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SBI Technology Opportunities Fund

SBI Technology Opportunities Fund

Regular PlanGrowth Option

Fund Performance

Lumpsum

SIP

36.05

as on 06 Dec 2021

3 Years

Investment of ₹ 10,000 in this fund 3 Years back would be ₹ 25,203 today.

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NAV Performance

SBI Technology Opportunities Fund performance graph for last 3 years
Performance of SBI Technology Opportunities Fund for last 3 Years

Fund Information

  • ₹ 152.817

    as on 06 Dec 2021
  • Regular - Growth

  • -

  • ₹ 5,000

  • ₹ 915 Cr.

    as on 06 Dec 2021
  • 2.52%

    since 31 May 2021
  • 09 Jan 2013

  • Equity - Sectoral/Thematic

  • S&P BSE Teck TRI

  • SBI Mutual Fund

    Show All Funds
  • SBI Technology Opportunities Fund - Regular Plan - Growth charges 0.5% of sell value; if fund sold before 15 days. There are no other charges.

Highlights of this fund

SBI Technology Opportunities Fund is an Open-ended Equity Fund. The fund belongs to Sectoral/Thematic category, where the investment is done in predominantly in stocks that are listed on Stock Exchanges like the Bombay Stock Exchange (BSE) or the National Stock Exchange (NSE) in India as well as Global stock exchanges like the Dow Jones, London Stock Exchange or LSE etc. This fund was started on 09 Jan 2013. This fund is offered by one of the top AMC (Assets Management Company) SBI Mutual Fund. You can also view here all other Equity funds offered by SBI Mutual Fund.

Latest NAV of the fund is ₹ 152.817 as on 06 Dec 2021.

This fund has 8 years of track record. Since 31 May 2021 expense ratio of this fund is 2.52%. Ideally you shoulds compare this fund with the benchmark S&P BSE Teck TRI.

You can invest in this fund in SIP with the minimum investment of ₹ 500. Lumpsum invest is offered with minimum investment of ₹ 5,000.

Fund Objective

To provide the investor with the opportunity of long-term capital appreciation by investing in a diversified portfolio of equity and equity related securities in technology and technology related companies.

List of Fund Managers of SBI Technology Opportunities Fund

  • About Anup Upadhyay

    Picture of Anup UpadhyayAnup joined SBIFM in 2007 after completing his Post-graduate Diploma in Management from IIM Lucknow. He was set on the learning path of equity market, as an Equity Analyst for the IT Services industry. Later on, he was fortunate to have the opportunity to cover Telecom, Media and some Capital Goods stocks also. He now contributes as the Head of Research and as the Fund Manager for Equity Opportunities Fund and SBI IT Fund. He worked as a programmer for Tata Consultancy Services for a year after graduating from IIT Kharagpur in 2004. He is also a Charter holder of the CFA Institute, USA, like most analysts in the team.

Riskometer : Risk associated with this fund

Investors understand that their principal will be at High Risk

Fund Return Comparison

Fund Name 1 Month 3 Months 6 Months 1 Year 2 Years 3 Years 5 Years 10 Years 1 Year 2 Years 3 Years 5 Years 10 Years
Category Best 0.76% 13.94% 34.57% 92.12% 66.85% 41.25% 33.00% 25.26% 72.86% 82.37% 59.14% 41.38% 27.17%
Category Average -4.36% 0.27% 9.16% 36.70% 26.24% 19.49% 15.22% 14.56% 23.38% 36.12% 27.23% 17.85% 15.06%
SBI Technology Opportunities Fund -0.66%₹ 9,934 3.16%₹ 10,316 31.32%₹ 13,132 67.92%₹ 16,792 57.03%₹ 15,439 51.99%₹ 23,128 63.93%₹ 41,806 36.05%₹ 25,203 48.49%₹ 70,186 28.86%₹ 35,554 35.66%₹ 1,43,324 - -
ICICI Prudential Technology Fund -1.16%₹ 9,883 4.48%₹ 10,447 34.57%₹ 13,457 76.58%₹ 17,657 63.92%₹ 15,827 66.85%₹ 27,879 81.28%₹ 47,261 41.25%₹ 28,205 59.14%₹ 79,821 33.00%₹ 41,643 41.38%₹ 1,63,506 25.26%₹ 95,314 27.17%₹ 5,08,008
Aditya Birla Sun Life Digital India Fund 0.68%₹ 10,068 4.91%₹ 10,490 29.09%₹ 12,908 71.85%₹ 17,185 58.09%₹ 15,499 59.46%₹ 25,459 71.30%₹ 44,090 39.97%₹ 27,449 54.35%₹ 75,385 32.39%₹ 40,701 39.17%₹ 1,55,444 22.61%₹ 76,966 26.09%₹ 4,79,036
Tata Digital India Fund -1.08%₹ 9,892 5.03%₹ 10,503 33.68%₹ 13,367 77.54%₹ 17,754 62.56%₹ 15,751 58.21%₹ 25,063 72.99%₹ 44,623 38.36%₹ 26,509 53.59%₹ 74,699 32.88%₹ 41,457 39.39%₹ 1,56,238 - -
Quant Infrastructure Fund 0.05%₹ 10,005 13.94%₹ 11,394 22.31%₹ 12,231 92.12%₹ 19,211 72.86%₹ 16,325 52.90%₹ 23,406 82.37%₹ 47,613 37.41%₹ 25,965 55.98%₹ 76,879 25.30%₹ 30,902 33.71%₹ 1,36,945 14.97%₹ 40,410 20.94%₹ 3,62,487
Quant Consumption Fund -1.94%₹ 9,805 3.57%₹ 10,356 15.60%₹ 11,560 65.50%₹ 16,549 46.97%₹ 14,863 51.36%₹ 22,937 64.22%₹ 41,894 32.14%₹ 23,088 47.63%₹ 69,448 22.97%₹ 28,130 29.44%₹ 1,23,839 18.17%₹ 53,202 22.04%₹ 3,84,645

Portfolio Holdings

Portfolio holdings pattern of SBI Technology Opportunities Fund as on 08 Dec 2021 are listed below:

  • Equity Holdings:

    94.10%
  • Debt Holdings:

    0.00%
  • Others Holdings:

    5.90%

Top Sector Holdings of SBI Technology Opportunities Fund

Name of SectorHolding PercentageHolding Values in Crore
Computers - Software 50.28% ₹ 950.94 Cr.
Foreign Equity 22.70% ₹ 429.08 Cr.
IT enabled services – software 6.27% ₹ 139.44 Cr.
Software -Telecom 7.11% ₹ 134.45 Cr.
Telecom - services 4.22% ₹ 80.98 Cr.
Others 9.42% -

Top Stock Holdings of SBI Technology Opportunities Fund

Name of StocksHolding PercentageHolding Values in Crore
Infosys Ltd. 22.47% ₹ 424.89 Cr.
Alphabet Inc 9.69% ₹ 183.14 Cr.
HCL Technologies Limited 8.43% ₹ 159.41 Cr.
Tech Mahindra Ltd. 7.11% ₹ 134.45 Cr.
Tata Consultancy Services Ltd. 5.91% ₹ 111.76 Cr.
Others 46.39% -

Other Holdings

Holding TypeHolding Percentage
TREPS 8.00%
Net Receivables -2.10%