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SBI Technology Opportunities Fund Direct Growth-1.61%

50.43%
1 Year Return
Equity
Sectoral/Thematic
4.0star
6M
1Y
3Y
5Y
All

Fund Details

SBI Technology Opportunities Fund Direct Growth

RiskHigh
Min SIP Amount₹500
Expense Ratio1.52%
NAV₹112.38 (15 Jan 2021)
Fund Started09 Jan 2013
Fund Size426 Cr

Returns

1Y
3Y*
5Y*
Since inception*
Fund Returns
50.4%
27.3%
19.5%
21.9%
Category Average
59.7%
27.6%
20.1%
-
Rank Within Category
4
4
4
-
*All returns are annualized.
SIP
ONE TIME
Minimum SIP amount500
Amount Per Month₹5,000
Duration
1Y back
3Y back
5Y back
Would have become
0
with 50.4% returns per annum

Comparison

Data not available
Pros
1. 3Y Returns are higher than the category average returns
2. 5Y Returns are higher than the category average returns
Cons
1. Asset under management(AUM) is less than 500 Crs. Watch expense ratio when AUM is very low
2. Risk-adjusted returns are lower compared to the category
3. Higher expense ratio - 1.69%
4. 1Y Returns are lower than the category average returns

Top Holdings

NameSectorInstrument% Assets
Infosys Ltd.TechnologyEquity23.1%
Tata Consultancy Services Ltd.TechnologyEquity14.1%
HCL Technologies Ltd.TechnologyEquity9.5%
Bharti Airtel Ltd.CommunicationEquity9.5%
Tech Mahindra Ltd.TechnologyEquity8.4%
Alphabet Inc Class ATechnologyForgn. Eq5.7%
Firstsource Solutions Ltd.ServicesEquity4.2%
Oracle Financial Services Software Ltd.TechnologyEquity3.0%
Persistent Systems Ltd.TechnologyEquity2.6%
NIIT Ltd.TechnologyEquity2.6%
See All

Fund Managers

Mohit Jain
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SBI Technology Opportunities Fund Direct Growth Details

SBI Technology Opportunities Fund Direct Growth is a Equity Mutual Fund Scheme launched by SBI Mutual Fund. This scheme was made available to investors on 09 Jan 2013. Anup Upadhyay is the Current Fund Manager of SBI Technology Opportunities Fund Direct Growth fund.The fund currently has an Asset Under Management(AUM) of ₹426 Cr and the Latest NAV as of 15 Jan 2021 is ₹112.38.

The SBI Technology Opportunities Fund Direct Growth is rated High risk. Minimum SIP Investment is set to 500. Minimum Lumpsum Investment is 5000. Exit load of 0.50% if redeemed within 15 days

Investment Objective

The scheme seeks to provide the investor with the opportunity of long-term capital appreciation by investing in a diversified portfolio of equity and equity related securities in technology and technology related companies.

Tax Implications

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.

Scheme Information Document(SID)

₹5000
Min for First Investment
₹1000
Min for Second Investment
Exit load of 0.50% if redeemed within 15 days
Exit Load

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About SBI Mutual Fund

Address
9th Floor, Crescenzo, C-38 & 39, G Block, Bandra Kurla Complex, Bandra (East), Mumbai 400051
Phone
022 - 61793000
Launch Date
29 Jun 1987
SBI Mutual Fund
Asset Management Company
Custodian
SBI SG Global Securities Services Pvt.Ltd.
Registrar & Transfer Agent
Cams
Address
7th Floor, Tower II, Rayala Towers, 158, Anna Salai,
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