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SBI Technology Opportunities Fund

SBI Technology Opportunities Fund

Regular PlanGrowth Option

Fund Performance

Lumpsum

SIP

29.85

as on 08 Dec 2022

3 Years

Investment of ₹ 10,000 in this fund 3 Years back would be ₹ 21,943 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

  • ₹ 144.987

    as on 08 Dec 2022
  • Regular - Growth

  • -

  • ₹ 5,000

  • ₹ 2,057 Cr.

    as on 31 Dec 2021
  • 2.27%

  • 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 ₹ 144.987 as on 08 Dec 2022.

This fund has 9 years of track record. Since 30 Nov 2021 expense ratio of this fund is 2.27%. 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 11.56% 13.04% 27.27% 29.93% 50.35% 41.32% 25.40% 22.16% 43.83% 35.22% 49.74% 34.77% 22.42%
Category Average 1.97% 3.31% 15.28% 6.69% 21.65% 20.03% 11.24% 13.69% 16.41% 14.27% 21.98% 17.33% 14.35%
SBI Technology Opportunities Fund 6.53%₹ 10,653 9.59%₹ 10,959 8.70%₹ 10,869 -7.83%₹ 9,217 4.84%₹ 12,312 25.61%₹ 15,776 11.16%₹ 26,846 29.85%₹ 21,943 25.29%₹ 51,933 24.42%₹ 29,837 24.12%₹ 1,09,056 - -
ICICI Prudential Commodities Fund 5.02%₹ 10,501 9.12%₹ 10,911 21.77%₹ 12,176 17.81%₹ 11,780 27.93%₹ 13,744 44.02%₹ 20,741 26.50%₹ 30,937 41.32%₹ 28,306 44.44%₹ 66,716 - - - -
Quant Infrastructure Fund 4.03%₹ 10,403 5.89%₹ 10,588 22.65%₹ 12,264 16.34%₹ 11,633 29.31%₹ 13,828 50.35%₹ 22,604 35.22%₹ 33,358 41.16%₹ 28,207 49.74%₹ 71,241 21.86%₹ 26,889 34.77%₹ 1,40,348 17.07%₹ 48,430 22.42%₹ 3,92,728
Quant Consumption Fund 2.82%₹ 10,281 6.32%₹ 10,631 22.56%₹ 12,256 13.06%₹ 11,305 26.99%₹ 13,688 37.28%₹ 18,845 26.28%₹ 30,878 38.65%₹ 26,725 39.11%₹ 62,351 19.04%₹ 23,918 29.62%₹ 1,24,367 19.23%₹ 58,116 22.26%₹ 3,89,381
ICICI Prudential Technology Fund 4.54%₹ 10,454 5.94%₹ 10,594 3.80%₹ 10,380 -14.24%₹ 8,576 -5.22%₹ 11,658 24.34%₹ 15,460 5.99%₹ 25,512 34.88%₹ 24,596 27.13%₹ 53,249 25.40%₹ 31,030 25.82%₹ 1,13,605 22.16%₹ 74,102 21.19%₹ 3,67,452
Aditya Birla Sun Life Digital India Fund 4.51%₹ 10,451 6.78%₹ 10,678 6.01%₹ 10,601 -13.13%₹ 8,686 -2.86%₹ 11,814 23.31%₹ 15,205 6.08%₹ 25,536 31.40%₹ 22,739 24.11%₹ 51,100 24.00%₹ 29,328 24.26%₹ 1,09,423 21.06%₹ 67,714 20.71%₹ 3,57,930

Portfolio Holdings

Portfolio holdings pattern of SBI Technology Opportunities Fund as on 10 Dec 2022 are listed below:

  • Equity Holdings:

    93.93%
  • Debt Holdings:

    0.00%
  • Others Holdings:

    6.07%

Top Sector Holdings of SBI Technology Opportunities Fund

Name of SectorHolding PercentageHolding Values in Crore
Computers - Software 50.10% ₹ 1,153.29 Cr.
Foreign Equity 23.29% ₹ 535.96 Cr.
Software -Telecom 7.08% ₹ 162.89 Cr.
IT enabled services – software 5.93% ₹ 136.49 Cr.
Telecom - services 5.27% ₹ 121.50 Cr.
Others 8.33% -

Top Stock Holdings of SBI Technology Opportunities Fund

Name of StocksHolding PercentageHolding Values in Crore
Infosys Ltd. 22.60% ₹ 520.21 Cr.
HCL Technologies Limited 9.41% ₹ 216.57 Cr.
Alphabet Inc 9.10% ₹ 209.55 Cr.
Tech Mahindra Ltd. 7.08% ₹ 162.89 Cr.
Tata Consultancy Services Ltd. 5.34% ₹ 122.96 Cr.
Others 46.47% -

Other Holdings

Holding TypeHolding Percentage
TREPS 6.77%
Net Receivables -0.70%