SBI Technology Opportunities Fund vs Tata Digital India 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) | ₹4573 Cr | ₹12465 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 | -2.77% | -4.31% |
6 Month | -8.79% | -13.38% |
1 Year | 12.91% | 7.95% |
3 Year | 8.99% | 6.14% |
5 Year | 29.87% | 30.49% |
SIP Return Analysis
Scheme Name | SBI Technology Opportunities Fund Regular Growth | Tata Digital India Fund-Regular Plan-Growth |
---|---|---|
6 Month | -7.79% | -12.6% |
1 Year | -3.73% | -13.99% |
3 Year | 14.72% | 12.6% |
5 Year | 17.26% | 16.19% |
Rolling Lumpsum Returns
Scheme Name | SBI Technology Opportunities Fund Regular Growth | Tata Digital India Fund-Regular Plan-Growth |
---|---|---|
1 Year | 18.35% | 20.61% |
3 Year | 16.15% | 23.26% |
5 Year | 19.65% | 24.52% |
Risk Management
Scheme Name | SBI Technology Opportunities Fund Regular Growth | Tata Digital India Fund-Regular Plan-Growth |
---|---|---|
Standard Deviation | 17.087% | 19.352% |
Sharp | 0.338% | 0.178% |
Beta | 0.789% | 0.903% |
Alpha | 6.624% | 4.44% |
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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 | 16.95 | 3.4 |
Large Cap | 47.28 | 71.39 |
Small Cap | 22.37 | 15.05 |
Mid Cap | 13.39 | 10.16 |
Sector Allocation
Scheme Name |
SBI Technology Opportunities Fund Regular Growth |
Tata Digital India Fund-Regular Plan-Growth |
---|---|---|
Others | 2.29 | 3.4 |
Technology | 60.27 | 77.33 |
Consumer Cyclical | 6.65 | 6.63 |
Healthcare | 0.82 | - |
Industrials | 2.04 | 4.8 |
Communication Services | 24.16 | 4.18 |
Consumer Defensive | 1.13 | - |
Financial Services | 2.64 | 3.66 |
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