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
-3.14 (-1.4561%)
19.55%
Benchmark: 14.92%
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 | 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
PORTFOLIO
Market Cap Distribution
Small Cap
22.38%
Others
16.36%
Large Cap
45.19%
Mid Cap
16.07%
