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) ₹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

Top Comparisons

HDFC Value Fund - Growth Plan HDFC Value Fund - Growth Plan

3Y Returns19.29%

VS

Tata Value Fund - Regular Plan - Growth Option Tata Value Fund - Regular Plan - Growth Option

3Y Returns19.18%

Compare Now

Tata Infrastructure Fund-Regular Plan- Growth Option Tata Infrastructure Fund-Regular Plan- Growth Option

3Y Returns19.57%

VS

HSBC Infrastructure Fund - Regular Growth HSBC Infrastructure Fund - Regular Growth

3Y Returns23.61%

Compare Now

ICICI Prudential Value Fund - Growth ICICI Prudential Value Fund - Growth

3Y Returns21.6%

VS

Tata Value Fund - Regular Plan - Growth Option Tata Value Fund - Regular Plan - Growth Option

3Y Returns19.18%

Compare Now

HDFC Hybrid Equity Fund - Growth Plan HDFC Hybrid Equity Fund - Growth Plan

3Y Returns12.85%

VS

Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option

3Y Returns17.29%

Compare Now
Add to Cart Successfully