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: 0.89% As on (30-04-2025) |
| Status: Open Ended Schemes |
| Minimum Investment: 5000.0 |
| Minimum Topup: 1000.0 |
| Total Assets: 4,224.88 Cr As on 30-04-2025(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. |
238.9148
-0.85 (-0.3565%)
20.79%
Benchmark: 15.13%
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 scheme seeks to provide maximum growth opportunities through investments in IT stocks.
Current Asset Allocation (%)
Indicators
| Standard Deviation | 15.35 |
| Sharpe Ratio | 0.52 |
| Alpha | 5.64 |
| Beta | 0.75 |
| 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 | 21.32 | 23.7 | 19.38 | 28.97 | 17.73 |
| SBI Technology Opportunities Fund - Regular Plan - Growth | 01-01-2013 | 20.05 | 22.38 | 18.07 | 27.54 | 16.52 |
| HDFC Technology Fund - Growth Option | 08-09-2023 | 19.14 | - | - | - | - |
| ICICI Prudential Technology Fund - Growth | 03-03-2000 | 15.17 | 22.0 | 14.47 | 31.77 | 17.24 |
| Kotak Technology Fund - Regular Plan - Growth Option | 04-03-2024 | 14.49 | - | - | - | - |
| Edelweiss Technology Fund - Regular Plan - Growth | 06-03-2024 | 11.97 | - | - | - | - |
| Tata Digital India Fund-Regular Plan-Growth | 05-12-2015 | 11.35 | 21.38 | 14.5 | 29.06 | - |
| Aditya Birla Sun Life Digital India Fund - Growth - Regular Plan | 15-01-2000 | 10.57 | 18.49 | 14.34 | 27.94 | 17.35 |
| Franklin India Technology Fund-Growth | 22-08-1998 | 6.45 | 27.95 | 21.44 | 25.94 | 16.13 |
| Quant Teck Fund - Growth Option - Regular Plan | 11-09-2023 | 4.37 | - | - | - | - |
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
25.42%
Others
13.73%
Large Cap
47.49%
Mid Cap
13.36%
