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Mutual fund schemes in India have made huge investments in Apple. According to scheme-wise data, as of March 31, 2026, there were a total of more than 7.65 lakh shares of Apple through 8 schemes, worth about Rs 1,828 crore. On April 20, Apple CEO Tim Cook announced that he would resign from his position. This is a big change in this big technology company. Hardware head John Ternes will be the next CEO. He will hold this post from September 1. Let us also tell you which mutual funds of the country have invested in Apple shares.
mutual fund investment
According to data from primeMFdatabase.com, this investment is spread across international equity funds, thematic technology strategies and index-tracking ETFs. These ETFs mimic major US benchmarks like Nasdaq 100 and S&P 500. The biggest contribution in this is from passive funds, which shows how much Indian investors like to invest in global large-cap technology through low-cost index products. RBI has set the investment limit in foreign shares and active funds at $7 billion and for ETFs at $1 billion. At the same time, different AMCs are allowed to invest up to $ 1 billion and $ 300 million respectively. Redemption (withdrawal of money) vacates the quota, thereby providing intermittent opportunities for investment.
Among different schemes, Motilal Oswal NASDAQ 100 ETF has the highest investment, with 3.51 lakh shares worth Rs 838 crore. After this comes Mirae Asset NYSE FANG+ ETF, which has 1.42 lakh shares, worth Rs 342 crore. After that comes Motilal Oswal S&P 500 Index Fund, which has 1.10 lakh shares, worth Rs 261 crore. ICICI Prudential NASDAQ 100 Index Fund holds 88,131 shares, worth Rs 211.71 crore. Whereas Mirae Asset S&P 500 Top 50 ETF has 45,401 shares, which are worth Rs 109 crore.
Actively managed technology and global equity funds also remain invested in Apple. However, their investment is less compared to index-linked products. Edelweiss Technology Fund holds 14,346 shares worth Rs 34 crore, Franklin India Technology Fund holds 7,579 shares worth Rs 18 crore. Aditya Birla Sun Life International Equity Fund holds 5,800 shares worth Rs 14 crore.
How has the performance of these schemes been?
Data from Value Research shows that index-linked funds have had the best performance. Motilal Oswal NASDAQ 100 ETF gave returns of 10.67 percent in one month, 57.98 percent in one year, and 31.91 percent in three years. Also, it gave returns of 18.86 percent in five years and 23.17 percent in ten years, which shows the long-term strength of US technology leadership.
Similarly, the ICICI Prudential NASDAQ 100 Index Fund returned 56.77 per cent in one year and 31.86 per cent in three years, highlighting how broad index exposure has capitalized on the mega-cap tech momentum, including Apple’s ever-increasing importance.
How much return was given from 1 month to 10 years
| name of scheme |
Return (percent) |
||||||
| 1 month | 3 month | 6 month | 1 Year | 3 Year | 5 Year | 10 Year | |
| Aditya Birla Sun Life International Equity Fund – regular plan | 8.66 | 5.08 | 11.67 | 39.85 | 17.61 | 10.66 | 11.98 |
| Edelweiss Technology Fund – regular plan | 9.35 | -3.94 | -4.24 | 15.71 | |||
| Franklin India Technology Fund – regular plan | 5.69 | -12.46 | -11.19 | 0.42 | 17.40 | 10.32 | 14.56 |
| ICICI Prudential NASDAQ 100 index fund | 10.84 | 8.66 | 11.84 | 56.77 | 31.86 | ||
| Mirae Asset NYSE FANG+ETF | 11.3 | 97.45 | 2.25 | 54.07 | 44.06 | ||
| Mirae Asset S&P 500 Top 50 ETFs | 9.65 | 6.57 | 9.04 | 50.26 | 29.52 | ||
| Motilal Oswal NASDAQ 100 ETF | 10.67 | 8.85 | 11.97 | 57.98 | 31.91 | 18.86 | 23.17 |
| Motilal Oswal S&P 500 index fund – regular plan | 8.63 | 6.96 | 11.62 | 45.73 | 24.38 | 15.95 | |
| Source: : value research | |||||||
Apple’s growth under Cook’s leadership
After the announcement on April 20, the shares of this big technology company fell slightly, but later it closed in the green, which is about 1.04 percent. Cook has been Apple’s CEO since August 2011, when company founder and CEO Steve Jobs resigned from his post. Since then, the company’s stock has risen nearly 2,000 percent (in absolute terms), and its market-cap has grown from about $350 billion to nearly $4 trillion today.
