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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: 45,195 Cr

Best performing Sectoral Fund - Technology

NameAUM (Cr)Exp Ratio (%)1Y Return3Y CAGR5Y CAGR
SBI Technology Opp Fund5,229.320.892.10%14.44%16.87%
Tata Digital India Fund12,255.160.4311.23%12.91%14.75%
ICICI Pru Technology Fund15,892.290.996.79%12.91%14.61%
Aditya Birla SL Digital India Fund4,836.820.797.00%12.26%14.12%
Franklin India Technology Fund1,995.801.035.85%19.86%13.78%
Quant Teck Fund267.210.8917.39%—%—%
HDFC Technology Fund1,624.170.938.54%—%—%
Edelweiss Technology Fund735.500.602.34%—%—%
Kotak Technology Fund662.360.886.26%—%—%
Invesco India Technology Fund330.510.821.45%—%—%

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Overview of Sectoral Fund - Technology

SBI Technology Opp Fund
  • AUM
    ₹ 5,229.32 Cr.
  • Expense Ratio
    0.89%
  • 5Y CAGR
    16.87%
Performance
The fund's annualised performance has been 19.81% since inception.
Risk
The fund has been categorised as Very High by SEBI and has a standard deviation of 13.96% vs its category average of 16.75%.
Composition
Large Cap makes up for the majority of the fund at 46.59% along with the largest allocation towards IT Services & Consulting at 54.5%.
Tata Digital India Fund
  • AUM
    ₹ 12,255.16 Cr.
  • Expense Ratio
    0.43%
  • 5Y CAGR
    14.75%
Performance
The fund's annualised performance has been 18% since inception.
Risk
The fund has been categorised as Very High by SEBI and has a standard deviation of 18.01% vs its category average of 16.75%.
Composition
Large Cap makes up for the majority of the fund at 61.18% along with the largest allocation towards IT Services & Consulting at 74.25%.
ICICI Pru Technology Fund
  • AUM
    ₹ 15,892.29 Cr.
  • Expense Ratio
    0.99%
  • 5Y CAGR
    14.61%
Performance
The fund's annualised performance has been 20.29% since inception.
Risk
The fund has been categorised as Very High by SEBI and has a standard deviation of 16.5% vs its category average of 16.75%.
Composition
Large Cap makes up for the majority of the fund at 49.81% along with the largest allocation towards IT Services & Consulting at 67.02%.
Aditya Birla SL Digital India Fund
  • AUM
    ₹ 4,836.82 Cr.
  • Expense Ratio
    0.79%
  • 5Y CAGR
    14.12%
Performance
The fund's annualised performance has been 19.52% since inception.
Risk
The fund has been categorised as Very High by SEBI and has a standard deviation of 16.96% vs its category average of 16.75%.
Composition
Large Cap makes up for the majority of the fund at 57.71% along with the largest allocation towards IT Services & Consulting at 64.73%.
Franklin India Technology Fund
  • AUM
    ₹ 1,995.80 Cr.
  • Expense Ratio
    1.03%
  • 5Y CAGR
    13.78%
Performance
The fund's annualised performance has been 18.28% since inception.
Risk
The fund has been categorised as Very High by SEBI and has a standard deviation of 14.2% vs its category average of 16.75%.
Composition
Large Cap makes up for the majority of the fund at 55.25% along with the largest allocation towards IT Services & Consulting at 46.38%.
Quant Teck Fund
  • AUM
    ₹ 267.21 Cr.
  • Expense Ratio
    0.89%
  • 5Y CAGR
    0%
Performance
The fund's annualised performance has been 1.71% 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 16.75%.
Composition
Small Cap makes up for the majority of the fund at 44.78% along with the largest allocation towards IT Services & Consulting at 71.35%.
HDFC Technology Fund
  • AUM
    ₹ 1,624.17 Cr.
  • Expense Ratio
    0.93%
  • 5Y CAGR
    0%
Performance
The fund's annualised performance has been 12.52% since inception.
Risk
The fund has been categorised as Very High by SEBI and has a standard deviation of 16.91% vs its category average of 16.75%.
Composition
Large Cap makes up for the majority of the fund at 57.49% along with the largest allocation towards IT Services & Consulting at 70.89%.
Edelweiss Technology Fund
  • AUM
    ₹ 735.50 Cr.
  • Expense Ratio
    0.6%
  • 5Y CAGR
    0%
Performance
The fund's annualised performance has been 10.71% 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 16.75%.
Composition
Large Cap makes up for the majority of the fund at 41.65% along with the largest allocation towards IT Services & Consulting at 47.23%.
Kotak Technology Fund
  • AUM
    ₹ 662.36 Cr.
  • Expense Ratio
    0.88%
  • 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 16.44% vs its category average of 16.75%.
Composition
Large Cap makes up for the majority of the fund at 64.54% along with the largest allocation towards IT Services & Consulting at 58.56%.
Invesco India Technology Fund
  • AUM
    ₹ 330.51 Cr.
  • Expense Ratio
    0.82%
  • 5Y CAGR
    0%
Performance
The fund's annualised performance has been -3.74% 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 16.75%.
Composition
Mid Cap makes up for the majority of the fund at 50.46% along with the largest allocation towards IT Services & Consulting at 47.98%.
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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