The average 1 year return of Technology Mutual Funds is 40.53 % for regular funds and 42.3 % for direct funds. The average 3 year return is 13.47 % for regular funds and 14.87 % for direct funds. The average 1 year SIP return is 23.56 % for regular funds and 25.15 % for direct funds. The average 3 year SIP return is 25.65 % for regular funds and 27.1 % for direct funds. The average Sharpe Ratio is 0.32 and the average Standard Deviation is 18.02%.
Find the best Technology Mutual Funds for September 2024. Dive into detailed performance metrics, historical data, and comprehensive insights to help you make informed investment decisions.
| Fund Name | BMSMONEY Rank | Rating | 1Y (R) | 3Y (R) | 5Y (R) | 7Y (R) | 10Y (R) | 1Y (D) | 3Y (D) | 5Y (D) | 7Y (D) | 10Y (D) | Std. Dev. | Max Drawdown | VaR 1Y 95% | Jensen's Alpha | Beta | Sortino Ratio | Sharpe Ratio |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Franklin India Technology Fund | |
45.28% | 15.99% | 27.84% | 24.01% | 17.36% | 46.74% | 17.20% | 29.10% | 25.10% | 18.31% | 17.50% | -25.30% | -23.21% | 5.26% | 0.87 | 0.27 | 0.52 | |
| Tata Digital India Fund | |
42.87% | 11.68% | 28.55% | 27.08% | % | 44.80% | 13.37% | 30.56% | 29.14% | % | 18.84% | -26.17% | -24.84% | -0.24% | 0.97 | 0.15 | 0.26 | |
| Sbi Technology Opportunities Fund | |
35.32% | 12.75% | 26.79% | 25.07% | 17.22% | 36.80% | 14.06% | 28.20% | 26.49% | 18.44% | 17.12% | -21.90% | -20.19% | 2.90% | 0.82 | 0.19 | 0.36 |
Return Calculated On: 11 October 2024
Ratios Calculated On: 30 September 2024
Performance Indicators
LumpSum Investment Value Chart
SIP vs Lumpsum Investment (R) Chart
SIP vs Lumpsum Investment (D) Chart
| Fund Name | 1Y Invested Amount: 12,000 |
3Y Invested Amount: 36,000 |
5Y Invested Amount: 60,000 |
7Y Invested Amount: 84,000 |
10Y Invested Amount: 1,20,000 |
15Y Invested Amount: 1,80,000 |
||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| LumpSum | SIP | LumpSum | SIP | LumpSum | SIP | LumpSum | SIP | LumpSum | SIP | LumpSum | SIP | |
| Franklin India Technology Fund | 17,433.60 | 13,465.97 | 56,181.60 | 55,696.90 | 204,840.00 | 117,986.28 | 378,814.80 | 205,659.89 | 595,032.00 | 374,154.36 | 2,125,926.00 | 862,345.08 |
| HDFC Technology Fund | 17,036.40 | 13,827.05 | ||||||||||
| quant Teck Fund | 16,465.20 | 13,001.28 | ||||||||||
| Sbi Technology Opportunities Fund | 16,238.40 | 13,417.91 | 51,602.40 | 49,828.14 | 196,566.00 | 113,024.10 | 402,082.80 | 201,426.12 | 587,820.00 | 370,001.40 | ||
| Tata Digital India Fund | 17,144.40 | 13,687.34 | 50,137.20 | 51,219.54 | 210,636.00 | 118,248.78 | 449,685.60 | 212,089.75 | ||||
| Fund Name | 1Y Invested Amount: 12,000 |
3Y Invested Amount: 36,000 |
5Y Invested Amount: 60,000 |
7Y Invested Amount: 84,000 |
10Y Invested Amount: 1,20,000 |
15Y Invested Amount: 1,80,000 |
||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| LumpSum | SIP | LumpSum | SIP | LumpSum | SIP | LumpSum | SIP | LumpSum | SIP | LumpSum | SIP | |
| Franklin India Technology Fund | 17,608.80 | 13,544.89 | 57,949.20 | 56,680.70 | 215,172.00 | 121,618.26 | 402,830.40 | 214,324.74 | 644,724.00 | 395,217.60 | ||
| HDFC Technology Fund | 17,247.60 | 13,925.59 | ||||||||||
| quant Teck Fund | 16,732.80 | 13,122.59 | ||||||||||
| Sbi Technology Opportunities Fund | 16,416.00 | 13,500.73 | 53,416.80 | 50,751.43 | 207,750.00 | 117,028.68 | 435,120.00 | 211,616.66 | 652,128.00 | 396,018.72 | ||
