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: 0.9% As on (30-06-2025) |
| Status: Open Ended Schemes |
| Minimum Investment: 5000.0 |
| Minimum Topup: 1000.0 |
| Total Assets: 4,828.67 Cr As on 30-06-2025(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. |
245.3965
-0.71 (-0.2899%)
20.77%
Benchmark: 15.08%
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 | 15.16 |
| Sharpe Ratio | 0.98 |
| Alpha | 6.8 |
| Beta | 0.76 |
| 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 | 9.8 | 19.64 | 21.36 | 27.01 | 18.36 |
| SBI Technology Opportunities Fund - Regular Plan - Growth | 01-01-2013 | 8.66 | 18.37 | 20.04 | 25.59 | 17.15 |
| HDFC Technology Fund - Growth Option | 08-09-2023 | 6.93 | - | - | - | - |
| ICICI Prudential Technology Fund - Growth | 03-03-2000 | 2.97 | 17.25 | 17.15 | 27.79 | 17.75 |
| Kotak Technology Fund - Regular Plan - Growth Option | 04-03-2024 | 1.98 | - | - | - | - |
| Edelweiss Technology Fund - Regular Plan - Growth | 06-03-2024 | 1.97 | - | - | - | - |
| Franklin India Technology Fund-Growth | 22-08-1998 | -0.65 | 22.38 | 24.04 | 23.13 | 16.61 |
| Aditya Birla Sun Life Digital India Fund - Growth - Regular Plan | 15-01-2000 | -1.08 | 13.63 | 17.05 | 25.07 | 17.81 |
| Tata Digital India Fund-Regular Plan-Growth | 05-12-2015 | -1.48 | 16.48 | 17.47 | 24.87 | - |
| Quant Teck Fund - Growth Option - Regular Plan | 11-09-2023 | -5.61 | - | - | - | - |
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
22.38%
Others
16.36%
Large Cap
45.19%
Mid Cap
16.07%
