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SBI Technology Opportunities Fund

SBI Technology Opportunities Fund

Regular PlanGrowth Option

Fund Performance

Lumpsum

SIP

30.29

as on 02 Aug 2021

3 Years

Investment of ₹ 10,000 in this fund 3 Years back would be ₹ 22,132 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

  • ₹ 137.746

    as on 02 Aug 2021
  • Regular - Growth

  • -

  • ₹ 5,000

  • ₹ 915 Cr.

    as on 02 Aug 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 ₹ 137.746 as on 02 Aug 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 15.19% 31.14% 75.85% 158.58% 56.12% 35.34% 28.50% 23.26% 174.29% 85.14% 56.36% 39.40% 26.22%
Category Average 3.42% 14.34% 21.38% 61.19% 28.39% 14.98% 13.87% 12.98% 59.56% 42.60% 28.56% 18.21% 15.23%
SBI Technology Opportunities Fund 8.02%₹ 10,802 25.25%₹ 12,525 33.46%₹ 13,345 83.87%₹ 18,387 89.09%₹ 17,200 46.05%₹ 21,352 67.65%₹ 42,932 30.29%₹ 22,132 47.01%₹ 68,880 23.26%₹ 28,465 34.03%₹ 1,37,924 - -
ICICI Prudential Technology Fund 8.20%₹ 10,819 28.24%₹ 12,824 38.81%₹ 13,881 106.48%₹ 20,648 101.70%₹ 17,872 56.12%₹ 24,401 85.14%₹ 48,480 35.34%₹ 24,809 56.36%₹ 77,183 28.50%₹ 35,062 39.40%₹ 1,56,210 23.26%₹ 81,086 26.22%₹ 4,82,374
Aditya Birla Sun Life Digital India Fund 5.84%₹ 10,583 23.51%₹ 12,351 34.23%₹ 13,422 91.30%₹ 19,130 88.82%₹ 17,185 53.49%₹ 23,586 74.88%₹ 45,194 33.06%₹ 23,577 51.67%₹ 72,937 27.46%₹ 33,668 37.25%₹ 1,48,644 20.51%₹ 64,720 24.91%₹ 4,49,344
Mirae Asset Healthcare Fund 2.09%₹ 10,209 13.96%₹ 11,396 27.99%₹ 12,799 47.04%₹ 14,704 51.25%₹ 15,104 53.67%₹ 23,641 57.84%₹ 39,936 31.36%₹ 22,685 44.49%₹ 66,743 - - - -
Tata Digital India Fund 6.85%₹ 10,685 24.20%₹ 12,419 34.31%₹ 13,430 90.70%₹ 19,070 92.00%₹ 17,356 49.30%₹ 22,315 73.51%₹ 44,762 30.66%₹ 22,321 49.53%₹ 71,055 26.80%₹ 32,800 36.90%₹ 1,47,450 - -
Nippon India Pharma Fund 1.14%₹ 10,114 13.37%₹ 11,336 26.62%₹ 12,662 48.41%₹ 14,840 52.60%₹ 15,181 51.08%₹ 22,849 56.05%₹ 39,399 28.15%₹ 21,061 41.50%₹ 64,276 17.47%₹ 22,374 27.94%₹ 1,19,470 18.19%₹ 53,257 20.08%₹ 3,45,994

Portfolio Holdings

Portfolio holdings pattern of SBI Technology Opportunities Fund as on 04 Aug 2021 are listed below:

  • Equity Holdings:

    93.64%
  • Debt Holdings:

    0.00%
  • Others Holdings:

    6.36%

Top Sector Holdings of SBI Technology Opportunities Fund

Name of SectorHolding PercentageHolding Values in Crore
Computers - software 56.95% ₹ 521.03 Cr.
Foreign equity 15.23% ₹ 139.27 Cr.
It enabled services – software 9.87% ₹ 90.24 Cr.
Software -telecom 5.01% ₹ 45.78 Cr.
Telecom - services 3.87% ₹ 35.38 Cr.
Others 9.07% -

Top Stock Holdings of SBI Technology Opportunities Fund

Name of StocksHolding PercentageHolding Values in Crore
Infosys Ltd. 23.79% ₹ 217.63 Cr.
Alphabet Inc 8.80% ₹ 80.45 Cr.
HCL Technologies Limited 8.07% ₹ 73.80 Cr.
Tata Consultancy Services Ltd. 7.00% ₹ 64.04 Cr.
Tech Mahindra Ltd. 5.01% ₹ 45.78 Cr.
Others 47.33% -

Other Holdings

Holding TypeHolding Percentage
TREPS 7.18%
Net Receivables -0.82%