SBI IT Fund (Equity, Sectoral)

High
18 yrs 11 monthsStarted on:14 Jul 1999
₹ 84.44 Cras on: 22 May 2018
Long Term Horizon
2.70%
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)
YTD15.63
1 Month0.87
3 Month4.91
1 YR33.07
2 YR13.81
3 YR8.24

SIP Returns

TenureReturns (CAGR)
1 YR41.02
2 YR24.01
3 YR16.04
5 YR13.73
10 YR16.45

Portfolio

Company Name% Assets
Infosys Ltd.31.45
Cyient Limited10.8
Tata Consultancy Services Ltd.10.09
Tech Mahindra Ltd.9.06
Persistent Systems Ltd.5.26
Newgen Software Technologies Ltd.4.89
HCL Technologies Ltd.4.53
Info Edge (India) Ltd.4.44
Larsen & Toubro Infotech Ltd.3.61
Oracle Financial Services Software Ltd.2.4

Top Sectoral Holdings

Sector Name% Assets
Technology91.84
Services4.44

Indicators

LabelValue
Portfolio turnover ratio63
Standard Deviation15.02%
Sharpe Ratio0.48

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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