If you have been anywhere near Indian business news lately, you have probably noticed something odd: fertility clinics have suddenly become a sector with opportunity for investors.
A few years back, nobody would have clubbed IVF centres with IPOs and the stock market in the same sentence. But here we are in 2026, and the fertility business in India has turned into one of the more interesting themes for long-term investors.
So in this blog, let us talk about what is happening in this space and which IVF-linked stock is already trading on our exchanges, which big name everyone’s waiting for, and what you should keep in mind before putting money into this theme.
We will try to explain why this sector is growing the way it is, because that context matters more than the stock price on any given day.
What is IVF?
Before we jump into stocks, let us pause for a second and understand what IVF means.
The term IVF stands for In Vitro Fertilisation. An egg and sperm are fertilised outside the body, in a lab, instead of the way it naturally happens inside a woman’s body. “In vitro” translates to “in glass.” So this happens in a small dish, under controlled lab conditions.
Whether it succeeds or not depends on a bunch of things like the woman’s age, which clinic you have chosen, the specific fertility issue, and a lot of couples end up going through more than one cycle before they get a positive result. The journey is emotionally and financially overwhelming.
The Rise of IVF in India
Let us start with the why, because the numbers here are genuinely surprising.
India’s Total Fertility Rate has slipped to around 1.9 births per woman, below the replacement level of 2.1. At the same time, our national infertility rate is near 13%, which translates into roughly 27.5 million Indian couples dealing with fertility issues in some form.
Delayed marriages, career-first lifestyles, stress, pollution, and PCOS cases going up, lifestyle diseases all of this is pushing more couples toward assisted reproduction.
Now what makes it an investment story and not just a health story is that out of the 5-7.5 lakh IVF cycles doctors advise every year, only about 2-2.5 lakh cycles actually get started.
That is a huge gap between demand and what is currently being served, and organised fertility chains are racing to fill it, especially in Tier 2 and Tier 3 cities, where growth rates are running higher than in the metros.
In addition to this fact, the social stigma around infertility treatment is fading fast. A decade ago, couples would not openly talk about going through IVF.
Gaudium IVF and Women Health: The Only Listed Company in India
If you go looking for an IVF stock on the NSE or BSE right now, there is only one name that pops up, and that is Gaudium IVF and Women Health Ltd
This is a Bengaluru-headquartered fertility care company that runs on a hub-and-spoke model, a handful of full-fledged IVF hubs supported by smaller satellite centres that feed patients in.
Beyond IVF and ICSI, the company also offers IUI, egg and sperm donation, fertility preservation through cryopreservation, and treatment for conditions like PCOD, PCOS, and endometriosis. The company has laid out expansion plans of roughly 10 new IVF hubs in FY27, 8 more in FY28
On the numbers side, the company’s recent quarterly results showed a healthy jump in both revenue and profit compared to a year earlier.
If you are the type of investor who gets uncomfortable watching a stock move 5-6% in a single session, this one might test your patience.
Stock Name
Market Capitalisation (cr.)
52 week high
52 week low
Gaudium IVF and Women Health
₹1,102
₹163.18
₹69.18
1-M Return
3-M Return
1-Y Return
36.69%
21.71%
0
Rainbow Children’s Medicare: A listed Hospital stock, now expanding into fertility
It was founded in 1999 by Ramesh Kancharla, and is headquartered in Hyderabad. Rainbow is not an IVF stock in the way people usually mean it. It is a Hyderabad-based hospital chain that built its name on paediatric and maternity care under the BirthRight brand, running well over 240 facilities across 9+ cities today.
Fertility entered the picture later, when the company started rolling out IVF services alongside its women’s health units. It had 11 hospitals offering IVF as of 2024, and it has been adding more clinics since, including a new one in Bengaluru that opened in May this year.
The stock, listed on both NSE and BSE, has moved between roughly ₹1,084 and ₹1,646 over the past year
Stock Name
Market Capitalisation (cr.)
52 week high
52 week low
Rainbow Children’s Medicare
₹14,783
₹1645.70
₹ 1084
1-M Return
3-M Return
1-Y Return
1.65%
17.35%
-10.23%
Indira IVF: Unlisted but the most talked about
Indira IVF, the country’s largest fertility chain. Founded by Dr Ajay Murdia and now run by CEO Kshitiz Murdia, Indira IVF operates well over 150 centres across India and has been involved in more than 1.75 lakh successful pregnancies since it started. It dominates close to 30% of India’s organised IVF market
Indira IVF’s IPO journey has been anything but smooth. IPO papers were first filed in February 2025 for an IPO expected to value it somewhere around Rs 20,000 crore, but it withdrew soon after.
It refiled through the confidential pre-filing route later that year, but as of early 2026, those draft papers were withdrawn again, and there is still no confirmed listing date.
The demographic and social drivers behind IVF are real and well documented. But right now, your listed options are limited, mostly small-cap, and come with the volatility tag.
For now, the smart move is probably to track this sector closely, understand the underlying business model of any company you are considering, and size your position accordingly rather than simply picking the stocks.
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Not yet. It has tried to go public twice now. Keep it on your watchlist and wait for an actual listing date.
What is the cost of IVF?
It can get heavy on the pocket. A single cycle usually costs somewhere between ₹1-3 lakh.
Are hospital stocks like Apollo or Rainbow “IVF stocks”?
Not really. They do run fertility centres alongside their main business, but IVF is a small slice of their overall revenue.
Should I invest in unlisted IVF shares being offered online?
Unlisted shares come with liquidity and pricing risks. It is not something to jump into just because someone promises early allotment.
Is the IVF sector a safe long-term investment theme?
The underlying demand is genuinely strong, no doubt about that. But right now, listed options are limited and mostly small-cap, so it comes with volatility.
Every year, not just farmers who keep a close eye on the weather, investors do too, because favourable monsoon conditions stimulate growth in a few sectors of the economy. The sectors include fertilisers, agrochemicals, FMCG, etc.
In today’s blog post, we will give you an overview of the best monsoon stocks along with the benefits of investing in them.
What are Monsoon Stocks?
Monsoon stocks are the shares of the company’s performance of which are dependent on the Indian monsoon. A good monsoon can help them earn high profits, whereas a poor monsoon can significantly impact their revenue. This generally happens because the monsoon affects income and spending, etc. Therefore, an active investor keeps an eye on monsoon forecasts so that it can identify the stocks which have high growth potential.
The overview of best monsoon stocks is as follows:
1. Hindustan Unilever Limited
It was established in 1933 as Lever Brothers India Limited. In 2007, it was renamed Hindustan Unilever Limited. Being one of the largest FMCG companies in India, it offers products like Surf Excel, Lux, Dove, etc. The company has its headquarters situated in Mumbai.
2. Mahindra and Mahindra Limited
The company was established in 1945 as Mahindra and Mohammed as a steel trading company. It manufactures automobiles such as tractors and other farm equipment. The company came up with an IPO in 1956, and its headquarters are situated in Mumbai.
3. Coromandel International Limited
The company was incorporated in 1961, and initially the company began its journey as Coromandel Fertiliser, which was a joint venture between EID Parry, IMC and Chevron. It was engaged in the manufacturing of fertilisers, crop protection products, organic fertilisers, etc. and is a key player in the Indian agriculture sector. It has its headquarters situated in Chennai.
4. UPL Limited
The company was incorporated in 1985 and was initially known as Vishwanath Commercials Limited. Later, the company changed its name to United Phosphorus Limited and finally adopted the name UPL in 2013. IPO of the company was launched in 1985. Over time, it has become one of the world’s leading agriculture solution providers. The company manufactures crop protection chemicals, etc. and has its headquarters situated in Mumbai.
5. PI Industries Limited
The company was incorporated in 1946 and initially known by the name Mewar Oil and General Mills Limited. The company changed its name to PI Industries Limited in 1992. The company was listed in 1993. It is one of India’s leading agri-science businesses and offers custom synthesis, etc. The company’s headquarters are situated in Gurugram.
6. Escort Kubota Limited
It was founded in 1944 by Har Prasad Nanda and Escorts Agents Pvt. Ltd. It is one of the leading engineering companies in India. It manufactures tractors, construction equipment, etc. The company is known for its innovation in farm mechanisation. Its headquarters are situated in Haryana.
7. Chambal Fertilisers and Chemicals Limited
The company was founded in 1985 and was initially named Aravali Fertilisers Limited. In 1989, it changed the name to Chambal Fertilisers and Chemicals Limited. The company produces urea and other crop protection-related products. It has a strong distribution network across India. The company has its headquarters situated in New Delhi.
8. Rallis India Limited
The company was incorporated in 1948, and in 1960, the Tata group and Fisons became key shareholders in the company. However, in 1990, the company strategically exited its engineering and chemical business and started focusing primarily on the agri sector. Some of the key products of the company include agrochemicals, seeds, and speciality fertilisers, etc. The company was originally incorporated in Kolkata and later shifted it headquarter in Mumbai.
9. Kaveri Seed Company Limited
Founded in 1986, it is one of the biggest seed companies in India. The company has good experience in seed production, processing and marketing of quality seeds of different crops such as cotton, rice, maize etc. Its IPO took place in 2007 and the company went public. It has its headquarters in Hyderabad.
10. Jain Irrigation Systems Ltd-DVR
The company was incorporated in 1986 by Bhavarlal H. Jain. It was started as a petroleum products and agriculture inputs manufacturer. The objective of the founder was to increase the income of farmers. Later in 2000, the company diversified into PVC piping, tissue culture plants, fruit processing, and renewable energy solutions. It has become one of the largest manufacturers of drip irrigation systems, and its headquarters is situated in Maharashtra.
The key factor that affects the best monsoon stocks are as follows:
Monsoon Forecast: This is one of the key factors that influences the performance of monsoon stocks. A regular monsoon across the country can help companies in producing crop production, etc.
Government Policies: The government plays a key role in framing policies related to the agriculture industry. Favourable policies related to this sector can help companies in increasing their revenue.
Prices of Commodities: The prices of agriculture-related commodities significantly influence the profitability of farmers. These commodities include rice, wheat, cotton, etc.
Benefits of Investing in Monsoon Stocks
The key benefits of investing in monsoon stocks are as follows:
Strong Growth: The companies engaged in the agriculture sector can experience growth and sales during the monsoon season. Hence, one can invest in these stocks and earn profit.
