SBI Technology Opportunities Fund Dividend+0.93%

2Groww
4.57%
1 Year Return
Equity
Sectoral/Thematic
2.0 star
6M
1Y
3Y
5Y
All

Fund Details

SBI Technology Opportunities Fund Dividend

RiskHigh
Min SIP Amount₹500
Expense Ratio2.55%
NAV39.9 (20 Aug 2019)
Fund Started05 Jul 1999
Fund Size149 Cr

Returns

1Y
3Y*
5Y*
Since inception*
SBI Technology Opportunities Fund Dividend
4.6%
12.9%
10.4%
13.6%
Category Average
3.1%
12.9%
10.8%
-
Rank within category
1
4
2
-
*All returns are annualized.
SIP
Lumpsum
I want to invest per month5,000
    For how many years?
    1 Year
    3 Years
    5 Years
    Estimated Value
    as per Historical Returns
    30
    with 4.6% annual returns

    Comparison

    Data not available
    Pros
    1. Risk is lower compared to the benchmark
    2. 3Y Returns are higher than the benchmark
    3. 5Y Returns are higher than the benchmark
    Cons
    1. Asset under management(AUM) is less than 500 Crs. Watch expense ratio when AUM is very low
    2. Higher expense ratio
    3. 1Y Returns are lower than the benchmark
    4. 10Y Returns are lower than the benchmark

    Top Holdings

    NameSectorInstrument% Assets
    Infosys Ltd.TechnologyEquity34.3%
    HCL Technologies Ltd.TechnologyEquity9.9%
    Bharti Airtel Ltd.CommunicationEquity9.7%
    Tata Consultancy Services Ltd.TechnologyEquity9.2%
    NIIT Ltd.TechnologyEquity4.5%
    Info Edge (India) Ltd.ServicesEquity4.3%
    NIIT Technologies Ltd.TechnologyEquity4.2%
    Tech Mahindra Ltd.TechnologyEquity3.2%
    Alphabet Inc Class ATechnologyForgn. Eq3.1%
    Cognizant Technology Solutions Corp.TechnologyForgn. Eq2.7%
    See All

    Fund Managers

    Other Details

    SBI Technology Opportunities Fund Dividend is a Equity Mutual Fund Scheme launched by SBI Mutual Fund. This scheme was introduced to investors on 05 Jul 1999. Anup Upadhyay is the Current Fund Manager of SBI Technology Opportunities Fund Dividend.The fund currently has an Asset Under Management(AUM) of ₹149 Cr and the Latest NAV as of 20 Aug 2019 is ₹39.9.

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

    Investment Objective

    To provide the investors maximum growth opportunity through equity investments in stocks of growth oriented sectors of the economy. There are five sub-funds dedicated to specific investment themes viz. Information Technology,Pharmaceuticals, FMCG, Contrarian (investment in stocks currently out of favour) and Emerging Businesses.

    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
    28 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,
    Invest Now
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    Mutual fund investments are subject to market risks. Please read the scheme information and other related documents carefully before investing.
    Past performance is not indicative of future returns. Please consider your specific investment requirements, risk tolerance, investment goal, time frame, risk and reward balance and the cost associated with the investment before choosing a fund, or designing a portfolio that suits your needs.
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