SBI Technology Opportunities Fund vs Tata Digital India Fund compare
SBI Technology Opportunities Fund Regular Growth
Tata Digital India Fund-Regular Plan-Growth
Chart Comparison
Overview
Scheme Name | SBI Technology Opportunities Fund Regular Growth | Tata Digital India Fund-Regular Plan-Growth |
---|---|---|
Fund | SBI Technology Opportunities Fund Regular Growth | Tata Digital India Fund-Regular Plan-Growth |
Investment Plan | Growth | Growth |
Level of Risk | Average | Very High |
Asset Size (Cr) | ₹4829 Cr | ₹12216 Cr |
Min Investment | ₹5000 | ₹5000 |
Min SIP Invesment | ₹500 | ₹100 |
Min Addl Investment | ₹1000 | ₹1000 |
Launch Date | 09 Jan 2013 | 28 Dec 2015 |
Category | IT & Technology | IT & Technology |
Fund Type | Open Ended | Open Ended |
Benchmark | BSE Teck | NIFTY IT TRI |
Turn Over | 48% | 23.5% |
Expense Ratio | 1.89 | 1.67 |
Manager | Pradeep Kesavan | Kapil Malhotra |
ISIN Code | INF200K01VS4 | INF277K01Z44 |
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 | Tata Digital India Fund - Growth charges 0.25% of sell value; if fund sold before 30 days. There are no other charges./365 |
Trailing Lumpsum Returns
Scheme Name | SBI Technology Opportunities Fund Regular Growth | Tata Digital India Fund-Regular Plan-Growth |
---|---|---|
1 Month | -3.61% | -5.65% |
6 Month | -1.17% | -9.33% |
1 Year | 2.48% | -7.45% |
3 Year | 16.28% | 13.31% |
5 Year | 23.33% | 21.95% |
SIP Return Analysis
Scheme Name | SBI Technology Opportunities Fund Regular Growth | Tata Digital India Fund-Regular Plan-Growth |
---|---|---|
6 Month | 3.59% | -0.44% |
1 Year | 1.05% | -12.76% |
3 Year | 16.32% | 11.59% |
5 Year | 16.16% | 12.81% |
Rolling Lumpsum Returns
Scheme Name | SBI Technology Opportunities Fund Regular Growth | Tata Digital India Fund-Regular Plan-Growth |
---|---|---|
1 Year | 17.46% | 19.05% |
3 Year | 15.63% | 22.19% |
5 Year | 19.82% | 25.11% |
Risk Management
Scheme Name | SBI Technology Opportunities Fund Regular Growth | Tata Digital India Fund-Regular Plan-Growth |
---|---|---|
Standard Deviation | 15.11% | 17.06% |
Sharp | 0.85% | 0.64% |
Beta | 0.78% | 0.89% |
Alpha | 8.81% | 6.37% |
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Fund Managers
Scheme Name | SBI Technology Opportunities Fund Regular Growth | Tata Digital India Fund-Regular Plan-Growth |
---|---|---|
Name | Pradeep Kesavan | Kapil Malhotra |
Total AUM | ₹434274 Cr | ₹18472 Cr |
Funds Managed | 43 | 7 |
SBI Technology Opportunities Fund Regular Growth | Tata Digital India Fund-Regular Plan-Growth |
Market Cap
Scheme Name |
SBI Technology Opportunities Fund Regular Growth |
Tata Digital India Fund-Regular Plan-Growth |
---|---|---|
Others | 25.45 | 3.2 |
Large Cap | 45.19 | 71.08 |
Small Cap | 20.85 | 16.17 |
Mid Cap | 8.51 | 9.54 |
Sector Allocation
Scheme Name |
SBI Technology Opportunities Fund Regular Growth |
Tata Digital India Fund-Regular Plan-Growth |
---|---|---|
Others | 5.49 | 1.66 |
Technology | 60.24 | 76.61 |
Healthcare | 1.06 | - |
Industrials | 2.3 | 4.06 |
Communication Services | 20.51 | 5.03 |
Consumer Defensive | 0.76 | - |
Consumer Cyclical | 6.99 | 8.09 |
Financial Services | 2.64 | 4.05 |
Utilities | - | 0.5 |
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