SBI Technology Opportunities Fund vs HDFC Technology Fund compare
HDFC Technology Fund - Regular (G)
SBI Technology Opportunities Fund Regular Growth
Chart Comparison
Overview
| Scheme Name | HDFC Technology Fund - Regular (G) | SBI Technology Opportunities Fund Regular Growth |
|---|---|---|
| Fund | HDFC Technology Fund - Regular (G) | SBI Technology Opportunities Fund Regular Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Average |
| Asset Size (Cr) | ₹1604 Cr | ₹5130 Cr |
| Min Investment | ₹100 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹500 |
| Min Addl Investment | ₹100 | ₹1000 |
| Launch Date | 05 Sep 2023 | 09 Jan 2013 |
| Category | IT & Technology | IT & Technology |
| Fund Type | Open Ended | Open Ended |
| Benchmark | BSE Teck TRI | BSE Teck |
| Turn Over | % | 48% |
| Expense Ratio | 2.14 | 1.89 |
| Manager | Dhruv Muchhal | Pradeep Kesavan |
| ISIN Code | INF179KC1HF9 | INF200K01VS4 |
| Exits Load | HDFC Technology Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 30 days. There are no other charges./365 | 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 |
Trailing Lumpsum Returns
| Scheme Name | HDFC Technology Fund - Regular (G) | SBI Technology Opportunities Fund Regular Growth |
|---|---|---|
| 1 Month | 1.54% | 0.77% |
| 6 Month | -0.62% | 4.72% |
| 1 Year | -4.44% | 1.88% |
| 3 Year | - | 18.57% |
| 5 Year | - | 18.88% |
SIP Return Analysis
| Scheme Name | HDFC Technology Fund - Regular (G) | SBI Technology Opportunities Fund Regular Growth |
|---|---|---|
| 6 Month | 5.16% | 6.03% |
| 1 Year | 9.96% | 18.2% |
| 3 Year | - | 16.91% |
| 5 Year | - | 15.63% |
Rolling Lumpsum Returns
| Scheme Name | HDFC Technology Fund - Regular (G) | SBI Technology Opportunities Fund Regular Growth |
|---|---|---|
| 1 Year | 18.45% | 15.74% |
| 3 Year | - | 16.45% |
| 5 Year | - | 20.3% |
Risk Management
| Scheme Name | HDFC Technology Fund - Regular (G) | SBI Technology Opportunities Fund Regular Growth |
|---|---|---|
| Standard Deviation | - | 17.04% |
| Sharp | - | 0.74% |
| Beta | - | 0.72% |
| Alpha | - | 6.37% |
Fund Managers
| Scheme Name | HDFC Technology Fund - Regular (G) | SBI Technology Opportunities Fund Regular Growth |
|---|---|---|
| Name | Dhruv Muchhal | Pradeep Kesavan |
| Total AUM | ₹520687 Cr | ₹434274 Cr |
| Funds Managed | 40 | 43 |
| HDFC Technology Fund - Regular (G) | SBI Technology Opportunities Fund Regular Growth |
Market Cap
| Scheme Name |
HDFC Technology Fund - Regular (G) |
SBI Technology Opportunities Fund Regular Growth |
|---|---|---|
| Others | 10.88 | 27.5 |
| Large Cap | 58.1 | 46.28 |
| Small Cap | 20.61 | 17.72 |
| Mid Cap | 10.4 | 8.5 |
Sector Allocation
| Scheme Name |
HDFC Technology Fund - Regular (G) |
SBI Technology Opportunities Fund Regular Growth |
|---|---|---|
| Others | 0.48 | 5.15 |
| Technology | 68.31 | 62.25 |
| Consumer Cyclical | 4.37 | 7.72 |
| Healthcare | 2.23 | 0.92 |
| Communication Services | 23.48 | 18.21 |
| Industrials | 0.08 | 2.41 |
| Financial Services | 1.04 | 2.48 |
| Consumer Defensive | - | 0.85 |
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