| Tata Digital India Fund | 17,376.00 | 13,792.46 | 52,459.20 | 52,432.88 | 227,634.00 | 123,938.76 | 503,042.40 | 227,334.83 | ||||
| Fund Name | VaR 1 Y 95% | Max Drawdown % | Average Drawdown % | Standard Deviation % | Semi Deviation % |
|---|---|---|---|---|---|
| None |
-23.97 | -25.77 | -9.06 | 18.40 | 13.13 |
| Franklin India Technology Fund |
-23.21 | -25.30 | -6.94 | 17.50 | 12.54 |
| None |
-23.29 | -26.53 | -11.43 | 18.26 | 13.16 |
| Sbi Technology Opportunities Fund |
-20.19 | -21.90 | -14.46 | 17.12 | 12.41 |
| Tata Digital India Fund |
-24.84 | -26.17 | -11.75 | 18.84 | 13.36 |
| Fund Name | Sharpe Ratio | Sortino Ratio | Sterling ratio | Hurst Index | Jensen’s Alpha | Beta | R2 | Treynor Ratio | Modigliani2 Measure | Active Return |
|---|---|---|---|---|---|---|---|---|---|---|
| None |
0.24
|
0.14
|
0.32
|
0.38
|
-0.47
|
0.94 |
0.83
|
|
1.04
|
-1.2578
|
| Franklin India Technology Fund |
0.52
|
0.27
|
0.47
|
0.39
|
5.26
|
0.87 |
0.79
|
|
1.42
|
3.7027
|
| None |
0.20
|
0.12
|
0.30
|
0.40
|
-1.13
|
0.93 |
0.83
|
|
0.98
|
-1.7756
|
| Sbi Technology Opportunities Fund |
0.36
|
0.19
|
0.42
|
0.40
|
2.90
|
0.82 |
0.74
|
|
1.21
|
0.7366
|
| Tata Digital India Fund |
0.26
|
0.15
|
0.34
|
0.39
|
-0.24
|
0.97 |
0.85
|
|
1.08
|
-0.5971
|
| Fund Name | 1D | 1W | 1M | 3M | 6M | 1Y | 3Y | 5Y | 7Y | 10Y | 15Y |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Franklin India Technology Fund |
0.25%
|
0.59%
|
-0.68%
|
8.10%
|
%
|
45.28%
|
15.99%
|
27.84%
|
24.01%
|
17.36%
|
17.89%
|
| HDFC Technology Fund |
0.62%
|
1.20%
|
0.23%
|
15.73%
|
%
|
41.97%
|
%
|
%
|
%
|
%
|
%
|
| quant Teck Fund |
0.40%
|
1.45%
|
0.41%
|
3.12%
|
%
|
37.21%
|
%
|
%
|
%
|
%
|
%
|
| Sbi Technology Opportunities Fund |
0.65%
|
1.09%
|
0.50%
|
12.66%
|
%
|
35.32%
|
12.75%
|
26.79%
|
25.07%
|
17.22%
|
%
|
| Tata Digital India Fund |
1.10%
|
1.46%
|
0.89%
|
13.33%
|
%
|
42.87%
|
11.68%
|
28.55%
|
27.08%
|
%
|
%
|
| Fund Name | 1D | 1W | 1M | 3M | 6M | 1Y | 3Y | 5Y | 7Y | 10Y | 15Y |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Franklin India Technology Fund |
0.26%
|
0.61%
|
-0.59%
|
8.37%
|
%
|
46.74%
|
17.20%
|
29.10%
|
25.10%
|
18.31%
|
%
|
| HDFC Technology Fund |
0.62%
|
1.23%
|
0.33%
|
16.08%
|
%
|
43.73%
|
%
|
%
|
%
|
%
|
%
|
| quant Teck Fund |
0.40%
|
1.49%
|
0.54%
|
3.54%
|
%
|
39.44%
|
%
|
%
|
%
|
%
|
%
|
| Sbi Technology Opportunities Fund |
0.65%
|
1.11%
|
0.59%
|
12.96%
|
%
|
36.80%
|
14.06%
|
28.20%
|
26.49%
|
18.44%
|
%
|
| Tata Digital India Fund |
1.10%
|
1.48%
|
0.99%
|
13.71%
|
%
|
44.80%
|
13.37%
|
30.56%
|
29.14%
|
%
|
%
|
| Fund Name | 1 Year | 3 Year | 5 Year | 7 Year | 10 Year | 15 Year |
|---|---|---|---|---|---|---|
| Franklin India Technology Fund |
23.30%
|
30.45%
|
27.40%
|
25.14%
|
21.52%
|
18.82%
|
| HDFC Technology Fund |
29.26%
|
%
|
%
|
%
|
%
|
%
|
| quant Teck Fund |
15.76%
|
%
|
%
|
%
|
%
|
%
|
| Sbi Technology Opportunities Fund |
22.52%
|
22.25%
|
25.60%
|
24.55%
|
21.32%
|
%
|
| Tata Digital India Fund |
26.95%
|
24.25%
|
27.49%
|
26.01%
|
%
|
%
|
| Fund Name | 1 Year | 3 Year | 5 Year | 7 Year | 10 Year | 15 Year |
|---|---|---|---|---|---|---|
| Franklin India Technology Fund |
24.60%
|
31.76%
|
28.67%
|
26.30%
|
22.53%
|
%
|
| HDFC Technology Fund |
30.90%
|
%
|
%
|
%
|
%
|
%
|
| quant Teck Fund |
17.72%
|
%
|
%
|
%
|
%
|
%
|
| Sbi Technology Opportunities Fund |
23.87%
|
23.58%
|
27.06%
|
25.94%
|
22.57%
|
%
|
| Tata Digital India Fund |
28.69%
|
25.96%
|
29.47%
|
27.98%
|
%
|
%
|