SBI IT Fund (Equity, Sectoral)

48.82
13.07%
NA
NA
Capital Appreciation
Long Term Horizon
High
2.70%
18 yrs 6 months14 Jul 1999
₹ 60.07 Cr11 Dec 2017

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Minimum Investment

  • ₹ 5000.00 for Lumpsum

Exit Load

Investment Objective

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

Scheme Documents

TenureReturns (CAGR)
YTD
8.36
1 Month
2.49
3 Month
11.15
1 YR
11.66
2 YR
3.54
3 YR
3.08
TenureReturns (CAGR)
1 YR
18.83
2 YR
7.89
3 YR
4.51
5 YR
9.23
10 YR
13.58

Portfolio

Company Name% Assets
Infosys Ltd.17.19
Tata Consultancy Services Ltd.11.14
Tech Mahindra Ltd.10.44
Cyient Limited10.12
HCL Technologies Ltd.9.25
Larsen & Toubro Infotech Ltd.8.81
Info Edge (India) Ltd.6.21
Oracle Financial Services Software Ltd.5.92
Persistent Systems Ltd.5.47
MindTree Ltd.3.18

Top Sectoral Holdings

Sector Name% Assets
Technology89.74
Services7.8

Indicators

Portfolio turnover ratio47
Standard Deviation14.57%
Beta0.79%

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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