Home Mf Research Sbi Technology Opportunities Fund Regular Growth

SBI Technology Opportunities Fund Regular Growth

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Fund info
NAV (as on 2026-04-07)
₹186.48 1.15%
AUM (Fund Size)
32
Expense Ratio
N/A
Exit load
Exit load of 50.00% if redeemed within 15 days.
Risk
N/A
AMC
SBI Mutual Fund
View AMC Details

SIP Returns

Period Invested for ₹1000 SIP Started on Investments Latest Value Abs. Returns
One Week 2026-03-31 ₹1,000.00 ₹1,046.67
4.67 %
Two Week 2026-03-23 ₹1,000.00 ₹1,038.82
3.88 %
One Month 2026-03-09 ₹1,000.00 ₹1,001.47
0.15 %
Three Months 2026-01-07 ₹3,000.00 ₹2,683.23
-10.56 %
Six Months 2025-10-09 ₹6,000.00 ₹5,190.25
-13.50 %
One Year 2025-04-07 ₹12,000.00 ₹10,579.69
-11.84 %
Three Year 2023-04-10 ₹36,000.00 ₹35,903.81
-0.27 %
Five Year 2021-04-08 ₹60,000.00 ₹68,511.46
14.19 %
Ten Year 2016-04-11 ₹120,000.00 ₹266,697.44
122.25 %
Since Inception 2013-01-07 ₹162,000.00 ₹472,918.22
191.92 %

Return Calculator

SIP Amount
1M
6M
1Y
3Y
5Y
Investment
₹0
Maturity Value
₹0
Abs. Returns
0
Current CAGR
0

Portfolio

Allocation of Equity and Debt Asset Classes.

Equity N/A
Debt N/A
Others N/A

Sectors Holding in SBI Technology Opportunities Fund Regular Growth

Information Technology
46%
Telecommunication
11%
Consumer Services
5%
Transport
3%
Media, Entertainment & Publication
6%
Financial Services
2%
Services
1%
Educational Services
1%
Healthcare
0%
Food Delivery
0%
Technology
4%
Sovereign
0%

Companies Holding in SBI Technology Opportunities Fund Regular Growth

Infosys Ltd.
19.87%
Bharti Airtel Ltd.
10.72%
Firstsource Solutions Ltd.
6.23%
Coforge Ltd.
5.28%
Zomato Ltd.
3.44%
LTI Mindtree Ltd.
3.30%
Tata Consultancy Services Ltd.
3.28%
Zinka Logistics Solutions Ltd.
2.79%
Persistent Systems Ltd.
2.75%
Nazara Technologies Ltd.
2.70%
PB Fintech Ltd.
2.41%
Indiamart Intermesh Ltd.
1.83%
Tech Mahindra Ltd.
1.75%
Route Mobile Ltd.
1.73%
Delhivery Ltd.
1.71%
Hexaware Technologies Ltd.
1.66%
Emudhra Ltd.
1.36%
Tbo Tek Ltd.
1.16%
FSN E-Commerce Ventures Ltd.
1.12%
NIIT Learning Systems Ltd.
1.08%
Indegene Ltd.
0.95%
Swiggy Ltd.
0.85%
PVR Inox Ltd.
0.85%
L&T Technology Services Ltd.
0.74%
Bharti Hexacom Ltd.
0.43%
Unicommerce Esolutions Ltd.
0.31%
Cognizant Technology Solutions Corporation
4.36%
Netflix Inc.
4.04%
Microsoft Corporation
3.10%
Alphabet Inc.
1.96%
Epam Systems Inc
1.61%
182 Day T-Bill 05.06.25
0.07%

Risk Ratios

Std. Deviation 15.23
Beta 0.85
Sharpe Ratio 0.71
Lock In Period N/A
Residual Maturity N/A

Standard Deviation:

Standard deviation numbers measure the variability or volatility of a fund's returns over a specific time period (often 3 years).
  • Low standard deviation = Stable, predictable returns → Suitable for conservative investors seeking stability.
  • High standard deviation = High volatility, more risk → Be cautious, suitable for risk-tolerant investors who can handle fluctuations.

Beta:

Beta measures a fund's volatility about the market or a benchmark. A lower beta means the fund's performance is less sensitive to market movements, making it more predictable compared to the market.
  • Low beta = Less sensitive to market changes → Great for investors with less market exposure.
  • High beta = More sensitive to market changes → Better for aggressive investors who seek higher returns but can handle market risks.

Sharpe Ratio:

The Sharpe Ratio measures how much return a fund has made compared to the risk it carries. A higher Sharpe ratio indicates better returns relative to the risk taken, meaning the fund delivers more efficiently.
  • A higher Sharpe ratio indicates better risk-adjusted returns → Look for funds with higher ratios for better return efficiency.
  • Use it to compare different funds' efficiency in generating returns relative to the risk taken.

Lock-In Period:

India's "lock-in period" in mutual funds encourages long-term investment, particularly in tax-saving schemes preventing redemption or selling of units.

Lock-in times for various investment types

  • Most ELSS mutual fund holders hold for 3 years.
  • Tax savings FDs lock in for 5 years.
  • The lock-in period for 8% Government of India bond investment is 6 years.
  • ULIPs must be locked in for 5 years.
  • The average hedge fund holding period is 30-90 days.
  • The average PPF investor holds onto their money for 15 years.

Residual Maturity:

Residual maturity is the remaining time until a security reaches its maturity date. It is an important factor for investors to consider when evaluating the risk associated with an investment.

There are two different types of residual maturity.

  • Short-term residual maturity: This occurs when a security has less than a year left on its maturity.
  • Long-term residual maturity: This occurs when a security has more than a year left on its remaining maturity.

Scheme Details

Min. SIP Amount
N/A
Min. Lumpsum Amount
N/A
AUM (in Cr.)
N/A
Expense Ratio Regular
N/A
Expense Ratio Direct
N/A
Lock-in Period
N/A
Fund Age
N/A
Benchmark
N/A
Fund managers
Mr. Vivek Gedda
Over 13 years Experience

Exit Load

Exit load of 50.00% if redeemed within 15 days .

FAQs

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