Best Semiconductor Mutual Funds for January 2026: Motilal Oswal Flexi Cap Fund, Tata Digital India Fund and More Based on 3-Year CAGR

The semiconductor ecosystem remains central to global technology growth, supporting sectors such as artificial intelligence, cloud computing, electronics manufacturing, and digital infrastructure.

Although India does not currently offer dedicated semiconductor mutual funds, several technology-focused and diversified equity schemes provide indirect exposure to semiconductor-related companies through investments in IT services, digital platforms, electronics, and infrastructure-linked businesses.

This article highlights the best semiconductor-linked mutual funds in India for January 2026 based on their 3-year CAGR.

Best Semiconductor-Linked Funds Based on 3-Yr CAGR

Note: Funds are ranked based on 3-year CAGR as of January 1, 2026.

Overview of the Best Semiconductor-Linked Funds

1. Motilal Oswal Flexi Cap Fund

This diversified fund invests across market capitalisations and sectors, offering indirect exposure to semiconductor-linked companies through technology, digital services, and infrastructure themes.

Key Metrics:

• AUM: ₹14,312.44 crore
• NAV: ₹60.27

2. Tata Digital India Fund

A sector-focused fund investing primarily in technology and digital businesses, including companies benefiting from semiconductor-driven demand in IT services and hardware ecosystems.

Key Metrics:

• AUM: ₹12,084.86 crore
• NAV: ₹48.67

3. ICICI Prudential Technology Fund

The fund provides exposure to domestic and global technology companies, indirectly benefiting from trends in semiconductors, cloud infrastructure, and electronics manufacturing.

Key Metrics:

• AUM: ₹15,565.35 crore
• NAV: ₹209.22

4. Aditya Birla Sun Life Digital India Fund

This fund focuses on digital and technology-oriented companies across sectors, offering indirect participation in the broader semiconductor value chain.

Key Metrics:

• AUM: ₹4,848.62 crore
• NAV: ₹176.59

Best Semiconductor Mutual Funds Based on 5-Year CAGR

The following funds have delivered consistent longer-term performance over a five-year period while offering indirect semiconductor exposure.

Note: Funds are ranked based on 5-year CAGR as of January 1, 2026.

Best Semiconductor Mutual Funds Based on Expense Ratio

Expense ratios can influence long-term returns. Below are semiconductor-linked funds with comparatively lower expense ratios.

Note: Funds are ranked based on expense ratio as of January 1, 2026.

Read More: Top 3 Performing Semiconductor Stocks in India: Returns Up to 35% in 2025 — Vedanta, BEL and MosChip on a YTD Basis.

Conclusion

While India does not yet have dedicated semiconductor mutual funds, investors can access the sector indirectly through technology-focused and diversified equity schemes. Performance varies across time horizons, expense structures, and investment styles. Investors should assess their risk profile and investment objectives carefully before considering exposure to sector-linked funds.

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.