Nippon India Nifty IT Index Fund vs SBI Technology Opportunities Fund compare
SBI Technology Opportunities Fund Regular Growth
Nippon India Nifty IT Index Fund - Reg (G)
Chart Comparison
Overview
| Scheme Name | SBI Technology Opportunities Fund Regular Growth | Nippon India Nifty IT Index Fund - Reg (G) |
|---|---|---|
| Fund | SBI Technology Opportunities Fund Regular Growth | Nippon India Nifty IT Index Fund - Reg (G) |
| Investment Plan | Growth | Growth |
| Level of Risk | Average | Very High |
| Asset Size (Cr) | ₹5130 Cr | ₹193 Cr |
| Min Investment | ₹5000 | ₹1000 |
| Min SIP Invesment | ₹500 | ₹100 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 09 Jan 2013 | 22 Feb 2024 |
| Category | IT & Technology | Index |
| Fund Type | Open Ended | Open Ended |
| Benchmark | BSE Teck | NIFTY IT TRI |
| Turn Over | 48% | % |
| Expense Ratio | 1.89 | 0.86 |
| Manager | Pradeep Kesavan | Himanshu Mange |
| ISIN Code | INF200K01VS4 | INF204KC1CB8 |
| Exits Load | SBI Technology Opportunities Fund - Regular Plan - Growth charges 0.5% of sell value; if fund sold before 15 days. There are no other charges./365 | Data not available./365 |
Trailing Lumpsum Returns
| Scheme Name | SBI Technology Opportunities Fund Regular Growth | Nippon India Nifty IT Index Fund - Reg (G) |
|---|---|---|
| 1 Month | 0.77% | 3.15% |
| 6 Month | 4.72% | -0.46% |
| 1 Year | 1.88% | -10.33% |
| 3 Year | 18.57% | - |
| 5 Year | 18.88% | - |
SIP Return Analysis
| Scheme Name | SBI Technology Opportunities Fund Regular Growth | Nippon India Nifty IT Index Fund - Reg (G) |
|---|---|---|
| 6 Month | 6.03% | 8.63% |
| 1 Year | 18.2% | 9.9% |
| 3 Year | 16.91% | - |
| 5 Year | 15.63% | - |
Rolling Lumpsum Returns
| Scheme Name | SBI Technology Opportunities Fund Regular Growth | Nippon India Nifty IT Index Fund - Reg (G) |
|---|---|---|
| 1 Year | 15.74% | 2.36% |
| 3 Year | 16.45% | - |
| 5 Year | 20.3% | - |
Risk Management
| Scheme Name | SBI Technology Opportunities Fund Regular Growth | Nippon India Nifty IT Index Fund - Reg (G) |
|---|---|---|
| Standard Deviation | 17.04% | - |
| Sharp | 0.74% | - |
| Beta | 0.72% | - |
| Alpha | 6.37% | - |
Fund Managers
| Scheme Name | SBI Technology Opportunities Fund Regular Growth | Nippon India Nifty IT Index Fund - Reg (G) |
|---|---|---|
| Name | Pradeep Kesavan | Himanshu Mange |
| Total AUM | ₹434274 Cr | ₹0 Cr |
| Funds Managed | 43 | 10 |
| SBI Technology Opportunities Fund Regular Growth | Nippon India Nifty IT Index Fund - Reg (G) |
Market Cap
| Scheme Name |
SBI Technology Opportunities Fund Regular Growth |
Nippon India Nifty IT Index Fund - Reg (G) |
|---|---|---|
| Others | 27.5 | 6.18 |
| Large Cap | 46.28 | 82.48 |
| Small Cap | 17.72 | - |
| Mid Cap | 8.5 | 11.34 |
Sector Allocation
| Scheme Name |
SBI Technology Opportunities Fund Regular Growth |
Nippon India Nifty IT Index Fund - Reg (G) |
|---|---|---|
| Others | 5.15 | 0.12 |
| Technology | 62.25 | 99.88 |
| Healthcare | 0.92 | - |
| Industrials | 2.41 | - |
| Communication Services | 18.21 | - |
| Consumer Defensive | 0.85 | - |
| Consumer Cyclical | 7.72 | - |
| Financial Services | 2.48 | - |
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