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Sectoral Fund - Technology

Sectoral Funds - Technology are equity schemes that majorly invest in technology related companies It will give exposure to entire technology sector which comprised a wide range of involved in development and manufacturing of technology.

  • ⏱ Horizon: Long
  • 🔢 Total funds: 13
  • 💰 Total AUM: 35,955 Cr

Best performing Sectoral Fund - Technology

NameAUM (Cr)Base Exp. Ratio (%)1Y Return3Y CAGR5Y CAGR
Franklin India Technology Fund1,623.240.947.91%9.38%7.10%
SBI Technology Opp Fund4,154.860.806.70%9.61%6.89%
Aditya Birla SL Digital India Fund3,616.810.785.87%5.21%3.87%
ICICI Pru Technology Fund12,505.050.907.37%6.73%3.08%
Tata Digital India Fund9,276.280.5010.82%5.43%2.69%
Quant Teck Fund243.120.805.70%4.45%—%
HDFC Technology Fund1,370.990.908.71%7.60%—%
Edelweiss Technology Fund769.400.656.70%—%—%
Kotak Technology Fund478.860.886.97%—%—%
Invesco India Technology Fund316.960.790.80%—%—%

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Overview of Sectoral Fund - Technology

Franklin India Technology Fund
  • AUM
    ₹ 1,623.24 Cr.
  • Base Exp. Ratio
    0.94%
  • 5Y CAGR
    7.1%
Performance
The fund's annualised performance has been 16.86% since inception.
Risk
The fund has been categorised as Very High by SEBI and has a standard deviation of 14.48% vs its category average of 17.45%.
Composition
Large Cap makes up for the majority of the fund at 53.84% along with the largest allocation towards IT Services & Consulting at 38.49%.
SBI Technology Opp Fund
  • AUM
    ₹ 4,154.86 Cr.
  • Base Exp. Ratio
    0.8%
  • 5Y CAGR
    6.89%
Performance
The fund's annualised performance has been 18.27% since inception.
Risk
The fund has been categorised as Very High by SEBI and has a standard deviation of 16.1% vs its category average of 17.45%.
Composition
Large Cap makes up for the majority of the fund at 48.17% along with the largest allocation towards IT Services & Consulting at 55.16%.
Aditya Birla SL Digital India Fund
  • AUM
    ₹ 3,616.81 Cr.
  • Base Exp. Ratio
    0.78%
  • 5Y CAGR
    3.87%
Performance
The fund's annualised performance has been 18.09% since inception.
Risk
The fund has been categorised as Very High by SEBI and has a standard deviation of 18.89% vs its category average of 17.45%.
Composition
Large Cap makes up for the majority of the fund at 47.78% along with the largest allocation towards IT Services & Consulting at 62.19%.
ICICI Pru Technology Fund
  • AUM
    ₹ 12,505.05 Cr.
  • Base Exp. Ratio
    0.9%
  • 5Y CAGR
    3.08%
Performance
The fund's annualised performance has been 18.57% since inception.
Risk
The fund has been categorised as Very High by SEBI and has a standard deviation of 17.69% vs its category average of 17.45%.
Composition
Large Cap makes up for the majority of the fund at 44.83% along with the largest allocation towards IT Services & Consulting at 56.84%.
Tata Digital India Fund
  • AUM
    ₹ 9,276.28 Cr.
  • Base Exp. Ratio
    0.5%
  • 5Y CAGR
    2.69%
Performance
The fund's annualised performance has been 15.72% since inception.
Risk
The fund has been categorised as Very High by SEBI and has a standard deviation of 18.95% vs its category average of 17.45%.
Composition
Large Cap makes up for the majority of the fund at 58.87% along with the largest allocation towards IT Services & Consulting at 61.04%.
Quant Teck Fund
  • AUM
    ₹ 243.12 Cr.
  • Base Exp. Ratio
    0.8%
  • 5Y CAGR
    %
Performance
The fund's annualised performance has been 4.47% since inception.
Risk
The fund has been categorised as Very High by SEBI and has a standard deviation of 20.14% vs its category average of 17.45%.
Composition
Small Cap makes up for the majority of the fund at 37.88% along with the largest allocation towards IT Services & Consulting at 48.26%.
HDFC Technology Fund
  • AUM
    ₹ 1,370.99 Cr.
  • Base Exp. Ratio
    0.9%
  • 5Y CAGR
    %
Performance
The fund's annualised performance has been 7.19% since inception.
Risk
The fund has been categorised as Very High by SEBI and has a standard deviation of 19.48% vs its category average of 17.45%.
Composition
Large Cap makes up for the majority of the fund at 50.7% along with the largest allocation towards IT Services & Consulting at 67.87%.
Edelweiss Technology Fund
  • AUM
    ₹ 769.40 Cr.
  • Base Exp. Ratio
    0.65%
  • 5Y CAGR
    %
Performance
The fund's annualised performance has been 10.97% since inception.
Risk
The fund has been categorised as Very High by SEBI and has a standard deviation of 14.22% vs its category average of 17.45%.
Composition
Large Cap makes up for the majority of the fund at 33.91% along with the largest allocation towards IT Services & Consulting at 43.45%.
Kotak Technology Fund
  • AUM
    ₹ 478.86 Cr.
  • Base Exp. Ratio
    0.88%
  • 5Y CAGR
    %
Performance
The fund's annualised performance has been 3.28% since inception.
Risk
The fund has been categorised as Very High by SEBI and has a standard deviation of 16.84% vs its category average of 17.45%.
Composition
Large Cap makes up for the majority of the fund at 54.24% along with the largest allocation towards IT Services & Consulting at 45.64%.
Invesco India Technology Fund
  • AUM
    ₹ 316.96 Cr.
  • Base Exp. Ratio
    0.79%
  • 5Y CAGR
    %
Performance
The fund's annualised performance has been 0.44% since inception.
Risk
The fund has been categorised as Very High by SEBI and has a standard deviation of 17.15% vs its category average of 17.45%.
Composition
Mid Cap makes up for the majority of the fund at 41.57% along with the largest allocation towards IT Services & Consulting at 50.03%.
This compilation has been made as and by way of an update from the publicly available sources of information.This compilation is provided for information purposes only and is not intended to be relied upon by any party as the basis of any decision.

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