Fund Details
SBI Technology Opportunities Fund Growth
| Risk | Very High |
|---|---|
| Min SIP Amount | ₹500 |
| Expense Ratio | 2.53% |
| NAV | ₹109.13 (22 Apr 2021) |
|---|---|
| Fund Started | 07 Jan 2013 |
| Fund Size | ₹595 Cr |
Returns
Comparison
Found nothing so far.
1. Asset under management(AUM) is less than 500 Crs. Watch expense ratio when AUM is very low
2. Higher expense ratio - 2.53%
3. 1Y Returns are lower than the category average returns
4. 3Y Returns are lower than the category average returns
5. 5Y Returns are lower than the category average returns
6. 10Y Returns are lower than the category average returns
Top Holdings
| Name | Sector | Instrument | % Assets |
|---|---|---|---|
| Infosys Ltd. | Technology | Equity | 28.0% |
| Tata Consultancy Services Ltd. | Technology | Equity | 10.2% |
| HCL Technologies Ltd. | Technology | Equity | 9.2% |
| Tech Mahindra Ltd. | Technology | Equity | 5.9% |
| Bharti Airtel Ltd. | Communication | Equity | 5.8% |
| Firstsource Solutions Ltd. | Services | Equity | 5.7% |
| Alphabet Inc Class A | Technology | Forgn. Eq | 5.4% |
| Persistent Systems Ltd. | Technology | Equity | 4.7% |
| Microsoft Corportion (US) | Technology | Forgn. Eq | 4.2% |
| Cyient Limited | Technology | Equity | 3.9% |
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 ₹595 Cr and the Latest NAV as of 22 Apr 2021 is ₹109.13.
The SBI Technology Opportunities Fund Growth is rated Very 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.
