SBI Technology Opportunities Fund Growth
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1–7 yearsInvestment Horizon
HNI,MATarget Segments
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Sbi Technology Opportunities Fund Growth focuses on Indian tech companies for growth-oriented investors.
Performance and Risk Analysis
Historical returns, volatility patterns, and how this fund has performed relative to its benchmark.
Fund Performance
11.7% AnnuallyAlpha
+17.3% vs +9.5% benchmarkSince Inception
+9.2% vs +5.7% benchmark3Y Annualized
+5.4% vs +4.7% benchmark5Y Annualized
SBI Technology Opportunities Fund Growth
Benchmark Index
Benchmark Performance Comparison
SBI Technology Opportunities Fund
NIFTY 50
Given the product’s limited performance history, the assessment considers the fund house’s track record and the historical performance of comparable strategies managed by the same fund house, which follow similar investment approaches. Such comparisons provide historical context only and do not represent the performance of the new product or indicate its future returns.
Risk Profile
Standard Deviation17.6%
Sharpe Ratio0.62
Beta0.76
Strategy Details
A closer look at the investment thesis, portfolio construction, and current holdings.
Portfolio Holdings Overview
SectoralAllocation
Geographic Allocation
Domestic88.52078%
International11.47922%
Top Stock Holdings
CompanySectorAllocation
Bharti Airtel LtdServices14.15%
Infosys LtdTechnology13.93%
Coforge LtdTechnology7.57%
Firstsource Solutions LtdTechnology5.93%
TrepsUtilities5.64%
LTIMindtree LtdTechnology5.51%
Cognizant Technology Solutions Corp Class ATechnology4.56%
Eternal LtdConsumers4.12%
Microsoft CorpTechnology3.35%
Zinka Logistics Solutions LtdTechnology3.19%
Operational & Regulatory Details
What it costs to invest, transaction mechanics, and regulatory disclosures you should know.
Costs and Fees
Total Expense Ratio (TER)1.9%
Exit Load0.5
Regulatory & Tax Information
INF200K01VS4
ISINDailyDealing Frequency
BSE ITBenchmark
LTCG | >1Year 12.5%% on gain above 1.25 Lakh
STCG | <1Year 20%%
Tax Implications (India)