SBI Technology Opportunities Fund Direct Growth - Regular - Latest NAV [ ₹120.3036 ], Returns, Performance, Portfolio & Returns 2021

SBI Technology Opportunities Fund Direct Growth

  • highlight
    20.39%
  • highlight
    (--0.62)120.3036

Min amount: ₹1,000

Calculate Returns

Rs. 1,000 invested monthly becomes Rs. 33.54 Lakhs in a period of 20 years

Fund Summarystar

PeriodReturns(per year)
10 Years--
5 Years20.39%
3 Years24.23%
1 Year79.29%
6 Months26.74%
Fund Details
ISININF200K01RV6
RiskVery High Risk
Fund TypeSector - Technology
NAV120.3036
Exit Load0.5% for 15 Days

More about this fundstar

Top HoldingsWeightage
Infosys Ltd24.87%
HCL Technologies Ltd Shs Dematerialised8.76%
Tata Consultancy Services Ltd8.74%
Alphabet Inc A8.14%
Bharti Airtel Ltd5.44%
Tech Mahindra Ltd5.1%
Firstsource Solutions Ltd5.02%
Persistent Systems Ltd4.42%
Microsoft Corp4.13%
Cyient Ltd4.02%

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.

Customer Reviewsstar

  • " Great investing experience! Contacted the support with queries.. Got immediate response and all my doubts clarified. Will definitely recommend ClearTax to friends "

    IT Developer, Bangalore
  • " I am new to investments and got all the information I need on your website. The suggestions for mutual fund investments and tax savings are great. "

    Software Engineer, Indore
  • " Investing through ClearTax is super easy and simple. It is extremely helpful for investors with less finance knowledge. "

    Campus Manager, Bangalore

Invest Now in 3 Easy Stepsstar

  • 1
  • 2
  • 3

Why ClearTax Invest?

  • checkOur experts do all the research and offer only the BEST mutual funds
  • checkTrusted by Over 25 Lakh Indians
  • checkInvest in just 5 minutes
  • checkNo paperwork required
  • checkSimple and easy to use

Frequently Asked Questions

  • Read More

Min amount: ₹1,000

Calculate Returns

Rs. 1,000 invested monthly becomes Rs. 33.54 Lakhs 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