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Sectoral Fund - Technology

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: 9
  • 💰 Total AUM: 33,739 Cr

Best performing Sectoral Fund - Technology

NameAUM (Cr)Exp Ratio (%)1Y Return3Y CAGR5Y CAGR

Overview of Sectoral Fund - Technology

  • AUM
    ₹ 4,563.30 Cr.
  • Expense Ratio
    0.75%
  • 5Y CAGR
    24.65%
Performance
The fund's annualised performance has been 21.74% since inception.
Risk
The fund has been categorised as Very High by SEBI and has a standard deviation of 14.35% vs its category average of 14%.
Composition
Large Cap makes up for the majority of the fund at 62.3% along with the largest allocation towards IT Services & Consulting at 74.84%.
  • AUM
    ₹ 12,224.12 Cr.
  • Expense Ratio
    0.94%
  • 5Y CAGR
    24.5%
Performance
The fund's annualised performance has been 22.07% since inception.
Risk
The fund has been categorised as Very High by SEBI and has a standard deviation of 14.42% vs its category average of 14%.
Composition
Large Cap makes up for the majority of the fund at 65.69% along with the largest allocation towards IT Services & Consulting at 78.46%.
  • AUM
    ₹ 9,710.96 Cr.
  • Expense Ratio
    0.31%
  • 5Y CAGR
    24.18%
Performance
The fund's annualised performance has been 20.55% since inception.
Risk
The fund has been categorised as Very High by SEBI and has a standard deviation of 14.94% vs its category average of 14%.
Composition
Large Cap makes up for the majority of the fund at 69.4% along with the largest allocation towards IT Services & Consulting at 78.79%.
  • AUM
    ₹ 1,376.60 Cr.
  • Expense Ratio
    1.06%
  • 5Y CAGR
    23.66%
Performance
The fund's annualised performance has been 20.3% since inception.
Risk
The fund has been categorised as Very High by SEBI and has a standard deviation of 13.63% vs its category average of 14%.
Composition
Small Cap makes up for the majority of the fund at 32.35% along with the largest allocation towards IT Services & Consulting at 48.32%.
  • AUM
    ₹ 3,827.94 Cr.
  • Expense Ratio
    0.85%
  • 5Y CAGR
    22.62%
Performance
The fund's annualised performance has been 20.72% since inception.
Risk
The fund has been categorised as Very High by SEBI and has a standard deviation of 13.55% vs its category average of 14%.
Composition
Large Cap makes up for the majority of the fund at 60.67% along with the largest allocation towards IT Services & Consulting at 69.93%.
  • AUM
    ₹ 330.24 Cr.
  • Expense Ratio
    0.8%
  • 5Y CAGR
    0%
Performance
The fund's annualised performance has been 0% since inception.
Risk
The fund has been categorised as Very High by SEBI and has a standard deviation of 15.99% vs its category average of 14%.
Composition
Large Cap makes up for the majority of the fund at 28.43% along with the largest allocation towards IT Services & Consulting at 56.89%.
  • AUM
    ₹ 962.78 Cr.
  • Expense Ratio
    1.01%
  • 5Y CAGR
    0%
Performance
The fund's annualised performance has been 0% since inception.
Risk
The fund has been categorised as Very High by SEBI and has a standard deviation of 15.2% vs its category average of 14%.
Composition
Large Cap makes up for the majority of the fund at 68.56% along with the largest allocation towards IT Services & Consulting at 75.57%.
  • AUM
    ₹ 440.47 Cr.
  • Expense Ratio
    0.53%
  • 5Y CAGR
    0%
Performance
The fund's annualised performance has been 0% since inception.
Risk
The fund has been categorised as Very High by SEBI and has a standard deviation of 12.38% vs its category average of 14%.
Composition
Large Cap makes up for the majority of the fund at 41.77% along with the largest allocation towards IT Services & Consulting at 50.91%.
  • AUM
    ₹ 303.02 Cr.
  • Expense Ratio
    1%
  • 5Y CAGR
    0%
Performance
The fund's annualised performance has been 0% since inception.
Risk
The fund has been categorised as Very High by SEBI and has a standard deviation of 11% vs its category average of 14%.
Composition
Large Cap makes up for the majority of the fund at 76.83% along with the largest allocation towards IT Services & Consulting at 69.46%.
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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