SBI Technology Opportunities Fund - Regular Plan - Income Distribution cum Capital Withdrawal Option (IDCW)

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sectoral-technology NAV 99.3289 0 07 December, 2023

Fund Details

Category Sectoral-Technology
Fund Type
Investment Plan Dividend
Launch Date 14 July, 1999
Benchmark S&P BSE Teck TRI
Asset Size(Cr) 3261.5098000000003
ISIN No. INF200K01420
Turn over 48%
Min Investment ₹ 5000
Min SIP Investment ₹ 500
Min Addl Investment ₹ 1000
Exit Load Exit load of 0.50% if redeemed within 15 days
Expense Ratio 2.01
Fund Manager Saurabh Pant, Mohit Jain
Fund House SBI Mutual Fund

Investment Returns (As on 07 Dec, 2023)

Duration Returns Benchmark Category
1 W -0.71% 1.58% 2.66%
1 M -2.87% 4.02% -1.92%
3 M 4.2% 1.44% -6.65%
6 M 18.06% 0.35% -1.32%
1 Y 17.11% 7.25% -5.82%
2 Y 10.96% 12.49% 7.17%
3 Y 21.73% 23.79% 30.3%
5 Y 21.04% 12.46% 17.47%

Risk Mesasures (As on 07 Dec, 2023)

Std Dev Sharpe Beta Alpha
Fund 19.12 1.26 6.79 0.76
Benchmark 0 0 0 0
Returns Compare with Others
  • 1Y
  • 3Y
  • 5Y

Portfolio (As on 30 Oct, 2023)

Assets Allocation

Sector Holdings
Others 6.42%

Return Calculator

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Disclaimer: Above returns are calculated on the basis of historical NAV movement for the selected period. However, historical performance does not guarantee future returns. Investors must take investment decisions based on his/her own requirements.

Peer Comparison

Fund Name 1 Yr Rtn. 3 Yr Rtn. 5 Yr Rtn.
SBI Technology Opportunities Fund - Regular Plan - Income Distribution cum Capital Withdrawal Option (IDCW) 17.11% 21.73% 21.04%
Aditya Birla Sun Life Digital India Fund - Growth - Regular Plan 21.64% 22.61% 22.83%
ICICI Prudential Technology Fund - Growth 14.66% 21.14% 21.24%
Tata Digital India Fund-Regular Plan-Growth 15.74% 20.55% 20.54%

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