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) ₹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

Top Comparisons

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

3Y Returns19.44%

VS

HSBC Value Fund - Regular Growth HSBC Value Fund - Regular Growth

3Y Returns23.67%

Compare Now

WhiteOak Capital Mid Cap Fund Regular Plan Growth WhiteOak Capital Mid Cap Fund Regular Plan Growth

3Y Returns25.25%

VS

ICICI Prudential MidCap Fund - Growth ICICI Prudential MidCap Fund - Growth

3Y Returns21.82%

Compare Now

WhiteOak Capital Special Opportunities Fund-Reg (G) WhiteOak Capital Special Opportunities Fund-Reg (G)

3Y Returns0%

VS

PGIM India Retirement Fund - Regular (G) PGIM India Retirement Fund - Regular (G)

3Y Returns0%

Compare Now

LIC MF Banking & PSU Debt Fund-Growth LIC MF Banking & PSU Debt Fund-Growth

3Y Returns7.2%

VS

LIC MF Banking & PSU Fund-Regular Plan-Growth LIC MF Banking & PSU Fund-Regular Plan-Growth

3Y Returns7.2%

Compare Now
Add to Cart Successfully