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sbi technology opportunities fund direct growth
SBI Technology Opportunities Fund Direct Growth

SBI Technology Opportunities Fund Direct Growth

  • Very High Risk
  • Equity
  • Sector - Technology
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NAV as on Jul 2, 2026
i
Price per unit of the scheme.
₹ 209.34302.18%1 Day Change
-5.09%
Minimum Investment₹5000
Expense Ratio0.88%

FUND RATING

A holistic measure of the rank of a fund relative to its peers. Top funds receive a score of 5.
*Morningstar Rating Methodologyi
i

RISK-O-METER

Level of risk associated with a mutual fund to help investors make informed investment decisions
 

bt_logoFUND PERFORMANCE

As On Jan 01, 2023
Compare fund’s performance against category average across different time periods


No Data Found.
Returns <= 1 year are absolute and > 1 year are annualised (CAGR)
For calculating Category Return & Scheme Ranking, only Growth & Direct schemes are considered.

bt_logoFUND COMPARISON

1M3M6M1Y3Y5Y
This Fund
SBI Technology Opportunities Fund Direct Growth
VS
Equity: Sector - Technology Average NAV
    Topper in Equity: Sector - Technology
    All Fund


    No Data Found.
    *For the other fund, rescaled NAVs are used
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    bt_logoRETURN CALCULATOR

    Check the return on your investment in the fund
    SBI Technology Opportunities Fund Direct Growth
    Investment Type
    Monthly Investment
    Time Period (yrs)
    Annual Return in %
    • Invested Amount
      ₹0
    • Return
      ₹0
    • Current Value
      ₹0

    bt_logoFUND SUMMARY

    Benchmark
    S&P BSE TECK TR INR
    Expense Ratio
    0.88%
    Category Avg Expense Ratio
    0.75%
    Minimum Investment (Lumpsum/SIP)
    ₹ 5000 /₹ 1000
    Lock In (Years)
    No Lock-in
    Fund Size
    ₹ 4,228.10 Cr(As on May, 2026)
    Inception Date
    Jan 01, 2013
    Turnover
    36.00 %
    Exit Load
    For exit within 15 Days from the date of allotment - 0.50%, For exit after 15 Days from the date of allotment – Nil

    bt_logoABOUT THE FUND

    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.

    SBI Technology Opportunities Fund Direct Growth is an Equity - Sector - Technology fund. The fund was launched inJan 01, 2013. Its risk level is . The NAV of the fund as onJul 02, 2026 is ₹209.34. Its expense ratio is 0.88 %. The fund has an AUM of ₹4,228.10 Cr.The fund is managed bySaurabh Pant,Mohit Jain,Pradeep Kesavan,Vivek Gedda.
    The minimum initial investment is  ₹5000 in Lumpsum mode.

