SBI Technology Opportunities Fund - Direct Plan - Income Distribution Cum Capital Withdrawal Option (IDCW)
Expense Ratio: 0.89
Risk: Very High
Equity Scheme - Sectoral/ Thematic
Plan: Direct
Benchmark: BSE Teck TRI
Inception: 01-01-1993
Exit Load: Nil
Fund Size:₹5,328.03 Cr
Performance
1Y
Fund-11.38%
Cat. Avg.N/A
2Y
Fund-1.01%
Cat. Avg.N/A
3Y
Fund8.54%
Cat. Avg.N/A
5Y
Fund8.89%
Cat. Avg.N/A
10Y
Fund14.69%
Cat. Avg.N/A
SI
Fund15.27%
Cat. Avg.N/A
Fund Facts
Beta
0.87
Std Dev
14.84%
Taxation
Within 1 Year (STCG (Short Term)):20%
After 1 Year (LTCG (Long Term)):12.5%
*Tax rates as per Finance Act 2024. Surcharge & cess may apply.
Allocation
Visualizing Fund's Exposure
Asset Class
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Top Sectors
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Asset Class
Market Cap
Top Sectors
Portfolio Holdings
Detailed breakdown of instruments.
Instrument | Val (Cr) | % Assets | |
|---|---|---|---|
| 1 | Infosys Ltd. | 549.66 | 13.65% |
| 2 | Bharti Airtel Ltd. | 356.48 | 8.85% |
| 3 | Eternal Ltd. | 242.72 | 6.03% |
| 4 | Tata Consultancy Services Ltd. | 240.61 | 5.98% |
| 5 | TREPS | 212.48 | 5.28% |
| 6 | LTIMindtree Ltd. | 200.69 | 4.98% |
| 7 | Cognizant Technology Solutions Corporation | 191.63 | 4.76% |
| 8 | Firstsource Solutions Ltd. | 153.31 | 3.81% |
| 9 | Alphabet Inc. | 152.43 | 3.79% |
| 10 | Coforge Ltd. | 133.76 | 3.32% |
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SIP Returns
7th
| Period | SIP Date | Inv(₹) | Val(₹) | Abs(%) | XIRR |
|---|---|---|---|---|---|
| 1Y | 07 Aug, 25 | 60000 | 56272 | -6.2% | -12.7% |
| 2Y | 07 Aug, 24 | 1.20 L. | 1.11 L. | -7.3% | -7.5% |
| 3Y | 07 Aug, 23 | 1.80 L. | 1.80 L. | -0.0% | -0.0% |
| 5Y | 09 Aug, 21 | 3 L. | 3.47 L. | +15.6% | +5.9% |
| 10Y | 08 Aug, 16 | 6 L. | 13.15 L. | +119.1% | +15.2% |
| SI | 07 Jan, 13 | 8.15 L. | 22.56 L. | +176.8% | +14.0% |
Lumpsum Returns
| Period | Inv Date | Inv(₹) | Val(₹) | Abs(%) | CAGR |
|---|---|---|---|---|---|
| 1Y | 15 Jul, 25 | 1 L. | 88620 | -11.4% | -11.4% |
| 2Y | 15 Jul, 24 | 1 L. | 97981 | -2.0% | -1.0% |
| 3Y | 17 Jul, 23 | 1 L. | 1.28 L. | +27.5% | +8.5% |
| 5Y | 15 Jul, 21 | 1 L. | 1.53 L. | +53.1% | +8.9% |
| 10Y | 15 Jul, 16 | 1 L. | 3.94 L. | +293.7% | +14.7% |
| SI | 02 Jan, 13 | 1 L. | 6.85 L. | +584.9% | +15.3% |
SIP Planner
Visualize how small monthly investments grow over time.
₹
Years
%
%
Beat inflation and compound wealth faster with an annual step-up.
%
₹
%
Future Value
₹23.80L
With SIP Amount ₹5,000
Total Invested
₹9.00LTotal Gained
₹14.80LSIP Invested₹9.00L
SIP Gain₹14.80L
Lumpsum Inv.₹0
Lumpsum Gain₹0
Reality Check: Your future value will be today's ₹8.62L at inflation rate 7%
Tip: You can set a Goal first in the Goal Planner to calculate SIP targets adjusted for inflation.