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INVESTMENTS
SECTORAL TECHNOLOGY MUTUAL FUND



What is Sectoral-Technology Mutual Fund?

Sectoral mutual funds are equity funds that put the entire money in one sector. For instance, an IT sector fund invests only in IT companies, a banking sector fund only in banks and so on. This one sector only exposure make them one of the riskiest mutual funds.

Sectoral Mutual Fund

These funds seek to provide exposure in the tech sector. This sector focuses primarily on computers, electronics, and other informational technology that is used in a wide range of applications.


Major Advantages:

  • Lack of diversification means if the sector faces challenging times, so will your investments
  • Not more than 10% of your portfolio should be allocated to this fund category
  • If you invest, be prepared to stay invested for at least 7+ year



  • Top Perfoming Scheme's in Sectoral Technology Mutual Fund


    Aditya Birla Sun Life Digital India Fund


    Aditya Birla Sun Life Digital India Fund Direct-Growth is a Sectoral-Technology mutual fund scheme from Aditya Birla Sun Life Mutual Fund. This fund has been in existence for 10 yrs 11 m, having been launched on 01/01/2013. Aditya Birla Sun Life Digital India Fund Direct-Growth has ₹3,953 Crores worth of assets under management (AUM) as on 30/09/2023 and is medium-sized fund of its category. The fund has an expense ratio of 0.82%, which is close to what most other Sectoral-technology funds charge.

  • Fund Size : 3,953Cr
  • Minimum Investment : ₹1,000


  • HOLDING ANLAYSIS

  • Equity : 95.54%
  • Others : 4.46%
  • Debt : 0.00%


  • EQUITY SECTOR ALLOCATION

  • Technology : 75.23%
  • Service : 9.05%
  • Communication : 7.69%
  • Capital Goods : 1.73%
  • Consumer Discretionary : 0.93%
  • Others : 4.99%


  • TOP STOCK HOLDINGS

  • Infosys Ltd : 22.49%
  • TCS Ltd : 10.82%
  • HCL Technologies Ltd : 8.29%
  • Bharti Airtel : 6.65%


  • ALLOCATION BY MARKET CAPITALIZATION

  • Large Cap : 65.23%
  • Mid Cap : 12.3%
  • Small Cap : 18.02%
  • Other Cap : 0.00%



  • ICICI Prudential Technology Fund


    ICICI Prudential Technology Direct Plan-Growth is a Sectoral-Technology mutual fund scheme from Icici Prudential Mutual Fund. This fund has been in existence for 10 yrs 11 m, having been launched on 01/01/2013. ICICI Prudential Technology Direct Plan-Growth has ₹10,868 Crores worth of assets under management (AUM) as on 30/09/2023 and is medium-sized fund of its category. The fund has an expense ratio of 0.89%, which is close to what most other Sectoral-technology funds charge.

  • Fund Size : 10,868Cr
  • Minimum Investment : ₹100


  • HOLDING ANLAYSIS

  • Equity : 97.92%
  • Others : 0.08%
  • Debt : 0.00%


  • EQUITY SECTOR ALLOCATION

  • Technology : 76.5%
  • Communication : 9.49%
  • Service : 9.35%
  • Capital Goods : 3.6%
  • Others : 1.1%


  • TOP STOCK HOLDINGS

  • Infosys Ltd : 26.3%
  • TCS Ltd : 15.03%
  • Bharti Airtel : 8.4%
  • HCL Technologies Ltd : 8.09%


  • ALLOCATION BY MARKET CAPITALIZATION

  • Large Cap : 75.74%
  • Mid Cap : 11.54%
  • Small Cap : 10.64%
  • Other Cap : 0.00%



  • Tata Digital India Fund


    Tata Digital India Fund Direct-Growth is a Sectoral-Technology mutual fund scheme from Tata Mutual Fund. This fund has been in existence for 8 yrs, having been launched on 04/12/2015. Tata Digital India Fund Direct-Growth has ₹7,904 Crores worth of assets under management (AUM) as on 30/09/2023 and is medium-sized fund of its category. The fund has an expense ratio of 0.35%, which is less than what most other Sectoral-technology funds charge.

  • Fund Size : 7,904Cr
  • Minimum Investment : ₹150


  • HOLDING ANLAYSIS

  • Equity : 98.21%
  • Others : 1.79%
  • Debt : 0.00%


  • EQUITY SECTOR ALLOCATION

  • Technology : 77.27%
  • Service : 11.53%
  • Communication : 6.27%
  • Capital Goods : 2.75%
  • Financial : 0.39%


  • TOP STOCK HOLDINGS

  • Infosys Ltd : 19.36%
  • TCS Ltd : 16.64%
  • Tech Machindra Ltd : 8.53%
  • HCL Technologies Ltd : 8.05%


  • ALLOCATION BY MARKET CAPITALIZATION

  • Large Cap : 75.55%
  • Mid Cap : 10.42%
  • Small Cap : 12.24%
  • Other Cap : 0.00%



  • Franklin India Technology Fund


    Franklin India Technology Fund Direct -Growth is a Sectoral-Technology mutual fund scheme from Franklin Templeton Mutual Fund. This fund has been in existence for 10 yrs 11 m, having been launched on 01/01/2013. Franklin India Technology Fund Direct -Growth has ₹964 Crores worth of assets under management (AUM) as on 30/09/2023 and is medium-sized fund of its category. The fund has an expense ratio of 1.32%, which is higher than what most other Sectoral-technology funds charge.

