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: 4760.93 As on (29-08-2025)
Expense Ratio: 1.9% As on (31-08-2025)
Turn over: 81.00% | Exit Load: \r\n\tFor exit within 15 days from the date of allotment – 0.50%.\r\n\r\n\tFor exit after 15 days from the date of allotment – Nil.\r\n
NAV as on 06-10-2025
214.2903
2.9263
CAGR Since Inception
19.16%
BSE Teck TRI 14.62%
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 | -0.62 | 17.51 | 20.21 | 16.29 | 19.16 |
| Benchmark | - | - | - | - | - |
| Equity: Sectoral-Technology | -6.52 | 16.26 | 18.56 | 16.22 | 10.24 |
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 | -0.62 | 16.05 | 17.51 | 20.21 | 16.29 |
| Edelweiss Technology Reg Gr | 06-03-2024 | 0.42 | 0.0 | 0.0 | 0.0 | 0.0 |
| Invesco India Technology Fund Reg Gr | 23-09-2024 | -1.02 | 0.0 | 0.0 | 0.0 | 0.0 |
| Franklin India Technology Fund Gr | 22-08-1998 | -5.35 | 17.38 | 22.16 | 18.32 | 15.64 |
| HDFC Technology Fund Gr | 08-09-2023 | -7.44 | 14.19 | 0.0 | 0.0 | 0.0 |
| ICICI Pru Technology Fund Gr | 03-03-2000 | -7.65 | 12.43 | 14.12 | 18.51 | 16.31 |
| ABSL Digital India Gr Reg | 15-01-2000 | -9.75 | 8.79 | 13.48 | 17.78 | 16.63 |
| Kotak Technology Reg Gr | 04-03-2024 | -10.5 | 0.0 | 0.0 | 0.0 | 0.0 |
| Tata Digital India Reg Gr | 05-12-2015 | -11.56 | 11.87 | 14.05 | 18.0 | 0.0 |
| Quant Teck Fund Reg Gr | 11-09-2023 | -11.75 | 8.37 | 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 | 0.77 | 6.82 | 0.73 | - | - |
| Equity: Sectoral-Technology | - | - | - | - | - | - |