SBI Technology Opportunities Fund Direct Growth

SBI Technology Opportunities Fund focuses on companies that have strong growth potential in areas like information technology, software, and e-commerce or any company that functions primarily in the technology sector.

The fund offers investors an opportunity to diversify their portfolio and gain exposure to the high-growth potential of the technology sector by investing in a host of companies like Infosys, Wipro, TCS, Tech Mahindra to name a few.

This fund is suitable for investors who only want a special exposure towards technology shares.

1. SBI Technology Opportunities Fund Direct Growth has ₹4225 Cr worth of assets under management (AUM) as on Mar 2025 and is more than category average.
2. The fund has an expense ratio 0.9.
   

SBI Technology Opportunities Fund Direct Growth has given a CAGR return of 20.83% since inception. Over the last 1, 3 and 5 years the fund has given a CAGR return of 22.66%, 17.80% and 28.52% respectively.

SBI Technology Opportunities Fund Direct Growth has allocated its funds majorly in Cash Equivalent, Tech, Communication, Consumer Cyclical, Financial Services, Industrial, Health, Consumer Defensive. Its top holdings are Bharti Airtel Ltd, Infosys Ltd, Firstsource Solutions Ltd, LTIMindtree Ltd, Coforge Ltd

As it is a sector - technology mutual fund the taxation is as follows:
For short term (less than a year) capital gains will be taxed at 20%
For long term (more than 1 year) capital gains will be taxed at 12.5% without indexation benefit
Dividends will always be taxed at slab rate. Long term gains upto Rs 1 lakh are exempt capital gains tax.

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.

Minimum investment for lump sum payment is INR 5000.00 and for SIP is INR 500.00. SBI Technology Opportunities Fund Direct Growth has no lock in period.