SBI Technology Opportunities Fund - Growth - Direct Plan

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  • Net Change on 16-04-2021

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Fund Overview Growth | Direct Plan

  • Fund House

  • Launch Date

  • Benchmark

  • Minimum Investment (₹)

  • Minimum Addl Investment (₹)

  • Exit Load (%)

  • Minimum SIP Investment (₹)

  • Minimum STP Investment (₹)

  • Minimum SWP Investment (₹)

  • 52 Week Low Nav (₹)

  • 52 Week Low Nav Date

  • 52 Week High Nav (₹)

  • 52 Week High Nav Date

Fund Objective

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.

Fund Performance

Scheme Name 1-Month Return (%) 3-Month Return (%) 1-Year Return (%) 3-Year Return (%) 5-Year Return (%) Since Inception
SBI TECHNOLOGY OPPORTUNITIES FUND - DIRECT PLAN - GROWTH 2.17 7.23 96.78 26.90 20.29 22.14
S&P BSE SENSEX - TRI -3.04 -0.26 61.29 13.81 15.13 13.35
S&P BSE TECk Index -0.16 -0.97 89.09 21.45 14.66 6.66
S&P BSE TECk Index - TRI -0.16 -0.92 92.03 23.68 16.76 12.61

Returns upto 1 year is Absolute, and above 1 year are Compounded Annualised

Peer Fund Comparison

Scheme Name Launch Date Ratings 1-Year Return (%) 3-Year Return (%) 5-Year Return (%) Expense Ratio (%) Assets (Cr.)
SBI TECHNOLOGY OPPORTUNITIES FUND - DIRECT PLAN - GROWTH Jan 09, 2013 96.78 26.90 20.29 1.38 595.29
Franklin India Technology Fund - Direct - Growth Jan 01, 2013 94.16 26.22 20.52 1.67 528.68

Fund Holdings as on 31-March-2021

  • Infosys Ltd.

  • Tata Consultancy Services Ltd.

  • HCL Technologies Ltd.

  • TREPS

  • Tech Mahindra Ltd.

  • Bharti Airtel Ltd.

  • Firstsource Solutions Ltd.

  • Alphabet Inc.

  • Persistent Systems Ltd.

  • Microsoft Corporation

  • Cyient Ltd.

  • Oracle Financial Services Software Ltd.

  • MindTree Ltd.

  • Computer Age Management Services Ltd.

  • Nazara Technologies Ltd.

  • Larsen & Toubro Infotech Ltd.

  • Newgen Software Technologies Ltd.

  • Indbazaar.Com Ltd.

  • SIP Technologies Ltd.

  • Net Receivable / Payable

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  • IT - Software

  • Miscellaneous

  • BPO/ITeS

  • Telecommunication - Service Provider

  • Retailing

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Fund Manager

  • Education:BTECH (Hons), PGDM
  • Experience:7 years
  • Basic Details:Mr. Upadhyay has 7 years experience in which 4 years with SBI Mutual Fund. He has been working as an equity analyst for technology, telecom and education sectors with SBI Mutual Fund since May 2007. Earlier, he has worked with Tata Consultancy Services for one year in 2004-05.
  • Funds Managed:
  • SBI Flexicap Fund
  • SBI Magnum Global Fund
  • SBI Technology Opportunities Fund
  • Cash

  • Equity

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About SBI Technology Opportunities Fund

Scheme Analysis

SBI Technology Opportunities Fund is a Equity - Sectoral Fund - Technology fund and belongs to SBI Mutual Fund. It was launched on 09-Jan-2013 and currently has an AUM of ₹595.29 crore. SBI Technology Opportunities Fund is benchmarked against S&P BSE SENSEX - TRI as primary index and S&P BSE TECk Index as primary index and S&P BSE TECk Index - TRI as secondary index.

The NAV of SBI Technology Opportunities Fund ended up ₹0.82(0.69%)yesterday to ₹120.5067.

Among its top 3 holdings the fund has exposure to Infosys Ltd., and

The SBI Technology Opportunities Fund is managed by Anup Upadhyay .

Fund House Contact

191, Maker Tower 'E' Cuffe Parade Mumbai - 400 005

022 - 22180221-27
022 - 22189663
www.sbimf.com