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SBI Technology Opp Fund Direct Growth

Growth
246.690.13% (-0.31)
High
Low
Returns
0.00%
0.00%
1M
6M
1Y
3Y
5Y
Max
SIP
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1M
6M
1Y
3Y
5Y
Max
SIP

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SBI Technology Opp Fund Performance & Key Metrics

SBI Technology Opp Fund Performance & Key Metrics

Expense RatioExpense RatioNo LabelNo LabelNo LabelNo Label
0.8849.190.89
No LabelNo LabelNo LabelNo LabelNo LabelNo Label
1.4746.190.33

SBI Technology Opp Fund Scheme InfoSBI Technology Opp Fund Scheme Info

PlanPlanLock inLock inExit LoadExit Load
Growth0 yrs0.50%
0.50% on or before 15D Nil after 15D
SIP Inv.SIP Inv.Min. LumpsumMin. Lumpsum
Allowed₹ 5,000
Initial: ₹ 5,000 Incremental: ₹ 1,000
BenchmarkBenchmark
BSE TECk Index - TRI

About Sectoral Fund - Technology

About Sectoral Fund - Technology

Sectoral Funds - Technology are equity schemes that majorly invest in technology related companies It will give exposure to entire technology sector which comprised a wide range of involved in development and manufacturing of technology.

SBI Technology Opp Fund Peers

SBI Technology Opp Fund Peers & Comparison

Comparing 3 mutual funds from 
EquitySectoral Fund - Technology
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Mutual Fund1Y Returns1Y Returns3Y CAGR3Y CAGRLife CAGRLife CAGR
SBI Technology Opp Fund18.51%20.70%20.95%
ICICI Pru Technology Fund13.43%17.44%21.66%
Tata Digital India Fund10.74%18.56%19.94%
Aditya Birla SL Digital India Fund9.01%17.70%20.92%

SBI Technology Opp Fund Returns Comparison

Compare SBI Technology Opp Fund with any MF, ETF, stock or index
Compare SBI Technology Opp Fund with any MF, ETF, stock or index
SBI Technology Opp Fund
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SBI Technology Opp Fund Portfolio

SBI Technology Opp Fund Asset Allocation

SBI Technology Opp Fund Asset Allocation

Actual

Target

Sep 2024

Dec 2024

Mar 2025

May 2025

ACTUAL
Treasury BillsCash & EquivalentsEquity0.07%4.14%95.80%

Sep 2024

Dec 2024

Mar 2025

May 2025

Tickertape Separator

SBI Technology Opp Fund Sector Distribution

SBI Technology Opp Fund Sector Distribution

+6 moreLogisticsRetail - OnlineOthersTelecom ServicesIT Services & Consulting7.71 %5.02 %5.37 %9.13 %13.93 %58.84 %

Sep 2024

Dec 2024

Mar 2025

May 2025

Tickertape Separator

SBI Technology Opp Fund Sector Weightage

SBI Technology Opp Fund Sector Weightage

Mar 24Jun 24Sep 24Dec 24Mar 25May 2569.93%62.79%62.91%59.40%57.21%58.84%
IT Services & Consulting as a % of total holdings for last six quarters
Tickertape Separator

SBI Technology Opp Fund Current Holdings

SBI Technology Opp Fund Current Holdings

Equity

Debt

Others

  • Constituent
    Holding Weight
    3M Change

AMC Profile of SBI Technology Opp Fund

AMC Profile of SBI Technology Opp Fund

With 30 years of rich experience in fund management, SBI Funds Management Ltd. (SBIFML) bring forward their expertise by consistently delivering value to their investors. They have a strong and proud lineage that traces back to the State Bank of India (SBI) - India's largest bank. They are a Joint Venture between SBI and AMUNDI (France), one of the world's leading fund management companies., SBI currently holds 63% stake in SBIFMPL. They have been actively managing their investor's assets not only through our investment expertise in domestic mutual funds, but also offshore funds and portfolio management advisory services for institutional investors.

With 30 years of rich experience in fund management, SBI Funds Management Ltd. (SBIFML) bring forward their expertise by consistently delivering value to their investors. They have a strong and proud lineage that traces back to the State Bank of India (SBI) - India's largest bank. They are a Joint Venture between SBI and AMUNDI (France), one of the world's leading fund management companies., SBI currently holds 63% stake in SBIFMPL. They have been actively managing their investor's assets not only through our investment expertise in domestic mutual funds, but also offshore funds and portfolio management advisory services for institutional investors.

  • No.of Schemes

    109

  • Total AUM

    ₹ 8,13,920.44 Cr.

SBI Technology Opp Fund Manager Details

SBI Technology Opp Fund Manager Details

SBI Technology Opp Fund Manager Profile

SBI Technology Opp Fund Manager Profile

Vivek Gedda

AUM:  ₹4,529.99 Cr.

Sum of AUMs of all funds managed by the fund manager

 | 

Exp: 14yrs

Pradeep Kesavan

AUM:  ₹1,74,752.60 Cr.

