SBI Technology Opportunities Fund - Direct Plan - Income Distribution Cum Capital Withdrawal Option (IDCW)

(Erstwhile SBI IT Fund - Direct Plan - Dividend)
Fund House: SBI Mutual Fund
Category: Equity: Sectoral-Technology
Launch Date: 01-01-2013
Asset Class: Equity
Benchmark: BSE Teck TRI
TER: 1.06% As on (31-07-2026)
Status: Open Ended Schemes
Minimum Investment: 5000.0
Minimum Topup: 1000.0
Total Assets: 4,592.46 Cr As on 31-07-2026(Source:AMFI)
Turn over: 0.25%

168.2946

18.62%

PERFORMANCE

Returns Type:
of  
Start :  
End : 
Period:  
This Scheme
-
vs
Nifty IT TRI
-
Gold
-
PPF
-
Returns Type:
of  
  Period:  

Start :  
Period:  

RETURNS ANALYSIS

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 7 Months
2 Years 1 Months
8 Years 6 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 17.06
Sharpe Ratio 0.6
Alpha 6.38
Beta 0.82
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 - Income Distribution Cum Capital Withdrawal Option (IDCW) 01-01-2013 -4.72 -0.43 11.22 8.62 17.33
Edelweiss Technology Fund - Regular Plan - Growth 06-03-2024 9.55 4.38 - - -
Invesco India Technology Fund - Regular - Growth 23-09-2024 3.94 - - - -
WhiteOak Capital Digital Bharat Fund Regular Plan Growth 11-10-2024 -0.42 - - - -
Motilal Oswal Digital India Fund - Regular Plan- Growth 04-11-2024 -3.24 - - - -
Quant Teck Fund - Growth Option - Regular Plan 11-09-2023 -4.01 -10.08 - - -
FranklIn India Technology Fund-Growth 22-08-1998 -5.57 -5.18 11.21 8.06 15.61
SBI Technology Opportunities Fund - Regular Plan - Growth 01-01-2013 -5.65 -1.43 10.08 7.43 16.12
Aditya Birla Sun Life Digital India Fund - Growth - Regular Plan 15-01-2000 -5.93 -6.56 5.84 4.61 16.35
ICICI Prudential Technology Fund - Growth 03-03-2000 -7.43 -5.75 7.75 4.46 16.7

Scheme Characteristics

Minimum investment in equity & equity related instruments of a particular sector/ particular theme - 80% of total assets.

Riskometer

riskometer

PORTFOLIO

Market Cap Distribution

Small Cap

16.32%

Others

14.12%

Large Cap

51.82%

Mid Cap

17.74%

Feedback
Notification