SBI Technology Opportunities Fund Regular Growth

SBI Technology Opportunities Fund Regular Growth

Equity

SBI Mutual Fund

Sector - Technology

Get the latest NAV of SBI Technology Opportunities Fund Regular Growth. View historical returns compared to its benchmark and category average. Know which stocks and sectors the fund is investing in. Get an estimate of returns from the SIP and lump sum returns calculator. View detailed holding analysis and peer comparison. Get INDmoney ranking of the fund.

₹217.48

▼-0.1%1D

NAV as on 24 Jun 2025

19.77%/per year

Since Inception

Absolute Gain%

▲▼

SBI Technology Opportunities Fund Regular Growth Performance vs. Nifty 500

Fund returns vs Benchmark returns vs Category Average returns as on (24-Jun-25)

The fund has outperformed the benchmark (Nifty 500) over 1Y, 5Y, but underperformed over 3Y.

Period
This Fund
Nifty 500
Category Avg
1 Month
2.62%
1.46%
2.98%
3 Months
9.24%
7.31%
6.54%
6 Months
-4.34%
3.17%
-8.73%
1 Year
17.27%
3.7%
10.79%
3 Years
19.38%
20.16%
15.56%
5 Years
27.06%
22.16%
29.1%

Peer comparison

Fund Name
INDmoney Rank
AUM (in Crs.)
Expense Ratio
1Y Returns
3Y Returns
Inception Returns
SBI Technology Opportunities Fund Regular Growth
-
4,530Cr
1.9%
17.27%
19.38%
19.77%
ICICI Prudential Technology Fund Direct Growth
2/5
13,900Cr
1.75%
12.56%
16.43%
12.62%
Tata Digital India Fund Regular
3/5
11,688Cr
1.67%
9.29%
17.04%
18.05%
Aditya Birla Sun Life Digital India Fund Direct Growth
5/5
4,776Cr
1.89%
7.85%
16.39%
11.86%

SBI Technology Opportunities Fund Regular Growth Returns Calculator

Calculate SIP and lumpsum returns based on historical performance

  • 1-time

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Total Investment

0

Profit

Total Corpus

0

Absolute Return
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SBI Technology Opportunities Fund Regular Growth Asset Allocation

See fund asset allocation details as on (14-Jun-25)

Fund Distribution

as on (14-Jun-25)

Equity 95.8%

Debt & Cash 4.2%

Large cap
45.7%
Small cap
21.2%
Mid cap
17.6%
Mid Cap allocation has gone up from 14.8% to 17.6%
Mid Cap allocation has gone up from 14.8% to 17.6%
Large Cap allocation has gone down from 47.5% to 45.7%
Large Cap allocation has gone down from 47.5% to 45.7%
Small Cap allocation has gone down from 23.9% to 21.2%
Small Cap allocation has gone down from 23.9% to 21.2%
Cash allocation has gone up from 2.8% to 4.2%
Cash allocation has gone up from 2.8% to 4.2%

SBI Technology Opportunities Fund Regular Growth Sector Allocation

See fund sector allocation details as on (14-Jun-25)

Sector Allocation

Equity 95.8%

Debt & Cash 4.2%

Tech
60.4%
Communication
25.6%
Consumer Cyclical
6.9%
Financial Services
3%
Industrial
2.2%
Consumer Defensive
1.2%
Health
0.7%

Top 3 Sectors in May were Tech, Communication & Consumer Cyclical

May'25

Tech

64%

Communication

21%

Consumer Cyclical

7%

Apr'25

Tech

60%

Communication

26%

Consumer Cyclical

7%

SBI Technology Opportunities Fund Regular Growth Holdings Details

as on (31-May-25)

