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 (30-12-2024)
Status: Open Ended Schemes
Minimum Investment: 5000.0
Minimum Topup: 1000.0
Total Assets: 4,738.95 Cr As on 31-12-2024(Source:AMFI)
Turn over: 24% | Exit Load: Exit load of 0.50% if redeemed within 15 days

219.711

20.65%

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 17.31
Sharpe Ratio 0.29
Alpha 3.57
Beta 0.81
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 20.72 24.72 12.27 25.77 16.6
HDFC Technology Fund - Growth Option 08-09-2023 23.91 - - - -
HDFC Technology Fund - IDCW Option 08-09-2023 23.91 - - - -
Franklin India Technology Fund-Growth 22-08-1998 22.81 35.33 13.52 25.15 16.77
Tata Digital India Fund-Regular Plan-Growth 05-12-2015 20.9 27.91 10.31 27.16 -
ICICI Prudential Technology Fund - Growth 03-03-2000 18.57 23.91 6.42 28.13 17.42
Aditya Birla Sun Life Digital India Fund - Growth - Regular Plan 15-01-2000 11.2 23.88 6.74 25.68 18.07
Quant Teck Fund - Growth Option - Regular Plan 11-09-2023 8.68 - - - -

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

24.17%

Others

15.67%

Large Cap

45.67%

Mid Cap

14.49%

Scheme Documents

There are no scheme documents available

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