- Mutual Funds
- SBI Mutual Fund
- SBI Technology Opportunities Fund (PIDCW-A)
Formerly SBI IT Reg DP
SBI Technology Opportunities Fund (PIDCW-A)
₹ 104.8976
NAV (Apr 15)
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.
Investment Calculator
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 yearsHistorical NAV
₹ 104.8976
NAV (Apr 15)
Fund Returns
Last 1Y | 25.8% |
Last 3Y | 16.4% |
Last 5Y | 22% |
Last 10Y | 17.6% |
Since Inception | 15.7% |
6 Month CAGR | 10.9% |
Scheme Information
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 | 3668.144 |
ISIN | INF200K01420 |
Lock-in | No Lock-in |
Benchmark | S&P BSE TECK TR INR |
SIP Minimum | 1000 |
Lumpsum Min. | 5000 |
Standard Deviation (3yr) | 17.1 |
Standard Deviation (5yr) | 18.4 |
Beta (3yr) | 0.9 |
Beta (5yr) | 0.91 |
Sharpe Ratio (3yr) | 0.733 |
Sharpe Ratio (5yr) | 0.907 |
YTM | 0 |
Returns Calculator Comparison
of
for
with step up of
| Asset | Returns | Total Corpus | Gains | CAGR |
|---|---|---|---|---|
| SBI Technology Opportunities Fund (PIDCW-A) | 12,85,142 | 5,52,530 | 22% | |
| EPF | 9,00,761 | 1,68,149 | 8.50% | |
| Property | 8,67,662 | 1,35,050 | 7.00% | |
| PPF | 8,69,819 | 1,37,207 | 7.10% | |
| Bank FD | 8,46,471 | 1,13,859 | 6.00% | |
| Gold | 8,46,471 | 1,13,859 | 6.00% | |
| Savings Bank | 8,25,950 | 93,338 | 5.00% |
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
Top Stock Holdings
infosys ltd
23.2%tata consultancy services ltd
11.3%bharti airtel ltd
9.7%tech mahindra ltd
6.7%hcl technologies ltd
5.8%Allocation by Sector
technology
69.7%communication services
22.4%industrials
3.5%consumer cyclical
2.8%Comparison with Equity Funds
| Fund Name | Fund Size | Outperformance Consistency |
|---|---|---|
₹ 17,313 cr | ||
₹ 14,075 cr | ||
₹ 21,475 cr | ||
₹ 41,281 cr | ||
₹ 60,559 cr |
About the AMC
SBI Funds Management Ltd
| Fund Name | Scripbox Opinion | Till Date CAGR | |
|---|---|---|---|
5.1% | 6.5% | ||
23.6% | 17.9% | ||
17.3% | 12.2% | ||
26.6% | 16.4% | ||
29.3% | 13.5% |
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 15.7% 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 4/15/2024 is ₹104.90 with the total AUM as of 4/16/2024 is ₹3668.144. 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 S&P BSE TECK TR INR.
SBI Technology Opportunities Fund (PIDCW-A) is rated as a 2 fund in Equity and delivered 25.8% 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)?
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.