SBI IT Fund (Equity, Equity Sectoral-technolog)

High
19 yrs 4 monthsStarted on:14 Jul 1999
₹ 137.78 Cras on: 17 Oct 2018
Long Term Horizon
3.17%
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)
YTD21.16
3 Month0.05
1 YR32.92
2 YR17.23
3 YR10.37

SIP Returns

TenureReturns (CAGR)
1 YR18.62
2 YR23.19
3 YR16.74
5 YR12.66
10 YR16.52

Portfolio

Company Name% Assets
Infosys Ltd.27.25
Tata Consultancy Services Ltd.7.65
HCL Technologies Ltd.7.36
Cyient Limited6.63
Persistent Systems Ltd.5.68
Tech Mahindra Ltd.5.56
Larsen & Toubro Infotech Ltd.4.86
Newgen Software Technologies Ltd.4.07
Info Edge (India) Ltd.3.97
TV Today Network Ltd.3.15

Top Sectoral Holdings

Sector Name% Assets
Technology82.85
Services8.49
Communication2.88

Indicators

LabelValue
Portfolio turnover ratio32
Standard Deviation14.64%
Beta0.78%
Sharpe Ratio0.36

Anup Upadhyay,Mohit Jain

Mr. Upadhyay is a B.Tech (Hons) degree and PGDM.Mr. Jain is B.E (Engineering) & CFA (Level III candidate)
Prior to joining SBI AMC he has worked with SBI Mutual Fund and Tata Consultancy Services. Prior to joining SBI Mutual Fund, he has worked with Crisil Ltd. as a Research Analyst.
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