Diversification: By investing in monsoon stocks, one can diversify their investment portfolio. The monsoon stocks include companies engaged in fertilisers, agrochemicals, tractors, etc.
Rural Consumption: As the rural income increases during the monsoon season, it also increases consumer spending across all the companies engaged in this sector.
Risk of Investing in Monsoon Stocks
The key risks of investing in monsoon stocks are as follows:
Monsoon Pattern: The key risk of investing in monsoon-related stocks is that the monsoon pattern is very uncertain. Sometimes a delay in rainfall or below-normal rainfall can significantly impact the performance of such stocks.
Ongoing Climate conditions: Changing climate patterns, the frequency of floods, droughts, etc. can create uncertainties for businesses
Market Volatility: Even if the monsoon arrives on time, the performance of monsoon-related companies can vary based on market volatility.
How to Invest in Monsoon Stocks
To invest in monsoon stocks, one can follow the steps mentioned below:
Open a Demat Account with Pocketful: To start investing in monsoon stocks, the first step is to open a lifetime free demat account with Pocketful.
Complete KYC: To activate your account, complete the KYC process by providing your PAN, Aadhaar, and bank details. Completing your KYC is a mandatory process.
Use Screener: To make investments in monsoon stocks, it is suggested to access the screener provided by Pocketful and view the monsoon stocks list. The data and filters available on the screener are easy to analyse and understand.
Choosing Stocks: Selection of stocks will be the next step after using the screener. The stock should be selected based on the company’s financials and its growth prospects.
Steps to Invest: Instead of investing your entire capital at once, it is advisable to invest it gradually. It can help an investor take advantage of various market levels.
Portfolio Tracking: Once the investments are made, it is advisable to track them regularly to book profits.
Should You Invest in Monsoon Stocks?
Investment in monsoon stocks is suitable only for those investors who can take risks, as monsoon stocks are highly volatile. These stocks also have high growth potential, especially when the rainfall forecast is favourable. However, an investor should focus on fundamentally strong stocks and diversify their portfolio.
On a concluding note, monsoon stocks offer an investment opportunity that can help an investor in getting the benefit of Indian agriculture economies rising disposable incomes in the hands of the rural sector. So many other factors can impact the performance of monsoon stocks, such as the financial performance of the company, government policies, prices of commodities, etc. Therefore, it is advisable to consult your investment advisor before making any investment in monsoon stocks.
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They are the shares of companies whose growth is dependent on rainfall or the monsoon season.
Which sector is most influenced by monsoon?
The key sector that is most influenced by monsoon are fertiliser, agrochemicals, seeds, FMCG, etc.
Mention some risks involved while investing in monsoon stocks?
Yes, there are certain risks while investing in monsoon stock that are weak monsoon, delayed monsoon, uneven rainfall distribution, changes in government policies, etc.
Do monsoon stocks pay dividends?
Yes, many companies that benefit from the monsoon regularly pay dividends, such as ITC, UPL Limited, etc.
How to invest in monsoon stocks?
To invest in monsoon stocks, one is required to have a demat and trading account. Pocketful offers you an opportunity to open a lifetime free demat and trading account, and it also offers free brokerage on delivery trades.
AI is transforming the financial world fast, yet real human advisors remain just as important. In this breakdown of .AI vs. human advisors, we’ll explore how each operates, where they diverge, and which option aligns best with your personal goals.
What Is an AI Advisor?
An AI Advisor is a digital tool that offers suggestions for investment and financial decisions using Artificial Intelligence (AI) and data analysis. It generates data-driven recommendations by analyzing your profile, risk appetite, and investment goals. Consequently, when comparing AI with human advisors, AI is considered a faster and automated alternative.
How does an AI Advisor work?
An AI Advisor first gathers the user’s financial information and investment objectives. It then analyzes market data and historical trends to provide suitable investment recommendations. Many AI-based platforms also monitor the portfolio periodically and suggest rebalancing it when necessary.
Example: If the share of a particular asset in your portfolio exceeds the set limit, the AI Advisor can identify this and suggest rebalancing the portfolio.
What Is a Human Advisor?
A human advisor is an experienced financial expert who provides personalized advice by understanding your income, expenses, investment goals, and future needs. They assist in making decisions based not only on data but also on your life circumstances and experiences. For this reason, when comparing AI and human advisors, the human advisor is considered the option that offers more personalized advice.
How does a Human Advisor work?
First, human advisors look at your income, risk level, and future goals. They use this to build a clear plan and adjust it as your needs change. They also keep you calm when the market drops so you don’t make reckless choices.
Example: When market crash fear makes you want to sell everything, an advisor stops you, keeps you focused on your original plan, and saves you from a massive loss.
AI vs. Human Advisors Key Differences
Comparison Factor
AI Advisor
Human Advisor
Basis of Advice
Data, algorithms and AI models
Experience, judgement and personal understanding
Decision-Making
Based on available data and predefined rules
Based on your financial situation, goals and experience
How AI Advisors Actually Make Investment Suggestions
The AI Advisor generates investment recommendations based on a structured process. It combines your personal information with available market data to select options that align with your investment goals.
Understand the investor profile: Initially, information such as your income, investment objective, investment horizon, and risk appetite is gathered. This data is used to create your investment profile.
Assesses the risk profile: Every investor has a unique risk appetite. Based on this, the system determines whether low, medium, or high-risk investment options are suitable for you.
Selects suitable investment options: Next, appropriate options such as stocks, mutual funds, ETFs, or other assets are selected based on your profile.
Constructs a portfolio: The selected investment options are combined to create a portfolio tailored to your financial goals and risk appetite.
Conducts periodic reviews: Many AI-based platforms review the portfolio over time. If there is a significant shift in asset allocation, they may suggest rebalancing.
Where Human Advisors Still Have an Edge
Good money decisions aren’t made on charts alone. Your family, life changes, and personal goals matter just as much. That’s where working with a real person pays off
Retirement Planning: It’s not just about accumulating funds it’s about balancing future living costs and steady income. A human advisor looks at the full picture.
Tax Planning: Smart tax strategy looks different for everyone. An advisor looks at your specific income and accounts to find actual savings.
Big Milestones: Buying a home, paying for tuition, or starting a business can’t be solved with template answers. You need advice built around your life.
Market Swings: When markets take a dive, fear takes over. An advisor gives you clear context so you don’t make panic-driven choices.
Life Shifts: Your job, income, and home life change over time. An advisor checks in and updates your plan so it stays aligned with where you’re heading.
Where AI Advisors Perform Better
AI advisors really shine when you need speed, automated systems, and round-the-clock tracking. Here is where they outperform
24/7 Availability: AI doesn’t keep business hours. You can review your portfolio or pull insights whenever it suits you.
Constant Portfolio Tracking: It continuously watches your money in the background and pings you whenever key updates happen.
Lightning-Fast Data Processing: An AI scans tons of market data in a few seconds to spot viable opportunities.
Automated Rebalancing: Most apps tweak your asset mix back to your plan automatically without any manual effort.
Lower Fees: Tech tools cost way less to operate, making them far cheaper than standard advisors.
Zero Emotional Bias: AI never panics or gets greedy; its picks rely entirely on cold data and set rules.
It makes it easy to compare multiple investment options simultaneously.
One cannot fully understand the personal circumstances of life.
It adopts a uniform and systematic process for all users.
Nothing can take the place of experience and practical understanding.
It makes access to digital advice easy for small investors as well.
Additional guidance may be required under unusual financial circumstances.
It helps in sticking to the decided strategy.
The quality of the advice depends on the available information and the system.
It simplifies the initial research work in a short amount of time.
The responsibility for the final investment decision rests solely with the investor.
Pros and Cons of Human Advisors
Advantages
Limitations
We provide advice based on an understanding of your situation and goals.
The charges for their services may be relatively high.
If needed, answers to questions can be obtained through direct conversation.
It is not possible to be immediately available at all times.
They help in making the right choice among various financial options.
The quality of advice depends on the individual’s experience.
Clear direction is obtained regarding major financial decisions.
Not all advisors share the same working style and mindset.
They may advise making changes to the plan in accordance with changing circumstances.
Choosing the right advisor can take time and research.
Can AI and Human Advisors Work Together?
Yes, in many instances, AI and human advisors prove to be complementary to each other. Each has its own distinct strengths, so using them together can lead to a superior experience.
AI can rapidly process vast amounts of data to present preliminary information and potential investment options. Subsequently, a human advisor can interpret this information in the context of your income, future goals, and current circumstances to provide final advice.
For instance, if an investor needs to review their portfolio, AI can first analyze the available data. A human advisor can then help determine whether it is truly appropriate to implement those suggestions.
This is why many investors today prefer a balanced approach utilizing both AI and human advisors rather than relying solely on one or the other. This allows them to benefit from both the speed of technology and human insight.
Conclusion
AI and human advisors both have their place. AI works well when you want quick answers based on data. But a real advisor is much better when you need personal help for big financial decisions. What you pick really just comes down to your goals, your experience, and what you need.
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Investors often hear both words in the share market and get confused. Both are associated with the purchase of the shares, but the end impact is different. The takeover impacts the company, while the buyback impacts the shareholders mainly.
Understanding the difference between takeover and buyback is important. This will help you understand how your ownership will be impacted. It will guide you on how you should reach in both situations.
This guide explains what is takeover, what is buyback, how each process actually works in the Indian market, and how to read the two events when they show up in your holdings.
What Is Takeover
A takeover happens when one company, or an individual acquirer, gains control of another company. This is usually done by buying a controlling stake in its shares. Most of the time, when 25% or more voting rights are taken over as per the SEBI’s regulations, we call it a takeover.
Control can be acquired through various ways, such as:
Open market purchases
Negotiated deal with existing promoters
Mandatory open offer to public shareholders
In India, takeovers are governed by the SEBI (Substantial Acquisition of Shares and Takeovers) Regulations, 2011. It is commonly called the Takeover Code. Once an acquirer crosses the 25% threshold or seeks to gain control regardless of shareholding, the code requires a public announcement.
Also, an open offer to buy at least 26% of the target company’s shares from public shareholders at a regulator-defined price needs to be made. This protects minority shareholders by giving them a chance to exit at a fair price rather than being left holding shares under a new, unknown management.
