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: 4828.67 As on (30-06-2025)
Expense Ratio: 1.9% As on (30-06-2025)
Turn over: 81.00% | Exit Load: For exit within 15 days from the date of allotment 0.50%.For exit after 15 days from the date of allotment Nil.
NAV as on 25-07-2025
128.5708
-1.1793
CAGR Since Inception
13.09%
BSE Teck TRI 14.85%
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) | 5.16 | 17.61 | 24.06 | 16.52 | 13.09 |
| Benchmark | - | - | - | - | - |
| Equity: Sectoral-Technology | -2.85 | 16.46 | 22.92 | 16.67 | 10.17 |
Funds Manager
Mr. Saurabh Pant, Mr. Pradeep Kesavan, 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
Sector Allocation
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 | 5.16 | 19.3 | 17.61 | 24.06 | 16.52 |
| SBI Technology Opportunities Reg Gr | 01-01-2013 | 5.16 | 19.3 | 17.61 | 24.06 | 16.52 |
| Edelweiss Technology Reg Gr | 06-03-2024 | 2.48 | 0.0 | 0.0 | 0.0 | 0.0 |
| ICICI Pru Technology Fund Gr | 03-03-2000 | -1.17 | 17.66 | 14.57 | 24.78 | 16.99 |
| Franklin India Technology Fund Gr | 22-08-1998 | -1.82 | 22.77 | 22.39 | 21.42 | 16.18 |
| Kotak Technology Reg Gr | 04-03-2024 | -2.08 | 0.0 | 0.0 | 0.0 | 0.0 |
| HDFC Technology Fund Gr | 08-09-2023 | -2.35 | 0.0 | 0.0 | 0.0 | 0.0 |
| ABSL Digital India Gr Reg | 15-01-2000 | -5.58 | 13.88 | 14.03 | 22.49 | 16.98 |
| Tata Digital India Reg Gr | 05-12-2015 | -8.24 | 16.36 | 13.72 | 21.85 | 0.0 |
| Quant Teck Fund Reg Gr | 11-09-2023 | -12.09 | 0.0 | 0.0 | 0.0 | 0.0 |
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 | - | - | - | - | - | - |