SBI Technology Opportunities Fund - IDCW - Regular Plan

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Fund Overview IDCW | Regular Plan

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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 - Regular Plan - Income Distribution cum Capital Withdrawal Option (IDCW) 2.19 -5.82 27.05 16.40 22.27 13.43
S&P BSE SENSEX - TRI 2.33 2.42 22.02 15.26 15.69 13.62
S&P BSE TECk Index - TRI 1.32 -6.83 29.62 12.34 18.12 12.38

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 - Regular Plan - Income Distribution cum Capital Withdrawal Option (IDCW) Jul 03, 1999 27.05 16.40 22.27 1.93 3,577.86
ICICI Prudential Technology Fund - IDCW Mar 03, 2000 30.92 15.08 23.87 1.76 11,790.33
TATA Digital India Fund Regular Plan - Payout of Income Distribution cum capital withdrawal option Dec 28, 2015 34.15 16.56 22.80 1.69 9,460.81
TATA Digital India Fund Regular Plan - Reinvestment of Income Distribution cum capital withdrawal option Dec 28, 2015 34.15 16.56 22.80 1.69 9,460.81
Aditya Birla Sun Life Digital India Fund -Regular - IDCW Jan 15, 2000 28.76 14.92 23.63 1.89 4,414.01
Franklin India Technology Fund - IDCW Aug 22, 1998 55.77 19.77 23.83 2.10 1,444.64

Fund Holdings as on 30-April-2024

  • Infosys Ltd.

  • Tata Consultancy Services Ltd.

  • Bharti Airtel Ltd.

  • Tech Mahindra Ltd.

  • Firstsource Solutions Ltd.

  • Delhivery Ltd.

  • Indiamart Intermesh Ltd.

  • Microsoft Corporation

  • FSN E-Commerce Ventures Ltd.

  • Coforge Ltd.

  • HCL Technologies Ltd.

  • Netflix Inc.

  • PB Fintech Ltd.

  • PVR Inox Ltd.

  • TREPS

  • Nazara Technologies Ltd.

  • Alphabet Inc.

  • Epam Systems Inc

  • Persistent Systems Ltd.

  • Cognizant Technology Solutions Corporation

  • eMudhra Ltd.

  • Tata Technologies Ltd.

  • Bharti Hexacom Ltd.

  • Indbazaar.Com Ltd.

  • SIP Technologies Ltd.

  • Net Receivable / Payable

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  • IT - Software

  • Miscellaneous

  • Telecommunication - Service Provider

  • e-Commerce

  • BPO/ITeS

  • Courier Services

  • Film Production, Distribution & Entertainment

  • Fintech

  • Retailing

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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 03-Jul-1999 and currently has an AUM of ₹3,577.86 crore. SBI Technology Opportunities Fund is benchmarked against S&P BSE SENSEX - TRI as primary index and S&P BSE TECk Index - TRI as secondary index.

The NAV of SBI Technology Opportunities Fund ended down ₹-0.24(-0.23%)yesterday to ₹105.395.

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

The SBI Technology Opportunities Fund is managed by Pradeep Kesavan and Vivek Gedda.

Fund House Contact

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

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