Types of Takeover
Friendly takeovers is the one where the target company’s management and board support the acquisition. They all negotiate terms jointly, making the process simpler and quicker.
Hostile takeovers are situations where the acquirer bypasses the target’s management. They directly make an appeal to the shareholders. This is often through an open offer at a premium to the market price.
Reverse takeovers are situations where a smaller company acquires a larger one. It is often used to gain a stock exchange listing. This is done without going through a traditional IPO.
For shareholders, a takeover usually means one of two things:
An open offer that lets you sell your shares at a set price.
A change in company ownership and strategy.
What Is Buyback
A buyback is formally a share repurchase. It is when a company buys back its own shares from existing shareholders. The company does this to reduce the outstanding shares. It helps in the valuation as well.
The company uses its own cash reserves to do this. All the shares bought back are typically extinguished, permanently reducing the total share count. This is beneficial for those who have shares in the market already, as they get more control.
Buybacks in India are governed by the SEBI (Buy-Back of Securities) Regulations, 2018.
The companies can execute them through two routes:
1. Tender Offer Route
Here, the company announces a fixed price. It is usually at a premium to the market price. The shareholders can tender their shares proportionately based on their holdings
2. Open Market Route
The company buys back shares gradually through the stock exchange over a specified period. This is without a fixed price announced in advance.
Companies typically announce a buyback in the following situations:
When management believes the stock is undervalued.
If there is surplus cash sitting idle with no better investment opportunity.
When the company wants to return value to shareholders in a more tax-efficient way.
A buyback also improves key ratios like earnings per share, since the same profit gets divided among fewer outstanding shares.
In buyback, there is no change in the company. Promoters and public shareholders continue to hold the company in roughly the same relative proportion, minus whichever shareholders chose to sell into the buyback.
Difference Between Takeover and Buyback: Side by Side
Factor
Takeover
Buyback
Who initiates it
An external acquirer or another company
The company buying back its own shares
Effect on control
Ownership and control change hands
Control generally stays with existing promoters
Effect on share count
Usually unchanged
Reduces total outstanding shares
Governing regulation
SEBI Takeover Code, 2011
SEBI Buy-Back Regulations, 2018
Shareholder action
May need to respond to an open offer
Can choose to tender shares or stay invested
Typical market reaction
Price often jumps toward the open offer price
Price often rises on reduced supply and signal of confidence
Company’s cash position
Unaffected directly, since acquirer pays
Company cash reserves reduce
Frequency
Rare, event-driven, tied to a specific acquirer’s interest
More common, can recur across multiple years
The difference between takeover and buyback comes down to one question: where is the money actually coming from or going to? A takeover is about a change of hands. A buyback is about a change of scale.
Why the Distinction Matters for Investors
Confusing the two events leads to two common mistakes.
The first mistake is assuming every corporate action that lifts the share price is the same kind of opportunity. A takeover open offer is usually a one-time exit price set by regulation, and once it closes, the stock’s future depends entirely on the acquirer’s plans, which may or may not benefit remaining shareholders. A buyback, by contrast, is management signaling confidence in the existing business using its own operating cash, and the company continues to run under the same leadership and strategy afterward.
The second mistake is misreading intent. A hostile takeover attempt can sometimes trigger a company to announce a defensive buyback, buying back shares specifically to reduce the number of shares available for the acquirer to purchase and to make the takeover more expensive. In this case, the two events appear together, but they are still fundamentally different tools serving different purposes, one changing control and the other defending it.
Reading quarterly filings, exchange announcements, and open offer documents carefully, rather than reacting to headlines alone, is the only reliable way to tell which of the two events you are actually looking at.
How to Track These Corporate Actions as a Trader
Both takeovers and buybacks move stock prices quickly once announced, so timing and information quality matter.
Exchange filings on NSE and BSE websites carry the original public announcement for both events, well ahead of most news coverage.
SEBI’s SAST disclosures list every substantial acquisition and takeover trigger as it crosses the regulatory threshold.
Record dates and tender periods for buybacks are published in advance, giving existing shareholders a clear window to decide whether to tender shares.
Open offer price versus market price is the number to track during a takeover, since the market price often converges toward the open offer price as the deadline approaches.
A trading platform with reliable corporate action alerts and a fast order execution system matters here, since the price gap between an announcement and the market’s full reaction can close within minutes of trading resuming. Traders using Pocketful can track these announcements alongside live price action and place orders through Scalper Mode when a corporate action creates a fast-moving opportunity, rather than relying on delayed news feeds.
Conclusion
The difference between takeover and buyback is really a difference in direction. In a takeover, an outsider is buying control, and shares typically stay in issue while ownership changes hands. In a buyback, the company itself is buying back its own shares, keeping control exactly where it was. Either way, both options have a direct impact on the company and the shareholders.
For traders, it is important to understand how these work. This will help them to know what impact it will have on their portfolio. This is where platforms like Pocketful can help. They can guide you through the process and share the insights as needed.
Frequently Asked Questions (FAQs)
What is a takeover in simple terms?
A takeover is when one company or investor gains control of another company. This is mainly by buying enough shares, usually 25% or more. This influences or directs its management and decisions, often triggering a mandatory open offer to public shareholders under SEBI’s Takeover Code.
What is a buyback in simple terms?
A buyback is a simple process of purchasing shares back. The company repurchases its own shares from existing shareholders. It does this by using its own cash. This reduces the total number of shares outstanding. It is done when company feels that shares are undervalued.
Does a buyback change who controls a company?
No, a buyback does not usually change control. Promoters and remaining shareholders continue to hold the company in roughly the same manner. Here, the company is simply reducing its own share count. There is no transfer of ownership to the new company. The company usually clears all the shares that they buy, making them null.
Is a takeover always good news for shareholders?
Not always. A takeover can bring a premium open offer price in the short term, but the stock’s longer-term outlook depends entirely on the new acquirer’s strategy, which may or may not align with what benefited shareholders under the previous management.
Can a company use a buyback to prevent a hostile takeover?
Yes, a company can announce a defensive buyback to reduce the number of shares available in the market. This can make it more expensive and difficult for a hostile acquirer to gain a controlling stake. But it is important to understand that both are different situations.
If you’ve been tracking Infosys or TCS results every quarter and wondering how the broader tech sector is doing, the Nifty IT Index is the number you should be watching. Ten companies. One index. It tells you whether Indian IT is having a good run or a rough patch, without you having to check 10 different stock prices. This article breaks down what the index is, what’s inside it right now, and what actually makes it move.
The Basics First
The Nifty IT Index is a sectoral index of the National Stock Exchange (NSE) that tracks the performance of leading information technology companies listed on the exchange.
It includes some of India’s largest IT and technology service companies that derive a significant portion of their revenues from software services, consulting, business process management, cloud solutions, and digital technologies. The index currently consists of 10 major companies from the Indian IT sector and is maintained by NSE Indices.
Simply put, if India’s IT sector performs well, the Nifty IT Index generally moves higher. If the sector faces challenges such as lower global demand or slower technology spending, the index may come under pressure.
What’s Inside the Nifty IT Index
Ten stocks make up the entire index. All of them are software, IT services, or IT-enabled businesses listed on the NSE. Here’s the official composition as per NSE Indexogram data dated June 30, 2026:
Infosys leads the index at 30.41%, followed by TCS at 20.48%. Together they account for over 50% of the index weight. HCL Technologies and Tech Mahindra follow at 11.16% and 10.84% respectively both significantly higher than what many investors expect.
Company
Weightage (%)
Infosys Ltd.
30.41
Tata Consultancy Services Ltd.
20.48
HCL Technologies Ltd.
11.16
Tech Mahindra Ltd.
10.84
Wipro Ltd.
5.94
Persistent Systems Ltd.
5.71
Coforge Ltd.
4.88
LTIMindtree Ltd.
3.99
MphasiS Ltd.
3.48
Oracle Financial Services Software Ltd.
3.12
This concentration matters in practice. On a day when Infosys drops 4% after a weak quarterly result, the nifty IT index falls roughly 1.2% from that one stock alone, even if everything else holds flat. Understanding this helps you make sense of sharp intraday index moves without panicking.
NSE applies weightage caps at every rebalancing; no single stock can exceed 33%, and the top three stocks combined cannot cross 62% of the total index weight. These limits prevent one company from dominating so heavily that the index stops being a sector tracker and becomes a single-stock proxy.
Index Returns as of June 30, 2026
This part is worth sitting with for a moment. The official NSE return data from the Indexogram report paints a clear picture of where the index stands:
Period
Price Return (%)
QTD (Quarter to Date)
-9.51
YTD (Year to Date)
-30.58
1 Year
-32.48
5 Years (CAGR)
-2.05
Since Inception (CAGR)
20.03
The 1-year return of -32.48% and YTD of -30.58% reflect the significant pressure on Indian IT stocks through 2025-26. US tech spending cuts, a stronger rupee eating into dollar-denominated revenues, and repeated earnings downgrades from majors like TCS and Infosys drove the index down sharply from its highs.
The 5-year CAGR of -2.05% tells you the index has essentially gone nowhere on a 5-year basis. But the since-inception CAGR of 20.03% puts that in context this index has compounded at 20% annually since 1996, making it one of the strongest long-run performers among NSE’s sector indices. Short cycles of underperformance are part of that story.
The nifty IT index also has a standard deviation of 23.57% over 1 year, which signals meaningful volatility. It has a Beta of 0.76 against Nifty 50 over 1 year and 0.95 over 5 years meaning it moves slightly less than the broader market in short windows but tracks it closely over longer periods.
How the Index Value Is Calculated
The nifty information technology index uses the periodic capped free-float methodology. Here’s what that actually means.
Free-float means only publicly tradeable shares are counted. Promoter holdings, government-locked shares, and strategic cross-holdings are excluded. So the index measures what the open market is actually pricing not the full issued share capital.
Periodic capping means the weightage caps described earlier are applied at each rebalancing point, not continuously. Between rebalancing dates, weightages drift with price changes. At the next review, they get reset.
The formula:
Index Value = (Current total free-float market cap of all 10 stocks ÷ Base market capitalisation) × Base Value
As the 10 stocks trade throughout the day, their combined free-float market cap changes every second. The index divides that by the fixed base market cap and multiplies by the base value to give you the live index level.
