SBI IT Fund (Equity, Equity Sectoral-technolog)

High
19 yrs 1 monthsStarted on:14 Jul 1999
₹ 99.39 Cras on: 17 Jul 2018
Long Term Horizon
3.22%
Capital Appreciation

Minimum Investment

  • ₹ 5000.00 for Lumpsum

Investment Objective

The scheme seeks to provide the investor with the opportunity of long-term capital appreciation by investing in a diversified portfolio of equity and equity related securities in technology and technology related companies.

Exit Load

Scheme Documents

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Tenure

TenureReturns (CAGR)
YTD21.10
1 Month0.51
3 Month9.96
1 YR37.42
2 YR16.11
3 YR10.92

SIP Returns

TenureReturns (CAGR)
1 YR41.21
2 YR27.47
3 YR18.49
5 YR14.28
10 YR17.06

Portfolio

Company Name% Assets
Infosys Ltd.31.76
Cyient Limited9.46
Tata Consultancy Services Ltd.8.97
Newgen Software Technologies Ltd.5.94
Tech Mahindra Ltd.5.28
Info Edge (India) Ltd.4.59
Persistent Systems Ltd.4.49
Bharti Airtel Ltd.4.1
HCL Technologies Ltd.3.39
Larsen & Toubro Infotech Ltd.3.27

Top Sectoral Holdings

Sector Name% Assets
Technology84.4
Services7.32
Communication4.1

Indicators

LabelValue
Portfolio turnover ratio56
Standard Deviation14.8%
Beta0.81%
Sharpe Ratio0.37

Anup Upadhyay

Mr. Upadhyay is a B.Tech (Hons) degree and PGDM.
Prior to joining SBI AMC he has worked with SBI Mutual Fund and Tata Consultancy Services.

Other Funds Managed by Anup Upadhyay

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