close
Sucess

Great! You have sucessfully subscribed for newsletters for investments

Subscribed email:

SBI Technology Opportunities Fund Direct-Growth

NAV as of Jul 21, 2025Returns since inceptionET Money RankAUM (Fund size)
20.81% p.a.
lock icon powered by genius
4,225 Cr

Historical NAV & returns

NAV: ₹246.7292 as on Jul 21, 2025
This fund Category average
Loading...
This fund Category average

SBI Technology Opportunities Fund overview

Expense ratio0.88% as on May 31, 2025
Exit load0.5%info
Exit load of 0.50% if redeemed within 15 days!
AUM (Fund size)4,225 Cr
Lock-in PeriodNil
Age12 yrs 6 m since Jan 01, 2013
BenchmarkBSE Teck TRI
Min. investment

SIP: 500 & Lumpsum: 5000

RiskVery HighVery High Risk
Short term capital gains (STCG)Returns taxed at 20% if you redeem before 1 year
Long term capital gains (LTCG)After 1 year, returns above ₹1.25 lakh in a financial year are taxed at 12.5%

SBI Technology Opportunities Fund Returns calculator

Investment type
Investment period
Investment period
Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully. Past performance is not an indicator of future returns.
  • Total investment ₹ 12 lakh
  • Profit ₹12 lakhs
  • Total corpus ₹1 lakh
  • Absolute return 52.69%

Trailing returns as on Jul 22, 2025

PeriodThis fundCategory average
1 Month -1.75% -1.94%
3 Months 12.18% 12.21%
6 Months 0.49% -0.27%
1 Year 8.24% 1.83%
2 Years 21.34% 20.23%
3 Years 19.29% 18.39%
4 Years 14.49% 12.78%
5 Years 25.86% 25.24%
7 Years 20.79% 20.31%
10 Years 17.81% 17.84%

Asset allocationas on Apr 30, 2025

Large Cap 57.19%

Mid Cap 16.01%

Small Cap 23.97%

Other Cap 0%

Top sectors

Technology 55.07999999999999%

Services 25.599999999999998%

Communication 13.93%

Healthcare 1.18%

Credit quality

Bifurcation by Credit Quality is not available for this fund

Top Debt Holdings

Reserve Bank of India 0.07%

Allocation by Instruments

Foreign - Equity 10.899999999999999%

Repo 2.89%

Treasury Bills 0.07%

Other Holdings

Others 4.02%

Peer comparison

Fund nameETM RankAUMFund ageExpense ratio
SBI Technology Opportunities FundN.A.4,225 Cr12 yrs 6 m0.88%
Franklin India Technology FundN.A.1,862 Cr12 yrs 6 m1.05%
Tata Digital India FundN.A.11,688 Cr9 yrs 7 m0.43%
Aditya Birla Sun Life Digital India FundN.A.4,530 Cr12 yrs 6 m0.85%
ICICI Prudential Technology FundN.A.12,983 Cr12 yrs 6 m0.97%
Fund name1M6M1Y3Y5Y10Y
SBI Technology Opportunities Fund-1.75%0.49%8.24%19.29%25.86%17.81%
Franklin India Technology Fund-1.82%-2.69%0.53%23.52%22.81%17.09%
Tata Digital India Fund-3.66%-7.94%-1.62%16.68%25.78%18.58%
Aditya Birla Sun Life Digital India Fund-2.57%-4.15%-1.7%16.22%24.92%18.34%
ICICI Prudential Technology Fund-2.85%-3.81%2.0%16.23%26.82%18.13%
Fund nameStd. deviationBetaSharpeSortino
SBI Technology Opportunities Fund15.130.770.931.84
Franklin India Technology Fund16.640.791.071.87
Tata Digital India Fund17.070.890.741.26
Aditya Birla Sun Life Digital India Fund16.520.860.721.27
ICICI Prudential Technology Fund16.210.840.721.21

Key risk & return ratios Compared to other funds in the category

Alpha 8.37 vs. 2.66 Higher outperformance against benchmark
Sharpe 0.93 vs. 5.86 Poor risk-adjusted returns
Beta 0.77 vs. 0.5 More sensitive to market's ups & downs
Standard deviation 15.13 vs. 6.8 More volatile performance

Compare SBI Technology Opportunities Fund in detail with

ET Money rank

in Sectoral-Technology
#NA
Ranking for this fund is unavailable.
  • Volatility Protection: This fund is one of the best in protecting against volatility in it's category.
  • Return Outperformance: This fund has generated highest return amongst Sectoral-Technology funds in the last 10 Years.
  • Chance: This fund has generated a 16.47% annual return in 70% of times for investors holding for at least 5 years.
  • Return/Risk: For every unit of risk this fund takes, it produces 20% more returns.
  • Age: This is the oldest Sectoral-Technology fund.
  • Exit Load: Exit load of 0.50% if redeemed within 15 days