Corporate actions, bonus issues, stock splits, rights offerings are adjusted for so they don’t create artificial jumps or drops in the index level on the day they happen.
Who Gets Into the Nifty IT Index
Not every IT company listed on the NSE qualifies. The selection criteria from NSE’s official methodology:
The company must be part of the Nifty 500 at the time of review. If eligible IT stocks within Nifty 500 fall below 10, NSE can pull from the top 800 universe ranked by average daily turnover and market capitalisation over the previous 6 months.
The company must be classified under the IT sector as per NSE’s industry classification.
Trading frequency must be at least 90% in the last six months — meaning the stock should have traded on at least 9 out of 10 trading days.
Minimum listing history of 1 month as on the cutoff date.
Final selection of 10 companies is based on free-float market capitalisation. Preference is given to companies already available in NSE’s Futures & Options segment.
The rebalancing cut-off dates are January 31 and July 31 each year. NSE uses average data from the six months ending on those dates. Four weeks’ prior notice is given to the market before any constituent change takes effect so there’s no surprise on the change date.
A three-tier governance structure manages the index, the Board of Directors of NSE Indices Limited, the Index Advisory Committee (Equity), and the Index Maintenance Sub-Committee. Changes don’t happen arbitrarily; they go through this framework.
Index Fundamentals (June 30, 2026)
Metric
Value
P/E Ratio
17.26
P/B Ratio
4.72
Dividend Yield
3.48%
A P/E of 17.26 is notably lower than where Indian IT stocks were trading in 2021–22 when many names were at 30–40x earnings. The correction has brought valuations back to more reasonable territory. A dividend yield of 3.48% is relatively high for an equity index, reflecting that the sharp price fall has pushed yields up. These numbers matter when deciding whether the current level represents fair value or whether there’s more downside risk.
What Actually Moves This Index
1. The Dollar-Rupee Exchange Rate
India’s big IT firms, Infosys, TCS, HCL, and Wipro, earn the bulk of their revenue in US dollars from North American and European clients. Every dollar they earn gets converted to rupees when reported in Indian accounts. A weaker rupee means more rupees per dollar, so earnings look better even if business volume hasn’t changed. When the rupee strengthens, the same dollar revenue shrinks in rupee terms. Currency movement is a variable that directly feeds into margins, and the Nifty Technology Index reflects it.
2. US and European Tech Spending
This is the primary driver. Indian IT is a service export industry. When US companies tighten budgets, IT is among the first spending categories cut or deferred. The 2022–23 slowdown showed this clearly: rising US inflation pushed the Fed to hike aggressively, enterprises pulled back on outsourcing and digital transformation spend, and Indian IT companies reported slower deal wins for six consecutive quarters. The it index followed all the way down.
3. RBI and Fed Rate Cycles
Rate decisions on both sides affect the index. RBI rate cuts lower borrowing costs domestically and encourage technology investment. US Fed rate hikes tighten corporate budgets and reduce the appetite for outsourcing new projects. The Fed’s cycle tends to have a more direct impact, given how large North American revenues are for the top four IT companies in the index.
4. FII Flows Into Indian IT
Foreign institutional investors hold large positions in TCS, Infosys, and HCL. When global risk sentiment shifts, recession fears, geopolitical tension, US rate signals. FIIs reduce emerging market holdings, and Indian IT gets sold first because it’s among the most liquid. These outflows create sharp short-term index moves that don’t necessarily reflect underlying business changes.
5. Government Spending on Technology
Domestic revenue from government contracts, defence technology, railway IT systems, and public health digitisation has grown meaningfully for some IT companies. The Union Budget 2024-25 allocated ₹1,16,342 crore toward IT and telecom, signalling continued public sector demand. This doesn’t move the index on a single day, but it shapes the medium-term revenue visibility for companies that have strong government client exposure.
How to Get Exposure to the Nifty IT Index
You can’t buy the index itself. But there are several practical routes.
Buying individual stocks is the most direct. You pick TCS, Infosys, HCL Tech, or any other constituent and hold them in your Demat account. The trade-off is that you’re making active stock calls rather than tracking the sector as a whole, and managing 10 positions individually takes more effort.
IT sector mutual funds give you active management. A fund manager decides which technology stocks to overweight; they may hold names outside the 10-stock index basket too, so performance will diverge from the Nifty IT index. Worth it if you believe active management adds value in this sector.
Index funds replicating the Nifty IT index hold exactly the same 10 stocks in the same proportions. No active calls. Lower expense ratios. If your view is simply “I want clean IT sector exposure,” this is the most efficient route.
IT ETFs work like index funds but trade on the exchange during market hours at live prices rather than end-of-day NAV. Useful for investors who want to enter or exit at specific price points intraday.
Futures and options contracts exist for the Nifty IT Index for those who want to hedge existing IT holdings or take directional leveraged positions. Not a product for long-term retail investors without derivatives experience.
Things to Think About Before Investing
Ten stocks in one sector. That is the entire index. There’s no cushion from other parts of the economy when IT goes through a rough period, and the current data shows what a rough period looks like. YTD returns of -30.58% with no diversification buffer are a real experience that investors in IT sector funds faced through 2025–26.
Infosys at 30.41% and TCS at 20.48% together make up over half the index. A bad earnings quarter from either company moves the index meaningfully. That’s not sector diversification in the traditional sense; it’s concentrated exposure to two businesses.
The P/E of 17.26 is low by historical IT standards, which could mean the sector is attractively valued after the correction. Or it could mean earnings expectations are still being revised downward. Both interpretations are valid, and which one you believe should inform whether this is a time to enter or wait.
Currency exposure is embedded in every IT investment. You’re taking a view on rupee-dollar dynamics, whether you’re thinking about it or not.
How to Invest in IT Sector Funds Through Pocketful
Track NAV movement and portfolio performance from the dashboard
Review against the index benchmark every 6–12 months
Conclusion
The Nifty IT Index has been tracking India’s technology sector since 1996, compounding at 20% annually since inception despite going through multiple severe corrections along the way. The current setup- 10 stocks, Infosys and TCS making up over half the weight, YTD returns deep in negative territory, reflects both the structural strength of Indian IT and the cyclical pressures the sector faces right now. Before investing in any fund benchmarked against the Nifty Information Technology Index, knowing the return data, the concentration, and what drives the index up and down helps you hold through the rough patches rather than exit when it hurts most.
Start investing in IT sector mutual funds through Pocketful, with zero commission on mutual fund investing, so more of your returns stay with you.
S.NO.
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Nearly every industry today intersects with a small group of companies that dominate global markets. Several of the applications on your phone, the chip powering your laptop, and the cloud servers storing your data likely trace back to one of the richest companies in the world. These firms are not distant, abstract corporations, they are deeply embedded in everyday technology and infrastructure. Many people searching for the world richest company name are simply trying to identify which single company sits at the very top of this list.
This ranking is based on market capitalization, using current 2026 data. The following sections outline the top 10 companies, the factors behind their positions, and considerations to keep in mind before assuming today’s leaders will remain unchallenged.
What Actually Decides Who’s “Richest”?
Quick clarification before we get into it. When people type in world’s richest company, they usually mean market cap, not revenue, and definitely not profit, even though folks mix those up all the time.
Market cap itself isn’t some complex formula. Share price times shares outstanding. Done. It’s basically the market placing a bet on what a company is worth today, nothing more permanent than that.
Compare that to:
Revenue: everything a company sells, before a single expense gets subtracted
Net profit: what actually remains once bills, taxes, and overhead are paid
Assets: the cash, buildings, and equipment a company owns outright
A supermarket chain can move enormous volumes of revenue and still land well below a tech company selling a fraction of that. Feels counterintuitive, sure. But it’s exactly why chipmakers and cloud businesses have taken over this ranking.
Top 10 Richest Companies in the World
Rank
Company
Sector
Approx. Market Cap
Headquarters
1
NVIDIA
Semiconductors / AI
$4.8 Trillion
USA
2
Apple
Consumer Tech
$4.3 Trillion
USA
3
Alphabet (Google)
Internet / AI
$4.2 Trillion
USA
4
Microsoft
Cloud / Software
$2.8 Trillion
USA
5
Amazon
E-commerce / Cloud
$2.5 Trillion
USA
6
TSMC
Chip Manufacturing
$2.3 Trillion
Taiwan
7
SpaceX
Aerospace
$2.1 Trillion
USA
8
Broadcom
Semiconductors
$1.8 Trillion
USA
9
Saudi Aramco
Oil & Energy
$1.7 Trillion
Saudi Arabia
10
Meta Platforms
Social Media / AI
$1.4 Trillion
USA
These figures move around constantly, so don’t treat them as fixed. This is a mid-2026 snapshot. Apple and Alphabet, for instance, have swapped the number two spot back and forth more than once already this year.
Overview of Top 10 Richest Companies in the World
1. NVIDIA – The World No 1 Company by Market Cap
Rewind three or four years and NVIDIA wasn’t even close to this list. Watching it climb this fast caught plenty of longtime market watchers off guard, honestly.
What happened is simple to explain, harder to overstate. NVIDIA built its chips for gaming graphics originally. Turns out those same GPUs are almost perfectly suited for training AI models. Every cloud provider worth naming, every serious AI lab, leans on this hardware. That kind of demand doesn’t come cheap, and it’s dragged the valuation up near $4.8 trillion.
2. Apple – Keeps Doing What It’s Always Done
You’ve probably got an Apple product within reach as you’re reading this. That’s no accident. It’s decades of building things people genuinely don’t want to give up.
Hardware only tells half the story though. Services – App Store fees, iCloud subscriptions, Apple Music bring in steady, high-margin cash every single quarter, phone upgrade cycle or not. Loyal customers paired with recurring income is tough to beat, and that combination keeps Apple firmly among the richest companies in the world.
3. Alphabet – Rides the Search Engine and the AI Wave Together
Google, YouTube, Android, Google Cloud all one company under the hood. Search ads remain the quiet moneymaker here, generating serious profit without much noise around it.
Lately, AI is the bigger story. Alphabet has thrown real money behind Gemini and DeepMind, and that bet has clearly paid off through 2026. There have been stretches this year where Alphabet actually pulled ahead of Apple for second place.
