "Very High" hai. Ye fund un investors ke liye suitable hai jo high risk le sakte hain.

Tax liabilities kaise hote hain is fund par?

Long-term capital gains (LTCG) par 10% tax lagega agar gain ₹1 lakh se zyada ho. Short-term capital gains (STCG) par 15% tax lagega. Isliye, aapko tax implications ko dhyaan mein rakhna hoga.

Returns

Period	Fund Return (%)	Benchmark (Nifty IT TRI) (%)
1 Year	-3.49%	—
3 Years	10.75%	—
5 Years	6.52%	—
Since Launch	12.27%	—

SIP Calculator

SIP / Lumpsum Calculator

Monthly SIP Amount (₹)

SIP Period (Years)

Hold Period After SIP (Years)

Annual Step-Up (%)

Return Scenario

Based on fund's 3Y return of 10.8%

Invested: ₹956k

Gains: ₹11497k

Total Invested

₹956245.48

Total Returns

+ ₹11496533.70

Maturity Value

₹12452779.17

SIP of ₹5000 for 10 years (stepping up 10% annually), then held for 20 years at 10.8% p.a.

*Projected returns are for illustration only. Past performance does not guarantee future returns.

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Disclaimer: Mutual fund investments are subject to market risks. Please read all scheme‑related documents carefully before investing. Past performance does not guarantee future returns. The content on this page is for educational purposes only.