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 | 2.74% | 3.06% |
| 6 Month | 4.64% | 11.33% |
| 1 Year | -5.9% | 2.73% |
| 3 Year | - | 17.57% |
| 5 Year | - | 20.29% |
SIP Return Analysis
| Scheme Name | HDFC Technology Fund - Regular (G) | SBI Technology Opportunities Fund Regular Growth |
|---|---|---|
| 6 Month | 1.39% | 4.16% |
| 1 Year | 1.11% | 11.15% |
| 3 Year | - | 16.21% |
| 5 Year | - | 15.24% |
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 | - | 14.90% |
| Sharp | - | 0.70% |
| Beta | - | 0.72% |
| Alpha | - | 7.01% |
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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