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: 1.89% As on (31-01-2025) |
| Status: Open Ended Schemes |
| Minimum Investment: 5000.0 |
| Minimum Topup: 1000.0 |
| Total Assets: 4,572.63 Cr As on 31-01-2025(Source:AMFI) |
| Turn over: 24% | Exit Load: Exit load of 0.50% if redeemed within 15 days |
206.1037
-0.59 (-0.285%)
19.83%
Benchmark: 15.49%
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 scheme seeks to provide maximum growth opportunities through investments in IT stocks.
Current Asset Allocation (%)
Indicators
| Standard Deviation | 16.44 |
| Sharpe Ratio | 0.44 |
| Alpha | 3.18 |
| Beta | 0.79 |
| 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 | 11.5 | 18.92 | 12.66 | 23.83 | 15.14 |
| HDFC Technology Fund - Growth Option | 08-09-2023 | 12.94 | - | - | - | - |
| Franklin India Technology Fund-Growth | 22-08-1998 | 9.18 | 29.41 | 16.08 | 23.2 | 15.21 |
| ICICI Prudential Technology Fund - Growth | 03-03-2000 | 7.75 | 18.77 | 9.14 | 25.92 | 16.19 |
| Tata Digital India Fund-Regular Plan-Growth | 05-12-2015 | 7.05 | 20.48 | 10.31 | 24.29 | - |
| Aditya Birla Sun Life Digital India Fund - Growth - Regular Plan | 15-01-2000 | 0.79 | 16.97 | 9.33 | 23.28 | 16.35 |
| Quant Teck Fund - Growth Option - Regular Plan | 11-09-2023 | -9.33 | - | - | - | - |
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
22.36%
Others
16.97%
Large Cap
47.28%
Mid Cap
13.39%
