SBI IT Fund

  • Category: EQUITY
  • AAUM: 73.51 Cr as on 31 Jan 2018
  • Investment Options: Dividend , Growth
  • Entry Load: N.A.
as on
From To
Quantitative DataAs on 31-Jan-2018
Standard Deviation*: 15.65%
Beta*: 0.80
Expense Ratio*: 2.70
Source:CRISIL Fund Analyser

Basis for Ratio Calculation: Risk Free rate: FBIL Overnight Mibor rate (6.43% as on ) 3 Years Monthly Data Points

As on  31/01/2018
Portfolio Holdings
Stock Name (%) Of Total AUM
INFOSYS LTD. 21.07
TATA CONSULTANCY SERVICES LTD. 10.92
TECH MAHINDRA LTD. 10.87
CYIENT LTD. 9.38
LARSEN & TOUBRO INFOTECH LTD. 9.20
CCIL-CLEARING CORPORATION OF INDIA LTD (CBLO) 6.79
COGNIZANT TECHNOLOGY SOLUTIONS CORPORATION 5.59
PERSISTENT SYSTEMS LTD. 5.48
HCL TECHNOLOGIES LTD. 4.89
INFO EDGE (INDIA) LTD. 4.31
Sectoral Breakdown (in %)
IndustryRatio
IT 94.16
CBLO 6.79
CASH AND OTHER RECIVABLES -0.95
  • 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.
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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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