SBI Technology Opportunities Fund - Regular Plan - Growth

(Erstwhile SBI IT Fund - Regular Plan - Growth)
Fund House: SBI Mutual Fund
Category: Equity: Sectoral-Technology
Launch Date: 01-01-2013
Asset Class: Equity
Benchmark: BSE Teck TRI
TER: 1.9% 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.

215.465

19.55%

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 0 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 15.14
Sharpe Ratio 0.91
Alpha 5.67
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 - Regular Plan - Growth 01-01-2013 5.68 19.71 17.73 24.3 16.63
Edelweiss Technology Fund - Regular Plan - Growth 06-03-2024 2.62 - - - -
HDFC Technology Fund - Growth Option 08-09-2023 1.21 - - - -
ICICI Prudential Technology Fund - Growth 03-03-2000 -0.2 18.4 15.0 25.13 17.15
Kotak Technology Fund - Regular Plan - Growth Option 04-03-2024 -0.87 - - - -
Franklin India Technology Fund-Growth 22-08-1998 -0.95 23.68 22.55 21.74 16.33
Aditya Birla Sun Life Digital India Fund - Growth - Regular Plan 15-01-2000 -4.47 14.7 14.64 22.9 17.18
Tata Digital India Fund-Regular Plan-Growth 05-12-2015 -5.42 16.77 14.33 23.12 -
Quant Teck Fund - Growth Option - Regular Plan 11-09-2023 -9.15 - - - -

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

22.38%

Others

16.36%

Large Cap

45.19%

Mid Cap

16.07%

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