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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: 38,824 Cr

Best performing Sectoral Fund - Technology

NameAUM (Cr)Base Exp. Ratio (%)1Y Return3Y CAGR5Y CAGR
Franklin India Technology Fund1,759.080.9410.93%7.81%6.60%
SBI Technology Opp Fund4,487.820.808.87%7.84%6.42%
Aditya Birla SL Digital India Fund3,616.810.788.34%3.50%3.42%
ICICI Pru Technology Fund13,660.980.9010.90%4.59%2.61%
Tata Digital India Fund10,322.020.5014.25%3.29%1.87%
Quant Teck Fund264.190.807.51%3.92%—%
HDFC Technology Fund1,483.590.9012.88%5.09%—%
Edelweiss Technology Fund810.430.656.09%—%—%
Kotak Technology Fund532.440.888.74%—%—%
Invesco India Technology Fund342.060.791.11%—%—%

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Overview of Sectoral Fund - Technology

Franklin India Technology Fund
  • AUM
    ₹ 1,759.08 Cr.
  • Base Exp. Ratio
    0.94%
  • 5Y CAGR
    6.6%
Performance
The fund's annualised performance has been 16.56% 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 17.18%.
Composition
Large Cap makes up for the majority of the fund at 55.23% along with the largest allocation towards IT Services & Consulting at 39.21%.
SBI Technology Opp Fund
  • AUM
    ₹ 4,487.82 Cr.
  • Base Exp. Ratio
    0.8%
  • 5Y CAGR
    6.42%
Performance
The fund's annualised performance has been 17.95% since inception.
Risk
The fund has been categorised as Very High by SEBI and has a standard deviation of 15.86% vs its category average of 17.18%.
Composition
Large Cap makes up for the majority of the fund at 48.2% along with the largest allocation towards IT Services & Consulting at 55.43%.
Aditya Birla SL Digital India Fund
  • AUM
    ₹ 3,616.81 Cr.
  • Base Exp. Ratio
    0.78%
  • 5Y CAGR
    3.42%
Performance
The fund's annualised performance has been 17.75% since inception.
Risk
The fund has been categorised as Very High by SEBI and has a standard deviation of 18.58% vs its category average of 17.18%.
Composition
Large Cap makes up for the majority of the fund at 47.8% along with the largest allocation towards IT Services & Consulting at 63.34%.
ICICI Pru Technology Fund
  • AUM
    ₹ 13,660.98 Cr.
  • Base Exp. Ratio
    0.9%
  • 5Y CAGR
    2.61%
Performance
The fund's annualised performance has been 18.15% since inception.
Risk
The fund has been categorised as Very High by SEBI and has a standard deviation of 17.39% vs its category average of 17.18%.
Composition
Large Cap makes up for the majority of the fund at 43.61% along with the largest allocation towards IT Services & Consulting at 58.73%.
Tata Digital India Fund
  • AUM
    ₹ 10,322.02 Cr.
  • Base Exp. Ratio
    0.5%
  • 5Y CAGR
    1.87%
Performance
The fund's annualised performance has been 15.16% since inception.
Risk
The fund has been categorised as Very High by SEBI and has a standard deviation of 18.58% vs its category average of 17.18%.
Composition
Large Cap makes up for the majority of the fund at 61.46% along with the largest allocation towards IT Services & Consulting at 63.82%.
Quant Teck Fund
  • AUM
    ₹ 264.19 Cr.
  • Base Exp. Ratio
    0.8%
  • 5Y CAGR
    %
Performance
The fund's annualised performance has been 3.95% since inception.
Risk
The fund has been categorised as Very High by SEBI and has a standard deviation of 19.81% vs its category average of 17.18%.
Composition
Small Cap makes up for the majority of the fund at 47.64% along with the largest allocation towards IT Services & Consulting at 46.29%.
HDFC Technology Fund
  • AUM
    ₹ 1,483.59 Cr.
  • Base Exp. Ratio
    0.9%
  • 5Y CAGR
    %
Performance
The fund's annualised performance has been 5.08% since inception.
Risk
The fund has been categorised as Very High by SEBI and has a standard deviation of 19.06% vs its category average of 17.18%.
Composition
Large Cap makes up for the majority of the fund at 51.07% along with the largest allocation towards IT Services & Consulting at 69.14%.
Edelweiss Technology Fund
  • AUM
    ₹ 810.43 Cr.
  • Base Exp. Ratio
    0.65%
  • 5Y CAGR
    %
Performance
The fund's annualised performance has been 10.56% since inception.
Risk
The fund has been categorised as Very High by SEBI and has a standard deviation of 14.03% vs its category average of 17.18%.
Composition
Large Cap makes up for the majority of the fund at 34.71% along with the largest allocation towards IT Services & Consulting at 43.99%.
Kotak Technology Fund
  • AUM
    ₹ 532.44 Cr.
  • Base Exp. Ratio
    0.88%
  • 5Y CAGR
    %
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 16.57% vs its category average of 17.18%.
Composition
Large Cap makes up for the majority of the fund at 56.45% along with the largest allocation towards IT Services & Consulting at 48.39%.
Invesco India Technology Fund
  • AUM
    ₹ 342.06 Cr.
  • Base Exp. Ratio
    0.79%
  • 5Y CAGR
    %
Performance
The fund's annualised performance has been -1.04% 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 17.18%.
Composition
Large Cap makes up for the majority of the fund at 37.62% along with the largest allocation towards IT Services & Consulting at 52.27%.
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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