SBI Technology Opportunities Fund - Direct Plan - Growth
(Erstwhile SBI IT Fund - Direct Plan - Growth)
Fund House: SBI Mutual Fund| Category: Equity: Sectoral-Technology |
| Launch Date: 01-01-2013 |
| Asset Class: Equity |
| Benchmark: BSE Teck TRI |
| TER: 0.84% As on (31-03-2025) |
| Status: Open Ended Schemes |
| Minimum Investment: 5000.0 |
| Minimum Topup: 1000.0 |
| Total Assets: 4,203 Cr As on 31-03-2025(Source:AMFI) |
| Turn over: 24% | Exit Load: Exit load of 0.50% if redeemed within 15 days |
223.0688
-1.67 (-0.7491%)
20.24%
Benchmark: 14.95%
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 6 Months
2 Years 1 Months
7 Years 11 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 | 16.77 |
| Sharpe Ratio | 0.19 |
| Alpha | 4.29 |
| Beta | 0.77 |
| 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 - Direct Plan - Growth | 01-01-2013 | 14.33 | 22.67 | 13.55 | 28.92 | 17.0 |
| SBI Technology Opportunities Fund - Regular Plan - Growth | 01-01-2013 | 13.13 | 21.35 | 12.31 | 27.5 | 15.8 |
| HDFC Technology Fund - Growth Option | 08-09-2023 | 12.85 | - | - | - | - |
| Kotak Technology Fund - Regular Plan - Growth Option | 04-03-2024 | 11.33 | - | - | - | - |
| ICICI Prudential Technology Fund - Growth | 03-03-2000 | 9.23 | 21.58 | 8.76 | 31.44 | 17.13 |
| Edelweiss Technology Fund - Regular Plan - Growth | 06-03-2024 | 7.32 | - | - | - | - |
| Tata Digital India Fund-Regular Plan-Growth | 05-12-2015 | 5.43 | 19.93 | 8.58 | 28.48 | - |
| Aditya Birla Sun Life Digital India Fund - Growth - Regular Plan | 15-01-2000 | 2.96 | 18.6 | 7.92 | 27.69 | 16.9 |
| Franklin India Technology Fund-Growth | 22-08-1998 | 1.81 | 28.9 | 14.99 | 25.66 | 15.69 |
| Quant Teck Fund - Growth Option - Regular Plan | 11-09-2023 | -2.36 | - | - | - | - |
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
25.16%
Others
16.9%
Large Cap
44.02%
Mid Cap
13.92%
