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:
\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 |
244.309
-1.69 (-0.6916%)
20.46%
Benchmark: 14.62%
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 | 15.18 |
| Sharpe Ratio | 0.84 |
| Alpha | 7.99 |
| 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 | 0.23 | 16.42 | 19.13 | 24.54 | 18.05 |
| SBI Technology Opportunities Fund - Regular Plan - Growth | 01-01-2013 | -0.8 | 15.19 | 17.84 | 23.15 | 16.84 |
| Edelweiss Technology Fund - Regular Plan - Growth | 06-03-2024 | -1.67 | - | - | - | - |
| Franklin India Technology Fund-Growth | 22-08-1998 | -6.87 | 16.42 | 21.92 | 20.19 | 16.06 |
| HDFC Technology Fund - Growth Option | 08-09-2023 | -8.09 | 14.01 | - | - | - |
| ICICI Prudential Technology Fund - Growth | 03-03-2000 | -8.37 | 12.51 | 14.08 | 21.65 | 16.75 |
| Aditya Birla Sun Life Digital India Fund - Growth - Regular Plan | 15-01-2000 | -10.95 | 8.19 | 13.52 | 20.11 | 17.06 |
| Kotak Technology Fund - Regular Plan - Growth Option | 04-03-2024 | -10.95 | - | - | - | - |
| Tata Digital India Fund-Regular Plan-Growth | 05-12-2015 | -12.16 | 11.22 | 13.35 | 21.04 | - |
| Quant Teck Fund - Growth Option - Regular Plan | 11-09-2023 | -17.38 | - | - | - | - |
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%
