The average 1 year return of Technology Mutual Funds is 41.93 % for regular funds and 43.58 % for direct funds. The average 3 year return is 11.13 % for regular funds and 12.44 % for direct funds. The average 1 year SIP return is 12.56 % for regular funds and 13.89 % for direct funds. The average 3 year SIP return is 22.36 % for regular funds and 23.7 % 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 | |
49.43% | 14.88% | 27.45% | 23.51% | 17.71% | 50.92% | 16.07% | 28.71% | 24.60% | 18.66% | 17.50% | -25.30% | -23.21% | 5.26% | 0.87 | 0.27 | 0.52 | |
| Tata Digital India Fund | |
46.71% | 10.60% | 28.16% | 26.36% | % | 48.69% | 12.28% | 30.16% | 28.40% | % | 18.84% | -26.17% | -24.84% | -0.24% | 0.97 | 0.15 | 0.26 | |
| Sbi Technology Opportunities Fund | |
38.34% | 11.52% | 26.47% | 24.39% | 17.59% | 39.84% | 12.81% | 27.88% | 25.80% | 18.82% | 17.12% | -21.90% | -20.19% | 2.90% | 0.82 | 0.19 | 0.36 | |
| Aditya Birla Sun Life Digital India Fund | |
33.62% | 9.78% | 27.46% | 24.99% | 19.32% | 35.11% | 11.10% | 28.92% | 26.36% | 20.49% | 18.40% | -25.77% | -23.97% | -0.47% | 0.94 | 0.14 | 0.24 | |
| Icici Prudential Technology Fund | |
41.20% | 8.88% | 29.06% | 25.79% | 18.86% | 42.31% | 9.94% | 30.25% | 26.97% | 19.93% | 18.26% | -26.53% | -23.29% | -1.13% | 0.93 | 0.12 | 0.20 |
Return Calculated On: 21 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 | |
| Aditya Birla Sun Life Digital India Fund | 16,034.40 | 11,662.81 | 47,631.60 | 47,238.62 | 201,816.00 | 110,599.20 | 400,327.20 | 199,936.21 | 701,724.00 | 388,030.68 | 1,926,774.00 | 935,292.42 |
| Franklin India Technology Fund | 17,931.60 | 12,927.92 | 54,583.20 | 54,502.74 | 201,738.00 | 115,956.48 | 368,281.20 | 201,686.35 | 612,840.00 | 370,381.08 | 2,079,414.00 | 858,566.34 |
| HDFC Technology Fund | 17,508.00 | 13,410.52 | ||||||||||
| Icici Prudential Technology Fund | 16,944.00 | 13,085.58 | 46,461.60 | 48,689.86 | 214,848.00 | 116,156.88 | 418,681.20 | 208,508.33 | 675,588.00 | 395,862.36 | 3,094,938.00 | 1,054,463.58 |
| Kotak Technology Fund | ||||||||||||
| quant Teck Fund | 16,593.60 | 12,245.44 | ||||||||||
| Sbi Technology Opportunities Fund | 16,600.80 | 12,950.74 | 49,935.60 | 48,751.45 | 194,118.00 | 110,947.14 | 386,988.00 | 197,211.00 | 606,528.00 | 365,781.84 | ||
| Tata Digital India Fund | 17,605.20 | 13,274.29 | 48,708.00 | 50,534.06 | 207,432.00 | 117,151.08 | 432,171.60 | 209,024.26 | ||||
| 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 | |
| Aditya Birla Sun Life Digital India Fund | 16,213.20 | 11,739.01 | 49,370.40 | 48,155.29 | 213,678.00 | 114,726.90 | 432,020.40 | 210,293.08 | 773,856.00 | 415,496.28 | ||
| Franklin India Technology Fund | 18,110.40 | 13,001.12 | 56,300.40 | 55,467.79 | 211,938.00 | 119,539.20 | 391,675.20 | 210,198.07 | 664,140.00 | 391,336.56 | ||
| HDFC Technology Fund | 17,722.80 | 13,501.64 | ||||||||||
| Icici Prudential Technology Fund | 17,077.20 | 13,142.92 | 47,840.40 | 49,384.04 | 224,940.00 | 119,670.78 | 446,754.00 | 217,312.20 | 738,384.00 | 419,600.16 | ||
| Kotak Technology Fund | ||||||||||||
| quant Teck Fund | 16,861.20 | 12,355.67 | ||||||||||
| Sbi Technology Opportunities Fund | 16,780.80 | 13,027.80 | 51,685.20 | 49,655.16 | 205,194.00 | 114,888.84 | 418,815.60 | 207,177.60 | 672,960.00 | 391,592.28 | ||
| Tata Digital India Fund | 17,842.80 | 13,372.40 | 50,958.00 | 51,731.75 | 224,184.00 | 122,801.58 | 483,352.80 | 224,006.08 | ||||
| Fund Name | VaR 1 Y 95% | Max Drawdown % | Average Drawdown % | Standard Deviation % | Semi Deviation % |
|---|---|---|---|---|---|
| Aditya Birla Sun Life Digital India Fund |
-23.97 | -25.77 | -9.06 | 18.40 | 13.13 |
| Franklin India Technology Fund |
