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Tata Digital India Fund vs SBI Technology Opportunities Fund compare

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tortoise-icon SBI Technology Opportunities Fund Regular Growth

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

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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) ₹4714 Cr ₹11203 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 5.74% 4.76%
6 Month 12.42% 5.44%
1 Year 6.54% -7%
3 Year 17.07% 13.74%
5 Year 21.23% 18.62%

SIP Return Analysis

Scheme Name SBI Technology Opportunities Fund Regular Growth Tata Digital India Fund-Regular Plan-Growth
6 Month -1.5% -3.33%
1 Year -0.75% -10.9%
3 Year 11.92% 6.59%
5 Year 12.92% 8.97%

Rolling Lumpsum Returns

Scheme Name SBI Technology Opportunities Fund Regular Growth Tata Digital India Fund-Regular Plan-Growth
1 Year 16.75% 17.39%
3 Year 16.16% 21.03%
5 Year 20.17% 25.04%

Risk Management

Scheme Name SBI Technology Opportunities Fund Regular Growth Tata Digital India Fund-Regular Plan-Growth
Standard Deviation 14.90% 17.30%
Sharp 0.70% 0.46%
Beta 0.72% 0.85%
Alpha 7.01% 3.85%

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 24.16 3.9
Large Cap 48.22 67.88
Small Cap 19.62 18.22
Mid Cap 8 10.01

Sector Allocation

Scheme Name

SBI Technology Opportunities Fund Regular Growth

Tata Digital India Fund-Regular Plan-Growth

Others 3.45 1.39
Technology 61.45 75.72
Healthcare 1.06 -
Industrials 2.77 3.34
Communication Services 19.54 5.31
Consumer Defensive 0.76 -
Consumer Cyclical 8.44 10.18
Financial Services 2.53 4.06
Utilities - 0

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