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) | ₹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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