SBI IT Fund

  • Category: EQUITY
  • AAUM: 62.62 Cr as on 28 Oct 2016
  • Investment Options: Dividend , Growth
  • Entry Load: N.A.
as on
From To
Quantitative DataAs on 28-Oct-2016
Standard Deviation*: 17.22%
Beta*: 0.88
Expense Ratio*: 2.68
Portfolio Turnover*: 0.82
Source:CRISIL Fund Analyser

*Portfolio Turnover = lower of total sale or total purchase for the last 12 months upon Avg. AUM of trailing twelve months. Basis for Ratio Calculation: Risk Free rate: FBIL Overnight Mibor rate (6.43% as on ) 3 Years Monthly Data Points

As on  28/10/2016
Portfolio Holdings
Stock Name (%) Of Total AUM
INFOSYS LTD. 32.11
TATA CONSULTANCY SERVICES LTD. 13.81
TECH MAHINDRA LTD. 9.65
PERSISTENT SYSTEMS LTD. 8.95
CBLO 7.35
ORACLE FINANCIAL SERVICES SOFTWARE LTD. 6.00
CYIENT LTD. 5.55
HCL TECHNOLOGIES LTD. 5.45
GEOMETRIC LTD. 4.01
MPHASIS LTD. 3.93
Sectoral Breakdown (in %)
IndustryRatio
IT 94.21
CASH & OTHER RECIVABLES -1.56
CBLO 7.35
  • Information Technology (IT) is one of the most robust industries in the world. The IT sector has emerged as a major global source of both growth and employment. The Indian IT industry has played a major role in putting the country on the international map. The industry has helped India transform from a rural and agriculture-based economy to a knowledge based economy.
  • SBI IT Fund provides investors an opportunity to invest in an actively managed portfolio of IT stocks, and potentially benefit from one of the key sectors in the Indian growth story.
  • The fund is suitable for high-risk appetite investors who are bullish on the prospects of the infrastructure sector & are looking to add a sector fund to their core portfolio in order to boost overall returns.
Fund Manager
  • Mr. Anup Upadhyay

    Managing this fund since Jun 2011.

    Total experience 8 years .

  • Investment Objective
    • To provide the investors maximum growth opportunity through equity investments in stocks of growth oriented sectors of the economy

      Long Term

    Investment Information
    SIP -

    Weekly SIP - Minimum Rs. 1000 & in multiples of Rs. 1 thereafter for minimum 6 weeks

    Monthly - Minimum Rs. 1000 & in multiples of Rs. 1 thereafter for minimum 6 months or Minimum Rs. 500 & in multiples of Rs. 1 thereafter for minimum 12 months

    Quarterly - Minimum 1500 & in multiples of 1 thereafter for minimum 1 year

    Lumpsum - 5000
    Switch - N.A.
    SWP - Minimum Rs. 500 per month/ per quarter
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