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Business News/Market/Market Stats/    SBI Technology Opportunities Fund Regular Growth

SBI Technology Opportunities Fund Regular Growth

+
  • Equity
  • Sector - Technology
  • Rating N.A.
  • Plan
161.32 -0.16 (-0.10%) NAV as on 21 Sep, 2023
  • 5D
  • 1M
  • 6M
  • 1Y
  • 5Y
  • MAX

Key Metrics

  • AUM (in Cr)3216.30
  • CAGR 26.09%
  • Exit Load0.50%
  • Expense ratio2.01%
  • CategoryEquity
  • Min Investment5000
  • Min SIP500
  • Launch Date2013-01-09

Morning Star Rating N.A.

Medium
Risk
Exceptional
Return

Asset Allocation

Holdings As On - 22 September 2023

  • Name
  • Value (Cr)
  • Holding %
  • Netflix Inc
  • 136.26
  • 4.24%
View More

Risk & Volitility

  • Alpha 5.58%
  • Beta 0.93
  • Sharpe Ratio1.22
  • Std Deviation 17.70%
  • Tracking Error 5.44%

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 3216.30 crores & has delivered CAGR of 20.30% in the last 5 years. The fund has an exit load of 0.50% and an expense ratio of 2.01%. 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 Medium & Exceptional respectively.

 

The top holdings of the fund include Infosys, Tata Consultancy Services, Bharti Airtel & Tech Mahindra.

 

The major sectors where the fund is invested are Software & Programming, Communications Services, Computer Services & Motion Pictures.

 

Some of the similar funds are Aditya Birla Sun Life Digital India Fund Growth, SBI Technology Opportunities Fund Regular Growth, Tata Digital India Fund Regular Growth, Franklin India Technology Fund Growth, Quant Teck Fund Regular Growth. SBI Technology Opportunities Fund Regular Growth has a sharpe ratio of 1.22 & a standard deviation of 17.70%.

FAQs about SBI Technology Opportunities Fund Regular Growth

According to the morning star rating SBI Technology Opportunities Fund Regular Growth has a Medium risk & Exceptional return.
SBI Technology Opportunities Fund Regular Growth is managed by Saurabh Pant,Mohit Jain.
The expense ratio of SBI Technology Opportunities Fund Regular Growth is 2.01%.
The 5 year annualized return on SBI Technology Opportunities Fund Regular Growth is 20.30% & it has generated 26.09% 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 3216.30 crores.
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