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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: 12
  • 💰 Total AUM: 44,537 Cr

Best performing Sectoral Fund - Technology

NameAUM (Cr)Exp Ratio (%)1Y Return3Y CAGR5Y CAGR
SBI Technology Opp Fund5,129.640.910.87%18.79%21.61%
Tata Digital India Fund12,084.860.4312.12%16.99%19.92%
ICICI Pru Technology Fund15,565.350.975.66%16.32%19.14%
Aditya Birla SL Digital India Fund4,848.620.857.69%15.99%18.64%
Franklin India Technology Fund1,956.541.032.91%24.74%18.30%
Quant Teck Fund317.380.8714.82%—%—%
HDFC Technology Fund1,604.400.966.99%—%—%
Edelweiss Technology Fund735.050.600.20%—%—%
Kotak Technology Fund633.910.886.94%—%—%
Invesco India Technology Fund339.230.824.29%—%—%

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Overview of Sectoral Fund - Technology

SBI Technology Opp Fund
  • AUM
    ₹ 5,129.64 Cr.
  • Expense Ratio
    0.91%
  • 5Y CAGR
    21.61%
Performance
The fund's annualised performance has been 20.78% since inception.
Risk
The fund has been categorised as Very High by SEBI and has a standard deviation of 14.63% vs its category average of 17.44%.
Composition
Large Cap makes up for the majority of the fund at 46.28% along with the largest allocation towards IT Services & Consulting at 58.57%.
Tata Digital India Fund
  • AUM
    ₹ 12,084.86 Cr.
  • Expense Ratio
    0.43%
  • 5Y CAGR
    19.92%
Performance
The fund's annualised performance has been 19.2% since inception.
Risk
The fund has been categorised as Very High by SEBI and has a standard deviation of 18.62% vs its category average of 17.44%.
Composition
Large Cap makes up for the majority of the fund at 65.54% along with the largest allocation towards IT Services & Consulting at 78%.
ICICI Pru Technology Fund
  • AUM
    ₹ 15,565.35 Cr.
  • Expense Ratio
    0.97%
  • 5Y CAGR
    19.14%
Performance
The fund's annualised performance has been 21.16% since inception.
Risk
The fund has been categorised as Very High by SEBI and has a standard deviation of 16.78% vs its category average of 17.44%.
Composition
Large Cap makes up for the majority of the fund at 51.38% along with the largest allocation towards IT Services & Consulting at 68.27%.
Aditya Birla SL Digital India Fund
  • AUM
    ₹ 4,848.62 Cr.
  • Expense Ratio
    0.85%
  • 5Y CAGR
    18.64%
Performance
The fund's annualised performance has been 20.46% since inception.
Risk
The fund has been categorised as Very High by SEBI and has a standard deviation of 17.4% vs its category average of 17.44%.
Composition
Large Cap makes up for the majority of the fund at 58.11% along with the largest allocation towards IT Services & Consulting at 65.46%.
Franklin India Technology Fund
  • AUM
    ₹ 1,956.54 Cr.
  • Expense Ratio
    1.03%
  • 5Y CAGR
    18.3%
Performance
The fund's annualised performance has been 19.29% since inception.
Risk
The fund has been categorised as Very High by SEBI and has a standard deviation of 14.89% vs its category average of 17.44%.
Composition
Large Cap makes up for the majority of the fund at 56.51% along with the largest allocation towards IT Services & Consulting at 46.63%.
Quant Teck Fund
  • AUM
    ₹ 317.38 Cr.
  • Expense Ratio
    0.87%
  • 5Y CAGR
    0%
Performance
The fund's annualised performance has been 7.81% since inception.
Risk
The fund has been categorised as Very High by SEBI and has a standard deviation of 19.99% vs its category average of 17.44%.
Composition
Small Cap makes up for the majority of the fund at 52.79% along with the largest allocation towards IT Services & Consulting at 71.59%.
HDFC Technology Fund
  • AUM
    ₹ 1,604.40 Cr.
  • Expense Ratio
    0.96%
  • 5Y CAGR
    0%
Performance
The fund's annualised performance has been 17.14% since inception.
Risk
The fund has been categorised as Very High by SEBI and has a standard deviation of 17.09% vs its category average of 17.44%.
Composition
Large Cap makes up for the majority of the fund at 58.1% along with the largest allocation towards IT Services & Consulting at 71.01%.
Edelweiss Technology Fund
  • AUM
    ₹ 735.05 Cr.
  • Expense Ratio
    0.6%
  • 5Y CAGR
    0%
Performance
The fund's annualised performance has been 14.75% since inception.
Risk
The fund has been categorised as Very High by SEBI and has a standard deviation of 15.44% vs its category average of 17.44%.
Composition
Large Cap makes up for the majority of the fund at 41.48% along with the largest allocation towards IT Services & Consulting at 46.82%.
Kotak Technology Fund
  • AUM
    ₹ 633.91 Cr.
  • Expense Ratio
    0.88%
  • 5Y CAGR
    0%
Performance
The fund's annualised performance has been 12.26% since inception.
Risk
The fund has been categorised as Very High by SEBI and has a standard deviation of 17.02% vs its category average of 17.44%.
Composition
Large Cap makes up for the majority of the fund at 63.52% along with the largest allocation towards IT Services & Consulting at 60.37%.
Invesco India Technology Fund
  • AUM
    ₹ 339.23 Cr.
  • Expense Ratio
    0.82%
  • 5Y CAGR
    0%
Performance
The fund's annualised performance has been 2.13% since inception.
Risk
The fund has been categorised as Very High by SEBI and has a standard deviation of 19.04% vs its category average of 17.44%.
Composition
Mid Cap makes up for the majority of the fund at 51.89% along with the largest allocation towards IT Services & Consulting at 42.65%.
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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