SBI IT Fund (Equity, Sectoral)

High
18 yrs 8 monthsStarted on:14 Jul 1999
₹ 73.31 Cras on: 16 Feb 2018
Long Term Horizon
2.70%
Capital Appreciation

Minimum Investment

  • ₹ 5000.00 for Lumpsum

Investment Objective

The scheme seeks to provide maximum growth opportunities through investments in IT stocks.

Exit Load

Scheme Documents

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Tenure

TenureReturns (CAGR)
YTD8.51
1 Month4.32
3 Month14.89
1 YR21.53
2 YR13.85
3 YR3.27

SIP Returns

TenureReturns (CAGR)
1 YR40.85
2 YR20.06
3 YR12.59
5 YR13
10 YR15.67

Portfolio

Company Name% Assets
Infosys Ltd.21.07
Tata Consultancy Services Ltd.10.92
Tech Mahindra Ltd.10.87
Cyient Limited9.38
Larsen & Toubro Infotech Ltd.9.2
Persistent Systems Ltd.5.48
HCL Technologies Ltd.4.89
Info Edge (India) Ltd.4.31
MindTree Ltd.3.78
Newgen Software Technologies Ltd.3.64

Top Sectoral Holdings

Sector Name% Assets
Technology89.85
Services4.31

Indicators

LabelValue
Portfolio turnover ratio51
Standard Deviation15.66%
Beta0.81%
Sharpe Ratio0.23

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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