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    bt_logoFUND MANAGER

    Saurabh Pant
    Saurabh Pant
    i
    Lead Fund Manager.
    Jan 1, 2022 - Present
    • Fund Manager Rank3Out of 5
      i
      Rank measured on the basis of consistent alpha the fund manager delivered in the same category over a period of three years (factors only Direct plan, Growth option)
    • Schemes managed6
    • Total AUM₹ 1,32,957.83 Cr
    • Highest Return In 1 Yr5.66 %
    Other Funds
    • table
    • card
    1M
    3M
    6M
    1Y
    3Y
    5Y
    Fund NameMorningstar RatingNAVFund ReturnCategory ReturnRiskFund Size
    SBI Technology Opportunities Fund Direct Growth
    --
    ₹ 209.34
    -5.09%
    -7.44%
    Very High Risk
    ₹4,228.10Cr
    SBI Conservative Hybrid Fund Direct Plan Growth
    ₹ 84.14
    2.22%
    1.96%
    Moderately High risk
    ₹9,792.72Cr
    SBI Large & Midcap Fund Direct Growth
    ₹ 714.01
    4.41%
    4.31%
    Very High Risk
    ₹39,424.46Cr
    SBI Technology Opportunities Fund Direct Growth
    Very High Risk--
    • NAV₹ 209.34
    • Fund Size₹4,228.10Cr
    Fund Return-5.09%
    Category Return-7.44%
    SBI Conservative Hybrid Fund Direct Plan Growth
    Moderately High risk
    • NAV₹ 84.14
    • Fund Size₹9,792.72Cr
    Fund Return2.22%
    Category Return1.96%
    SBI Large & Midcap Fund Direct Growth
    Very High Risk
    • NAV₹ 714.01
    • Fund Size₹39,424.46Cr
    Fund Return4.41%
    Category Return4.31%
    Returns <= 1 year are absolute and > 1 year are annualised (CAGR)
    Mohit Jain
    Mohit Jain
    i
    Lead Fund Manager.
    Jan 1, 2022 - Present
    • Schemes managed43
    • Total AUM₹ 6,40,746.58 Cr
    • Highest Return In 1 Yr33.11 %
    Other Funds
    • table
    • card
    1M
    3M
    6M
    1Y
    3Y
    5Y
    Fund NameMorningstar RatingNAVFund ReturnCategory ReturnRiskFund Size
    SBI Magnum Children's Benefit Fund- Investment Plan Direct Growth
    --
    ₹ 53.43
    6.23%
    -%
    Very High Risk
    ₹6,387.01Cr
    SBI Multicap Fund Direct Growth
    --
    ₹ 17.80
    3.77%
    4.48%
    Very High Risk
    ₹23,179.50Cr
    SBI Balanced Advantage Fund Direct Growth
    --
    ₹ 16.69
    2.25%
    2.68%
    Very High Risk
    ₹40,673.49Cr
    SBI Magnum Children's Benefit Fund- Investment Plan Direct Growth
    Very High Risk--
    • NAV₹ 53.43
    • Fund Size₹6,387.01Cr
    Fund Return6.23%
    Category Return--
    SBI Multicap Fund Direct Growth
    Very High Risk--
    • NAV₹ 17.80
    • Fund Size₹23,179.50Cr
    Fund Return3.77%
    Category Return4.48%
    SBI Balanced Advantage Fund Direct Growth
    Very High Risk--
    • NAV₹ 16.69
    • Fund Size₹40,673.49Cr
    Fund Return2.25%
    Category Return2.68%
    Returns <= 1 year are absolute and > 1 year are annualised (CAGR)
    Pradeep Kesavan
    Pradeep Kesavan
    i
    Lead Fund Manager.
    Apr 1, 2024 - Present
    • Schemes managed46
    • Total AUM₹ 6,59,765.94 Cr
    • Highest Return In 1 Yr33.11 %
    Other Funds
    • table
    • card
    1M
    3M
    6M
    1Y
    3Y
    5Y
    Fund NameMorningstar RatingNAVFund ReturnCategory ReturnRiskFund Size
    SBI Credit Risk Fund Direct Plan Growth
    ₹ 53.53
    2.19%
    1.50%
    Moderately High risk
    ₹2,141.67Cr
    SBI Savings Fund Direct Plan Growth
    ₹ 47.45
    1.13%
    0.99%
    Moderate Risk
    ₹34,348.86Cr
    SBI Short Term Debt Fund Direct Growth
    ₹ 36.32
    1.86%
    1.53%
    Moderate Risk
    ₹13,839.20Cr
    SBI Credit Risk Fund Direct Plan Growth
    Moderately High risk
    • NAV₹ 53.53
    • Fund Size₹2,141.67Cr
    Fund Return2.19%
    Category Return1.50%
    SBI Savings Fund Direct Plan Growth
    Moderate Risk
    • NAV₹ 47.45
    • Fund Size₹34,348.86Cr
    Fund Return1.13%
    Category Return0.99%
    SBI Short Term Debt Fund Direct Growth
    Moderate Risk
    • NAV₹ 36.32
    • Fund Size₹13,839.20Cr
    Fund Return1.86%
    Category Return1.53%
    Returns <= 1 year are absolute and > 1 year are annualised (CAGR)
    Vivek Gedda
    Vivek Gedda
    i
    Lead Fund Manager.
    Apr 1, 2024 - Present
    • Schemes managed2
    • Total AUM₹ 9,163.35 Cr
    • Highest Return In 1 Yr2.29 %
    Other Funds
    • table
    • card
    1M
    3M
    6M
    1Y
    3Y
    5Y
    Fund NameMorningstar RatingNAVFund ReturnCategory ReturnRiskFund Size
    SBI Technology Opportunities Fund Direct Growth
    --
    ₹ 209.34
    -5.09%
    -7.44%
    Very High Risk
    ₹4,228.10Cr
    SBI Innovative Opportunities Fund Direct Growth
    --
    ₹ 9.98
    8.10%
    -%
    Very High Risk
    ₹4,935.25Cr
    SBI Technology Opportunities Fund Direct Growth
    Very High Risk--
    • NAV₹ 209.34
    • Fund Size₹4,228.10Cr
    Fund Return-5.09%
    Category Return-7.44%
    SBI Innovative Opportunities Fund Direct Growth
    Very High Risk--
    • NAV₹ 9.98
    • Fund Size₹4,935.25Cr
    Fund Return8.10%
    Category Return--
    Returns <= 1 year are absolute and > 1 year are annualised (CAGR)

