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) | ₹1569 Cr | ₹4934 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 | 4.53% | 4.72% |
| 6 Month | 3.61% | 8.96% |
| 1 Year | -5.97% | 2.44% |
| 3 Year | - | 16.28% |
| 5 Year | - | 20.63% |
SIP Return Analysis
| Scheme Name | HDFC Technology Fund - Regular (G) | SBI Technology Opportunities Fund Regular Growth |
|---|---|---|
| 6 Month | 5.94% | 7.7% |
| 1 Year | 12.13% | 21.62% |
| 3 Year | - | 18.2% |
| 5 Year | - | 16.18% |
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 | 14.62 |
| Large Cap | 57.39 | 48.55 |
| Small Cap | 20.1 | 21.63 |
| Mid Cap | 10.16 | 15.2 |
Sector Allocation
| Scheme Name |
HDFC Technology Fund - Regular (G) |
SBI Technology Opportunities Fund Regular Growth |
|---|---|---|
| Others | 1.88 | 14.62 |
| Technology | 67.93 | - |
| Consumer Cyclical | 4.77 | - |
| Healthcare | 0.99 | - |
| Communication Services | 23.3 | - |
| Industrials | 0.09 | - |
| Financial Services | 1.04 | - |
| IT - Software | - | 40.58 |
| IT - Services | - | 2.56 |
| Healthcare Services | - | 0.98 |
| Transport Services | - | 7.01 |
| Entertainment | - | 2.52 |
| Other Consumer Services | - | 0.72 |
| Retailing | - | 6.36 |
| Telecom - Services | - | 15 |
| Financial Technology (Fintech) | - | 2.53 |
| Leisure Services | - | 1.64 |
| Commercial Services & Supplies | - | 5.48 |
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