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: 2.01% As on (29-09-2026)
Status: Open Ended Schemes
Minimum Investment: 5000.0
Minimum Topup: 1000.0
Total Assets: 4,154.86 Cr As on 30-09-2026(Source:AMFI)
Turn over: 0.25% | Exit Load: Within 15 Days - 0.50%

205.2593

17.25%

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 19.9
Sharpe Ratio 0.15
Alpha 5.4
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 - Regular Plan - Growth 01-01-2013 -5.8 -3.19 9.15 6.09 16.33

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

16.61%

Others

17.06%

Large Cap

48.17%

Mid Cap

18.16%

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