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: BSE Teck TRI |
| TER: 1.9% As on (31-10-2025) |
| Status: Open Ended Schemes |
| Minimum Investment: 5000.0 |
| Minimum Topup: 1000.0 |
| Total Assets: 4,934.03 Cr As on 31-10-2025(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. |
136.7615
-0.46 (-0.3368%)
13.19%
Benchmark: 14.87%
PERFORMANCE
Returns Type:
of :
Start :
End :
Period:
This Scheme
-
vs
Nifty IT TRI
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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 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 | 17.04 |
| Sharpe Ratio | 0.53 |
| Alpha | 5.2 |
| 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 | 7.0 | 18.35 | 16.58 | 20.78 | 17.34 |
| WhiteOak Capital Digital Bharat Fund Regular Plan Growth | 11-10-2024 | 14.09 | - | - | - | - |
| SBI Technology Opportunities Fund - Regular Plan - Growth | 01-01-2013 | 7.0 | 18.35 | 16.58 | 20.78 | 17.33 |
| Motilal Oswal Digital India Fund - Regular Plan- Growth | 04-11-2024 | 5.78 | - | - | - | - |
| Edelweiss Technology Fund - Regular Plan - Growth | 06-03-2024 | 3.83 | - | - | - | - |
| Invesco India Technology Fund - Regular - Growth | 23-09-2024 | 2.59 | - | - | - | - |
| Franklin India Technology Fund-Growth | 22-08-1998 | 0.9 | 15.95 | 21.78 | 17.46 | 16.68 |
| ICICI Prudential Technology Fund - Growth | 03-03-2000 | -0.19 | 14.26 | 13.81 | 18.92 | 17.48 |
| HDFC Technology Fund - Growth Option | 08-09-2023 | -1.24 | 16.07 | - | - | - |
| Aditya Birla Sun Life Digital India Fund - Growth - Regular Plan | 15-01-2000 | -1.78 | 9.82 | 13.41 | 17.94 | 17.25 |
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
21.63%
Others
14.62%
Large Cap
48.55%
Mid Cap
15.2%
