SBI Technology Opportunities Fund Direct Growth
NAV as on 15-04-2025
₹ 215.68
▲1.7%
1D
Inception Returns
20.1%
/yr
Historical NAV & Returns
About SBI Technology Opportunities Fund Direct Growth
SBI Technology Opportunities Fund focuses on companies that have strong growth potential in areas like information technology, software, and e-commerce or any company that functions primarily in the technology sector.The fund offers investors an opportunity to diversify their portfolio and gain exposure to the high-growth potential of the technology sector by investing in a host of companies like Infosys, Wipro, TCS, Tech Mahindra to name a few.This fund is suitable for investors who only want a special exposure towards technology shares.
Key Parameters
- SBI Technology Opportunities Fund Direct Growth has ₹4203 Cr worth of assets under management (AUM) as on Mar 2025 and is more than category average.
- The fund has an expense ratio 0.9.
Returns
SBI Technology Opportunities Fund Direct Growth has given a CAGR return of 20.11% since inception. Over the last 1, 3 and 5 years the fund has given a CAGR return of 10.15%, 10.14% and 28.22% respectively.
Holdings
SBI Technology Opportunities Fund Direct Growth has allocated its funds majorly in Cash Equivalent, Tech, Communication, Consumer Cyclical, Financial Services, Industrial, Health, Consumer Defensive. Its top holdings are Infosys Ltd, Bharti Airtel Ltd, Firstsource Solutions Ltd, Coforge Ltd, LTIMindtree Ltd
Taxation
As it is a sector - technology mutual fund the taxation is as follows:For short term (less than a year) capital gains will be taxed at 20%For long term (more than 1 year) capital gains will be taxed at 12.5% without indexation benefitDividends will always be taxed at slab rate. Long term gains upto Rs 1 lakh are exempt capital gains tax.
Investment objective of SBI Technology Opportunities Fund Direct Growth
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.
Minimum Investment and lockin period
Minimum investment for lump sum payment is INR 5000.00 and for SIP is INR 500.00. SBI Technology Opportunities Fund Direct Growth has no lock in period.
SBI Technology Opportunities Fund Direct Growth Overview
| Expense ratio | 0.9% |
Benchmark | S&P BSE TECK TR INR |
| AUM | ₹4203 Cr |
| Inception Date | 1 January, 2013 |
| Min Lumpsum/SIP | ₹5000/₹500 |
Exit Load | 0.5% |
| Lock In | No Lock-in |
TurnOver | 14.51% |
| STCG | Selling mutual fund before 1 year, returns taxed at 20%. |
| LTCG | After 1 year, 12.5% tax on returns over ₹1.25 lakh/year. |
| Risk |   Very High Risk |
INDmoney Rank for SBI Technology Opportunities Fund Direct Growth
Trailing Returns
as on (15-Apr-25)
Fund Distribution
as on (31-Mar-25)
- This fund’s returns stands at -1.18% whereas the fund’s underlying benchmark Nifty 500 returns stands at 7.25% as on Mar'25
- This fund underperformed Nifty 500 by 8.43% in Mar'25
- AUM of the fund stands at 4.2K Cr as of Mar'25
- AUM decreased by 44 Cr between Mar'25 and Feb'25
Top 3 Sectors in March were Tech, Communication & Consumer Cyclical
Holdings | Weight% | 1M Change | |
|---|---|---|---|
 Infosys Ltd | 18.68% | 0% | |
 Bharti Airtel Ltd | 11.96% | 0% | |
 Firstsource Solutions Ltd | 6.19% | 0% | |
 Coforge Ltd | 5.87% | 0% | |
 LTIMindtree Ltd | 4.27% | 33.3% |
Funds | 1Y Returns | 3Y Returns | 5Y Returns | Since Inception |
|---|---|---|---|---|
SBI Technology Opportunities Fund Direct Growth | 10.15% | 10.14% | 28.22% | 20.11% |
 ICICI Prudential Technology Fund Direct Plan Growth | 4.99% | 5.66% | 31.59% | 20.75% |
 Tata Digital India Fund Direct Growth | 3.19% | 6.26% | 30.2% | 18.63% |
 Aditya Birla Sun Life Digital India Fund Direct Plan Growth | -1.15% | 5.42% | 28.23% | 19.89% |
Top Growth Drivers | 1M Return |
|---|---|
PB Fintech Ltd | 19.6% |
 Bharti Airtel Ltd | 9.7% |
Mutual Fund Insights
SBI Technology Opportunities Fund Direct Growth Highlights
Very High Risk
About the fund
Fund Allocations
AUM size ₹4203 Cr
Expense Ratio 0.9%
More funds from SBI
5Y CAGR
▲ 31.53
5Y CAGR
▲ 26.35
5Y CAGR
▲ 32.14
5Y CAGR
▲ 29.89
5Y CAGR
▲ 36.08
Frequently Asked Questions for SBI Technology Opportunities Fund Direct Growth
SBI Technology Opportunities Fund Direct Growth | Absolute Returns | CAGR Returns |
1 Month Returns | -1.21% | -1.21% |
6 Month Returns | -13.44% | -13.44% |
1 Year Returns | 10.15% | 10.15% |
3 Years Returns | 33.62% | 10.14% |
- Click Buy on the fund name.
- Input the amount you are looking to invest.
- Select Lump Sum or SIP (Weekly, Monthly or Quarterly).
- Select your bank account and proceed with Payment.
Fund Name | Alpha 1 Year | Alpha 3 Years | Alpha 5 Years |
SBI Technology Opportunities Fund Direct Growth | 3.76 | 4.66 | 6.47 |
Fund Name | Beta 1 Year | Beta 3 Years | Beta 5 Years |
SBI Technology Opportunities Fund Direct Growth | 0.87 | 0.9 | 0.89 |
Fund Name | Sharpe Ratio 1 Year | Sharpe Ratio 3 Years | Sharpe Ratio 5 Years |
SBI Technology Opportunities Fund Direct Growth | 0.4 | 0.24 | 1.25 |
Fund Name | Standard Deviation 1 Year | Standard Deviation 3 Years | Standard Deviation 5 Years |
SBI Technology Opportunities Fund Direct Growth | 19.05 | 16.76 | 18.23 |