4. Microsoft – Blends Old Reliable With New Money
Windows, Office, Xbox you’ve probably paid Microsoft at some point without giving it a second thought. Then there’s Azure, slugging it out with Amazon and Google for enterprise cloud deals.
Its tie-up with OpenAI hasn’t hurt matters either. Between the cloud side and the AI angle, Microsoft’s valuation has pushed well past $2.5 trillion.
5. Amazon – Grew Way Beyond Selling Books
Easy to forget Amazon started as an online bookstore and nothing else. These days it’s practically the go-to example of a world best business company figuring out how to diversify the right way.
E-commerce still grabs most of the attention, sure. But the real money comes from AWS, Amazon’s cloud division, which quietly runs a massive share of the internet’s backend that most people never think twice about.
6. TSMC – Builds the Chips You Never Actually Buy
You’ll never walk into a store and buy something branded “TSMC.” That’s kind of the point. Taiwan Semiconductor Manufacturing builds the chips inside NVIDIA’s GPUs, Apple’s processors, and a long list of devices you use daily.
Pull TSMC out of the picture and a huge chunk of the tech industry grinds to a halt almost overnight. Not an exaggeration, chip manufacturing has gotten that concentrated. The company has also committed roughly $250 billion toward expanding its plants in the US.
7. SpaceX – Just Went Public, and It Wasn’t Subtle
SpaceX finally listed shares in mid-2026, and the debut made noise. Shares jumped fast enough that the valuation crossed $2 trillion within days of trading opening.
What makes SpaceX different from everything else on this list is who it’s up against. It’s not just competing with other private companies anymore, it’s competing with national space programs and government satellite operations, and it now controls somewhere around 80% of the commercial launch market.
8. Broadcom – Doesn’t Make Headlines, But It Makes AI Work
Broadcom isn’t the company people bring up at dinner parties the way they do NVIDIA. Still, it’s become essential to how AI infrastructure actually gets built — custom chips for cloud providers, networking hardware, data center components.
That slower, steadier climb landed it in the trillion-dollar club anyway, and it’s been rising faster than most people give it credit for.
9. Saudi Aramco – Is the Odd One Out
Scroll through this list and one company clearly doesn’t belong with the rest. Everyone else is tech. Saudi Aramco has held its spot near the top for years running on one thing: crude oil.
Being state-owned, its cash flow from production and exports is massive. But unlike the tech names above, its valuation swings more with oil prices and regional politics than with typical stock market sentiment and this year’s conflicts in the region haven’t made that any calmer.
10. Meta – Keeps Betting on What Comes After Social Media
Facebook, Instagram, WhatsApp together they reach a genuinely staggering share of everyone online. Advertising across those apps still drives most of the money, and that part hasn’t shifted much.
What has shifted is the AI push. Llama models, smart glasses, wearables Meta is clearly trying to get ahead of whatever’s next instead of just riding on social media alone.
What’s Actually Driving These Companies to the Top?
A few patterns keep showing up once you look past the individual companies:
AI investment – the single biggest growth driver on this whole list, hands down
Cloud computing – still printing reliable, high-margin revenue year after year
Global reach – selling in nearly every market cushions against local slowdowns
Brand loyalty – customers who don’t need much convincing to stick around
Cash flow – deep enough to fund continuous expansion without blinking
Constant reinvestment – staying ahead instead of coasting on past wins
Eight out of ten companies here are tech firms. That says a lot about where investors are putting their confidence right now. Worth remembering, though, that sector dominance has flipped before more than once and nothing says it can’t happen again.
How To Do Investing Through Pocketful
If you want to start investing in International mutual funds or ETF the right way, Pocketful makes the entire process simple and structured. Here’s how you can get started:
Step 1: Create Your Account
The first step is to download the Pocketful app and sign up. The registration process is quick and takes only a few minutes.
Enter your mobile number and verify with OTP
Set your login credentials
Access your personal dashboard
Step 2: Complete Your KYC
KYC is mandatory before you can invest in any International mutual fund or ETF in India. On Pocketful, the entire KYC process is online and paperless.
Add your PAN and Aadhaar details
Enter your bank account information
Complete the verification process
Step 3: Select a Mutual Fund
Once your account is ready, you can browse International mutual funds or ETF based on your goal, risk appetite, and investment horizon. Pocketful lists funds across all major categories.
This ranking is a snapshot of just how much the global markets have been turned on their head by the likes of AI, cloud computing & digital platforms over the last few years. It’s taken nvidia years to build that stronghold on chip dominance , Amazon has been steadily pushing the boundaries with its cloud infrastructure and it’s taken Apple a long time to amass that loyal following of customers – and we all know that none of this is ever set in stone,it can all be taken away from them just as quick as it was built.
Anyone delving into the top companies in the world for research, work or investment should look at this list as a one off snapshot, take it for what its worth on the day, rather than getting too hung up on some fixed pecking order – the truth is none of todays big shots were leading the pack 5 years ago & history proves that this list of the worlds most valuable companys is going to be in a state of flux in the years to come.
S.NO.
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As of mid-2026, that’s NVIDIA, sitting above $4.8 trillion in market cap and still climbing on AI chip demand. If you’re looking up the world richest company name, NVIDIA is currently the answer, though the world richest company title has changed hands before and can shift again.
Is market cap the only way to measure a company’s wealth?
Not really. Revenue, profit, assets, and cash flow each tell a different piece of the story, and depending on which one you lean on, the rankings can shift quite a bit.
How often do Top 10 richest company rankings actually change?
More than most people would guess. Market cap tracks share prices day to day, so a company can gain or lose several spots in just a few weeks.
Why are so many of the richest companies in the world based in the US?
Deep capital markets are a big part of it. US exchanges pull in investors from everywhere, and American tech firms tend to have enormous global customer bases. That mix pushes valuations higher than a lot of overseas competitors can reach, even with similar revenue numbers.
Could a non-tech company break back into the top 10?
Sure, it’s happened before. Energy and banking giants have topped these lists in the past, and a shift in oil prices, interest rates, or regulation could move things fast. Saudi Aramco’s spot here proves tech doesn’t own a permanent monopoly on the top.
Invested in Nifty 50 or Sensex-linked funds so far? Then you are missing out on a big chunk of the world’s wealth creation.
If Apple, Microsoft, Nvidia, Amazon, Alphabet, none of these companies exist in your portfolio, and trading in Indian markets which is somewhat range-bound this year while US tech names keep hitting new highs, more and more retail investors are asking the same question: how do I actually get exposure to global markets from India?
The answer, for most people, is global ETFs. They are simple, relatively low-cost, and do not require you to become an expert in picking individual foreign stocks.
Let us break down what they are, which ones are worth considering, and how you can actually go about investing in them.
What are Global ETFs?
A global (or international) ETF is basically a fund that holds a basket of stocks from outside India. They could be US tech companies, European blue chips, Chinese giants like Alibaba and Tencent, or a broad mix across multiple countries. Instead of buying 500 individual US stocks to replicate the S&P 500, you just buy one ETF unit and get proportional exposure to all of them.
Ways to Invest in Global ETFs in India
Route 1: NSE-Listed International ETFs
These are Indian mutual fund houses that have structured ETFs to track foreign indices, then listed them on our own exchanges. You buy and sell them in rupees, through your regular demat account.
Route 2: Direct Investing via LRS
You can invest using the RBI’s Liberalised Remittance Scheme, which currently allows Indian residents to remit up to USD 250,000 per financial year for approved purposes, including investing.
It works in a way that you open an account with a platform that gives you access to US or global exchanges, complete your KYC, and then transfer money from your Indian bank account under LRS
AUM stood at around ₹14,112 Cr as of June 30, 2026
This one tracks the top 100 non-financial companies on the Nasdaq, so you are basically getting a slice of America’s biggest tech and growth names
Nvidia, Apple, and Microsoft make up a good chunk of the top holdings
There is also decent exposure to communication services and consumer discretionary.
You can start with as little as ₹500
It is a very high-risk fund, treat it as a satellite holding, not your core portfolio
2. Mirae Asset NYSE FANG+ ETF
Category: Equity, Global – Thematic Tech
AUM was around ₹3,382 Cr as of June 30th, 2026
Fairly concentrated fund with just 10 stocks, almost equally weighted, all big US tech and internet names
Meta, Nvidia, Tesla, Amazon and Netflix are among the top names here
Minimum investment amount is ₹5,000
Risk here is very high given how concentrated it is, works better as a small, high-conviction addition than a core holding
3. Mirae Asset S&P 500 Top 50 ETF
Category: Equity, Global – US Large Cap
AUM came in at roughly ₹1,096 Cr as of June 30, 2026
Unlike the two above, this spreads across the 50 largest S&P 500 companies, so it is not just tech-heavy
Apple, Microsoft, Nvidia and Amazon still show up among the top holdings, but you also get financials, healthcare, and consumer names in the mix
Minimum investment is ₹5,000
Still high risk being an equity fund, but comparatively more diversified than its tech-focused peers
4. Nippon India ETF Hang Seng BeES
Category: Equity, Global, Hong Kong/China
AUM is ₹964 Cr
It tracks the Hang Seng Index, giving you exposure to Hong Kong-listed companies
Tencent, HSBC Holdings, and AIA Group feature among the top holdings
Finance and retail trade dominate the portfolio, along with a bit of tech
Minimum Investment amount is ₹10,000
Carries very high risk, and there’s the added layer of China-related regulatory unpredictability to keep in mind
5. Mirae Asset Hang Seng TECH ETF
Category: Equity, Global, China Tech Thematic
AUM was ₹351 Cr as of June 30, 2026
This tracks the top 30 tech-themed companies listed in Hong Kong
Alibaba, Meituan, and Xiaomi are among its top holdings
Minimum investment starts at ₹5,000
Very high risk since it is concentrated and can react sharply to Chinese regulatory news
6. Motilal Oswal Nasdaq Q50 ETF
Category: Equity, Global, US Emerging Growth
AUM stood at around ₹180 Cr as of June 30, 2026
Top Holdings here tend to be earlier-stage, faster-growing names that have not yet reached large-cap status
Beyond pure tech, there is also a mix of newer consumer and growth-stage businesses too
You can start investing with just ₹500
Very high risk, and it is also less liquid than the other funds on this list
How to Invest in Global ETFs through Pocketful
Open your Account: If you do not have an account on Pocketful, you will need to open a demat account, which is free and has zero account opening charges and zero AMC. The KYC takes maybe 5-10 minutes: PAN, Aadhaar, bank details, and a quick video verification.
