SBI Technology Opportunities Fund - Regular Plan - Income Distribution cum Capital Withdrawal Option (IDCW)
Fund House: SBI Mutual Fund
Category: Equity: Sectoral-Technology
Status: Open Ended Schemes
Launch Date: 14-07-1999
Minimum Investment: 5000.0
Asset Class: Equity
Minimum Topup: 1000.0
Benchmark: BSE Teck TRI
Total Assets: 4934.03 As on (31-10-2025)
Expense Ratio: 1.9% As on (31-10-2025)
Turn over: 81.00% | Exit Load: For exit within 15 days from the date of allotment – 0.50% 1For exit after 15 days from the date of allotment – Nil.
NAV as on 05-12-2025
140.1211
-0.0669
CAGR Since Inception
13.27%
BSE Teck TRI 15.03%
PERFORMANCE
| Scheme Performance (%) | 1-Year Ret (%) | 3-Yrs Ret (%) | 5-Yrs Ret (%) | 10-Yrs Ret (%) | Since Launch Ret (%) |
|---|---|---|---|---|---|
| SBI Technology Opportunities Fund - Regular Plan - Income Distribution cum Capital Withdrawal Option (IDCW) | 2.44 | 16.28 | 20.63 | 17.76 | 13.27 |
| Benchmark | - | - | - | - | - |
| Equity: Sectoral-Technology | -4.63 | 15.69 | 18.53 | 17.58 | 11.74 |
Funds Manager
Mr. Vivek Gedda,
RETURNS CALCULATORS for SBI Technology Opportunities Fund - Regular Plan - Income Distribution cum Capital Withdrawal Option (IDCW)
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 - Income Distribution cum Capital Withdrawal Option (IDCW)
Portfolio Holdings
Show All Holdings
Sector Allocation
Show All Sectors
PEER COMPARISION of SBI Technology Opportunities Fund - Regular Plan - Income Distribution cum Capital Withdrawal Option (IDCW)
| Scheme Name | Inception Date | 1 Year Rtn (%) | 2 Year Rtn (%) | 3 Year Rtn (%) | 5 Year Rtn (%) | 10 Year Rtn (%) |
|---|---|---|---|---|---|---|
| SBI Technology Opportunities Reg IDCW | 14-07-1999 | 2.44 | 19.13 | 16.28 | 20.63 | 17.76 |
| WhiteOak Capital Digital Bharat Fund Reg Gr | 11-10-2024 | 3.23 | 0.0 | 0.0 | 0.0 | 0.0 |
| SBI Technology Opportunities Reg Gr | 01-01-2013 | 2.44 | 19.13 | 16.28 | 20.63 | 17.75 |
| Motilal Oswal Digital India Fund Reg Gr | 04-11-2024 | 0.44 | 0.0 | 0.0 | 0.0 | 0.0 |
| Edelweiss Technology Reg Gr | 06-03-2024 | 0.1 | 0.0 | 0.0 | 0.0 | 0.0 |
| Franklin India Technology Fund Gr | 22-08-1998 | -3.67 | 16.32 | 21.88 | 17.2 | 17.07 |
| ICICI Pru Technology Fund Gr | 03-03-2000 | -4.39 | 15.19 | 13.8 | 18.51 | 17.91 |
| Invesco India Technology Fund Reg Gr | 23-09-2024 | -5.13 | 0.0 | 0.0 | 0.0 | 0.0 |
| HDFC Technology Fund Gr | 08-09-2023 | -5.97 | 16.81 | 0.0 | 0.0 | 0.0 |
| ABSL Digital India Gr Reg | 15-01-2000 | -6.87 | 10.45 | 12.9 | 17.71 | 17.58 |
Asset Allocation (%)
Key Performance and Risk Statistics of SBI Technology Opportunities Fund - Regular Plan - Income Distribution cum Capital Withdrawal Option (IDCW)
| Key Statistics | Volatility | Sharpe Ratio | Alpha | Beta | Yield to Maturity | Average Maturity |
|---|---|---|---|---|---|---|
| SBI Technology Opportunities Fund - Regular Plan - Income Distribution cum Capital Withdrawal Option (IDCW) | 17.04 | 0.53 | 5.2 | 0.82 | - | - |
| Equity: Sectoral-Technology | - | - | - | - | - | - |