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: 1.91% As on (28-02-2025)
Status: Open Ended Schemes
Minimum Investment: 5000.0
Minimum Topup: 1000.0
Total Assets: 4,246.98 Cr As on 28-02-2025(Source:AMFI)
Turn over: 24% | Exit Load: Exit load of 0.50% if redeemed within 15 days

200.1545

19.4%

PERFORMANCE

Returns Type:
of  
Start :  
End : 
Period:  
This Scheme
-
vs
Nifty IT TRI
-
Gold
-
PPF
-
Returns Type:
of  
  Period:  

Start :  
Period:  

RETURNS ANALYSIS

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 17.1
Sharpe Ratio 0.34
Alpha 4.0
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 - Regular Plan - Growth 01-01-2013 14.06 20.87 8.93 28.98 15.31
HDFC Technology Fund - Growth Option 08-09-2023 14.09 - - - -
Kotak Technology Fund - Regular Plan - Growth Option 04-03-2024 13.17 - - - -
ICICI Prudential Technology Fund - Growth 03-03-2000 10.42 20.93 5.39 32.54 16.7
Edelweiss Technology Fund - Regular Plan - Growth 06-03-2024 6.55 - - - -
Tata Digital India Fund-Regular Plan-Growth 05-12-2015 5.78 21.11 5.66 29.15 -
Franklin India Technology Fund-Growth 22-08-1998 5.26 29.24 12.8 27.86 15.3
Aditya Birla Sun Life Digital India Fund - Growth - Regular Plan 15-01-2000 3.72 18.22 5.3 29.59 16.48
Quant Teck Fund - Growth Option - Regular Plan 11-09-2023 -3.33 - - - -

Scheme Characteristics

Minimum investment in equity & equity related instruments of a particular sector/ particular theme - 80% of total assets.

Riskometer

riskometer

PORTFOLIO

Market Cap Distribution

Small Cap

24.36%

Others

19.7%

Large Cap

43.21%

Mid Cap

12.73%

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