Category: Equity: Sectoral-Technology |
Launch Date: 28-12-2015 |
Asset Class: Equity |
Benchmark: S&P BSE INFORMATION TECHNOLOGY TRI |
TER: 2.89% As on (31-05-2017) |
Status: Open Ended Schemes |
Minimum Investment: 5000.0 |
Minimum Topup: 1000.0 |
Total Assets: 38.72 Cr As on (31-05-2017) |
Turn over: 0.33% |
Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)
The scheme seeks long term capital appreciation by investing atleast 80% of its net assets in equity/equity related instruments of the companies in Information Technology Sector in India.
Standard Deviation | |
Sharpe Ratio | |
Alpha | |
Beta | |
Yield to Maturity | |
Average Maturity |
Scheme Name | Inception Date |
1 Year Return(%) |
2 Year Return(%) |
3 Year Return(%) |
5 Year Return(%) |
10 Year Return(%) |
---|---|---|---|---|---|---|
TATA Digital India Fund Regular Plan - Reinvestment of Income Distribution cum Capital Withdrawal option | 28-12-2015 | 36.87 | 5.14 | 18.31 | 23.25 | - |
Franklin India Technology Fund-Growth | 22-08-1998 | 58.68 | 16.83 | 18.45 | 23.12 | 17.67 |
Tata Digital India Fund-Regular Plan-Growth | 05-12-2015 | 36.87 | 5.14 | 18.31 | 23.25 | - |
Aditya Birla Sun Life Digital India Fund - Growth - Regular Plan | 15-01-2000 | 34.75 | 6.12 | 17.52 | 24.08 | 19.33 |
ICICI Prudential Technology Fund - Growth | 03-03-2000 | 32.45 | 2.98 | 17.09 | 23.89 | 18.89 |
SBI Technology Opportunities Fund - Regular Plan - Growth | 01-01-2013 | 28.08 | 6.49 | 18.64 | 22.39 | 17.72 |
Minimum investment in equity & equity related instruments of a particular sector/ particular theme - 80% of total assets.
Small Cap
15.72%
Others
5.43%
Large Cap
69.45%
Mid Cap
9.4%