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SBI Technology Opportunities Fund Direct IDCW

Equity
Sectoral / Thematic
Very High Risk
84.39%
1Y return
+0.17% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 30 Jul 2021₹105.68
Min. SIP Amount₹500
Rating2star
Fund Size₹914.72 Cr

Return calculator

Monthly SIP
One-Time
₹5,000 per month
Over the past
Total investment of 0
Would have become 0 (0.00%)

Returns and rankings

Category: Equity Sectoral / Thematic
Annualised returns
Absolute returns
1Y3Y5YAll
Fund returns84.4%30.9%25.1%24.4%
Category average94.2%29.7%24.2%NA
Rank with in category444NA
Understand termsinfo

Holdings (19)

NameSectorInstrumentAssets
Infosys Ltd.TechnologyEquity23.8%
Alphabet Inc Class A
TechnologyForgn. Eq8.8%
HCL Technologies Ltd.TechnologyEquity8.1%
Tata Consultancy Services Ltd.TechnologyEquity7.0%
Tech Mahindra Ltd.TechnologyEquity5.0%
Persistent Systems Ltd.TechnologyEquity4.6%
Larsen & Toubro Infotech Ltd.TechnologyEquity4.6%
Bharti Airtel Ltd.CommunicationEquity3.9%
Firstsource Solutions Ltd.ServicesEquity3.8%
Cyient Ltd.TechnologyEquity3.4%
See All

Pros and cons

Category: Equity Sectoral / Thematic

Pros

  • 3Y Returns are higher than the category average returns
  • 5Y Returns are higher than the category average returns

Cons

  • Asset under management(AUM) is less than 500 Crs. Watch expense ratio when AUM is very low
  • 1Y Returns are lower than the category average returns

Expense ratio, exit load and tax

Expense ratio: 1.25%

Inclusive of GST

Exit load

Exit load of 0.50% if redeemed within 15 days

Stamp duty

0.005% (from July 1st, 2020)

Tax implication

Returns are taxed at 15%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 10% on returns of Rs 1 lakh+ in a financial year.

Understand termsinfo

Minimum investment amounts

Min. for 1st investment₹1,000
Min. for 2nd investment onwards₹5,000
Min. for SIP₹500

Fund management

Anup Upadhyay
Jan 2013 - Present
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Mohit Jain
Sep 2017 - Present
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Fund house & investment objective

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Fund house contact details

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