SBI Technology Opportunities Fund Regular Growth
- Sector - Technology
- Equity
- Very High Risk
Rating:
Key Metrics
Aum
₹4,592.46 Cr
Expense Ratio
2.00%
Exit Load
0.50%
Min. Investment
₹5,000.00
Min. SIP
₹500.00
Launch Date
9 Jan 2013
CAGR Returns
| Period | Absolute(%) | Annualised(%) |
|---|---|---|
| 1 Month | -1.91% | -- |
| 3 Months | +9.47% | -- |
| 6 Months | +9.01% | -- |
| 1 Year | -5.98% | -5.98% |
| 2 Years | -- | -2.62% |
| 3 Years | +29.01% | +8.86% |
| 5 Years | +37.11% | +6.52% |
| Since Launch | +790.32% | +17.37% |
Holdings as on 5 Sep 2026
| Name | Value (₹Cr) | Holding % |
|---|---|---|
| Bharti Airtel | 788.80 | 17.18 |
| Infosys | 496.70 | 10.82 |
| Tata Consultancy Services | 335.92 | 7.31 |
| Eternal | 320.60 | 6.98 |
| LTM Ltd | 218.11 | 4.75 |
| Amagi Media Labs Ltd | 206.59 | 4.50 |
| Coforge | 206.52 | 4.50 |
| Firstsource Solutions | 181.28 | 3.95 |
| Cognizant Technology Solutions Corp Class A | 174.20 | 3.79 |
| Alphabet Inc Class A | 169.83 | 3.70 |
Morning Star Rating
Rating:
Risk
Return
Risk & Volitility
0.28
Sharpe Ratio
19.40%
Std. Deviation
5.44%
Tracking Error
5.58%
Alpha
0.93
Beta
Peer Comparison
| Fund Name | 1Y | 3Y | 5Y |
|---|---|---|---|
| Franklin India Technology Fund Growth | -5.84% | +9.19% | +7% |
| SBI Technology Opportunities Fund Regular Growth | -5.98% | +8.86% | +6.52% |
| ICICI Prudential Technology Fund Growth | -6.77% | +6.92% | +3.66% |
| Tata Digital India Fund Regular Growth | -9.47% | +5.56% | +3.24% |
| Aditya Birla Sun Life Digital India Fund Growth | -4.79% | +4.99% | +4.01% |
Results are calculated on CAGR basis
About Fund
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.
The SBI Technology Opportunities Fund Regular Growth has an AUM of 4592.46 crores & has delivered CAGR of 6.52 in the last 5 years. The fund has an exit load of 0.50% and an expense ratio of 2.00%. The minimum investment in SBI Technology Opportunities Fund Regular Growth is Rs 5000 and the minimum SIP is Rs 500.
As per morningstar the risk & return rating of the fund are High & Moderate respectively.
The fund has a present cash holding of %. The top holdings of the fund include Bharti Airtel, Infosys, Tata Consultancy Services, Eternal.
The major sectors where the fund is invested are Software & Programming, Communications Services, Computer Services, Business Services.
Some of the similar funds are Franklin India Technology Fund Growth, SBI Technology Opportunities Fund Regular Growth, ICICI Prudential Technology Fund Growth, Tata Digital India Fund Regular Growth, Aditya Birla Sun Life Digital India Fund Growth. SBI Technology Opportunities Fund Regular Growth has a sharpe ratio of 0.28 & a standard deviation of 19.40%.
FAQs
According to the morning star rating SBI Technology Opportunities Fund Regular Growth has a High risk & Moderate return.
SBI Technology Opportunities Fund Regular Growth is managed by Vivek Gedda.
The expense ratio of SBI Technology Opportunities Fund Regular Growth is 2.00%.
The 5 year annualized return on SBI Technology Opportunities Fund Regular Growth is 6.52% & it has generated -5.98% in the last 1 year.
The minimum investment in SBI Technology Opportunities Fund Regular Growth is 5000 Rs.
SBI Technology Opportunities Fund Regular Growth has an AUM of 4592.46 crores.
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