Sum of AUMs of all funds managed by the fund manager

 | 

Exp: 18yrs

SBI Technology Opp Fund Manager Performance (0)

SBI Technology Opp Fund Manager Performance (0)

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SBI Technology Opp Fund Tax Implications

SBI Technology Opp Fund Tax Implications

Invested period < 1 year

Gains are treated as short-term capital gains and taxed at 20%

Invested period > 1 year

Gains are treated as long-term capital gains and taxed at 12.5%

Let’s calculate your returns after tax

Investment frequency

Monthly

One Time

Monthly Investment Amt. (₹)

Investment period (years)

CAGR (%)
This CAGR is calculated based on the actual past return given by the fund during the selected investment period. This is the annualised growth rate assuming monthly compounding.

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You make

SBI Technology Opp Fund Review & Opinions

SBI Technology Opp Fund Review & Opinions

The content here in the form of articles and videos is for information purposes only and may have been sourced from publicly available sources or otherwise. Tickertape does not guarantee the authenticity and veracity of the material shared. The User understands and agrees that Tickertape is not aware nor liable for any content shared here.

Frequently asked questions

Frequently asked questions

  1. What is the current price / NAV of SBI Technology Opp Fund?

    The current NAV of SBI Technology Opp Fund is ₹246.69, as of 23rd June 2025.

  2. What are the returns of SBI Technology Opp Fund?

    The SBI Technology Opp Fund was launched on 9th January 2013. This mutual fund's past returns are as follows:
    • 1 Year Returns: 18.51%
    • 3 Year Returns: 20.70%
    • 5 Year Returns: 28.49%

  3. What are the top 5 sectoral holdings of SBI Technology Opp Fund?

    The top sectors SBI Technology Opp Fund has invested in are as follows:
    • IT Services & Consulting | 58.84%
    • Telecom Services | 13.93%
    • Others | 9.13%
    • Retail - Online | 5.37%
    • Logistics | 5.02%
    This data is as on 23rd June 2025.

  4. What are the top 5 holdings of SBI Technology Opp Fund?

    The top 5 holdings for SBI Technology Opp Fund are as follows:
    • Infosys Ltd | 14.49%
    • Bharti Airtel Ltd | 13.93%
    • Coforge Ltd | 7.17%
    • Firstsource Solutions Ltd | 6.27%
    • LTIMindtree Ltd | 5.59%
    This data is as on 23rd June 2025.

  5. What is the asset allocation of SBI Technology Opp Fund?

    The asset allocation for SBI Technology Opp Fund is as follows:
    • Equity | 95.80%
    • Cash & Equivalents | 4.14%
    • Treasury Bills | 0.07%
    This data is as on 23rd June 2025.

  6. What is the AUM of SBI Technology Opp Fund?

    The AUM (i.e. assets under management) of SBI Technology Opp Fund is ₹4529.99 Cr as of 23rd June 2025.

  7. What is the expense ratio of SBI Technology Opp Fund?

    The expense ratio of SBI Technology Opp Fund Plan is 0.88 as of 23rd June 2025.

  8. What is the alpha ratio of SBI Technology Opp Fund?

    The alpha ratio for the SBI Technology Opp Fund is 5.12

    Alpha is the excess return of a fund compared to its expected return, based on its beta and the risk-free rate. Positive alpha indicates that the fund has outperformed its expected return, while negative alpha suggests underperformance.

  9. What is the volatility or standard deviation of SBI Technology Opp Fund?

    The volatility or standard deviation for the SBI Technology Opp Fund is 16.04

    Standard deviation measures the volatility or risk associated with the returns of a mutual fund. A higher standard deviation indicates higher volatility, suggesting that the returns of the mutual fund are more spread out from the average. On the other hand, a lower standard deviation implies lower volatility and a more stable performance.

  10. What is the sharpe ratio of SBI Technology Opp Fund?

    The Sharpe ratio for the SBI Technology Opp Fund is 0.89

    The Sharpe ratio is a measure of risk-adjusted return that evaluates the performance of a mutual fund, by adjusting for its risk. Higher Sharpe ratio indicates a better risk-adjusted performance. A positive Sharpe ratio indicates that the MF has provided a return in excess of the risk-free rate for the amount of risk taken. Conversely, a negative Sharpe ratio suggests that the MF did not adequately compensate for the risk.

  11. What is the Sortino ratio of SBI Technology Opp Fund?

    The Sortino Ratio for the SBI Technology Opp Fund is 0.09

    The Sortino ratio of a mutual fund is a measure of its risk-adjusted return, considering only downside volatility. It helps investors evaluate how well a fund is performing relative to its downside risk. A higher Sortino ratio (value >1) means the fund generates better returns for the downside risk taken.

  12. What is the Price to Earnings (PE) ratio of SBI Technology Opp Fund?

    The PE ratio of SBI Technology Opp Fund is 49.19, while category PE ratio is 46.19.