Equity

Debt & Cash

Holdings
Weight%
1M Change
Infosys Ltd
14.49%
0%
Bharti Airtel Ltd
13.93%
0%
Coforge Ltd
7.17%
24.8%
Firstsource Solutions Ltd
6.27%
0%
LTIMindtree Ltd
5.59%
0%
See all
Top Stocks bought last month
Coforge Ltd's allocation increased from 5.26% to 7.17%
Coforge Ltd's allocation increased from 5.26% to 7.17%
L&T Technology Services Ltd's allocation increased from 0.7% to 1.93%
L&T Technology Services Ltd's allocation increased from 0.7% to 1.93%
Cognizant Technology Solutions Corp Class A's allocation increased from 3.98% to 5.04%
Cognizant Technology Solutions Corp Class A's allocation increased from 3.98% to 5.04%
Top Stocks sold last month
Infosys Ltd's allocation decreased from 14.91 % to 14.49 %
Infosys Ltd's allocation decreased from 14.91 % to 14.49 %
Bharti Airtel Ltd's allocation decreased from 15 % to 13.93 %
Bharti Airtel Ltd's allocation decreased from 15 % to 13.93 %
Eternal Ltd's allocation decreased from 4.13 % to 3.96 %
Eternal Ltd's allocation decreased from 4.13 % to 3.96 %

SBI Technology Opportunities Fund Regular Growth Overview

Get key fund statistics, minimum investment details, AUM, expense ratio, exit load, and tax treatment.

Expense ratio1.9%
Benchmark
S&P BSE TECK TR INR
AUM₹4530 Cr
Inception Date9 January, 2013
Min Lumpsum/SIP₹5000/₹500
Exit Load
0.5%
Lock InNo Lock-in
TurnOver
14.51%
STCGSelling mutual fund before 1 year, returns taxed at 20%.
LTCGAfter 1 year, 12.5% tax on returns over ₹1.25 lakh/year.
Risk
Risk meter
pointer
Very High Risk

About SBI Technology Opportunities Fund Regular Growth

SBI Technology Opportunities Fund Regular Growth is an equity fund. This fund was started on 9 January, 2013. The fund is managed by . The fund could potentially beat inflation in the long-run.

Key Parameters

  1. SBI Technology Opportunities Fund Regular Growth has ₹4530 Cr worth of assets under management (AUM) as on May 2025 and is more than category average.
  2. The fund has an expense ratio 1.9.

Returns

SBI Technology Opportunities Fund Regular Growth has given a CAGR return of 19.77% since inception. Over the last 1, 3 and 5 years the fund has given a CAGR return of 17.27%, 19.38% and 27.06% respectively.

Holdings

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

Taxation

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.

Investment objective of SBI Technology Opportunities Fund Regular Growth

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 and lockin period

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

Learn more about SBI Mutual Fund
Parameters
May'25
Apr'25
Mar'25
AUM
₹ 4.5K Cr
₹ 4.2K Cr
₹ 4.2K Cr
  • AUM of the fund stands at 4.5K Cr as of May'25
  • AUM increased by 305.1 Cr between May'25 and Apr'25

Frequently Asked Questions for SBI Technology Opportunities Fund Regular Growth

How do I invest in SBI Technology Opportunities Fund Regular Growth?

INDmoney makes it simple to invest in the SBI Technology Opportunities Fund Regular Growth. To do so, follow the steps below:
  • Download the INDmoney app.
  • Search for ‘SBI Technology Opportunities Fund Regular Growth’.
  • Select whether you want to invest in SIP or lump sum.
  • Enter the amount you wish to invest.
  • Set up payments via bank mandate or UPI.

What is the current NAV of SBI Technology Opportunities Fund Regular Growth?

The NAV of the fund today is ₹217.48. NAV or Net Asset Value is the per unit price of a mutual fund. For example, if the NAV of a fund is ₹10, it means you can get 1000 units of that mutual fund at ₹10,000.

What is the return on the fund?

SBI Technology Opportunities Fund Regular Growth fund has generated a return of 17.27% in 1 year, 19.38% in 3 years, 27.06% in 5 years.

Who is the fund manager of SBI Technology Opportunities Fund Regular Growth?

The fund managers are .

What is the exit load of the fund?

The exit load is 0.5% if redeemed in 0-15 Days. Exit load is a fee levied for ‘exiting’ the fund earlier than a stipulated period, usually 1 year.

What is the expense ratio of the fund?

The expense ratio is 1.90%. The Expense Ratio is a fee charged for managing the fund. This includes commissions, administrative costs etc.

What is the AUM of the fund?

The AUM of the fund is ₹4530 Cr. AUM stands for Assets Under Management. It refers to the total assets managed by the fund.

What are the top holdings of SBI Technology Opportunities Fund Regular Growth?

The top 3 holdings of the fund are Infosys Ltd(14.49%), Bharti Airtel Ltd(13.93%), Coforge Ltd(7.17%)