Search for the ETF: Once you log in to the app, there is a search bar at the top. Enter the name of the ETF you want to invest in.
Click on the Name: You will be redirected to a page where the key details like the current price, day performance, and technical overview of the selected ETF are mentioned
Select Buy Option: Once you click the buy option, you need to choose what suits you best: long-term investing, intraday trading, or buy now pay later. The choice is yours.
In the end, we suggest you not put your entire portfolio into global ETFs just because US markets have been on a tear lately.
A reasonable allocation for most Indian investors is usually somewhere between 10-20% of their overall equity portfolio, depending on age, goals, and how much currency risk you are comfortable carrying.
Global diversification is not about abandoning India as an investment destination. Indian markets have their own long-term growth story, and global ETFs simply let you participate in the world’s other growth stories at the same time.
S.NO.
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Can I invest in global ETFs without opening a foreign account?
Yes. You can buy NSE-listed international ETFs from your regular Indian demat account, in rupees.
Do I have to pay TCS every time I invest in a global ETF?
If you are sending money abroad directly. TCS of around 20% kicks in on the amount above ₹10 lakh in a financial year, and you can claim it back when filing your ITR.
How much of my portfolio should go into global ETFs?
There is no fixed rule, but many advisors suggest somewhere between 10-20% of your equity allocation, just for diversification
Are global ETFs risky?
They carry the usual market risk and currency risk. It is not high risk in the way a single stock is, but it is not risk-free either.
Is there a limit to how much I can invest abroad?
Under RBI’s LRS rules, you can remit up to USD 250,000 per financial year for investments.
Smart investors usually look for simple ways to grow their wealth over time without stress. They want a proven method that avoids the need to track daily financial news constantly. A passive investment strategy offers exactly this kind of peace of mind. Instead of guessing which individual company will perform well, buyers can just purchase a small piece of the entire market. This approach lowers the overall risk while offering good returns. Let us explore an easy way to achieve this balance.
What is Nifty 50 ETF?
The question often arises among new market participants what is nifty etf exactly? In simple terms, it is a mutual fund that trades on the stock exchange and acts as a large basket of stocks. A nifty etf tracks the top 50 companies listed on the National Stock Exchange. These companies are proven leaders in their respective industries. They represent the biggest and most successful businesses operating in India today.
When a person buys a nifty 50 etf, their money goes directly into these 50 large companies. The investment is spread out in the exact same proportion as the main index. This ensures the fund performance will closely mirror the broader market performance.
These funds trade on the stock market just like regular company shares. Buyers can easily purchase and sell them during normal market hours without any hassle. If someone wants to see all available options, they can easily check an nse etf list on their chosen trading platform.
Looking at a nifty 50 etf list is an excellent starting point for new market participants. It displays various funds managed by different asset management companies. Even though different financial institutions manage them, they all track the exact same 50 big stocks.
List of 10 Nifty 50 ETFs in India as per AUM
Here is a table showing ten popular funds, including their 1-year, 3-year, and 5-year returns. The data includes the total money managed by the fund, known as Assets Under Management. It also shows the expense ratio, which is the fee charged to manage the fund.
ETF Name
Ticker Symbol
Expense Ratio (%)
AUM (in Crores)
Price (₹)
UTI Nifty 50 ETF
NIFTYBETA
0.04
70,931
267.58
Nippon India ETF Nifty 50 BeES
NIFTYBEES
0.03
64,785
275.40
ICICI Prudential Nifty 50 ETF
NIFTYIETF
0.02
42,100
273.72
Kotak Nifty 50 ETF
NIFTY1
0.03
3,436
267.89
Aditya Birla Sun Life Nifty 50 ETF
BSLNIFTY
0.04
3,219
28.30
SBI Nifty 50 ETF
SETFNIF50
0.04
2,10,090
260.32
LIC MF Nifty 50 ETF
LICNETFN50
0.06
867
269.43
Tata Nifty 50 ETF
NETF
0.06
709
261.44
Invesco India Nifty 50 ETF
IVZINNIFTY
0.08
91
2744.17
Motilal Oswal Nifty M50 ETF
MOM50
0.05
78
252.77
Overview of Best 10 Nifty 50 ETFs in India
1. SBI Nifty 50 ETF
This highly popular fund is managed by Raviprakah Sharma. A fact not known to everyone is that this fund handles massive investments directly from government bodies like the Employees Provident Fund Organisation, which gives the fund incredible stability
This fund comes from the reputable SBI Mutual Fund and was launched in 2015. It holds a giant asset base of more than 2,10,090 crore Rupees. The expense ratio is kept very low at 0.04 percent.
ETF Name
1-Year Return (%)
3-Year Return (%)
5-Year Return (%)
AUM (in Crores)
SBI Nifty 50 ETF
-3.02
8.33
9.90
2,10,090
2. UTI Nifty 50 ETF
This large fund is efficiently managed by Sharwan Kumar Goyal, Ayush Jain, and Lokesh Kulthia. Similar to the SBI fund, a lesser known fact is that it also receives huge investments from various government pension bodies, making it a highly reliable and stable choice.
This fund was launched in August 2015 by UTI Mutual Fund. It manages a huge total asset base of 70,931 crore Rupees.
ETF Name
1-Year Return (%)
3-Year Return (%)
5-Year Return (%)
AUM (in Crores)
UTI Nifty 50 ETF
-3.02
8.34
9.91
70,931
3. Nippon India ETF Nifty 50 BeES
This massive fund is currently managed by Himanshu Mange. While many know it is big, a lesser known fact is that it is one of the oldest funds of its kind in India, starting all the way back in December 2001
Managed by Nippon India Mutual Fund, it is one of the oldest funds in this category, starting in 2001. It is a massive fund with an AUM of over 64,785 crore Rupees. Fund returns over the years are mentioned below.
ETF Name
1-Year Return (%)
3-Year Return (%)
5-Year Return (%)
AUM (in Crores)
Nippon India ETF Nifty 50 BeES
-3.03
8.34
9.92
64,785
4. ICICI Prudential Nifty 50 ETF
This fund is managed by a large team including Nishit Patel, Ajay Kumar Solanki, Ashwini Jemin Bharucha, and Venus Ahuja. An interesting fact is that despite being a growth focused fund, it has occasionally paid cash dividends to its investors, with a notable payout happening in 2016
It has AUM of 42,100 crore Rupees.The fund shows a 1-year return of -3.02 percent and a 3-year return of 8.35 percent. It is known for high efficiency and tight tracking of the main index.
ETF Name
1-Year Return (%)
3-Year Return (%)
5-Year Return (%)
AUM (in Crores)
ICICI Prudential Nifty 50 ETF
-3.02
8.35
9.93
42,100
5. Kotak Nifty 50 ETF
This established fund is actively managed by Satish Dondapati and Jeetu Valechha Sonar. A fact that many beginners miss is that this fund has a history of paying out cash dividends, with past payouts recorded in years like 2014 and 2017
Launched in February 2010 by Kotak Mahindra Mutual Fund, it is a very established fund. The fund handles an asset base of 3,436 crore Rupees.
The fund provided 1-year return of -3.01 percent and a 3-year return of 8.35 percent. The price per unit is about 267 Rupees. It is an excellent vehicle for securing broad market exposure.
ETF Name
1-Year Return (%)
3-Year Return (%)
5-Year Return (%)
AUM (in Crores)
Kotak Nifty 50 ETF
-3.01
8.35
9.87
3,436
6. Aditya Birla Sun Life Nifty 50 ETF
This fund is carefully managed by Mehul Dama and Priya Sridhar. An interesting fact not known to everyone is that the fund tries to keep its cash holdings to an absolute minimum and actively avoids investing in debt or money market securities to stay fully invested in stocks
This fund stands out primarily due to its very low management cost. It also holds a massive asset base of over 3219 crore Rupees. The fund structure is carefully designed to guarantee high tracking accuracy.
A massive asset base usually means better liquidity for both buyers and sellers. The fund has given a 1-year return of -2.99 percent, with a 3-year return of 8.35 percent. It trades at a very affordable price of around 28 Rupees per unit.
ETF Name
1-Year Return (%)
3-Year Return (%)
5-Year Return (%)
AUM (in Crores)
Aditya Birla Sun Life Nifty 50 ETF
-2.99
8.35
9.93
3,219
7. LIC MF Nifty 50 ETF
This fund is expertly managed by Nikhil Kapoor and Sasikant Aravamuthan. A very surprising fact about this specific fund is that regular investors can start investing in it with a minimum lump sum amount of just one single Rupee
Launched in November 2015, this fund comes from the trusted house of LIC Mutual Fund. The 1-year return currently stands at -3.09 percent, while its 3-year and 5-year returns are 8.24 percent and 9.85 percent, respectively.
ETF Name
1-Year Return (%)
3-Year Return (%)
5-Year Return (%)
AUM (in Crores)
LIC MF Nifty 50 ETF
-3.09
8.24
9.85
867
8. Tata Nifty 50 ETF
This passive investment fund is managed by Rakesh Prajapati and Nitin Bharat Sharma. This passive investment fund was officially launched in January 2019. It aims to keep tracking errors to an absolute minimum while accurately matching index returns. Currently, it shows a 1-year return of -3.09 percent and a 3-year return of 8.27 percent.
The fund currently manages a healthy 709 crore Rupees in total assets. The portfolio is widely diversified across different vital sectors of the economy.
ETF Name
1-Year Return (%)
3-Year Return (%)
5-Year Return (%)
AUM (in Crores)
Tata Nifty 50 ETF
-3.09
8.27
9.86
709
9. Invesco India Nifty 50 ETF
This fund is managed by Abhisek Bahinipati at Invesco Mutual Fund. A lesser known fact is that this fund was previously called Invesco India Nifty ETF before it was recently renamed to include the number 50.
It carries an expense ratio of 0.08 percent. However, it does a very good job of mirroring the main index returns. This fund is a highly suitable option for passive investors wanting a strong large-cap focus.
