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) | ₹4761 Cr | ₹11520 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 | 3.77% | 4.13% |
6 Month | 14.95% | 9.87% |
1 Year | -0.17% | -10.8% |
3 Year | 19.99% | 16.62% |
5 Year | 22.06% | 20.21% |
SIP Return Analysis
Scheme Name | SBI Technology Opportunities Fund Regular Growth | Tata Digital India Fund-Regular Plan-Growth |
---|---|---|
6 Month | 5.31% | 2.97% |
1 Year | 6.81% | -5.48% |
3 Year | 16.35% | 11.39% |
5 Year | 15.58% | 11.97% |
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 | 15.13% | 17.47% |
Sharp | 0.71% | 0.44% |
Beta | 0.75% | 0.88% |
Alpha | 9.86% | 6.60% |
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 | 23.03 | 6.13 |
Large Cap | 46.84 | 69.18 |
Small Cap | 21.85 | 17.31 |
Mid Cap | 8.28 | 7.38 |
Sector Allocation
Scheme Name |
SBI Technology Opportunities Fund Regular Growth |
Tata Digital India Fund-Regular Plan-Growth |
---|---|---|
Others | 3.37 | 4.11 |
Technology | 61.81 | 73.92 |
Healthcare | 1.02 | - |
Industrials | 2.85 | 4.01 |
Communication Services | 19.68 | 5.16 |
Consumer Defensive | 0.75 | - |
Consumer Cyclical | 7.91 | 10.05 |
Financial Services | 2.6 | 2.15 |
Utilities | - | 0.6 |
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