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) | ₹1412 Cr | ₹4714 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 | -3.49% | -1.61% |
6 Month | 7.18% | 13.27% |
1 Year | -8.74% | -0.96% |
3 Year | - | 18.77% |
5 Year | - | 20.29% |
SIP Return Analysis
Scheme Name | HDFC Technology Fund - Regular (G) | SBI Technology Opportunities Fund Regular Growth |
---|---|---|
6 Month | -2.62% | 0.68% |
1 Year | -5.43% | 4.64% |
3 Year | - | 14.37% |
5 Year | - | 14.53% |
Rolling Lumpsum Returns
Scheme Name | HDFC Technology Fund - Regular (G) | SBI Technology Opportunities Fund Regular Growth |
---|---|---|
1 Year | 18.45% | 16.75% |
3 Year | - | 16.16% |
5 Year | - | 20.17% |
Risk Management
Scheme Name | HDFC Technology Fund - Regular (G) | SBI Technology Opportunities Fund Regular Growth |
---|---|---|
Standard Deviation | - | 15.08% |
Sharp | - | 0.72% |
Beta | - | 0.75% |
Alpha | - | 9.71% |
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 | 12.32 | 24.16 |
Large Cap | 57.82 | 48.22 |
Small Cap | 20.02 | 19.62 |
Mid Cap | 9.84 | 8 |
Sector Allocation
Scheme Name |
HDFC Technology Fund - Regular (G) |
SBI Technology Opportunities Fund Regular Growth |
---|---|---|
Others | 2.52 | 3.45 |
Technology | 67.37 | 61.45 |
Communication Services | 22.55 | 19.54 |
Consumer Cyclical | 5.46 | 8.44 |
Healthcare | 0.89 | 1.06 |
Industrials | 0.1 | 2.77 |
Financial Services | 1.11 | 2.53 |
Consumer Defensive | - | 0.76 |
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