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 | 1.06% | 2.39% |
| 6 Month | 0.92% | 6.94% |
| 1 Year | -8.08% | -0.14% |
| 3 Year | - | 17.5% |
| 5 Year | - | 20.22% |
SIP Return Analysis
| Scheme Name | HDFC Technology Fund - Regular (G) | SBI Technology Opportunities Fund Regular Growth |
|---|---|---|
| 6 Month | 3.77% | 5.84% |
| 1 Year | 9.07% | 18.85% |
| 3 Year | - | 17.21% |
| 5 Year | - | 15.65% |
Rolling Lumpsum Returns
| Scheme Name | HDFC Technology Fund - Regular (G) | SBI Technology Opportunities Fund Regular Growth |
|---|---|---|
| 1 Year | 18.45% | 15.98% |
| 3 Year | - | 16.4% |
| 5 Year | - | 20.31% |
Risk Management
| Scheme Name | HDFC Technology Fund - Regular (G) | SBI Technology Opportunities Fund Regular Growth |
|---|---|---|
| Standard Deviation | - | 14.84% |
| Sharp | - | 0.68% |
| Beta | - | 0.72% |
| Alpha | - | 6.93% |
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 | 12.34 | 24.24 |
| Large Cap | 57.39 | 48.54 |
| Small Cap | 20.1 | 18.87 |
| Mid Cap | 10.16 | 8.35 |
Sector Allocation
| Scheme Name |
HDFC Technology Fund - Regular (G) |
SBI Technology Opportunities Fund Regular Growth |
|---|---|---|
| Others | 1.88 | 2.82 |
| Technology | 67.93 | 61.87 |
| Consumer Cyclical | 4.77 | 7.99 |
| Healthcare | 0.99 | 0.98 |
| Communication Services | 23.3 | 20.35 |
| Industrials | 0.09 | 2.74 |
| Financial Services | 1.04 | 2.53 |
| Consumer Defensive | - | 0.72 |
Top Comparisons
Sundaram Services Fund Regular Plan - Growth
3Y Returns17.56%
QUANT COMMODITIES FUND REGULAR PLAN GROWTH
3Y Returns0%
ICICI Prudential Regular Gold Savings Fund (FOF) - Growth
3Y Returns33.02%
SBI Gold Fund Regular Plan - Growth
3Y Returns33.13%
ICICI Prudential Corporate Bond Fund - Growth
3Y Returns7.84%
Axis Corporate Bond Fund - Regular Plan Growth
3Y Returns7.57%
ICICI Prudential Banking and PSU Debt Fund - Growth
3Y Returns7.57%
Sundaram Banking and PSU Fund - Regular Plan - Growth
3Y Returns7.44%