MyWealthGrowth.com logo
HomeMutual Funds

SBI Technology Opportunities Fund

SBI Technology Opportunities Fund

Regular PlanGrowth Option

Fund Performance

Lumpsum

SIP

35.85

as on 20 Mar 2023

3 Years

Investment of ₹ 10,000 in this fund 3 Years back would be ₹ 25,072 today.

Invest Now

NAV Performance

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

Fund Information

  • ₹ 138.239

    as on 20 Mar 2023
  • 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 ₹ 138.239 as on 20 Mar 2023.

This fund has 10 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 2.72% 4.00% 19.02% 22.15% 38.01% 54.23% 20.61% 19.80% 21.95% 23.36% 34.28% 27.23% 19.20%
Category Average -3.15% -5.75% -4.03% 2.22% 11.04% 26.98% 10.42% 13.79% 0.72% 3.57% 14.25% 13.59% 12.52%
SBI Technology Opportunities Fund -7.09%₹ 9,291 -1.02%₹ 9,898 7.25%₹ 10,724 -9.04%₹ 9,095 1.58%₹ 12,102 14.07%₹ 13,016 1.72%₹ 24,429 35.85%₹ 25,072 17.24%₹ 46,414 19.79%₹ 24,679 20.07%₹ 98,824 17.94%₹ 52,111 17.75%₹ 3,05,002
ICICI Prudential Commodities Fund -2.89%₹ 9,711 -6.25%₹ 9,374 -0.61%₹ 9,939 6.45%₹ 10,645 7.70%₹ 12,492 25.48%₹ 15,753 10.67%₹ 26,707 54.23%₹ 36,685 32.72%₹ 57,319 - - - -
Quant Infrastructure Fund -2.67%₹ 9,732 -13.19%₹ 8,681 -11.34%₹ 8,866 4.93%₹ 10,493 -4.36%₹ 11,717 26.23%₹ 15,943 8.94%₹ 26,262 52.83%₹ 35,693 32.52%₹ 57,170 19.42%₹ 24,300 27.23%₹ 1,17,401 17.51%₹ 50,258 19.15%₹ 3,28,789
Quant Consumption Fund -2.72%₹ 9,727 -10.76%₹ 8,924 -9.26%₹ 9,074 4.36%₹ 10,435 -2.00%₹ 11,871 20.89%₹ 14,620 5.60%₹ 25,409 46.23%₹ 31,269 24.07%₹ 51,038 17.08%₹ 22,011 23.14%₹ 1,06,442 19.37%₹ 58,802 19.20%₹ 3,29,676
ICICI Prudential Infrastructure Fund 0.07%₹ 10,006 -2.25%₹ 9,775 5.79%₹ 10,578 22.15%₹ 12,214 21.95%₹ 13,374 28.23%₹ 16,453 23.36%₹ 30,061 42.94%₹ 29,205 34.28%₹ 58,503 14.35%₹ 19,559 23.46%₹ 1,07,250 15.11%₹ 40,887 15.73%₹ 2,73,449
ICICI Prudential Technology Fund -7.68%₹ 9,231 -2.57%₹ 9,742 1.96%₹ 10,195 -18.39%₹ 8,161 -7.39%₹ 11,517 9.90%₹ 12,081 -4.73%₹ 22,832 42.44%₹ 28,900 16.64%₹ 46,018 20.61%₹ 25,537 20.77%₹ 1,00,520 19.80%₹ 60,971 18.86%₹ 3,23,687

Portfolio Holdings

Portfolio holdings pattern of SBI Technology Opportunities Fund as on 21 Mar 2023 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%