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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: 38,432 Cr

Best performing Sectoral Fund - Technology

NameAUM (Cr)Exp Ratio (%)1Y Return3Y CAGR5Y CAGR
Franklin India Technology Fund1,753.911.151.95%11.60%9.65%
SBI Technology Opp Fund4,592.461.061.97%11.30%9.46%
Tata Digital India Fund10,214.390.674.89%8.00%6.80%
Aditya Birla SL Digital India Fund3,589.290.991.35%7.23%6.62%
ICICI Pru Technology Fund13,540.471.223.27%8.83%6.37%
Quant Teck Fund250.502.201.77%—%—%
HDFC Technology Fund1,483.211.086.48%—%—%
Edelweiss Technology Fund707.620.8113.51%—%—%
Kotak Technology Fund570.711.093.72%—%—%
Invesco India Technology Fund302.321.086.07%—%—%

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Overview of Sectoral Fund - Technology

Franklin India Technology Fund
  • AUM
    ₹ 1,753.91 Cr.
  • Expense Ratio
    1.15%
  • 5Y CAGR
    9.65%
Performance
The fund's annualised performance has been 17.38% since inception.
Risk
The fund has been categorised as Very High by SEBI and has a standard deviation of 14.08% vs its category average of 17.37%.
Composition
Large Cap makes up for the majority of the fund at 52.18% along with the largest allocation towards IT Services & Consulting at 40.19%.
SBI Technology Opp Fund
  • AUM
    ₹ 4,592.46 Cr.
  • Expense Ratio
    1.06%
  • 5Y CAGR
    9.46%
Performance
The fund's annualised performance has been 18.72% since inception.
Risk
The fund has been categorised as Very High by SEBI and has a standard deviation of 15.82% vs its category average of 17.37%.
Composition
Large Cap makes up for the majority of the fund at 51.83% along with the largest allocation towards IT Services & Consulting at 57.28%.
Tata Digital India Fund
  • AUM
    ₹ 10,214.39 Cr.
  • Expense Ratio
    0.67%
  • 5Y CAGR
    6.8%
Performance
The fund's annualised performance has been 16.44% since inception.
Risk
The fund has been categorised as Very High by SEBI and has a standard deviation of 19% vs its category average of 17.37%.
Composition
Large Cap makes up for the majority of the fund at 58.9% along with the largest allocation towards IT Services & Consulting at 60.88%.
Aditya Birla SL Digital India Fund
  • AUM
    ₹ 3,589.29 Cr.
  • Expense Ratio
    0.99%
  • 5Y CAGR
    6.62%
Performance
The fund's annualised performance has been 18.46% since inception.
Risk
The fund has been categorised as Very High by SEBI and has a standard deviation of 18.97% vs its category average of 17.37%.
Composition
Large Cap makes up for the majority of the fund at 52.43% along with the largest allocation towards IT Services & Consulting at 62.29%.
ICICI Pru Technology Fund
  • AUM
    ₹ 13,540.47 Cr.
  • Expense Ratio
    1.22%
  • 5Y CAGR
    6.37%
Performance
The fund's annualised performance has been 18.99% since inception.
Risk
The fund has been categorised as Very High by SEBI and has a standard deviation of 17.73% vs its category average of 17.37%.
Composition
Large Cap makes up for the majority of the fund at 44.08% along with the largest allocation towards IT Services & Consulting at 57.31%.
Quant Teck Fund
  • AUM
    ₹ 250.50 Cr.
  • Expense Ratio
    2.2%
  • 5Y CAGR
    0%
Performance
The fund's annualised performance has been 6.29% since inception.
Risk
The fund has been categorised as Very High by SEBI and has a standard deviation of 20.33% vs its category average of 17.37%.
Composition
Small Cap makes up for the majority of the fund at 57.76% along with the largest allocation towards IT Services & Consulting at 48.1%.
HDFC Technology Fund
  • AUM
    ₹ 1,483.21 Cr.
  • Expense Ratio
    1.08%
  • 5Y CAGR
    0%
Performance
The fund's annualised performance has been 8.04% since inception.
Risk
The fund has been categorised as Very High by SEBI and has a standard deviation of 19.27% vs its category average of 17.37%.
Composition
Large Cap makes up for the majority of the fund at 53.65% along with the largest allocation towards IT Services & Consulting at 68.47%.
Edelweiss Technology Fund
  • AUM
    ₹ 707.62 Cr.
  • Expense Ratio
    0.81%
  • 5Y CAGR
    0%
Performance
The fund's annualised performance has been 12.97% since inception.
Risk
The fund has been categorised as Very High by SEBI and has a standard deviation of 14.06% vs its category average of 17.37%.
Composition
Large Cap makes up for the majority of the fund at 35.49% along with the largest allocation towards IT Services & Consulting at 41.11%.
Kotak Technology Fund
  • AUM
    ₹ 570.71 Cr.
  • Expense Ratio
    1.09%
  • 5Y CAGR
    0%
Performance
The fund's annualised performance has been 3.75% since inception.
Risk
The fund has been categorised as Very High by SEBI and has a standard deviation of 17.03% vs its category average of 17.37%.
Composition
Large Cap makes up for the majority of the fund at 60.06% along with the largest allocation towards IT Services & Consulting at 46.43%.
Invesco India Technology Fund
  • AUM
    ₹ 302.32 Cr.
  • Expense Ratio
    1.08%
  • 5Y CAGR
    0%
Performance
The fund's annualised performance has been 0.75% since inception.
Risk
The fund has been categorised as Very High by SEBI and has a standard deviation of 17.3% vs its category average of 17.37%.
Composition
Mid Cap makes up for the majority of the fund at 36.54% along with the largest allocation towards IT Services & Consulting at 48.14%.
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.

While every effort has been made to take due care in publishing this compilation and to avoid errors or omissions, this compilation is published with a condition and understanding that the Anchorage Technologies Private Limited (ATPL) shall not be responsible for any damages, compensation or loss or action taken or abstained to be taken on the basis of this article/commentary to any person whomsoever.

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