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: 1.02% As on (30-06-2026) |
| Status: Open Ended Schemes |
| Minimum Investment: 5000.0 |
| Minimum Topup: 1000.0 |
| Total Assets: 4,017.71 Cr As on 30-06-2026(Source:AMFI) |
| Turn over: 0.25% |
219.7094
0.14 (0.0621%)
18.11%
Benchmark: 13.54%
PERFORMANCE
Fund Multiplier
Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)
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 | 17.45 |
| Sharpe Ratio | 0.32 |
| Alpha | 5.61 |
| 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 | -10.91 | -1.22 | 8.54 | 8.95 | 16.56 |
| Edelweiss Technology Fund - Regular Plan - Growth | 06-03-2024 | 3.6 | 2.84 | - | - | - |
| Invesco India Technology Fund - Regular - Growth | 23-09-2024 | -1.36 | - | - | - | - |
| WhiteOak Capital Digital Bharat Fund Regular Plan Growth | 11-10-2024 | -2.52 | - | - | - | - |
| Motilal Oswal Digital India Fund - Regular Plan- Growth | 04-11-2024 | -5.08 | - | - | - | - |
| FranklIn India Technology Fund-Growth | 22-08-1998 | -10.68 | -5.82 | 10.08 | 8.39 | 15.08 |
| SBI Technology Opportunities Fund - Regular Plan - Growth | 01-01-2013 | -11.79 | -2.21 | 7.42 | 7.75 | 15.36 |
| Aditya Birla Sun Life Digital India Fund - Growth - Regular Plan | 15-01-2000 | -12.56 | -7.14 | 4.08 | 4.85 | 15.55 |
| ICICI Prudential Technology Fund - Growth | 03-03-2000 | -12.76 | -5.42 | 6.18 | 5.42 | 15.95 |
| Quant Teck Fund - Growth Option - Regular Plan | 11-09-2023 | -13.01 | -9.15 | - | - | - |
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
18.18%
Others
15.95%
Large Cap
50.77%
Mid Cap
15.1%
