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 | -1.92% | -1.9% |
| 6 Month | -2.48% | 2.85% |
| 1 Year | -6.04% | 1.18% |
| 3 Year | - | 18.89% |
| 5 Year | - | 17.65% |
SIP Return Analysis
| Scheme Name | HDFC Technology Fund - Regular (G) | SBI Technology Opportunities Fund Regular Growth |
|---|---|---|
| 6 Month | 4.4% | 5.04% |
| 1 Year | 9.65% | 17.19% |
| 3 Year | - | 16.37% |
| 5 Year | - | 15.09% |
Rolling Lumpsum Returns
| Scheme Name | HDFC Technology Fund - Regular (G) | SBI Technology Opportunities Fund Regular Growth |
|---|---|---|
| 1 Year | 18.45% | 15.45% |
| 3 Year | - | 16.5% |
| 5 Year | - | 20.28% |
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 | 0.47 | 27.5 |
| Large Cap | 62.22 | 46.28 |
| Small Cap | 23.92 | 17.72 |
| Mid Cap | 13.39 | 8.5 |
Sector Allocation
| Scheme Name |
HDFC Technology Fund - Regular (G) |
SBI Technology Opportunities Fund Regular Growth |
|---|---|---|
| Others | 0.47 | 5.15 |
| IT - Software | 60.26 | - |
| Retailing | 8.8 | - |
| IT - Services | 2.31 | - |
| Telecom - Services | 18.79 | - |
| Entertainment | 0.57 | - |
| Financial Technology (Fintech) | 1.04 | - |
| Commercial Services & Supplies | 7.76 | - |
| Technology | - | 62.25 |
| 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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