Tata Digital India Fund vs SBI Technology Opportunities 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) | ₹4687 Cr | ₹11501 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 | -0.32% | -2.35% |
6 Month | 1.55% | -7.25% |
1 Year | 2.09% | -9.67% |
3 Year | 15.39% | 11.89% |
5 Year | 23.28% | 21.27% |
SIP Return Analysis
Scheme Name | SBI Technology Opportunities Fund Regular Growth | Tata Digital India Fund-Regular Plan-Growth |
---|---|---|
6 Month | 3.79% | 0.11% |
1 Year | 0.16% | -13.63% |
3 Year | 15.09% | 9.87% |
5 Year | 15.16% | 11.46% |
Rolling Lumpsum Returns
Scheme Name | SBI Technology Opportunities Fund Regular Growth | Tata Digital India Fund-Regular Plan-Growth |
---|---|---|
1 Year | 17.28% | 18.04% |
3 Year | 16.07% | 21.53% |
5 Year | 20.01% | 25.31% |
Risk Management
Scheme Name | SBI Technology Opportunities Fund Regular Growth | Tata Digital India Fund-Regular Plan-Growth |
---|---|---|
Standard Deviation | 15.24% | 17.49% |
Sharp | 0.64% | 0.42% |
Beta | 0.75% | 0.88% |
Alpha | 9.11% | 6.63% |
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 | 22.62 | 5 |
Large Cap | 47.95 | 69.47 |
Small Cap | 21.12 | 16.65 |
Mid Cap | 8.31 | 8.88 |
Sector Allocation
Scheme Name |
SBI Technology Opportunities Fund Regular Growth |
Tata Digital India Fund-Regular Plan-Growth |
---|---|---|
Others | 2.88 | 3.15 |
Technology | 61.65 | 73.88 |
Healthcare | 1.03 | - |
Industrials | 2.63 | 4.1 |
Communication Services | 20.5 | 5.34 |
Consumer Defensive | 0.74 | - |
Consumer Cyclical | 7.86 | 9.32 |
Financial Services | 2.71 | 3.64 |
Utilities | - | 0.58 |
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