ETF Name
1-Year Return (%)
3-Year Return (%)
5-Year Return (%)
AUM (in Crores)
Invesco India Nifty 50 ETF
-3.08
8.27
9.95
91
10. Motilal Oswal Nifty M50 ETF
This fund is currently managed by a team consisting of Swapnil P Mayekar, Rakesh Shetty, and Dishant Mehta. A unique historical fact about this fund is that when it was originally launched, it was actually India’s very first fundamentally weighted exchange traded fund based on the Nifty index.
Managed by Motilal Oswal, this fund offers a highly transparent way to invest in large-cap stocks. It has recorded a 1-year return of -3.02 percent and a 3-year return of 8.33 percent. The expense ratio is kept very low at 0.05 percent.
ETF Name
1-Year Return (%)
3-Year Return (%)
5-Year Return (%)
AUM (in Crores)
Motilal Oswal Nifty M50 ETF
-3.02
8.33
9.91
78
Things to Consider Before Investing in ETF
Before you put your hard-earned money into these funds, we suggest looking at a few important factors.
Tracking Error: This measures how perfectly the fund matches the actual Nifty 50 index. A lower tracking error is much better as it shows the fund is doing its job accurately.
Fund Liquidity: It is very important to check the trading volume of the fund. High liquidity means many people are trading it, making it very easy for you to buy and sell without any price problems.
Past Performance: Even though these funds follow the same 50 companies, you should still check their past records. A consistent history shows that the fund is managed properly and is a reliable choice for your goals.
Step 2: Complete the KYC Process. The user must submit basic identity documents online. This includes providing a PAN card, an Aadhaar card, and linked bank account details for smooth verification.
Step 3: Search for the ETF. Once the trading account is fully active, the investor can log into the app or website. Searching for the desired ticker symbol, like ITBEES or ITAXIS, will instantly bring up the fund details.
Step 4: Place the Buy Order. The investor simply needs to enter the number of units they wish to purchase. Clicking the buy button will execute the trade immediately, and the units will appear in the demat account shortly.
Conclusion
Participating in the stock market does not have to be a highly complicated task. Index-based funds offer a highly practical and simple route for long-term wealth creation. They bring required discipline and proper structure to a personal financial portfolio.
By investing in the top 50 companies of India, individuals can easily become part of the national economic growth story. This method removes the daily stress of analyzing and selecting individual stocks. It is a slow, steady, and highly transparent way to build financial security. Invest smarter in IT ETFs with Pocketful. Get Zero brokerage on ETF investments and grow your portfolio with ease.
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If you want to view the new July 2026 rankings of top stock brokers in India based on active clients, this article is for you. Here, you will find a list of the top 50 brokers based on active client data, along with market trends and key insights. Additionally, a comparison of the top brokers by active client count is presented in simple language to help you easily choose the right broker.
What Does an Active Client Mean in the Stock Market?
In the stock market, an ‘active client’ is an investor who has executed at least one buy or sell transaction within a specified period. Therefore, broker-wise active client data reflects a broker’s actual usage rather than merely the number of open accounts. This is why rankings of top stock brokers in India based on active clients help investors understand which brokers are witnessing the highest trading activity.
Top 50 Stock Brokers in India by Active Clients – July 2026
Rank
Stock Broker
Active Clients
1
Groww Invest Tech Pvt. Ltd.
1,30,32,121
2
Zerodha Broking Ltd.
68,83,999
3
Angel One Ltd.
67,43,840
4
ICICI Securities Ltd.
20,97,085
5
Upstox Securities Pvt. Ltd.
19,61,826
6
Pocketful
Rapidly Growing
7
Kotak Securities Ltd.
13,85,446
8
HDFC Securities Ltd.
13,79,984
9
SBIcap Securities Ltd.
11,60,277
10
Raise Securities Pvt. Ltd. (Dhan)
10,51,951
11
Motilal Oswal Financial Services Ltd.
9,01,868
12
Paytm Money Ltd.
8,61,706
13
Indstocks Pvt. Ltd.
6,93,526
14
Sharekhan Ltd.
5,30,958
15
Axis Securities Ltd.
4,28,671
16
IIFL Capital Services Ltd.
3,41,109
17
5Paisa Capital Ltd.
3,31,486
18
Choice Equity Broking Pvt. Ltd.
2,50,748
19
Mirae Asset Capital Markets (India) Pvt. Ltd.
2,32,231
20
Geojit Investments Ltd.
2,16,303
21
PhonePe Wealth Broking Pvt. Ltd.
2,13,303
22
Fyers Securities Pvt. Ltd.
2,00,810
23
SMC Global Securities Ltd.
1,60,107
24
Aaritya Broking Pvt. Ltd.
1,50,011
25
Anand Rathi Share & Stock Brokers Ltd.
1,48,522
26
Nuvama Wealth & Investment Ltd.
1,41,361
27
Jainam Broking Ltd.
1,37,916
28
Religare Broking Ltd.
1,36,847
29
Nirmal Bang Securities Pvt. Ltd.
1,35,763
30
JM Financial Services Ltd.
1,14,615
31
Finvasia Securities Pvt. Ltd.
98,418
32
Alice Blue Financial Services Pvt. Ltd.
93,621
33
YES Securities (India) Ltd.
92,923
34
Tradebulls Securities Pvt. Ltd.
78,034
35
StockHolding Services Ltd.
75,976
36
NJ India Invest Pvt. Ltd.
74,762
37
Aditya Birla Money Ltd.
68,417
38
Nu Investors Technologies Pvt. Ltd.
67,432
39
Moneywise Finvest Ltd.
66,717
40
Bajaj Financial Securities Ltd.
60,870
41
Master Capital Services Ltd.
59,213
42
Jhaveri Securities Ltd.
58,508
43
IDBI Capital Markets & Securities Ltd.
58,332
44
Globe Capital Market Ltd.
54,618
45
Bonanza Portfolio Ltd.
53,907
46
Arihant Capital Markets Ltd.
53,173
47
Swastika Investmart Ltd.
52,199
48
Indiabulls Securities Ltd.
50,875
49
Integrated Enterprises (India) Pvt. Ltd.
50,631
50
Samco Securities Ltd.
50,359
Note: The above ranking is based on the latest NSE active client data available for the referenced period. Active client numbers and rankings may change every month based on trading activity.
Key Highlights from the July 2026 Active Client Rankings
The July 2026 data shows that competition in the Indian broking market is getting crazy. While a few names made moves, most top players saw their user counts barely move.
Groww holds the peak: Groww locked down the number one position with nearly 1.30 crore active users. Fresh investors keep signing up daily, which is keeping their upward run going strong.
The Big Three rule the market: Groww, Zerodha, and Angel One still run the show, sharing roughly 2.66 crore active clients between them. It proves that most everyday traders still stick with these big names.
Dhan Holds its Top 10 Spot: Raise Securities (Dhan) grabbed the ninth position by crossing 10.51 lakh active clients, showing steady growth during the month.
Newer Brokers Gaining Ground: Platforms like Aaritya Broking, Nu Investors Technologies, and Moneywise Finvest are growing fast. Their rising client numbers show that investors are willing to try fresh alternatives.
Mixed Results for Big Names: Growth wasn’t even across the board. While some expanded, giants like Zerodha, Angel One, and Upstox actually saw minor drops. It just shows that monthly ups and downs are normal when competition is this fierce.
Active Client Distribution Across India’s Brokerage Industry
Data from July 2026 indicates that active clients are not evenly distributed across the market. A few large brokers hold the majority of investors, while the remaining brokers compete for a limited share.
Group of brokers
What does it indicate?
Top 5 Brokers
They hold the majority of the market’s active clients.
Top 10 Brokers
A large section of investors uses these brokers.
Top 20 Brokers
Strong presence with a robust customer base.
30 other brokers
Low market share, but consistently remaining in the competition.
Does a Higher Active Client Count Always Mean a Better Broker?
While the number of active clients reflects a broker’s popularity, one should also consider features, fees, and the overall trading experience when choosing the right broker.
Don’t decide based on rankings alone: A large active client base is a positive sign, but it doesn’t necessarily mean that the broker is the best choice for every investor. Compare aspects such as the trading platform, order execution, research tools, and customer support.
Choose a broker that suits your needs: Every investor has a different approach; some focus on long-term investments, while others engage in daily trading. Therefore, select a broker whose services align with your investment style.
Newer brokers can also offer great value: Every major broker was once new. Pocketful is a prime example of this. Although it may not currently top the rankings for active clients, it offers benefits like free Demat account opening, lifetime zero AMC, modern technology-driven brokerage platform and an interest rate of 5.99% p.a. on MTF making it an attractive option for cost-conscious investors.
How to Choose the Right Stock Broker Beyond Active Client Rankings
It is also important to consider a few factors when choosing a broker.
Factor to Compare
Why It Matters
Brokerage Charges
Lower charges help reduce your overall trading cost.
Trading Platform
A fast and easy-to-use platform improves the trading experience.
Order Execution
Quick order execution helps avoid delays during trades.
Research & Tools
Good research and tools support better investment decisions.
Customer Support
Reliable support helps resolve issues quickly.
Investment Options
Access to stocks, IPOs, mutual funds, ETFs, and other products offers more flexibility.
SEBI Registration
Ensures the broker is regulated and follows SEBI guidelines.
Emerging platforms are also becoming better options for new-age investors.
New-age investors are no longer falling for big brand names alone. Instead, they are moving toward newer platforms that actually fix daily trading hassles with smart tech and a straightforward user interface.
Cutting through the noise with AI: A lot of new brokers are using AI to make investing less confusing. Take “Pocketful GPT” as an example it translates complicated stock data and market trends into plain, simple English so anyone can grasp it.
No more app hopping: Nobody wants to manage five different apps anymore. Pocketful packs stocks, IPOs, mutual funds, ETFs, bonds, commodities, and F&O into one single dashboard, which makes tracking your money a lot easier.
Built for fast execution: Serious traders need speed. The platform handles this by throwing in heavy-duty tools like Scalper Mode, advanced option chains, basket orders, and direct TradingView charts to keep trades quick and sharp.
