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 | -1.9% | -1.95% |
| 6 Month | 2.85% | -2.41% |
| 1 Year | 1.18% | -11.67% |
| 3 Year | 18.89% | - |
| 5 Year | 17.65% | - |
SIP Return Analysis
| Scheme Name | SBI Technology Opportunities Fund Regular Growth | Nippon India Nifty IT Index Fund - Reg (G) |
|---|---|---|
| 6 Month | 5.04% | 7.93% |
| 1 Year | 17.19% | 10.54% |
| 3 Year | 16.37% | - |
| 5 Year | 15.09% | - |
Rolling Lumpsum Returns
| Scheme Name | SBI Technology Opportunities Fund Regular Growth | Nippon India Nifty IT Index Fund - Reg (G) |
|---|---|---|
| 1 Year | 15.45% | 2.36% |
| 3 Year | 16.5% | - |
| 5 Year | 20.28% | - |
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 | 17.27 | 0.13 |
| Large Cap | 46.28 | 82.47 |
| Small Cap | 20.89 | - |
| Mid Cap | 15.56 | 17.4 |
Sector Allocation
| Scheme Name |
SBI Technology Opportunities Fund Regular Growth |
Nippon India Nifty IT Index Fund - Reg (G) |
|---|---|---|
| Others | 17.27 | 0.13 |
| IT - Software | 41.65 | 99.87 |
| IT - Services | 2.55 | - |
| Healthcare Services | 0.92 | - |
| Transport Services | 6.32 | - |
| Entertainment | 2.04 | - |
| Other Consumer Services | 0.85 | - |
| Retailing | 5.97 | - |
| Telecom - Services | 13.05 | - |
| Financial Technology (Fintech) | 2.48 | - |
| Leisure Services | 1.75 | - |
| Commercial Services & Supplies | 5.15 | - |
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