Best Semiconductor Mutual Funds for December 2025: Tata Digital India Fund, ICICI Pru Technology Fund and More Based on 3-Year CAGR

The semiconductor sector continues to underpin global technological development, supporting areas such as artificial intelligence, automotive electronics, cloud infrastructure, and 5G connectivity.

While India does not yet have pure play semiconductor mutual funds, several technology focused and infrastructure oriented schemes provide indirect exposure to semiconductor related companies, including chip design, hardware manufacturing, and supporting industrial sectors.

This article highlights best mutual funds in India for December 2025 based on 3 year CAGR.

Top 5 Mutual Funds Offering Semiconductor Exposure

Note: Funds are ranked based on 3-year CAGR as of Nov 26, 2025.

Overview of the Best Semiconductor-Linked Funds

1. Canara Rob Infrastructure Fund

The fund invests in companies supporting India’s infrastructure and industrial segments, indirectly linked to semiconductor manufacturing and electronics.

Key Metric:

• NAV: ₹160.25

2. HSBC Infrastructure Fund

Focused on companies engaged in India’s infrastructure development, this fund gains indirect exposure to semiconductor and electronics-related industrial activities.

Key Metrics:

• NAV: ₹46.33

3. Motilal Oswal Flexi Cap Fund

A diversified fund investing across sectors and market capitalisation levels, offering partial exposure to semiconductor-linked technology and infrastructure companies.

Key Metrics:

• NAV: ₹61.81

4. Tata Digital India Fund

A technology focused fund investing predominantly in IT companies, including those involved in software, hardware, and semiconductor-linked technologies.

The objective is long-term capital growth through investments of at least 80% in equities or equity-related instruments of IT sector companies in India.

Key Metric:

• NAV: ₹47.63

5. ICICI Prudential Technology Fund

The fund provides exposure to leading domestic and global technology firms, benefiting from semiconductor-related demand in electronics, cloud infrastructure, and digital services.

Key Metrics:

• NAV: ₹204.54

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Best Semiconductor Mutual Funds in December Based on 5-Year CAGR

The following funds have shown notable long-term performance over a five-year period, offering indirect exposure to the semiconductor ecosystem through technology and infrastructure themes.

Best Semiconductor Mutual Funds Based on Expense Ratio in December

Expense ratios influence overall returns, and the following funds offer semiconductor-linked exposure with varying expense ratios.

Read More: SBI MF Leads as 8 Fund Houses Cross ₹20,000 Crore Growth Mark.

Conclusion

Although India does not yet offer dedicated semiconductor mutual funds, investors can gain indirect exposure through technology focused and infrastructure oriented schemes. However, any investment decision should be made after consulting a qualified financial adviser, as the performance data outlined above reflects past trends and does not guarantee future returns.

Disclaimer: This blog has been written exclusively for educational purposes. The securities mentioned are only examples and not recommendations. This does not constitute a personal recommendation/investment advice. It does not aim to influence any individual or entity to make investment decisions. Recipients should conduct their own research and assessments to form an independent opinion about investment decisions.

Mutual Fund investments in the securities market are subject to market risks, read all the related documents carefully before investing.