SBI Technology Opportunities Fund - Regular Plan - Growth

Fund House: SBI Mutual Fund

Category: Equity: Sectoral-Technology

Status: Open Ended Schemes

Launch Date: 01-01-2013

Minimum Investment: 5000.0

Asset Class: Equity

Minimum Topup: 1000.0

Benchmark: BSE Teck TRI

Total Assets: 5229.32 As on (31-12-2025)

Expense Ratio: 1.88% As on (31-12-2025)

Turn over: 81.00% | Exit Load:

\r\n\tFor exit within 15 days from the date of allotment – 0.50%.

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\r\n\tFor exit after 15 days from the date of allotment – Nil.

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NAV as on 16-01-2026

227.5773

1.8027

CAGR Since Inception

19.26%

BSE Teck TRI 15.02%

PERFORMANCE

Scheme Performance  (%) 1-Year Ret (%) 3-Yrs Ret (%) 5-Yrs Ret (%) 10-Yrs Ret (%) Since Launch Ret (%)
SBI Technology Opportunities Fund - Regular Plan - Growth 2.55 17.18 16.97 17.65 19.26
Benchmark - - - - -
Equity: Sectoral-Technology -1.96 17.28 14.97 17.51 10.28

Funds Manager

Mr. Vivek Gedda,

RETURNS CALCULATORS for SBI Technology Opportunities Fund - Regular Plan - Growth

Growth of 10000 In SIP (Fund vs Benchmark)

Amount

Period

Start

End

Growth of 10000 In LUMPSUM (Fund vs Benchmark)

Amount

Start

PORTFOLIO ANALYSIS of SBI Technology Opportunities Fund - Regular Plan - Growth

Portfolio Holdings

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Sector Allocation

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PEER COMPARISION of SBI Technology Opportunities Fund - Regular Plan - Growth

Scheme Name Inception Date 1 Year Rtn (%) 2 Year Rtn (%) 3 Year Rtn (%) 5 Year Rtn (%) 10 Year Rtn (%)
SBI Technology Opportunities Reg Gr 01-01-2013 2.55 12.54 17.18 16.97 17.65
WhiteOak Capital Digital Bharat Fund Reg Gr 11-10-2024 4.01 0.0 0.0 0.0 0.0
Edelweiss Technology Reg Gr 06-03-2024 2.86 0.0 0.0 0.0 0.0
Motilal Oswal Digital India Fund Reg Gr 04-11-2024 2.58 0.0 0.0 0.0 0.0
ICICI Pru Technology Fund Gr 03-03-2000 -0.67 9.4 15.96 15.21 17.99
Franklin India Technology Fund Gr 22-08-1998 -1.06 10.59 22.65 13.98 17.06
Invesco India Technology Fund Reg Gr 23-09-2024 -2.2 0.0 0.0 0.0 0.0
ABSL Digital India Gr Reg 15-01-2000 -3.04 4.61 14.93 14.14 17.61
HDFC Technology Fund Gr 08-09-2023 -3.43 10.67 0.0 0.0 0.0
Kotak Technology Reg Gr 04-03-2024 -3.46 0.0 0.0 0.0 0.0

Asset Allocation (%)

Key Performance and Risk Statistics of SBI Technology Opportunities Fund - Regular Plan - Growth

Key Statistics Volatility Sharpe Ratio Alpha Beta Yield to Maturity Average Maturity
SBI Technology Opportunities Fund - Regular Plan - Growth 17.04 0.83 5.86 0.72 - -
Equity: Sectoral-Technology - - - - - -