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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: 40,601 Cr

Best performing Sectoral Fund - Technology

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

Overview of Sectoral Fund - Technology

  • AUM
    ₹ 13,899.97 Cr.
  • Expense Ratio
    0.97%
  • 5Y CAGR
    31.82%
Performance
The fund's annualised performance has been 21.78% since inception.
Risk
The fund has been categorised as Very High by SEBI and has a standard deviation of 17.99% vs its category average of 19.06%.
Composition
Large Cap makes up for the majority of the fund at 60.03% along with the largest allocation towards IT Services & Consulting at 67.8%.
  • AUM
    ₹ 11,037.44 Cr.
  • Expense Ratio
    0.43%
  • 5Y CAGR
    30.58%
Performance
The fund's annualised performance has been 20.2% since inception.
Risk
The fund has been categorised as Very High by SEBI and has a standard deviation of 19.85% vs its category average of 19.06%.
Composition
Large Cap makes up for the majority of the fund at 70.94% along with the largest allocation towards IT Services & Consulting at 78.54%.
  • AUM
    ₹ 4,529.99 Cr.
  • Expense Ratio
    0.88%
  • 5Y CAGR
    29.03%
Performance
The fund's annualised performance has been 21.06% since inception.
Risk
The fund has been categorised as Very High by SEBI and has a standard deviation of 16.04% vs its category average of 19.06%.
Composition
Large Cap makes up for the majority of the fund at 45.66% along with the largest allocation towards IT Services & Consulting at 58.84%.
  • AUM
    ₹ 4,776.24 Cr.
  • Expense Ratio
    0.85%
  • 5Y CAGR
    28.95%
Performance
The fund's annualised performance has been 21.03% since inception.
Risk
The fund has been categorised as Very High by SEBI and has a standard deviation of 18.47% vs its category average of 19.06%.
Composition
Large Cap makes up for the majority of the fund at 60.36% along with the largest allocation towards IT Services & Consulting at 69.1%.
  • AUM
    ₹ 1,862.37 Cr.
  • Expense Ratio
    0.99%
  • 5Y CAGR
    26.36%
Performance
The fund's annualised performance has been 19.61% since inception.
Risk
The fund has been categorised as Very High by SEBI and has a standard deviation of 16.52% vs its category average of 19.06%.
Composition
Large Cap makes up for the majority of the fund at 57.82% along with the largest allocation towards IT Services & Consulting at 56.84%.
  • AUM
    ₹ 395.04 Cr.
  • Expense Ratio
    0.82%
  • 5Y CAGR
    0%
Performance
The fund's annualised performance has been 17.46% since inception.
Risk
The fund has been categorised as Very High by SEBI and has a standard deviation of 21.4% vs its category average of 19.06%.
Composition
Small Cap makes up for the majority of the fund at 51.19% along with the largest allocation towards IT Services & Consulting at 25.75%.
  • AUM
    ₹ 1,403.30 Cr.
  • Expense Ratio
    0.94%
  • 5Y CAGR
    0%
Performance
The fund's annualised performance has been 22.12% since inception.
Risk
The fund has been categorised as Very High by SEBI and has a standard deviation of 18.23% vs its category average of 19.06%.
Composition
Large Cap makes up for the majority of the fund at 57.04% along with the largest allocation towards IT Services & Consulting at 68.53%.
  • AUM
    ₹ 652.31 Cr.
  • Expense Ratio
    0.62%
  • 5Y CAGR
    0%
Performance
The fund's annualised performance has been 14.24% since inception.
Risk
The fund has been categorised as Very High by SEBI and has a standard deviation of 16.82% vs its category average of 19.06%.
Composition
Large Cap makes up for the majority of the fund at 40.55% along with the largest allocation towards IT Services & Consulting at 49.46%.
  • AUM
    ₹ 581.22 Cr.
  • Expense Ratio
    0.96%
  • 5Y CAGR
    0%
Performance
The fund's annualised performance has been 15.2% since inception.
Risk
The fund has been categorised as Very High by SEBI and has a standard deviation of 18.13% vs its category average of 19.06%.
Composition
Large Cap makes up for the majority of the fund at 66.52% along with the largest allocation towards IT Services & Consulting at 65.27%.
  • AUM
    ₹ 330.12 Cr.
  • Expense Ratio
    0.84%
  • 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 21.49% vs its category average of 19.06%.
Composition
Mid Cap makes up for the majority of the fund at 50.19% along with the largest allocation towards IT Services & Consulting at 47.82%.
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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