SBI Technology Opportunities Fund - Regular Plan - Income Distribution cum Capital Withdrawal Option (IDCW)
(Erstwhile SBI IT Fund - Regular Plan - Dividend)
Fund House: SBI Mutual Fund| Category: Equity: Sectoral-Technology |
| Launch Date: 14-07-1999 |
| 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 |
132.3069
0.07 (0.0548%)
13.5%
Benchmark: 15.89%
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 2 Months
0 Years 5 Months
0 Years 7 Months
24 Years 5 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 | 17.04 |
| Sharpe Ratio | 0.53 |
| Alpha | 5.2 |
| Beta | 0.82 |
| 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 - Income Distribution cum Capital Withdrawal Option (IDCW) | 14-07-1999 | 20.72 | 24.72 | 12.27 | 25.79 | 16.61 |
| 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 | - |
| SBI Technology Opportunities Fund - Regular Plan - Growth | 01-01-2013 | 20.72 | 24.72 | 12.27 | 25.77 | 16.6 |
| 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
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
