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) | ₹1624 Cr | ₹5229 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 | -3.62% | -5.68% |
| 6 Month | 1.19% | 0.94% |
| 1 Year | -2.78% | 0.01% |
| 3 Year | - | 15.24% |
| 5 Year | - | 16.03% |
SIP Return Analysis
| Scheme Name | HDFC Technology Fund - Regular (G) | SBI Technology Opportunities Fund Regular Growth |
|---|---|---|
| 6 Month | -0.71% | -0.1% |
| 1 Year | 1.25% | 7.78% |
| 3 Year | - | 13.35% |
| 5 Year | - | 13.58% |
Rolling Lumpsum Returns
| Scheme Name | HDFC Technology Fund - Regular (G) | SBI Technology Opportunities Fund Regular Growth |
|---|---|---|
| 1 Year | 13.67% | 15.4% |
| 3 Year | - | 16.59% |
| 5 Year | - | 20.22% |
Risk Management
| Scheme Name | HDFC Technology Fund - Regular (G) | SBI Technology Opportunities Fund Regular Growth |
|---|---|---|
| Standard Deviation | - | 17.04% |
| Sharp | - | 0.83% |
| Beta | - | 0.72% |
| Alpha | - | 5.86% |
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 | 10.03 | 24.58 |
| Large Cap | 57.49 | 49.55 |
| Small Cap | 22.17 | 16.86 |
| Mid Cap | 10.31 | 9.01 |
Sector Allocation
| Scheme Name |
HDFC Technology Fund - Regular (G) |
SBI Technology Opportunities Fund Regular Growth |
|---|---|---|
| Others | 0.81 | 5.14 |
| Technology | 67.87 | 58.99 |
| Consumer Cyclical | 4.31 | 11.89 |
| Healthcare | 2.58 | 0.89 |
| Communication Services | 23.33 | 17.1 |
| Industrials | 0.08 | 2.24 |
| Financial Services | 1.03 | 3.14 |
| Consumer Defensive | - | 0.61 |
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