Fund Details
SBI Technology Opportunities Fund Growth
| Risk | High |
|---|---|
| Min SIP Amount | ₹500 |
| Expense Ratio | 2.64% |
| NAV | ₹103.58 (25 Jan 2021) |
|---|---|
| Fund Started | 07 Jan 2013 |
| Fund Size | ₹426 Cr |
Returns
Comparison
1. Risk is lower compared to the benchmark
2. 3Y Returns are higher than the benchmark
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. 5Y Returns are lower than the benchmark
5. 10Y Returns are lower than the benchmark
6. Asset under management(AUM) is less than 500 Crs. Watch expense ratio when AUM is very low
7. Higher expense ratio - 2.81%
8. 1Y Returns are lower than the category average returns
9. 3Y Returns are lower than the category average returns
10. 5Y Returns are lower than the category average returns
11. 10Y Returns are lower than the category average returns
Top Holdings
| Name | Sector | Instrument | % Assets |
|---|---|---|---|
| Infosys Ltd. | Technology | Equity | 24.8% |
| Tata Consultancy Services Ltd. | Technology | Equity | 12.9% |
| HCL Technologies Ltd. | Technology | Equity | 9.8% |
| Bharti Airtel Ltd. | Communication | Equity | 9.0% |
| Tech Mahindra Ltd. | Technology | Equity | 8.1% |
| Firstsource Solutions Ltd. | Services | Equity | 6.1% |
| Alphabet Inc Class A | Technology | Forgn. Eq | 4.8% |
| Cyient Limited | Technology | Equity | 2.9% |
| Persistent Systems Ltd. | Technology | Equity | 2.9% |
| Oracle Financial Services Software Ltd. | Technology | Equity | 2.8% |
Fund Managers
SBI Technology Opportunities Fund Growth Details
SBI Technology Opportunities Fund Growth is a Equity Mutual Fund Scheme launched by SBI Mutual Fund. This scheme was made available to investors on 07 Jan 2013. Anup Upadhyay is the Current Fund Manager of SBI Technology Opportunities Fund Growth fund.The fund currently has an Asset Under Management(AUM) of ₹426 Cr and the Latest NAV as of 25 Jan 2021 is ₹103.58.
The SBI Technology Opportunities Fund 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.
