SBI Technology Opportunities Fund Direct Growth - Regular - Latest NAV [ ₹150.0398 ], Returns, Performance, Portfolio & Returns 2021

SBI Technology Opportunities Fund Direct Growth

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Min amount: ₹1,000

Calculate Returns

20 yrs
₹1,000 invested monthly becomes
0 in a period of 20 years

Fund Summarystar

PeriodReturns(per year)
10 Years--
5 Years24.58%
3 Years31.72%
1 Year89.01%
6 Months32.13%
Fund Details
RiskVery High Risk
Fund TypeSector - Technology
Exit Load0.5% for 15 Days

More about this fundstar

Top HoldingsWeightage
Infosys Ltd23.79%
Alphabet Inc Class A8.8%
HCL Technologies Ltd Shs Dematerialised8.07%
Tata Consultancy Services Ltd7%
Tech Mahindra Ltd5.01%
Persistent Systems Ltd4.63%
Larsen & Toubro Infotech Ltd4.58%
Bharti Airtel Ltd3.87%
Firstsource Solutions Ltd3.8%

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.

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Frequently Asked Questions

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Min amount: ₹1,000

Calculate Returns

20 yrs
₹1,000 invested monthly becomes
0 in a period of 20 years
Very High Risk

All investments come with risk. Risk is the volatility or fluctuation in the price (and returns) of the investment. Usually,

  • High Risk = High possible returns
  • Low Risk = Stable, relatively lower returns