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: 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 |
170.0273
-0.06 (-0.0378%)
19.33%
Benchmark: 12.69%
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 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 scheme seeks to provide maximum growth opportunities through investments in IT stocks.
Current Asset Allocation (%)
Indicators
| Standard Deviation | |
| Sharpe Ratio | 0.1 |
| Alpha | -3.17 |
| Beta | 1.15 |
| 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 | 22.6 | 12.61 | 14.84 | 21.4 | 17.43 |
| Franklin India Technology Fund-Growth | 22-08-1998 | 52.87 | 25.23 | 17.67 | 22.89 | 17.75 |
| Tata Digital India Fund-Regular Plan-Growth | 05-12-2015 | 30.81 | 11.94 | 15.23 | 22.15 | - |
| ICICI Prudential Technology Fund - Growth | 03-03-2000 | 27.8 | 9.31 | 14.12 | 23.57 | 18.72 |
| Aditya Birla Sun Life Digital India Fund - Growth - Regular Plan | 15-01-2000 | 26.41 | 11.49 | 13.67 | 23.07 | 18.99 |
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
13.75%
Others
16.83%
Large Cap
56.73%
Mid Cap
12.69%
