SBI Technology Opportunities Fund - Regular Plan - Income Distribution Cum Capital Withdrawal Option (IDCW)
Expense Ratio: 1.89
Risk: Very High
Equity Scheme - Sectoral/ Thematic
Plan: Regular
Benchmark: BSE Teck TRI
Inception: 01-01-1993
Exit Load: Nil
Fund Size:₹5,328.03 Cr
Performance
1Y
Fund-11.79%
Cat. Avg.N/A
2Y
Fund-2.21%
Cat. Avg.N/A
3Y
Fund7.42%
Cat. Avg.N/A
5Y
Fund7.76%
Cat. Avg.N/A
10Y
Fund13.55%
Cat. Avg.N/A
SI
Fund9.08%
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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Market Cap
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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 | Bharti Airtel Ltd. | 740.80 | 18.44% |
| 2 | Infosys Ltd. | 439.69 | 10.94% |
| 3 | Tata Consultancy Services Ltd. | 288.47 | 7.18% |
| 4 | Eternal Ltd. | 280.48 | 6.98% |
| 5 | Amagi Media Labs Ltd. | 179.37 | 4.46% |
| 6 | LTM Ltd. | 176.90 | 4.40% |
| 7 | Coforge Ltd. | 175.88 | 4.38% |
| 8 | Alphabet Inc. | 169.03 | 4.21% |
| 9 | Firstsource Solutions Ltd. | 137.07 | 3.41% |
| 10 | Microsoft Corporation | 134.09 | 3.34% |
SIP Returns
7th
| Period | SIP Date | Inv(₹) | Val(₹) | Abs(%) | XIRR |
|---|---|---|---|---|---|
| 1Y | 07 Aug, 25 | 60000 | 56178 | -6.4% | -12.9% |
| 2Y | 07 Aug, 24 | 1.20 L. | 1.11 L. | -7.9% | -8.1% |
| 3Y | 07 Aug, 23 | 1.80 L. | 1.78 L. | -1.3% | -0.9% |
| 5Y | 09 Aug, 21 | 3 L. | 3.38 L. | +12.7% | +4.8% |
| 10Y | 08 Aug, 16 | 6 L. | 12.31 L. | +105.2% | +13.9% |
| SI | 07 Apr, 06 | 12.20 L. | 45.42 L. | +272.3% | +11.6% |
Lumpsum Returns
| Period | Inv Date | Inv(₹) | Val(₹) | Abs(%) | CAGR |
|---|---|---|---|---|---|
| 1Y | 17 Jul, 25 | 1 L. | 88214 | -11.8% | -11.8% |
| 2Y | 18 Jul, 24 | 1 L. | 94712 | -5.3% | -2.7% |
| 3Y | 17 Jul, 23 | 1 L. | 1.24 L. | +24.0% | +7.4% |
| 5Y | 19 Jul, 21 | 1 L. | 1.46 L. | +46.1% | +7.9% |
| 10Y | 18 Jul, 16 | 1 L. | 3.54 L. | +254.2% | +13.5% |
| SI | 03 Apr, 06 | 1 L. | 5.84 L. | +483.6% | +9.1% |
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.