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) | ₹4530 Cr | ₹11688 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 | 4.33% | 4.07% |
6 Month | -2.65% | -10.07% |
1 Year | 14.35% | 4.74% |
3 Year | 19.97% | 17.25% |
5 Year | 26.75% | 27.31% |
SIP Return Analysis
Scheme Name | SBI Technology Opportunities Fund Regular Growth | Tata Digital India Fund-Regular Plan-Growth |
---|---|---|
6 Month | 8.61% | 5.92% |
1 Year | 10.17% | -1.75% |
3 Year | 19.86% | 16.42% |
5 Year | 18.38% | 15.88% |
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 | 15.40% | 17.46% |
Sharp | 0.65% | 0.45% |
Beta | 0.78% | 0.90% |
Alpha | 8.42% | 5.99% |
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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 | 24.44 | 5.19 |
Large Cap | 45.66 | 69.39 |
Small Cap | 21.16 | 15.86 |
Mid Cap | 8.73 | 9.56 |
Sector Allocation
Scheme Name |
SBI Technology Opportunities Fund Regular Growth |
Tata Digital India Fund-Regular Plan-Growth |
---|---|---|
Others | 4.2 | 4.16 |
Technology | 61.39 | 75.45 |
Healthcare | 1.18 | - |
Industrials | 2.29 | 3.98 |
Communication Services | 20.54 | 4.91 |
Consumer Defensive | 0.79 | - |
Consumer Cyclical | 6.88 | 7.41 |
Financial Services | 2.72 | 4.09 |
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