SBI Technology Opportunities Fund Growth-0.55%

33.69%
1 Year Return
Equity
Sectoral/Thematic
2.0star
6M
1Y
3Y
5Y
All

Fund Details

SBI Technology Opportunities Fund Growth

RiskHigh
Min SIP Amount₹500
Expense Ratio2.81%
NAV84.98 (29 Oct 2020)
Fund Started07 Jan 2013
Fund Size273 Cr

Returns

1Y
3Y*
5Y*
Since inception*
SBI Technology Opportunities Fund Growth
33.7%
22.6%
12.4%
14.1%
Category Average
41.0%
24.6%
14.1%
-
Rank within category
4
4
3
-
*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
    0
    with 33.7% annual returns

    Comparison

    Data not available
    Pros
    1. Risk is lower compared to the benchmark
    2. 3Y 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. 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%

    Top Holdings

    NameSectorInstrument% Assets
    Infosys Ltd.TechnologyEquity21.5%
    Tata Consultancy Services Ltd.TechnologyEquity17.7%
    Tech Mahindra Ltd.TechnologyEquity9.7%
    HCL Technologies Ltd.TechnologyEquity9.4%
    Bharti Airtel Ltd.CommunicationEquity7.5%
    Alphabet Inc Class ATechnologyForgn. Eq5.0%
    Persistent Systems Ltd.TechnologyEquity3.3%
    MindTree Ltd.TechnologyEquity3.0%
    NIIT Ltd.TechnologyEquity2.7%
    Oracle Financial Services Software Ltd.TechnologyEquity2.7%
    See All

    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 ₹273 Cr and the Latest NAV as of 29 Oct 2020 is ₹84.98.

    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.

    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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