Sbi Technology Opportunities Fund Regular Growth

Equity | Sector Specific - Technology

(NAV as of 25/04/2024)

173.53 (0.56)

3Y Returns

16.27%

Min SIP

₹500

Min Lumpsum

₹5000

Expense Ratio

1.93%

Fund Size

₹3586 Cr

Inception Date

07-Jan-13

Fund Manager

Saurabh Pant

Exit Load

0.50% on or before 15D, Nil after 15D.

Wealthzi View

Fund Traits

Zi Tags

Description

Market Risk / Risk Taken Compared to Benchmark

This fund has taken less risk than the Nifty 500 TRI benchmark and its beta is less than Sector & Thematic category average when compared on the 5 year period.

Fund Size

This fund has a high range AUM which ensures liquidity and stability.

SIP Returns

This fund has given more SIP returns than the Nifty 500 TRI benchmark and among the top quartile in Sector & Thematic category when compared on the 5 year period.

Risk Adjusted Returns

This fund has given better risk adjusted returns than the Nifty 500 TRI benchmark and among the top quartile in Sector & Thematic category when compared on the 5 year period.

Extra Returns Over Benchmark

This fund has beaten the Nifty 500 TRI benchmark and its alpha is more than Sector & Thematic category average when compared on a 3 year rolling period.

Returns Consistency

This fund has given more returns than the Nifty 500 TRI benchmark and among the top quartile in Sector & Thematic category when compared on a 3 year rolling period.

Performance Against Inflation

This fund has given better inflation beating returns than the Nifty 500 TRI benchmark and among the top quartile in Sector & Thematic category when compared on a 3 year rolling period.

Overall Fund Zi Tag

Market Risk / Risk Taken Compared to Benchmark

→

Fund Size

→

SIP Returns

→

Risk Adjusted Returns

→

Extra Returns Over Benchmark

→

Returns Consistency

→

Performance Against Inflation

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Overall Fund Zi Tag

Asset Allocation

Equity

98.93%

Debt & Others

1.07%

Market Cap Allocation

Large Cap

60.69%

Mid Cap

12.66%

Small Cap

13.96%

Other Cap

12.68%

Sector Allocation

Internet and Technology

66.74%

Telecom

9.03%

Retailing

5.90%

Entertainment

5.41%

Commercial Services

3.81%

Top Ten Holdings

Infosys Ltd

25.07%

Tata Consultancy Services Ltd

10.90%

Bharti Airtel Ltd

9.03%

Tech Mahindra Ltd

7.03%

HCL Technologies Ltd

5.83%

Investment 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 House Detail

AMC Name

SBI Funds Management Private Limited

Scheme Document

https://www.sbimf.com/en-us/offer-document-sid-kim

Address

191, Maker Tower 'E'Cuffe ParadeMumbai - 400 005

Similar Funds

Fund

Zi Tag

Franklin India Technology Fund - Direct Growth

63.1%

18.7%

23.26%

Tata Digital India Fund Direct Plan Growth

39.97%

18.23%

23.65%

Sbi Technology Opportunities Fund Direct Growth

31.58%

18.13%

22.45%

Aditya Birla Sun Life Digital India Fund - Growth-Direct Plan

37.87%

17.39%

24.36%

Icici Prudential Technology Fund - Direct Plan - Growth

36.14%

17.09%

24.18%

Similar Funds

Franklin India Technology Fund - Direct Growth

63.1%

18.7%

23.26%

Tata Digital India Fund Direct Plan Growth

39.97%

18.23%

23.65%

Sbi Technology Opportunities Fund Direct Growth

31.58%

18.13%

22.45%

Aditya Birla Sun Life Digital India Fund - Growth-Direct Plan

37.87%

17.39%

24.36%

Icici Prudential Technology Fund - Direct Plan - Growth

36.14%

17.09%

24.18%

Hdfc Technology Fund - Direct Plan Growth

Quant Teck Fund - Direct Plan Growth

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