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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: 38,418 Cr

Best performing Sectoral Fund - Technology

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

Overview of Sectoral Fund - Technology

  • AUM
    ₹ 12,731.42 Cr.
  • Expense Ratio
    1.14%
  • 5Y CAGR
    31.99%
Performance
The fund's annualised performance has been 21.18% since inception.
Risk
The fund has been categorised as Very High by SEBI and has a standard deviation of 17.93% vs its category average of 19.1%.
Composition
Large Cap makes up for the majority of the fund at 62.6% along with the largest allocation towards IT Services & Consulting at 70.47%.
  • AUM
    ₹ 10,995.99 Cr.
  • Expense Ratio
    0.46%
  • 5Y CAGR
    29.89%
Performance
The fund's annualised performance has been 19.19% since inception.
Risk
The fund has been categorised as Very High by SEBI and has a standard deviation of 19.66% vs its category average of 19.1%.
Composition
Large Cap makes up for the majority of the fund at 73.38% along with the largest allocation towards IT Services & Consulting at 80.65%.
  • AUM
    ₹ 4,530.17 Cr.
  • Expense Ratio
    0.87%
  • 5Y CAGR
    28.4%
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 18.35% vs its category average of 19.1%.
Composition
Large Cap makes up for the majority of the fund at 62.43% along with the largest allocation towards IT Services & Consulting at 69.14%.
  • AUM
    ₹ 4,224.88 Cr.
  • Expense Ratio
    0.9%
  • 5Y CAGR
    28.24%
Performance
The fund's annualised performance has been 20.39% since inception.
Risk
The fund has been categorised as Very High by SEBI and has a standard deviation of 16.22% vs its category average of 19.1%.
Composition
Large Cap makes up for the majority of the fund at 43.64% along with the largest allocation towards IT Services & Consulting at 57.21%.
  • AUM
    ₹ 1,754.08 Cr.
  • Expense Ratio
    1.01%
  • 5Y CAGR
    26.19%
Performance
The fund's annualised performance has been 18.96% since inception.
Risk
The fund has been categorised as Very High by SEBI and has a standard deviation of 16.27% vs its category average of 19.1%.
Composition
Large Cap makes up for the majority of the fund at 58.3% along with the largest allocation towards IT Services & Consulting at 57.81%.
  • AUM
    ₹ 377.48 Cr.
  • Expense Ratio
    0.82%
  • 5Y CAGR
    0%
Performance
The fund's annualised performance has been 9.91% since inception.
Risk
The fund has been categorised as Very High by SEBI and has a standard deviation of 22.07% vs its category average of 19.1%.
Composition
Small Cap makes up for the majority of the fund at 52.53% along with the largest allocation towards IT Services & Consulting at 23.19%.
  • AUM
    ₹ 1,359.15 Cr.
  • Expense Ratio
    0.95%
  • 5Y CAGR
    0%
Performance
The fund's annualised performance has been 17.52% since inception.
Risk
The fund has been categorised as Very High by SEBI and has a standard deviation of 18.17% vs its category average of 19.1%.
Composition
Large Cap makes up for the majority of the fund at 57.02% along with the largest allocation towards IT Services & Consulting at 65.83%.
  • AUM
    ₹ 602.20 Cr.
  • Expense Ratio
    0.6%
  • 5Y CAGR
    0%
Performance
The fund's annualised performance has been 6.66% since inception.
Risk
The fund has been categorised as Very High by SEBI and has a standard deviation of 16.92% vs its category average of 19.1%.
Composition
Large Cap makes up for the majority of the fund at 43.39% along with the largest allocation towards IT Services & Consulting at 51.11%.
  • AUM
    ₹ 537.81 Cr.
  • Expense Ratio
    0.96%
  • 5Y CAGR
    0%
Performance
The fund's annualised performance has been 9.4% since inception.
Risk
The fund has been categorised as Very High by SEBI and has a standard deviation of 18.21% vs its category average of 19.1%.
Composition
Large Cap makes up for the majority of the fund at 68.64% along with the largest allocation towards IT Services & Consulting at 65.28%.
  • AUM
    ₹ 297.71 Cr.
  • Expense Ratio
    0.68%
  • 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 21.43% vs its category average of 19.1%.
Composition
Mid Cap makes up for the majority of the fund at 45.63% along with the largest allocation towards IT Services & Consulting at 51.21%.
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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