SBI Technology Opportunities Fund - Regular Plan - Income Distribution cum Capital Withdrawal Option (IDCW)
(Erstwhile SBI IT Fund - Regular Plan - Dividend)
Fund House: SBI Mutual Fund| Category: Equity: Sectoral-Technology |
| Launch Date: 14-07-1999 |
| Asset Class: Equity |
| Benchmark: S&P BSE Teck TRI |
| TER: 1.93% As on (31-03-2024) |
| Status: Open Ended Schemes |
| Minimum Investment: 5000.0 |
| Minimum Topup: 1000.0 |
| Total Assets: 3,668.14 Cr As on (31-03-2024) |
| Turn over: 14% | Exit Load: Exit load of 0.50% if redeemed within 15 days |
103.9121
-0.65 (-0.6275%)
12.83%
Benchmark: 12.84%
PERFORMANCE
Returns Type:
of :
Start :
End :
Period:
This Scheme
-
vs
NIFTY 50 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 2 Months
0 Years 5 Months
0 Years 7 Months
24 Years 5 Months
FD
11 years 10 Months
GOLD
8 years 9 Months
NIFTY
5 years 5 Months
Investment Objective
The scheme seeks to provide maximum growth opportunities through investments in IT stocks.
Current Asset Allocation (%)
Indicators
| Standard Deviation | 17.08 |
| Sharpe Ratio | 0.74 |
| Alpha | 5.7 |
| 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 - Regular Plan - Income Distribution cum Capital Withdrawal Option (IDCW) | 14-07-1999 | 29.59 | 10.79 | 16.83 | 21.0 | 17.38 |
| Franklin India Technology Fund-Growth | 22-08-1998 | 61.36 | 21.4 | 17.78 | 22.19 | 17.65 |
| Tata Digital India Fund-Regular Plan-Growth | 05-12-2015 | 39.01 | 10.21 | 16.8 | 22.05 | - |
| Aditya Birla Sun Life Digital India Fund - Growth - Regular Plan | 15-01-2000 | 36.16 | 9.21 | 16.09 | 23.0 | 19.02 |
| ICICI Prudential Technology Fund - Growth | 03-03-2000 | 34.76 | 7.32 | 15.88 | 23.11 | 18.62 |
| SBI Technology Opportunities Fund - Regular Plan - Growth | 01-01-2013 | 29.59 | 10.79 | 16.83 | 20.98 | 17.37 |
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
13.19%
Others
16.23%
Large Cap
60.68%
Mid Cap
9.9%
