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: 1.89% As on (28-11-2025) |
| Status: Open Ended Schemes |
| Minimum Investment: 5000.0 |
| Minimum Topup: 1000.0 |
| Total Assets: 5,129.61 Cr As on 28-11-2025(Source:AMFI) |
| Turn over: 24% | Exit Load: For exit within 15 days from the date of allotment – 0.50% 1For exit after 15 days from the date of allotment – Nil. |
231.563
0.85 (0.3655%)
19.58%
Benchmark: 14.97%
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 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 | 14.86 |
| Sharpe Ratio | 0.74 |
| Alpha | 6.37 |
| Beta | 0.72 |
| 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 | -0.14 | 17.99 | 17.5 | 20.22 | 17.64 |
| WhiteOak Capital Digital Bharat Fund Regular Plan Growth | 11-10-2024 | 0.65 | - | - | - | - |
| Edelweiss Technology Fund - Regular Plan - Growth | 06-03-2024 | -1.89 | - | - | - | - |
| Motilal Oswal Digital India Fund - Regular Plan- Growth | 04-11-2024 | -2.7 | - | - | - | - |
| Franklin India Technology Fund-Growth | 22-08-1998 | -3.93 | 16.13 | 23.41 | 17.09 | 17.17 |
| ICICI Prudential Technology Fund - Growth | 03-03-2000 | -6.36 | 13.88 | 15.38 | 18.0 | 17.84 |
| Invesco India Technology Fund - Regular - Growth | 23-09-2024 | -6.42 | - | - | - | - |
| Kotak Technology Fund - Regular Plan - Growth Option | 04-03-2024 | -8.28 | - | - | - | - |
| HDFC Technology Fund - Growth Option | 08-09-2023 | -8.61 | 12.37 | - | - | - |
| Aditya Birla Sun Life Digital India Fund - Growth - Regular Plan | 15-01-2000 | -8.64 | 9.3 | 14.71 | 17.25 | 17.55 |
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
20.89%
Others
17.27%
Large Cap
46.28%
Mid Cap
15.56%
