SBI Technology Opportunities Fund - Regular Plan - Growth

(Erstwhile SBI IT Fund - Regular Plan - Growth)

Category: Equity: Sectoral-Technology
Launch Date: 01-01-2013
Asset Class: Equity
Benchmark: BSE Teck TRI
Expense Ratio: 1.91% As on (30-04-2025)
Status: Open Ended Schemes
Minimum Investment: 5000.0
Minimum Topup: 1000.0
Total Assets: 4,224.88 Cr As on (30-04-2025)
Turn over: 24
NAV as on 26-05-2025

211.9296

0.72 (0.34%)

CAGR Since Inception

19.67%

BSE Teck TRI 15.14%

PERFORMANCE of SBI Technology Opportunities Fund - Regular Plan - Growth

Scheme Performance (%) Data as on - 27-05-2025

1-Year Ret (%) 3-Yrs Ret (%) 5-Yrs Ret (%) 10-Yrs Ret (%) Since Launch Ret (%)
SBI Technology Opportunities Fund - Regular Plan - Growth 20.85 18.37 27.86 16.51 19.67
Benchmark - - - - -
Equity: Sectoral-Technology 12.75 17.04 28.4 16.73 10.14

Yearly Performance (%)

Nav Movement

Fund Managers

Mr. Saurabh Pant, Mr. Pradeep Kesavan, Mr. Vivek Gedda,

Investment Objective

The scheme seeks to provide maximum growth opportunities through investments in IT stocks.

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

Growth of 10000 In SIP (Fund vs Benchmark)

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Growth of 10000 In LUMPSUM (Fund vs Benchmark)

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Rolling Returns

Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.

Riskometer

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 0.45 4.53 0.75 - -
Equity: Sectoral-Technology - - - - - -

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

Period
Data as on - 27-05-2025
Scheme Name Launch
Date
1-Year
Ret (%)
2-Yrs
Ret (%)
3-Yrs
Ret (%)
5-Yrs
Ret (%)
10-Yrs
Ret (%)
SBI Technology Opportunities Fund - Regular Plan - Growth 01-01-2013 20.85 21.5 18.37 27.86 16.51
HDFC Technology Fund - Growth Option 08-09-2023 18.49 0.0 0.0 0.0 0.0
ICICI Prudential Technology Fund - Growth 03-03-2000 15.22 20.6 15.09 31.51 17.18
Kotak Technology Fund - Regular Plan - Growth Option 04-03-2024 14.12 0.0 0.0 0.0 0.0
Tata Digital India Fund-Regular Plan-Growth 05-12-2015 11.54 20.0 14.89 28.52 0.0
Aditya Birla Sun Life Digital India Fund - Growth - Regular Plan 15-01-2000 10.78 17.43 15.34 28.21 17.22
Edelweiss Technology Fund - Regular Plan - Growth 06-03-2024 10.23 0.0 0.0 0.0 0.0
Franklin India Technology Fund-Growth 22-08-1998 8.51 26.75 21.5 25.88 15.99
Quant Teck Fund - Growth Option - Regular Plan 11-09-2023 4.97 0.0 0.0 0.0 0.0

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

Asset Allocation (%)