Mutual Funds Blogs Videos

No results found

did not match any result. Please try again.

Clear Search BackGround
Need Help?
0

Tata Digital India Fund vs SBI Technology Opportunities Fund compare

Link copied to clipboard!

tortoise-icon SBI Technology Opportunities Fund Regular Growth

Invest Now

tortoise-icon Tata Digital India Fund-Regular Plan-Growth

Invest Now

Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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) ₹5130 Cr ₹12085 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 3.2% 4.35%
6 Month 6.29% 0.73%
1 Year -0.05% -13.03%
3 Year 17.96% 15.85%
5 Year 19.71% 17.58%

SIP Return Analysis

Scheme Name SBI Technology Opportunities Fund Regular Growth Tata Digital India Fund-Regular Plan-Growth
6 Month 5.84% 5.09%
1 Year 18.85% 10.06%
3 Year 17.21% 11.79%
5 Year 15.65% 11.68%

Rolling Lumpsum Returns

Scheme Name SBI Technology Opportunities Fund Regular Growth Tata Digital India Fund-Regular Plan-Growth
1 Year 15.74% 15.84%
3 Year 16.45% 20.47%
5 Year 20.3% 24.49%

Risk Management

Scheme Name SBI Technology Opportunities Fund Regular Growth Tata Digital India Fund-Regular Plan-Growth
Standard Deviation 17.04% 17.22%
Sharp 0.74% 0.42%
Beta 0.72% 0.85%
Alpha 6.37% 3.60%

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 27.5 4.19
Large Cap 46.28 67.14
Small Cap 17.72 17.65
Mid Cap 8.5 11.02

Sector Allocation

Scheme Name

SBI Technology Opportunities Fund Regular Growth

Tata Digital India Fund-Regular Plan-Growth

Others 5.15 1.65
Technology 62.25 77.15
Healthcare 0.92 -
Industrials 2.41 2.32
Communication Services 18.21 4.24
Consumer Defensive 0.85 0.24
Consumer Cyclical 7.72 10.12
Financial Services 2.48 4.28

Top Comparisons

Nippon India Nifty Smallcap 250 Index Fund - Regular Plan - Growth Option Nippon India Nifty Smallcap 250 Index Fund - Regular Plan - Growth Option

3Y Returns17.46%

VS

LIC Nifty Next 50 Index Fund Growth LIC Nifty Next 50 Index Fund Growth

3Y Returns16.01%

Compare Now

ICICI Prudential Exports & Services Fund - Growth ICICI Prudential Exports & Services Fund - Growth

3Y Returns19.04%

VS

HSBC Business Cycles Fund - Regular Growth HSBC Business Cycles Fund - Regular Growth

3Y Returns18.88%

Compare Now

SBI Overnight Fund - Regular Plan - Growth SBI Overnight Fund - Regular Plan - Growth

3Y Returns6.3%

VS

Nippon India Overnight Fund - Regular Plan - Growth Option Nippon India Overnight Fund - Regular Plan - Growth Option

3Y Returns6.35%

Compare Now

Kotak Banking & Financial Services Fund - Regular Plan - Growth Kotak Banking & Financial Services Fund - Regular Plan - Growth

3Y Returns0%

VS

UTI Banking and Financial Services Fund - Regular Plan - Growth Option UTI Banking and Financial Services Fund - Regular Plan - Growth Option

3Y Returns14.69%

Compare Now
Add to Cart Successfully