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  • SBI Technology Opportunities Fund (PIDCW-A)

Formerly SBI IT Reg DP

SBI Mutual Fund

SBI Technology Opportunities Fund (PIDCW-A)

EquitySectoral / Thematic - Technology

111.2897

NAV (Jun 21)

22.9%
5 Year CAGR
Scripbox Opinion
Neutral
Click here for top ranked funds in sectoral / thematic - technology mutual funds.

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.

Scripbox does not recommend investing in the dividend option of a fund because dividends are taxable at a higher rate than withdrawals.

Our analysis of this fundLearn how we rate funds ->

Fund Size

Neutral

The performance of the fund on a Fund Size metric has been Neutral

Outperformance Consistency

Category Leader

The fund has been a Category Leader on the Outperformance Consistency metric

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Investment Calculator

Investment Duration5 years

0

Total Investment

0

Wealth Gained

0

Total Corpus Created (₹)

With CAGR of 11.25 % in 5 years

Historical NAV

111.2897

NAV (Jun 21)

Fund Returns

Last 1Y
27%
Last 3Y
14.6%
Last 5Y
22.8%
Last 10Y
17.5%
Since Inception
15.5%
6 Month CAGR
8.1%

Scheme Information

Investment Objective

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
1.93
Launched (25y ago)
Jul 14, 1999
AUM in Crores
3496.617
ISIN
INF200K01420
Lock-in
No Lock-in
Benchmark
BSE TECK TR INR
SIP Minimum
1000
Lumpsum Min.
5000
Standard Deviation (3yr)
17
Standard Deviation (5yr)
18.5
Beta (3yr)
0.9
Beta (5yr)
0.92
Sharpe Ratio (3yr)
0.52
Sharpe Ratio (5yr)
0.856
YTM
0
Fund Managers

Pradeep Kesavan

Fund Manager

Saurabh Pant

Fund Manager

Vivek Gedda

Fund Manager

Mohit Jain

Fund Manager

Important Links

Scheme Information Document

Statement of Additional Information

Portfolio Disclosure

Returns Calculator Comparison

of

for

with step up of

AssetReturnsTotal CorpusGainsCAGR
SBI Technology Opportunities Fund (PIDCW-A)70%13,17,475 5,84,86322.9%
EPF70% 9,00,761 1,68,1498.50%
Property70% 8,67,662 1,35,0507.00%
PPF70% 8,69,819 1,37,2077.10%
Bank FD70% 8,46,471 1,13,8596.00%
Gold70% 8,46,471 1,13,8596.00%
Savings Bank70% 8,25,950 93,3385.00%

Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully before investing. Past performance is not an indicator of future returns.

Asset allocation and Holdings

Last updated on 2024-06-21

Top Stock Holdings

infosys ltd

25.2%
25.2%

bharti airtel ltd

11.4%
11.4%

tata consultancy services ltd

8.6%
8.6%

tech mahindra ltd

7%
7%

coforge ltd

4.3%
4.3%
See all holdings

Allocation by Sector

technology

62.2%
62.2%

communication services

25.4%
25.4%

industrials

4.8%
4.8%

consumer cyclical

3%
3%

financial services

2.6%
2.6%
See all sectors

Comparison with Equity Funds

Fund NameFund SizeOutperformance Consistency
DSP ELSS Tax Saver Fund (G)
DSP ELSS Tax Saver Fund (G)

₹ 15,161 cr

₹ 19,454 cr

₹ 22,620 cr

₹ 55,459 cr

₹ 42,669 cr

amc-img

About the AMC

SBI Funds Management Ltd

SBI Funds Management Ltd manages assets worth 694,566 crores and was set up on 7 February 1992. It's current offering of mutual fund schemes includes 90 equity,230 debt and 41 hybrid funds.amc-img
phone-img022-61793000
email-img
Fund NameScripbox Opinion
Till Date CAGR

5.3%

6.5%

21.1%

18.2%

16.5%

12.5%

25.8%

17%

27.9%

13.9%

SBI Technology Opportunities Fund (PIDCW-A) Review

SBI Technology Opportunities Fund (PIDCW-A) is a Sectoral / Thematic - Technology Equity fund and has delivered an annualised return of 15.8% over a period of 24 years. The fund was previously known as SBI IT Reg DP. The fund is managed by SBI Funds Management Ltd. The fund managers are Mohit Jain, Pradeep Kesavan, Saurabh Pant, Vivek Gedda.

Nav of SBI Technology Opportunities Fund (PIDCW-A) as of 6/21/2024 is ₹111.29 with the total AUM as of 6/24/2024 is ₹3496.617. With Scripbox you can compare and check the latest nav for all mutual funds in India. SBI Technology Opportunities Fund (PIDCW-A) was launched on Jul 14, 1999. The category risk of the fund is Very High Risk.

The minimum SIP amount for SBI Technology Opportunities Fund (PIDCW-A) is ₹1000 and you can increase this in multiples of ₹100. In case you want to invest a lump sum, the minimum amount to be invested is ₹5000. Check your estimated returns on mutual funds by using sip calculator.

SBI Technology Opportunities Fund (PIDCW-A) is meant for investors with a minimum investment horizon of 5-7 years. Due to the asset class nature, expect volatility in your investments over the short term. The fund is benchmarked to BSE TECK TR INR.

SBI Technology Opportunities Fund (PIDCW-A) is rated as a 2 fund in Equity and delivered 27% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with SBI Technology Opportunities Fund (PIDCW-A).

Frequently Asked Questions

What is SBI Technology Opportunities Fund (PIDCW-A)?

SBI Technology Opportunities Fund (PIDCW-A) is a Sectoral / Thematic - Technology Equity scheme predominantly investing across Equity instruments with an investment objective to generate wealth over the long term.

How to invest in SBI Technology Opportunities Fund (PIDCW-A)?

You can invest in SBI Technology Opportunities Fund (PIDCW-A) through AMC, intermediaries, brokers or platforms like Scripbox. To learn step by step process visit how to invest in mutual funds?

What is the minimum sip amount of SBI Technology Opportunities Fund (PIDCW-A)?

The minimum sip amount for SBI Technology Opportunities Fund (PIDCW-A) is ₹1000. You can invest in multiples of ₹5000.

Is SBI Technology Opportunities Fund (PIDCW-A) good to invest in?

As per Scripbox experts, SBI Technology Opportunities Fund (PIDCW-A) is a Neutral fund. You can investSBI Technology Opportunities Fund (PIDCW-A) fund if its investment objective and risk-o-meter matches your investment goals and risk preferences.

What is the expense ratio of the SBI Technology Opportunities Fund (PIDCW-A)?

The expense ratio of the SBI Technology Opportunities Fund (PIDCW-A) is 1.93% for regular plan.