Bigger trades on a tight budget: With Pocketful Margin Trading Facility (MTF), you can get up to 5x leverage, and the interest rates start quite low at 5.99% per year. It’s a solid option if you want to take bigger positions without putting up all your cash upfront.
Making the whole process simple: The real goal here isn’t just offering trades it’s about making the entire market easier to navigate. Features like live price updates, quick payouts, and a clean layout work well for absolute beginners while still giving pros exactly what they need.
What Do Today’s Investors Expect from a Stock Broker?
The days when traders just looked for a basic platform to buy and sell shares are gone. The checklist has changed completely people now want something that saves time and cuts out the headaches.
Zero patience for slow apps: Lagging screens and late prices irritate everyone. Traders want a simple layout where orders hit the market instantly and live rates update without any delay.
Tired of using multiple apps: Opening four different apps just to check your wealth is annoying. Everyone wants one simple screen that tracks stocks, IPOs, mutual funds, ETFs, bonds, and commodities together.
Smart features over raw data: Nobody likes staring at messy sheets anymore. People want quick, clear summaries, which is why AI tools and smart screeners are trending fast.
Clear pricing with zero surprises: Hidden fees are the quickest way to lose a customer’s trust. Traders naturally lean toward brokers who keep their fee structure completely transparent and trading costs low.
Support that actually answers: When a payment stucks or an order misbehaves, people want real help immediately. Good customer support is what actually keeps users loyal.
Why Pocketful Fits the Bill:Pocketful is built around these exact demands. By mixing smart features like Pocketful GPT and the Scalper tool with an easy layout and low brokerages, it gives modern traders the exact tech-first experience they are hunting for.
The ranking of top stock brokers in India based on active clients helps you understand which brokers have the highest number of active investors. However, do not rely solely on the number of active clients when choosing the right broker. Make your decision only after comparing brokerage charges, features, the trading experience, and your specific investment needs to ensure a better experience in the long run.
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Many individuals seek ways to participate in this digital revolution without the risk of picking individual stocks. A simple and highly effective method exists to achieve this financial goal. This type of investing means putting your money in a basket of top software and technology companies.
Information technology market is highly dynamic and volatile. Holding a diversified portfolio of software stocks can be highly rewarding. Today, the discussion explores how individuals can easily take part in this exciting financial journey.
What is an Information Technology ETF?
An IT ETF stands for Information Technology Exchange Traded Fund. This is a special type of mutual fund that trades on the stock market just like regular shares. Finding the best it etf in india helps investors buy a small piece of all the top technology companies at one single time.
By doing this, individuals avoid the huge risk of relying on just one single company. An it etf list usually includes industry giants like Tata Consultancy Services, Infosys, and HCL Technologies. There are several excellent it etfs in india available today for regular investors.
These funds track a specific market index, such as the Nifty IT index. The main goal of an it etf india is to mirror the performance of this underlying technology index exactly. When the overall technology sector performs well, the fund’s value also increases. This provides a very simple and low-cost way for regular people to invest in the software and digital services industry.
The Nifty IT Index consists of the largest and most liquid Indian information technology companies. These companies represent a massive portion of India’s technology exports. Funds that track this index buy shares in the exact same proportion as the index itself. This passive management style keeps the overall running costs very low for investors.
List of Best 5 IT ETFs in India
The following table presents the top five information technology funds in India. They are ranked by their Assets Under Management (AUM).
ETF Name
Ticker Symbol
AUM (₹ Cr)
Price (₹)
Expense Ratio (%)
1Y Return (%)
3Y Return (%)
5Y Return (%)
Nippon India ETF Nifty IT
ITBEES
3,532.65
32.16
0.19
-25.57
0.47
1.35
ICICI Prudential Nifty IT ETF
ITIETF
532.42
31.02
0.17
-25.44
0.55
1.42
Kotak Nifty IT ETF
IT
234.00
31.06
0.08
-25.21
0.68
1.54
DSP Nifty IT ETF
ITADD
145
29.67
0.41
-25.31
0.54
NA
Axis NIFTY IT ETF
ITAXIS
143
308.41
0.21
-25.54
0.45
1.36
Overview of Best 5 IT ETFs in India
1. Nippon India ETF Nifty IT
Nippon India ETF Nifty IT is the largest fund in this category. It currently manages assets worth ₹3532.65 crore. It trades under the popular symbol ITBEES on the stock exchanges. Having 0.19 expense ratio. The fund was launched in june 2020.
Over the past five years, it has delivered an annualised return of 1.35 percent. The recent one-year negative return of -25.57 percent reflects a global slowdown in technology spending. High interest rates globally have temporarily affected the profit margins of these Indian companies.
ETF Name
AUM (₹ Cr)
1Y Return (%)
3Y Return (%)
5Y Return (%)
Nippon India ETF Nifty IT
3532.65
-25.57
0.47
1.35
2. ICICI Prudential Nifty IT ETF
ICICI Prudential Nifty IT ETF is the second-largest fund in the segment. It holds an AUM of ₹532.42 crore. It trades under the symbol ITIETF and was launched in August 2020.
This scheme provides a highly accessible way for individuals to invest in the technology sector. The fund maintains a low expense ratio of 0.17 percent. It strictly replicates the Nifty IT index by investing heavily in major technology firms.
Being relatively new, its five-year return data is not yet available. However, it closely mirrors the broader market trends with a one-year return of -25.44 percent.
ETF Name
AUM (₹ Cr)
1Y Return (%)
3Y Return (%)
5Y Return (%)
ICICI Prudential Nifty IT ETF
532.42
-25.44
0.55
1.42
3. Kotak Nifty IT ETF
Kotak Nifty IT ETF manages assets worth ₹231.00 crore. It is highly notable for having the lowest expense ratio among its peers. The expense ratio stands at just 0.09 percent.
This incredibly low cost makes it very attractive for long-term investors. Launched in March 2021, the fund aims to generate returns that match the Nifty IT index. The fund holds a basket of reliable technology stocks.
Investors can buy this fund efficiently through any standard brokerage platform. Like other funds, it has faced short-term pressure with a one-year return of -25.21 percent.
ETF Name
AUM (₹ Cr)
1Y Return (%)
3Y Return (%)
5Y Return (%)
Kotak Nifty IT ETF
234.00
-25.21
0.68
1.54
4. DSP Nifty IT ETF
DSP Nifty IT ETF is a relatively newer entrant in the market. It was launched recently in July 2023. It currently holds assets under management worth ₹145 crore.
The fund trades under the symbol ITADD on the national exchanges. The expense ratio for this fund is at 0.17 percent. Since it is a new fund, five-year return metrics are not applicable yet.
It continues to provide targeted exposure to India’s top ten liquid and large-cap IT stocks. The fund experienced a one-year return of -25.31 percent due to the ongoing global tech sector correction.
ETF Name
AUM (₹ Cr)
1Y Return (%)
3Y Return (%)
5Y Return (%)
DSP Nifty IT ETF
145
-25.31
0.54
NA
5. Axis NIFTY IT ETF
Axis NIFTY IT ETF manages an AUM of ₹143 crore. It trades under the ticker symbol ITAXIS. It has a slightly higher unit price, trading around ₹308.41.
The fund charges a competitive expense ratio of 0.25 percent. This fund was introduced to the market in March 2021. It has shown a positive long-term trend with a five-year return of 7.62 percent.
The investment strategy focuses on the physical replication of the Nifty IT index components. The higher absolute share price does not affect the percentage returns for the investor.
Instant Diversification: Buying just one unit gives an investor exposure to multiple top software companies. This strategy significantly reduces the risk compared to investing all funds in one single stock.
Cost-Effective Investment: These funds generally feature a very low expense ratio. Investors save a lot of money on management fees, which naturally helps increase long-term profits.
Easy Liquidity: These funds trade directly on the stock exchange during normal market hours. Individuals can buy or sell them instantly, exactly like regular company shares.
Transparent Holdings: Investors do not need to spend hours researching individual companies. The fund automatically tracks the top technology businesses, and the portfolio is disclosed daily.
Disadvantages of investing in IT ETF
Sector Concentration Risk: All the invested money goes into the technology sector only. If the technology industry faces a tough period, the entire investment value will drop at the same time.
No Market Outperformance: These funds are designed only to copy the market index. They cannot beat the market or give higher returns than the index itself.
Brokerage and Demat Charges: Buying and selling these funds requires an active demat and trading account. Investors must pay brokerage fees and other small taxes for every single transaction.
Tracking Error: Sometimes the returns of the fund slightly differ from the actual index returns. This minor difference occurs due to internal cash management and daily expense deductions.
How to invest in IT ETF
Step 1: Open a Demat Account. An investor needs a valid demat and trading account to buy these funds.
Step 2: Complete the KYC Process. The user must submit basic identity documents online. This includes providing a PAN card, an Aadhaar card, and linked bank account details for smooth verification.
Step 3: Search for the ETF. Once the trading account is fully active, the investor can log into the app or website. Searching for the desired ticker symbol, like ITBEES or ITAXIS, will instantly bring up the fund details.
Step 4: Place the Buy Order. The investor simply needs to enter the number of units they wish to purchase. Clicking the buy button will execute the trade immediately, and the units will appear in the demat account shortly.
The Indian technology sector continues to hold immense potential for the future. Investing in ETFs, technology-focused funds offers a very straightforward path to participate in this ongoing digital growth. While there are certainly risks tied to focusing on a single sector, the clear benefits of low costs and instant diversification remain highly attractive.
A well-planned investment approach can help individuals build steady wealth over a long period. Selecting the right online trading platform, such as Pocketful, makes the entire investment journey smooth and completely hassle-free.
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It is a passive mutual fund traded directly on the stock exchange. It invests solely in the top information technology companies in India.
What are the main benefits?
These funds offer very low management costs, and easy trading on stock exchanges. Investors gain safe exposure to tech giants without picking individual stocks.
How do individuals use these funds?
Investors hold them in a standard demat account to build long-term wealth. They serve as a focused technology portion within a much broader investment portfolio.
Are these investments risky?
Yes, they carry sector concentration risk. If the global software industry struggles due to economic factors, the fund value will drop accordingly.
Do these funds pay dividends?
Most of these funds automatically reinvest company dividends back into the fund’s net asset value. This internal process helps in compounding the invested money much faster.
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