SBI Technology Opportunities Fund Direct Growth - Regular - Latest NAV [ ₹169.301 ], Returns, Performance, Portfolio & Returns 2021

SBI Technology Opportunities Fund Direct Growth

3 yr CAGR
+30.07%
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Fund overview

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Net Asset Value

169.301
aum

AUM (Fund size)

1,890.6 Crore
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Lock-in period

0
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Exit Load

0.5 % for 15 days
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Expense ratio

0.98%
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Risk

Very High Risk

Top holdings

HoldingsWeightage
Infosys Ltd22.47%
Alphabet Inc Class A9.69%
HCL Technologies Ltd8.43%
Treps8%
Tech Mahindra Ltd7.11%
Tata Consultancy Services Ltd5.91%
Larsen & Toubro Infotech Ltd5.69%
Microsoft Corp5.34%
Bharti Airtel Ltd4.1%
NVIDIA Corp3.38%

Calculate returns

Monthly (SIP)
One-Time
yrs
₹4,000 invested monthly becomes 0 in a period of 20 years

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About SBI Technology Opportunities Fund - Direct Plan - Growth

This open-ended equity scheme aims to generate long-term capital appreciation by investing in equities and equity-related securities of technology and technology-related companies. A minimum of 80% of assets are invested in stocks of such companies and up to 20% of the assets are invested in equities of companies from other sectors and debt and money market instruments.

Pros and Cons of SBI Technology Opportunities Fund - Direct Plan - Growth

The one-year, three-year, and five-year returns from the fund are higher than the category average returns. The risk-adjusted returns are lower as compared to the category counterparts.

Fund Information and Statistics

i) Inception/Launch Date

The fund was rolled out on 14 July 1999.

ii) Risk Level

Investing in this fund is suitable for investors with high risk appetite. The high level of risk is a result of investing in equity instruments of technology and technology-related companies.

iii) Redemption

You can redeem the fund units at any time as there is no lock-in period. However, you may have to consider the exit load criteria before redeeming.

iv) Fund Manager

The current Fund Manager for SBI Technology Opportunities Fund is Mr Anup Upadhyay.

v) Entry/Exit Load

Though an entry load is not charged, an exit load of 0.50% will be charged if you exit from the fund within 15 days from the date of allotment. Upon completing 15 days, no exit load will be charged.

About SBI Mutual Fund

SBI Mutual Fund is one of the oldest fund houses in India that was set up on 29 June 1987. The sponsor for the fund house is State Bank of India and the trustee company is SBI Mutual Fund Trustee Company Private Limited. Currently, the fund house offers about 141 folios to its clients.

Start your investment
Monthly (SIP)
One-Time
Amount
Estimated value after 3 years

(as per historical returns)

3.45 Lakhs
Min investmentment of ₹1000 required
risk

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Frequently Asked Questions

What are equity funds?

Equity funds are schemes which concentrate their investments in shares of companies of different market capitalization

What is recommended investment duration?

It is the suggested period for which one should invest in a mutual fund. It does not mean that the money will be locked-in for that period. While the investor can withdraw the money anytime before, it is advisable to stay invested for the suggested period to reap the best benefits (returns).

What are large cap, mid cap, small cap and multi cap equity funds?

SEBI ranks all listed companies based on the overall market capitalization (total value of outstanding shares). Equity funds are schemes which concentrate their investments in shares of companies of different market capitalization. Large-cap funds invest in top 100 companies Mid-cap funds invest in companies ranking from 101 to 250 Small-cap funds invest in companies ranking from 251st onwards Multi-cap funds invest in small cap, mid cap and large cap companies

What are liquid funds?

Liquid funds is a type of mutual funds which have a very short maturity period, not more than 91 days. The shorter maturity period, makes it almost a risk-free investment. Investing in mutual funds will give you higher returns as compared to a savings account which generally offer interests below 4%. At the same time, you can get your money out of liquid funds any time without any penalty or cost.

What are ELSS funds?

ELSS funds are tax saving mutual funds, in which majority of the funds are invested in equity schemes. ELSS has a lock-in period of 3 years. ELSS has benefits over other conventional tax saving instruments like FDs, NPS, etc. It has the lowest lock in period and the returns are higher than the other tax-saving schemes.

What are Balanced/ Hybrid funds?

Hybrid funds are mutual funds in which the fund manager allocates your money in both equity and debt in a certain ratio. The ratio is decided when the fund is announced and it remains constant throughout.

What are annualized returns?

The return for a period more than 1 year is annualized. For instance, a 3-Year Return (annualized) of 18% means the fund gave 18% return each year, on an average, for the last 3 years. An initial investment of Rs 1000 would have grow into: Rs 1000*1.18*1.18*1.18 = Rs 1643 in 3 years.

What is a lock-in period?

It is the period for which your money will remain locked in the mutual fund. Most mutuals do not have any lock-in period. ELSS, Tax-Savers, come with a lock-in of 3 years which is the lowest compared to other 80C investment options.

Should I choose Monthly SIP or One time investment?

An SIP allows you to invest a fixed sum regularly in mutual fund(s) of your choice. A one-time investment is when you invest on-time in bulk in mutual fund(s). SIP comes with few advantages: It allows you to invest small amount every month without the stress of paying in bulk. Investing all through the year averages the cost of investing - you don?t end up paying too much per unit of mutual fund. Gives you financial discipline

Is KYC necessary for ClearTax?

KYC is necessary for all fund houses. If you are investing through ClearTax, you need to do your KYC just once. The same KYC will be used for all further investments.

How to do KYC on ClearTax?

KYC verification through ClearTax is a very simple process. You can verify by: Using OTP sent to your Aadhaar-registered mobile number OR By uploading photos/scans of the required documents

Will the NAV be alloted on the same day as the date of payment?

Once the payment is successful and the KYC is complete, the NAV allocation is expected to be done by the next working day of the date of payment. In case of bank and trading market holidays, delay in allocation is expected from the Fund Houses

How much time will it take to get the folio number after the payment?

It takes 2-3 working days to get the folio number once we receive the payment and transaction is processed to the respective Fund House.

What are short terms funds?

Short term funds are mainly those funds which invest in instruments with short maturities, ranging from 1-3 years. These are ideal for conservative investors as they are not majorly affected by interest rate movement.

What are debt-funds?

Debt funds is an investment vehicle that mainly invest in fixed income securities like corporate bonds, treasury bills, government securities and other money market instruments.

What are Bluechip funds?

Bluechip funds are those funds that invest in stocks of well established companies which have proved to perform financially well over a long period of time.