  • Fund Size : 964Cr
  • Minimum Investment : ₹500


  • HOLDING ANLAYSIS

  • Equity : 97.94%
  • Others : 2.06%
  • Debt : 0.00%


  • EQUITY SECTOR ALLOCATION

  • Technology : 51.06%
  • Service : 31.7%
  • Unclassified : 7.4%
  • Communication : 2.3%
  • Capital Goods : 1.14%
  • Consumer Discretionary : 1.01%
  • Chemicals : 0.36%


  • TOP STOCK HOLDINGS

  • Zomato Ltd : 8.99%
  • PB Fintech Ltd : 7.8%
  • Franklin Technology Ltd : 7.4%
  • HCL Technologies Ltd : 4.54%


  • ALLOCATION BY MARKET CAPITALIZATION

  • Large Cap : 33.59%
  • Mid Cap : 27.45%
  • Small Cap : 3.69%
  • Other Cap : 0.00%



  • SBI Technology Opportunities Fund


    SBI Technology Opportunities Fund Direct-Growth is a Sectoral-Technology mutual fund scheme from Sbi Mutual Fund. This fund has been in existence for 10 yrs 11 m, having been launched on 01/01/2013. SBI Technology Opportunities Fund Direct-Growth has ₹3,185 Crores worth of assets under management (AUM) as on 30/09/2023 and is medium-sized fund of its category. The fund has an expense ratio of 0.87%, which is close to what most other Sectoral-technology funds charge.

  • Fund Size : 3,185Cr
  • Minimum Investment : ₹500


  • HOLDING ANLAYSIS

  • Equity : 93.59%
  • Others : 6.41%
  • Debt : 0.00%


  • EQUITY SECTOR ALLOCATION

  • Technology : 66.55%
  • Service : 18.71%
  • Communication : 8.33%


  • TOP STOCK HOLDINGS

  • Infosys Ltd : 24.68%
  • TCS Ltd : 11.63%
  • Bharti Airtel Ltd : 8.33%
  • Tech Machindra Ltd : 7.04%


  • ALLOCATION BY MARKET CAPITALIZATION

  • Large Cap : 65.8%
  • Mid Cap : 13.23%
  • Small Cap : 14.55%
  • Other Cap : 0.00%



  • HDFC Technology Fund


    HDFC Technology Fund Direct-Growth is a Sectoral-Technology mutual fund scheme from HDFC Mutual Fund. This fund has been in existence for 3 m, having been launched on 25/07/2023. HDFC Technology Fund Direct-Growth has ₹688 Crores worth of assets under management (AUM) as on 31/10/2023 and is medium-sized fund of its category. The fund has an expense ratio of 1.18%, which is close to what most other Sectoral-technology funds charge.

  • Fund Size : 688Cr
  • Minimum Investment : ₹100


  • HOLDING ANLAYSIS

  • Equity : 85.42%
  • Others : 14.48%
  • Debt : 0.00%


  • EQUITY SECTOR ALLOCATION

  • Technology : 64.24%
  • Communication : 10.84%
  • Service : 10.34%


  • TOP STOCK HOLDINGS

  • Infosys Ltd : 20.71%
  • TCS Ltd : 19.27%
  • Bharti Airtel Ltd : 9.69%
  • HCL Technologies Ltd : 9.00%


  • ALLOCATION BY MARKET CAPITALIZATION

  • Large Cap : 66.47%
  • Mid Cap : 12.37%
  • Small Cap : 6.58%
  • Other Cap : 0.00%



  • Quant Technology Fund


    Quant Technology Fund Direct-Growth is a Sectoral-Technology mutual fund scheme from Quant Mutual Fund. This fund has been in existence for 3 m, having been launched on 22/07/2023. Quant Technology Fund Direct-Growth has 188 Crores worth of assets under management (AUM) as on 31/10/2023 and is medium-sized fund of its category. The fund has an expense ratio of 0.77%, which is close to what most other Sectoral-technology funds charge.

  • Fund Size : 188Cr
  • Minimum Investment : ₹1,000


  • HOLDING ANLAYSIS

  • Equity : 96.96%
  • Others : 4.75%
  • Debt : 0.00%


  • EQUITY SECTOR ALLOCATION

  • Service : 32.67%
  • Technology : 27.63%
  • Communication : 18.87%
  • Energy : 10.04%
  • Finanical : 4.96%
  • Consumer Staples : 2.79%


  • TOP STOCK HOLDINGS

  • Reliance Industries Ltd : 10.04%
  • Sun TV Networks Ltd : 8.26%
  • Himachal Futuristic Communications Ltd : 7.9%
  • Just Dial Ltd : 6.43%


  • ALLOCATION BY MARKET CAPITALIZATION

  • Large Cap : 20.88%
  • Mid Cap : 28.87%
  • Small Cap : 47.21%
  • Other Cap : 0.00%



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