- Mutual Funds
- SBI Mutual Fund
- SBI Technology Opportunities Fund Direct Growth
SBI Technology Opportunities Fund Direct Plan Growth
₹ 218.32
NAV (Mar 13)
Sectoral / Thematic - Technology funds provides inflation beating growth over the long term and is suitable for investment objectives with duration of 10-15 years or longer (minimum 5 years).
This category has few funds and relatively small amounts invested in them.
The benchmark IT Index has performed moderately well over time, however, funds in this category have underperformed the benchmark index.Investing in these funds will require investors to have a unique insight into the specific areas of investment focus.In addition the investor will need to have the ability,inclination and expertise to monitor the prospects closely.Investors are therefore better off investing in diversified funds rather than this category.
Scheme Information
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.
Expense Ratio | 0.84 % |
Launched | - |
AUM in Crores | 4247 |
ISIN | INF200K01RV6 |
Lock-in (days) | No Lock-in |
Benchmark | BSE Teck Total Return Index |
SIP Minimum | 1000 |
Lumpsum Min. | 5000 |
Standard Deviation | 17.1 |
Beta | 0.8 |
Sharpe Ratio | 0.4 |
Asset allocation and Holdings
Top Stock Holdings
Infosys Ltd.
27.64%Bharti Airtel Ltd.
10.28%Tata Consultancy Services Ltd.
8.59%Firstsource Solutions Ltd.
4.97%Tech Mahindra Ltd.
4.8%
Allocation by Sector
Technology
54.17%Services
32.58%Communication
10.15%Healthcare
0.6%
Comparison with Equity Funds
| Fund Name | Fund Size | |
|---|---|---|
₹ 46,114 cr | ||
₹ 88,004 cr | ||
₹ 60,177 cr | ||
₹ 25,723 cr | ||
₹ 14,981 cr |