-23.21 | -25.30 | -6.94 | 17.50 | 12.54 |
| Icici Prudential Technology Fund |
-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 |
|---|---|---|---|---|---|---|---|---|---|---|
| Aditya Birla Sun Life Digital India Fund |
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
|
| Icici Prudential Technology Fund |
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Aditya Birla Sun Life Digital India Fund |
%
|
-2.92%
|
%
|
3.79%
|
20.86%
|
33.62%
|
9.78%
|
27.46%
|
24.99%
|
19.32%
|
17.12%
|
| Franklin India Technology Fund |
-1.10%
|
-2.55%
|
-3.39%
|
3.39%
|
17.37%
|
49.43%
|
14.88%
|
27.45%
|
23.51%
|
17.71%
|
17.72%
|
| HDFC Technology Fund |
-1.13%
|
-2.34%
|
-1.98%
|
7.98%
|
26.49%
|
45.90%
|
%
|
%
|
%
|
%
|
%
|
| Icici Prudential Technology Fund |
%
|
-2.79%
|
-2.08%
|
5.97%
|
24.56%
|
41.20%
|
8.88%
|
29.06%
|
25.79%
|
18.86%
|
20.88%
|
| Kotak Technology Fund |
-0.95%
|
-2.58%
|
-2.52%
|
8.03%
|
29.11%
|
%
|
%
|
%
|
%
|
%
|
%
|
| quant Teck Fund |
-1.59%
|
-3.93%
|
-5.43%
|
-2.05%
|
10.51%
|
38.28%
|
%
|
%
|
%
|
%
|
%
|
| Sbi Technology Opportunities Fund |
-1.75%
|
-2.92%
|
-3.16%
|
5.45%
|
24.09%
|
38.34%
|
11.52%
|
26.47%
|
24.39%
|
17.59%
|
%
|
| Tata Digital India Fund |
-0.76%
|
-2.57%
|
-1.56%
|
6.94%
|
25.71%
|
46.71%
|
10.60%
|
28.16%
|
26.36%
|
%
|
%
|
| Fund Name | 1D | 1W | 1M | 3M | 6M | 1Y | 3Y | 5Y | 7Y | 10Y | 15Y |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Aditya Birla Sun Life Digital India Fund |
%
|
-2.91%
|
%
|
4.08%
|
21.54%
|
35.11%
|
11.10%
|
28.92%
|
26.36%
|
20.49%
|
%
|
| Franklin India Technology Fund |
-1.09%
|
-2.53%
|
-3.32%
|
3.65%
|
17.97%
|
50.92%
|
16.07%
|
28.71%
|
24.60%
|
18.66%
|
%
|
| HDFC Technology Fund |
-1.12%
|
-2.32%
|
-1.89%
|
8.30%
|
27.25%
|
47.69%
|
%
|
%
|
%
|
%
|
%
|
| Icici Prudential Technology Fund |
%
|
-2.77%
|
-2.02%
|
6.19%
|
25.07%
|
42.31%
|
9.94%
|
30.25%
|
26.97%
|
19.93%
|
%
|
| Kotak Technology Fund |
-0.94%
|
-2.55%
|
-2.41%
|
8.40%
|
30.04%
|
%
|
%
|
%
|
%
|
%
|
%
|
| quant Teck Fund |
-1.58%
|
-3.91%
|
-5.31%
|
-1.65%
|
11.40%
|
40.51%
|
%
|
%
|
%
|
%
|
%
|
| Sbi Technology Opportunities Fund |
-1.74%
|
-2.90%
|
-3.08%
|
5.73%
|
24.76%
|
39.84%
|
12.81%
|
27.88%
|
25.80%
|
18.82%
|
%
|
| Tata Digital India Fund |
-0.75%
|
-2.55%
|
-1.46%
|
7.29%
|
26.53%
|
48.69%
|
12.28%
|
30.16%
|
28.40%
|
%
|
%
|
| Fund Name | 1 Year | 3 Year | 5 Year | 7 Year | 10 Year | 15 Year |
|---|---|---|---|---|---|---|
| Aditya Birla Sun Life Digital India Fund |
-5.15%
|
18.43%
|
24.70%
|
24.34%
|
22.20%
|
19.74%
|
| Franklin India Technology Fund |
14.59%
|
28.82%
|
26.67%
|
24.59%
|
21.34%
|
18.77%
|
| HDFC Technology Fund |
22.40%
|
%
|
%
|
%
|
%
|
%
|
| Icici Prudential Technology Fund |
17.12%
|
20.59%
|
26.75%
|
25.53%
|
22.56%
|
21.10%
|
| Kotak Technology Fund |
%
|
%
|
%
|
%
|
%
|
%
|
| quant Teck Fund |
3.80%
|
%
|
%
|
%
|
%
|
%
|
| Sbi Technology Opportunities Fund |
14.95%
|
20.68%
|
24.83%
|
23.95%
|
21.10%
|
%
|
| Tata Digital India Fund |
20.18%
|
23.27%
|
27.10%
|
25.60%
|
%
|
%
|
| Fund Name | 1 Year | 3 Year | 5 Year | 7 Year | 10 Year | 15 Year |
|---|---|---|---|---|---|---|
| Aditya Birla Sun Life Digital India Fund |
-3.99%
|
19.80%
|
26.23%
|
25.77%
|
23.46%
|
%
|
| Franklin India Technology Fund |
15.76%
|
30.13%
|
27.95%
|
25.76%
|
22.35%
|
%
|
| HDFC Technology Fund |
23.90%
|
%
|
%
|
%
|
%
|
%
|
| Icici Prudential Technology Fund |
18.05%
|
21.60%
|
28.00%
|
26.70%
|
23.64%
|
%
|
| Kotak Technology Fund |
%
|
%
|
%
|
%
|
%
|
%
|
| quant Teck Fund |
5.52%
|
%
|
%
|
%
|
%
|
%
|
| Sbi Technology Opportunities Fund |
16.19%
|
22.00%
|
26.29%
|
25.35%
|
22.36%
|
%
|
| Tata Digital India Fund |
21.78%
|
24.97%
|
29.08%
|
27.56%
|
%
|
%
|