    bt_logoDETAILED PORTFOLIO

    As on May, 2026
    EQUITY (97.74%)
    DEBT (0.07%)
    CASH (2.19%)
    Allocation by Market Cap
    Large Cap(48.41%)
    Mid Cap(19.62%)
    Small Cap(13.00%)
    Industry Holdings
    • Information Technology Services50.51%
    • Telecom Services13.28%
    • Internet Retail10.82%
    • Internet Content Information New7.32%
    • Software Application6.39%
    • Software Infrastructure4.94%
    Stock Holdings
    • Bharti Airtel Ltd12.98%
    • Infosys Ltd12.07%
    • Tata Consultancy Services Ltd7.59%
    • Eternal Ltd6.28%
    • Alphabet Inc Class A4.80%
    • LTM Ltd4.80%

    bt_logoPERFORMANCE MEASURES

    Fund evaluation across critical parameters for better decision making. Study period is 3 years.
    • Consistency
      i
      It represents the consistency of a fund in beating its benchmark.
    • Downside Risk
      i
      Measured by Maximum Drawdown which shows the maximum loss from a peak to a nadir over a specified time period
    • Risk Adjusted Return
      i
      Risk adjusted return represents the return generated after factoring the risk taken to achieve it.
    • Volatility
      i
      Volatility represents the standard deviation of fund returns that is, how much the fund returns have deviated from the average.
    • Upside Capture Ratio
      i
      Fund performance relative to the index when the market is up. An upside capture ratio of >100 indicates better fund performance.
    • Downside Capture Ratio
      i
      Fund performance relative to the index when the market is down. A downside capture ratio of <100 indicates better fund performance.

    bt_logoHISTORICAL RISK MEASURES

    Statistical measures to evaluate mutual fund risk. All ratios are calculated for a three-year time duration.
    • Alpha: Excess return of the fund over benchmark
      i
      Any Alpha above zero is considered good. However, for comparison, a fund with a higher Alpha is considered better. Alpha is normally used in conjunction with Beta. If the Beta is high, it implies that the fund manager took a high risk to generate Alpha.
      6.41
      This Fund
      VS
      2.89
      Category Avg
    • R-Squared: How well the fund tracks benchmark
      i
      R-Squared measures the correlation of fund returns and its benchmark returns. It varies between 0 and 1. The metric, Beta makes no sense if R-Squared is equal to zero. Thus, both Beta and R-Squared should be used in conjunction. A fund with a high R-Squared and low Beta is considered a less risky fund.
      88.44
      This Fund
      VS
      91.30
      Category Avg
    • Beta: Risk of the fund in relation to benchmark
      i
      Beta >1 indicates that the fund is more volatile than its benchmark while Beta < 1 indicates that the fund is less volatile than its benchmark. The Beta of the benchmark is equal to 1.
      0.73
      This Fund
      VS
      0.87
      Category Avg
    • Sharpe Ratio: Risk adjusted return of the fund
      i
      Sharpe Ratio is a measure of return per unit of risk. A higher Sharpe ratio indicates better risk adjusted return given by the fund.
      0.14
      This Fund
      VS
      -0.07
      Category Avg
    • Sortino Ratio: Return per unit of bad risk
      i
      A variation of Sharpe ratio, Sortino considers only the downside risk. Unlike Sharpe ratio which considers both good risk and bad risk, Sortino factors only the bad risk. A high Sortino ratio indicates better return for each unit of downside risk.
      0.20
      This Fund
      VS
      -0.08
      Category Avg
    • Standard Devation: Volatility of the fund
      i
      Standard deviation is a measure of dispersion of fund returns from its average return. A fund with a higher Standard deviation is more volatile than a fund with a low standard deviation.
      17.76
      This Fund
      VS
      20.87
      Category Avg
    Benchmark used in calculation : S&P BSE 500 India TR INR

