Mutual Funds Blogs Videos

No results found

did not match any result. Please try again.

Clear Search BackGround
Need Help?
0

SBI Technology Opportunities Fund vs HDFC Technology Fund compare

Link copied to clipboard!

tortoise-icon HDFC Technology Fund - Regular (G)

Invest Now

tortoise-icon SBI Technology Opportunities Fund Regular Growth

Invest Now

Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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

Top Comparisons

Kotak Large & Midcap Fund - Growth Kotak Large & Midcap Fund - Growth

3Y Returns19.41%

VS

Aditya Birla Sun Life Large & Mid Cap Fund - Regular Growth Aditya Birla Sun Life Large & Mid Cap Fund - Regular Growth

3Y Returns15.08%

Compare Now

Kotak Money Market Fund - (Growth) Kotak Money Market Fund - (Growth)

3Y Returns7.46%

VS

Kotak Money Market Fund - (Growth) Kotak Money Market Fund - (Growth)

3Y Returns7.46%

Compare Now

Tata Retirement Savings Fund - Progressive Plan -Regular Plan-Growth Option Tata Retirement Savings Fund - Progressive Plan -Regular Plan-Growth Option

3Y Returns16.08%

VS

Axis Retirement Fund - Dynamic Plan - Regular Growth Axis Retirement Fund - Dynamic Plan - Regular Growth

3Y Returns15.01%

Compare Now

HDFC Large and Mid Cap Fund - Growth Option HDFC Large and Mid Cap Fund - Growth Option

3Y Returns20.63%

VS

Quant Large and Mid Cap Fund-Growth Quant Large and Mid Cap Fund-Growth

3Y Returns16.04%

Compare Now
Add to Cart Successfully