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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: 42,407 Cr

Best performing Sectoral Fund - Technology

NameAUM (Cr)Exp Ratio (%)1Y Return3Y CAGR5Y CAGR
SBI Technology Opp Fund4,687.430.911.14%19.12%24.51%
Tata Digital India Fund12,216.310.4311.25%15.79%23.25%
ICICI Pru Technology Fund14,424.080.967.61%15.40%22.79%
Aditya Birla SL Digital India Fund4,670.080.8610.60%14.86%20.99%
Franklin India Technology Fund1,887.990.986.64%22.81%20.97%
Quant Teck Fund367.120.8616.23%—%—%
HDFC Technology Fund1,375.200.986.82%—%—%
Edelweiss Technology Fund666.620.621.26%—%—%
Kotak Technology Fund586.510.929.43%—%—%
Invesco India Technology Fund347.740.84—%—%—%

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Overview of Sectoral Fund - Technology

SBI Technology Opp Fund
  • AUM
    ₹ 4,687.43 Cr.
  • Expense Ratio
    0.91%
  • 5Y CAGR
    24.51%
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 15.27% vs its category average of 18.09%.
Composition
Large Cap makes up for the majority of the fund at 47.95% along with the largest allocation towards IT Services & Consulting at 59.09%.
Tata Digital India Fund
  • AUM
    ₹ 12,216.31 Cr.
  • Expense Ratio
    0.43%
  • 5Y CAGR
    23.25%
Performance
The fund's annualised performance has been 18.92% since inception.
Risk
The fund has been categorised as Very High by SEBI and has a standard deviation of 19.07% vs its category average of 18.09%.
Composition
Large Cap makes up for the majority of the fund at 69.52% along with the largest allocation towards IT Services & Consulting at 77.04%.
ICICI Pru Technology Fund
  • AUM
    ₹ 14,424.08 Cr.
  • Expense Ratio
    0.96%
  • 5Y CAGR
    22.79%
Performance
The fund's annualised performance has been 20.97% since inception.
Risk
The fund has been categorised as Very High by SEBI and has a standard deviation of 17.34% vs its category average of 18.09%.
Composition
Large Cap makes up for the majority of the fund at 58.63% along with the largest allocation towards IT Services & Consulting at 70.84%.
Aditya Birla SL Digital India Fund
  • AUM
    ₹ 4,670.08 Cr.
  • Expense Ratio
    0.86%
  • 5Y CAGR
    20.99%
Performance
The fund's annualised performance has been 20.16% since inception.
Risk
The fund has been categorised as Very High by SEBI and has a standard deviation of 17.84% vs its category average of 18.09%.
Composition
Large Cap makes up for the majority of the fund at 61.97% along with the largest allocation towards IT Services & Consulting at 66.3%.
Franklin India Technology Fund
  • AUM
    ₹ 1,887.99 Cr.
  • Expense Ratio
    0.98%
  • 5Y CAGR
    20.97%
Performance
The fund's annualised performance has been 19.08% since inception.
Risk
The fund has been categorised as Very High by SEBI and has a standard deviation of 15.74% vs its category average of 18.09%.
Composition
Large Cap makes up for the majority of the fund at 57.58% along with the largest allocation towards IT Services & Consulting at 49.16%.
Quant Teck Fund
  • AUM
    ₹ 367.12 Cr.
  • Expense Ratio
    0.86%
  • 5Y CAGR
    0%
Performance
The fund's annualised performance has been 9.22% since inception.
Risk
The fund has been categorised as Very High by SEBI and has a standard deviation of 20.77% vs its category average of 18.09%.
Composition
Small Cap makes up for the majority of the fund at 59.88% along with the largest allocation towards IT Services & Consulting at 41.11%.
HDFC Technology Fund
  • AUM
    ₹ 1,375.20 Cr.
  • Expense Ratio
    0.98%
  • 5Y CAGR
    0%
Performance
The fund's annualised performance has been 16.1% since inception.
Risk
The fund has been categorised as Very High by SEBI and has a standard deviation of 17.48% vs its category average of 18.09%.
Composition
Large Cap makes up for the majority of the fund at 56.58% along with the largest allocation towards IT Services & Consulting at 68.9%.
Edelweiss Technology Fund
  • AUM
    ₹ 666.62 Cr.
  • Expense Ratio
    0.62%
  • 5Y CAGR
    0%
Performance
The fund's annualised performance has been 11.92% since inception.
Risk
The fund has been categorised as Very High by SEBI and has a standard deviation of 15.89% vs its category average of 18.09%.
Composition
Large Cap makes up for the majority of the fund at 42.13% along with the largest allocation towards IT Services & Consulting at 48.37%.
Kotak Technology Fund
  • AUM
    ₹ 586.51 Cr.
  • Expense Ratio
    0.92%
  • 5Y CAGR
    0%
Performance
The fund's annualised performance has been 9.65% since inception.
Risk
The fund has been categorised as Very High by SEBI and has a standard deviation of 17.5% vs its category average of 18.09%.
Composition
Large Cap makes up for the majority of the fund at 66.45% along with the largest allocation towards IT Services & Consulting at 63.04%.
Invesco India Technology Fund
  • AUM
    ₹ 347.74 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 19.97% vs its category average of 18.09%.
Composition
Mid Cap makes up for the majority of the fund at 50.95% along with the largest allocation towards IT Services & Consulting at 45.92%.
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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