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) | ₹4714 Cr | ₹146 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 | 5.74% | 6.01% |
| 6 Month | 12.42% | 1.04% |
| 1 Year | 6.54% | -10.29% |
| 3 Year | 17.07% | - |
| 5 Year | 21.23% | - |
SIP Return Analysis
| Scheme Name | SBI Technology Opportunities Fund Regular Growth | Nippon India Nifty IT Index Fund - Reg (G) |
|---|---|---|
| 6 Month | -1.5% | -5.76% |
| 1 Year | -0.73% | -19.33% |
| 3 Year | 12.12% | - |
| 5 Year | 12.96% | - |
Rolling Lumpsum Returns
| Scheme Name | SBI Technology Opportunities Fund Regular Growth | Nippon India Nifty IT Index Fund - Reg (G) |
|---|---|---|
| 1 Year | 16.75% | 2.36% |
| 3 Year | 16.16% | - |
| 5 Year | 20.17% | - |
Risk Management
| Scheme Name | SBI Technology Opportunities Fund Regular Growth | Nippon India Nifty IT Index Fund - Reg (G) |
|---|---|---|
| Standard Deviation | 14.90% | - |
| Sharp | 0.70% | - |
| Beta | 0.72% | - |
| Alpha | 7.01% | - |
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 | 24.16 | 5.45 |
| Large Cap | 48.22 | 83.76 |
| Small Cap | 19.62 | - |
| Mid Cap | 8 | 10.79 |
Sector Allocation
| Scheme Name |
SBI Technology Opportunities Fund Regular Growth |
Nippon India Nifty IT Index Fund - Reg (G) |
|---|---|---|
| Others | 3.45 | -0.18 |
| Technology | 61.45 | 100.18 |
| Healthcare | 1.06 | - |
| Industrials | 2.77 | - |
| Communication Services | 19.54 | - |
| Consumer Defensive | 0.76 | - |
| Consumer Cyclical | 8.44 | - |
| Financial Services | 2.53 | - |
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