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: BSE Teck TRI |
| TER: 1.9% As on (31-08-2025) |
| Status: Open Ended Schemes |
| Minimum Investment: 5000.0 |
| Minimum Topup: 1000.0 |
| Total Assets: 4,760.93 Cr As on 29-08-2025(Source:AMFI) |
| Turn over:
24%
|
Exit Load:
\r\n\tFor exit within 15 days from the date of allotment – 0.50%. \r\n\r\n\tFor exit after 15 days from the date of allotment – Nil. \r\n |
216.4171
3.17 (1.4637%)
19.38%
Benchmark: 14.85%
PERFORMANCE
Returns Type:
of :
Start :
End :
Period:
This Scheme
-
vs
Nifty IT 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 investment objective of the Scheme is to provide the investor with the opportunity of long term capital appreciation by investing in a diversified portfolio of equity and equity related securities in technology and technology related companies.
Current Asset Allocation (%)
Indicators
| Standard Deviation | 15.15 |
| Sharpe Ratio | 0.77 |
| Alpha | 6.88 |
| Beta | 0.73 |
| 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 | 1.42 | 15.49 | 17.42 | 23.36 | 16.86 |
| Edelweiss Technology Fund - Regular Plan - Growth | 06-03-2024 | 0.38 | - | - | - | - |
| Franklin India Technology Fund-Growth | 22-08-1998 | -4.89 | 16.76 | 21.17 | 20.36 | 16.08 |
| ICICI Prudential Technology Fund - Growth | 03-03-2000 | -5.84 | 13.01 | 13.57 | 21.92 | 16.82 |
| HDFC Technology Fund - Growth Option | 08-09-2023 | -6.0 | 15.91 | - | - | - |
| Kotak Technology Fund - Regular Plan - Growth Option | 04-03-2024 | -8.62 | - | - | - | - |
| Aditya Birla Sun Life Digital India Fund - Growth - Regular Plan | 15-01-2000 | -8.64 | 8.8 | 12.94 | 20.6 | 17.1 |
| Tata Digital India Fund-Regular Plan-Growth | 05-12-2015 | -9.7 | 13.2 | 14.07 | 21.97 | - |
| Quant Teck Fund - Growth Option - Regular Plan | 11-09-2023 | -15.17 | - | - | - | - |
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
23.24%
Others
14.77%
Large Cap
46.84%
Mid Cap
15.15%