    bt_logoPEER ANALYSIS

    1M
    3M
    6M
    1Y
    3Y
    5Y
    • card
    • table
    Fund NameMorningstar RatingNAV Fund Return Category ReturnRisk Fund Size
    Returns <= 1 year are absolute and > 1 year are annualised (CAGR)

    bt_logoTOP FUNDS FROM THIS AMC

    1M
    3M
    6M
    1Y
    3Y
    5Y
    • card
    • table
    Fund NameMorningstar RatingNAV Fund Return Category Return Risk Fund Size (Cr)
    Returns <= 1 year are absolute and > 1 year are annualised (CAGR)

    bt_logoABOUT THE AMC

    company icon
    SBI Funds Management Ltd
    SBI Funds Management Ltd manages assets worth ₹ 12,76,995.87 crores. It’s current offering of mutual fund schemes includes 49 equity, 73 debt and 16 hybrid schemes.
    phone icon
    Phone
    022 - 61793000
    mail icon
    Email
    partnerforlife@sbimf.com
    aum
    AUM
    ₹ 12,76,995.87 Cr (
    As on May 31, 2026
    )
    location
    Address
    C-38 & 39, G Block, Bandra Kurla Complex, Mumbai,400 051

    bt_logoFAQs

    What is the category of SBI Technology Opportunities Fund Direct Growth ?
    The category of SBI Technology Opportunities Fund Direct Growth is Equity - Sector - Technology
    What is the current NAV of SBI Technology Opportunities Fund Direct Growth ?
    The current NAV of SBI Technology Opportunities Fund Direct Growth as on Jul 02, 2026 is ₹209.34
    How safe is SBI Technology Opportunities Fund Direct Growth ?
    The risk level of SBI Technology Opportunities Fund Direct Growth is Very High.
    What are short term returns given by SBI Technology Opportunities Fund Direct Growth ?
    The return given by SBI Technology Opportunities Fund Direct Growth in 1 month is -5.09%, 3 months is -0.61%, 6 months is -20.39%, and 1 year is -16.75%
    What are the long term returns given by SBI Technology Opportunities Fund Direct Growth ?
    The return given by SBI Technology Opportunities Fund Direct Growth in 3 years is 8.41% and 5 years is 8.58%.
    What is the expense ratio of SBI Technology Opportunities Fund Direct Growth ?
    The expense ratio of SBI Technology Opportunities Fund Direct Growth is 0.88%
    What is the AUM of SBI Technology Opportunities Fund Direct Growth ?
    The assets under Management (AUM) of SBI Technology Opportunities Fund Direct Growth is Rs 4,228.10 crores.
    What is the minimum investment in SBI Technology Opportunities Fund Direct Growth ?
    The minimum Lumpsum investment in SBI Technology Opportunities Fund Direct Growth is ₹5,000.00 and the minimum SIP investment in SBI Technology Opportunities Fund Direct Growth is ₹1,000.00
    What is the asset allocation of SBI Technology Opportunities Fund Direct Growth?
    SBI Technology Opportunities Fund Direct Growth has an exposure of 97.74% in Equity, 0.07% in Debt and 2.19% in Cash & Money Market Securities

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