SBI Technology Opportunities Fund Regular Growth

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Equity
Sector - Technology
Rating N.A.
Plan

180.22 -2.10 (-1.15%) NAV as on 13 Mar, 2026

5D
1M
6M
1Y
5Y
MAX

Key Metrics

AUM (in Cr)4273.37
CAGR -6.30%
Exit Load0.50%
Expense ratio1.90%
CategoryEquity
Min Investment5000
Min SIP500
Launch Date2013-01-09

Asset Allocation

Holdings As On - 16 March 2026

Holdings

Sectors

Name
Value (Cr)
Holding %

Infosys
571.42
13.37%

Bharti Airtel
375.86
8.80%

Eternal
261.08
6.11%

LTIMindtree
223.10
5.22%

Black Buck Ltd
174.81
4.09%

Firstsource Solutions
159.89
3.74%

Swiggy
150.88
3.53%

Peer Comparison

Fund Name
Franklin India Technology Fund Growth-6.73%
SBI Technology Opportunities Fund Regular Growth-6.3%
Tata Digital India Fund Regular Growth-13%
Aditya Birla Sun Life Digital India Fund Growth-11.17%
HDFC Technology Fund Regular Growth-12.82%

Risk & Volitility

Alpha 5.58%
Beta 0.93
Sharpe Ratio0.27
Std Deviation 17.20%
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 4273.37 crores & has delivered CAGR of 11.06% in the last 5 years. The fund has an exit load of 0.50% and an expense ratio of 1.90%. 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 & High respectively.

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

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

Some of the similar funds are Franklin India Technology Fund Growth, SBI Technology Opportunities Fund Regular Growth, Tata Digital India Fund Regular Growth, Aditya Birla Sun Life Digital India Fund Growth, HDFC Technology Fund Regular Growth. SBI Technology Opportunities Fund Regular Growth has a sharpe ratio of 0.27 & a standard deviation of 17.20%.