Synopsis: India’s semiconductor initiatives have made mutual fund houses have direct or indirect exposure to these companies. All the mentioned three funds cover different themes along with having exposure to semiconductor and electronic components.
With India’s semiconductor push gathering pace the new fabs, OSAT units, and chip design hubs, many investors want in on the theme. And each of these mentioned funds touches the semiconductor ecosystem through a few key stocks in its portfolio holdings.
1. Canara Robeco Infrastructure Fund (Direct Growth)
This is an infrastructure fund with its semiconductor exposure coming from CG Power (5.01%) which is building out OSAT capabilities, and Bharat Electronics (4.04%), a defense electronics and growing indigenous chip and requirements for component sourcing.
- NAV: ₹190.75 (as of 28 July 2026)
- AUM: ₹998.07 Crore
- Expense Ratio: 1.11%
- Exit Load: 1% if redeemed within 1 year
- Returns: 3 years is 21.58%, 5 years is 21.35%
2. Tata Digital India Fund (Direct Growth)
This fund is majorly an IT-services fund, but it holds Dixon Technologies (1.68%), electronics manufacturing and component localization, CG Power (0.65%) and Netweb Technologies (0.84%) as an OEM that integrates advanced semiconductor chips into servers, supercomputers, and AI systems.
- NAV: ₹47.86 (as of 28 July 2026)
- AUM: ₹9,196.15 Crore
- Expense Ratio: 0.67%
- Exit Load: 0.25% if redeemed within 30 days
- Returns: 3 years is 7.45%, 5 years is 6.43%
3. Motilal Oswal Flexi Cap Fund (Direct Growth)
This fund has holdings in CG Power at 6.66%, Bharat Electronics (2.54%), and PG Electroplast (2.50%). As this is a flexi-cap fund, so the rest of the portfolio holdings are across banking, autos, and others too.
- NAV: ₹67.10 (as of 28 July 2026)
- AUM: ₹13,294.42 Crore
- Expense Ratio: 1.41%
- Exit Load: 1% if redeemed within 365 days
- Returns (CAGR): 3 years is 18.99%, 5 years is 12.94%
If You Had Invested ₹10,000
These are based on the 3 years and 5 years returns as of 28 July 2026, and the investment type is lumpsum
Disclaimer: This article is for informational purposes only and does not constitute investment advice. Mutual fund investments are subject to market risks and please read all the related documents carefully and consult a registered financial advisor before investing.
