SBI Technology Opportunities Fund - Regular Plan - Growth
(Erstwhile SBI IT Fund - Regular Plan - Growth)
Fund House: SBI Mutual Fund| Category: Equity: Sectoral-Technology |
| Launch Date: 01-01-2013 |
| Asset Class: Equity |
| Benchmark: S&P BSE Teck TRI |
| TER: 1.93% As on (30-04-2024) |
| Status: Open Ended Schemes |
| Minimum Investment: 5000.0 |
| Minimum Topup: 1000.0 |
| Total Assets: 3,577.86 Cr As on (30-04-2024) |
| Turn over: 14% | Exit Load: Exit load of 0.50% if redeemed within 15 days |
172.3228
1.66 (0.9615%)
19.44%
Benchmark: 12.82%
PERFORMANCE
Returns Type:
of :
Start :
End :
Period:
This Scheme
-
vs
NIFTY 50 TRI
-
Gold
-
PPF
-
Returns Type:
of :
Period:
Start :
Period:
Fund Multiplier
Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)
Time Taken To Multiply
2x
4x
5x
10x
FUND
0 Years 0 Months
1 Years 7 Months
2 Years 1 Months
8 Years 0 Months
FD
11 years 10 Months
GOLD
8 years 9 Months
NIFTY
5 years 5 Months
Investment Objective
The scheme seeks to provide maximum growth opportunities through investments in IT stocks.
Current Asset Allocation (%)
Indicators
| Standard Deviation | |
| Sharpe Ratio | 0.1 |
| Alpha | -3.17 |
| Beta | 1.15 |
| Yield to Maturity | - |
| Average Maturity | - |
PEER COMPARISON
| Scheme Name | Inception Date |
1 Year Return(%) |
2 Year Return(%) |
3 Year Return(%) |
5 Year Return(%) |
10 Year Return(%) |
|---|---|---|---|---|---|---|
| SBI Technology Opportunities Fund - Regular Plan - Growth | 01-01-2013 | 24.08 | 14.67 | 16.16 | 21.9 | 17.32 |
| Franklin India Technology Fund-Growth | 22-08-1998 | 52.74 | 26.76 | 19.19 | 23.56 | 17.65 |
| Tata Digital India Fund-Regular Plan-Growth | 05-12-2015 | 34.16 | 15.62 | 17.13 | 22.82 | - |
| ICICI Prudential Technology Fund - Growth | 03-03-2000 | 28.22 | 11.24 | 14.93 | 23.82 | 18.68 |
| Aditya Birla Sun Life Digital India Fund - Growth - Regular Plan | 15-01-2000 | 26.72 | 13.57 | 14.59 | 23.73 | 18.8 |
Scheme Characteristics
Minimum investment in equity & equity related instruments of a particular sector/ particular theme - 80% of total assets.
Riskometer
PORTFOLIO
Market Cap Distribution
Small Cap
13.75%
Others
16.83%
Large Cap
56.73%
Mid Cap
12.69%
