SBI Technology Opportunities Fund vs Nippon India Nifty IT Index Fund compare
SBI Technology Opportunities Fund Regular Growth
Nippon India Nifty IT Index Fund - Reg (G)
Chart Comparison
Overview
Scheme Name | SBI Technology Opportunities Fund Regular Growth | Nippon India Nifty IT Index Fund - Reg (G) |
---|---|---|
Fund | SBI Technology Opportunities Fund Regular Growth | Nippon India Nifty IT Index Fund - Reg (G) |
Investment Plan | Growth | Growth |
Level of Risk | Average | Very High |
Asset Size (Cr) | ₹4761 Cr | ₹149 Cr |
Min Investment | ₹5000 | ₹1000 |
Min SIP Invesment | ₹500 | ₹100 |
Min Addl Investment | ₹1000 | ₹1000 |
Launch Date | 09 Jan 2013 | 22 Feb 2024 |
Category | IT & Technology | Index |
Fund Type | Open Ended | Open Ended |
Benchmark | BSE Teck | NIFTY IT TRI |
Turn Over | 48% | % |
Expense Ratio | 1.89 | 0.86 |
Manager | Pradeep Kesavan | Himanshu Mange |
ISIN Code | INF200K01VS4 | INF204KC1CB8 |
Exits Load | 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 | Data not available./365 |
Trailing Lumpsum Returns
Scheme Name | SBI Technology Opportunities Fund Regular Growth | Nippon India Nifty IT Index Fund - Reg (G) |
---|---|---|
1 Month | 3.77% | 4.55% |
6 Month | 14.95% | 1.54% |
1 Year | -0.17% | -14.91% |
3 Year | 19.99% | - |
5 Year | 22.06% | - |
SIP Return Analysis
Scheme Name | SBI Technology Opportunities Fund Regular Growth | Nippon India Nifty IT Index Fund - Reg (G) |
---|---|---|
6 Month | 5.31% | 0.34% |
1 Year | 6.81% | -13.35% |
3 Year | 16.35% | - |
5 Year | 15.58% | - |
Rolling Lumpsum Returns
Scheme Name | SBI Technology Opportunities Fund Regular Growth | Nippon India Nifty IT Index Fund - Reg (G) |
---|---|---|
1 Year | 17.28% | 5.49% |
3 Year | 16.07% | - |
5 Year | 20.01% | - |
Risk Management
Scheme Name | SBI Technology Opportunities Fund Regular Growth | Nippon India Nifty IT Index Fund - Reg (G) |
---|---|---|
Standard Deviation | 15.13% | - |
Sharp | 0.71% | - |
Beta | 0.75% | - |
Alpha | 9.86% | - |
Fund Managers
Scheme Name | SBI Technology Opportunities Fund Regular Growth | Nippon India Nifty IT Index Fund - Reg (G) |
---|---|---|
Name | Pradeep Kesavan | Himanshu Mange |
Total AUM | ₹434274 Cr | ₹0 Cr |
Funds Managed | 43 | 10 |
SBI Technology Opportunities Fund Regular Growth | Nippon India Nifty IT Index Fund - Reg (G) |
Market Cap
Scheme Name |
SBI Technology Opportunities Fund Regular Growth |
Nippon India Nifty IT Index Fund - Reg (G) |
---|---|---|
Others | 23.03 | 6.03 |
Large Cap | 46.84 | 83.01 |
Small Cap | 21.85 | - |
Mid Cap | 8.28 | 10.96 |
Sector Allocation
Scheme Name |
SBI Technology Opportunities Fund Regular Growth |
Nippon India Nifty IT Index Fund - Reg (G) |
---|---|---|
Others | 3.37 | 0.21 |
Technology | 61.81 | 99.79 |
Healthcare | 1.02 | - |
Industrials | 2.85 | - |
Communication Services | 19.68 | - |
Consumer Defensive | 0.75 | - |
Consumer Cyclical | 7.91 | - |
Financial Services | 2.6 | - |
Top Comparisons
ICICI Prudential Large Cap Fund - Growth
3Y Returns18.83%
Kotak Large Cap Fund - Growth
3Y Returns15.68%
Bandhan Retirement Fund - Regular (G)
3Y Returns0%
Nippon India Retirement Fund- Wealth Creation Scheme- Growth Plan - Growth Option
3Y Returns17.85%
Tata Banking & PSU Debt Fund-Regular Plan-Growth
3Y Returns4.96%
Edelweiss Banking and PSU Debt Fund - Regular Plan - Growth Option
3Y Returns7.27%
Aditya Birla Sun Life Multi-Index Fund Of Fund-Regular Growth
3Y Returns0%
Axis Multi Factor FoF Passive - Regular Plan - Growth Option
3Y Returns12.9%