SBI Technology Opportunities Fund - Direct Plan - Growth
(Erstwhile SBI IT Fund - Direct Plan - Growth)
Fund House: SBI Mutual Fund| Category: Equity: Sectoral-Technology |
| Launch Date: 01-01-2013 |
| Asset Class: Equity |
| Benchmark: BSE Teck TRI |
| TER: 0.91% As on (31-07-2025) |
| Status: Open Ended Schemes |
| Minimum Investment: 5000.0 |
| Minimum Topup: 1000.0 |
| Total Assets: 4,687.43 Cr As on 31-07-2025(Source:AMFI) |
| Turn over: 24% | Exit Load: For exit within 15 days from the date of allotment 0.50%.For exit after 15 days from the date of allotment Nil. |
240.503
1.19 (0.4947%)
20.44%
Benchmark: 14.71%
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 6 Months
2 Years 1 Months
7 Years 11 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 | 15.28 |
| Sharpe Ratio | 0.78 |
| Alpha | 7.57 |
| 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 - Direct Plan - Growth | 01-01-2013 | 5.96 | 18.51 | 15.84 | 24.55 | 17.35 |
| SBI Technology Opportunities Fund - Regular Plan - Growth | 01-01-2013 | 4.87 | 17.26 | 14.58 | 23.15 | 16.15 |
| Edelweiss Technology Fund - Regular Plan - Growth | 06-03-2024 | 3.34 | - | - | - | - |
| HDFC Technology Fund - Growth Option | 08-09-2023 | -0.76 | - | - | - | - |
| ICICI Prudential Technology Fund - Growth | 03-03-2000 | -3.1 | 14.2 | 11.33 | 21.94 | 16.25 |
| Franklin India Technology Fund-Growth | 22-08-1998 | -3.46 | 18.31 | 18.6 | 19.95 | 15.59 |
| Kotak Technology Fund - Regular Plan - Growth Option | 04-03-2024 | -5.06 | - | - | - | - |
| Tata Digital India Fund-Regular Plan-Growth | 05-12-2015 | -6.16 | 14.11 | 11.88 | 21.35 | - |
| Aditya Birla Sun Life Digital India Fund - Growth - Regular Plan | 15-01-2000 | -6.25 | 10.24 | 10.83 | 19.85 | 16.36 |
| Quant Teck Fund - Growth Option - Regular Plan | 11-09-2023 | -14.13 | - | - | - | - |
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
22.42%
Others
14.21%
Large Cap
47.97%
Mid Cap
15.4%
