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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: 36,765 Cr

Best performing Sectoral Fund - Technology

NameAUM (Cr)Exp Ratio (%)1Y Return3Y CAGR5Y CAGR
SBI Technology Opp Fund4,240.400.9212.40%9.71%10.97%
Franklin India Technology Fund1,648.290.9612.09%13.05%10.32%
ICICI Pru Technology Fund13,067.590.8613.36%8.42%8.56%
Tata Digital India Fund9,697.350.5016.29%7.48%8.54%
Aditya Birla SL Digital India Fund3,798.790.7713.49%6.61%7.70%
Quant Teck Fund235.480.9015.41%—%—%
HDFC Technology Fund1,328.480.9819.71%—%—%
Edelweiss Technology Fund690.890.755.45%—%—%
Kotak Technology Fund525.840.9814.53%—%—%
Invesco India Technology Fund290.920.774.74%—%—%

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Overview of Sectoral Fund - Technology

SBI Technology Opp Fund
  • AUM
    ₹ 4,240.40 Cr.
  • Expense Ratio
    0.92%
  • 5Y CAGR
    10.97%
Performance
The fund's annualised performance has been 18.03% since inception.
Risk
The fund has been categorised as Very High by SEBI and has a standard deviation of 14.55% vs its category average of 16.47%.
Composition
Large Cap makes up for the majority of the fund at 49.79% along with the largest allocation towards IT Services & Consulting at 58.87%.
Franklin India Technology Fund
  • AUM
    ₹ 1,648.29 Cr.
  • Expense Ratio
    0.96%
  • 5Y CAGR
    10.32%
Performance
The fund's annualised performance has been 16.76% since inception.
Risk
The fund has been categorised as Very High by SEBI and has a standard deviation of 13.17% vs its category average of 16.47%.
Composition
Large Cap makes up for the majority of the fund at 52.62% along with the largest allocation towards IT Services & Consulting at 42.66%.
ICICI Pru Technology Fund
  • AUM
    ₹ 13,067.59 Cr.
  • Expense Ratio
    0.86%
  • 5Y CAGR
    8.56%
Performance
The fund's annualised performance has been 18.51% since inception.
Risk
The fund has been categorised as Very High by SEBI and has a standard deviation of 16.65% vs its category average of 16.47%.
Composition
Large Cap makes up for the majority of the fund at 46.02% along with the largest allocation towards IT Services & Consulting at 56.27%.
Tata Digital India Fund
  • AUM
    ₹ 9,697.35 Cr.
  • Expense Ratio
    0.5%
  • 5Y CAGR
    8.54%
Performance
The fund's annualised performance has been 15.75% since inception.
Risk
The fund has been categorised as Very High by SEBI and has a standard deviation of 17.9% vs its category average of 16.47%.
Composition
Large Cap makes up for the majority of the fund at 60.47% along with the largest allocation towards IT Services & Consulting at 64.92%.
Aditya Birla SL Digital India Fund
  • AUM
    ₹ 3,798.79 Cr.
  • Expense Ratio
    0.77%
  • 5Y CAGR
    7.7%
Performance
The fund's annualised performance has been 17.84% since inception.
Risk
The fund has been categorised as Very High by SEBI and has a standard deviation of 17.81% vs its category average of 16.47%.
Composition
Large Cap makes up for the majority of the fund at 57.43% along with the largest allocation towards IT Services & Consulting at 62.93%.
Quant Teck Fund
  • AUM
    ₹ 235.48 Cr.
  • Expense Ratio
    0.9%
  • 5Y CAGR
    0%
Performance
The fund's annualised performance has been 4.01% since inception.
Risk
The fund has been categorised as Very High by SEBI and has a standard deviation of 19.83% vs its category average of 16.47%.
Composition
Small Cap makes up for the majority of the fund at 57.15% along with the largest allocation towards IT Services & Consulting at 35.84%.
HDFC Technology Fund
  • AUM
    ₹ 1,328.48 Cr.
  • Expense Ratio
    0.98%
  • 5Y CAGR
    0%
Performance
The fund's annualised performance has been 4.11% since inception.
Risk
The fund has been categorised as Very High by SEBI and has a standard deviation of 17.82% vs its category average of 16.47%.
Composition
Large Cap makes up for the majority of the fund at 59.17% along with the largest allocation towards IT Services & Consulting at 70.29%.
Edelweiss Technology Fund
  • AUM
    ₹ 690.89 Cr.
  • Expense Ratio
    0.75%
  • 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 13.45% vs its category average of 16.47%.
Composition
Large Cap makes up for the majority of the fund at 39.01% along with the largest allocation towards IT Services & Consulting at 41.93%.
Kotak Technology Fund
  • AUM
    ₹ 525.84 Cr.
  • Expense Ratio
    0.98%
  • 5Y CAGR
    0%
Performance
The fund's annualised performance has been -0.15% since inception.
Risk
The fund has been categorised as Very High by SEBI and has a standard deviation of 16.26% vs its category average of 16.47%.
Composition
Large Cap makes up for the majority of the fund at 65.42% along with the largest allocation towards IT Services & Consulting at 53.02%.
Invesco India Technology Fund
  • AUM
    ₹ 290.92 Cr.
  • Expense Ratio
    0.77%
  • 5Y CAGR
    0%
Performance
The fund's annualised performance has been -4.53% since inception.
Risk
The fund has been categorised as Very High by SEBI and has a standard deviation of 16.74% vs its category average of 16.47%.
Composition
Mid Cap makes up for the majority of the fund at 38.06% along with the largest allocation towards IT Services & Consulting at 49.24%.
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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