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) | ₹5130 Cr | ₹12085 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 | -0.08% | 1.2% |
| 6 Month | 4.05% | 0.76% |
| 1 Year | 0.17% | -11.03% |
| 3 Year | 18.11% | 16% |
| 5 Year | 18.29% | 15.83% |
SIP Return Analysis
| Scheme Name | SBI Technology Opportunities Fund Regular Growth | Tata Digital India Fund-Regular Plan-Growth |
|---|---|---|
| 6 Month | 6.03% | 6.46% |
| 1 Year | 18.2% | 11.56% |
| 3 Year | 16.91% | 11.97% |
| 5 Year | 15.63% | 11.95% |
Rolling Lumpsum Returns
| Scheme Name | SBI Technology Opportunities Fund Regular Growth | Tata Digital India Fund-Regular Plan-Growth |
|---|---|---|
| 1 Year | 15.74% | 15.84% |
| 3 Year | 16.45% | 20.47% |
| 5 Year | 20.3% | 24.49% |
Risk Management
| Scheme Name | SBI Technology Opportunities Fund Regular Growth | Tata Digital India Fund-Regular Plan-Growth |
|---|---|---|
| Standard Deviation | 17.04% | 18.47% |
| Sharp | 0.74% | 0.48% |
| Beta | 0.72% | 0.85% |
| Alpha | 6.37% | 2.78% |
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 | 27.5 | 4.19 |
| Large Cap | 46.28 | 67.14 |
| Small Cap | 17.72 | 17.65 |
| Mid Cap | 8.5 | 11.02 |
Sector Allocation
| Scheme Name |
SBI Technology Opportunities Fund Regular Growth |
Tata Digital India Fund-Regular Plan-Growth |
|---|---|---|
| Others | 5.15 | 1.65 |
| Technology | 62.25 | 77.15 |
| Healthcare | 0.92 | - |
| Industrials | 2.41 | 2.32 |
| Communication Services | 18.21 | 4.24 |
| Consumer Defensive | 0.85 | 0.24 |
| Consumer Cyclical | 7.72 | 10.12 |
| Financial Services | 2.48 | 4.28 |
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