Overview (as on 02 Aug 2021)
NAV
₹150.0007
1y returns
85.887%
Fund AUM
₹915 Cr
Expense Ratio
1.25%
Min SIP
₹500
Min Lumpsum
₹5,000
Fund Performance
Calculator
Monthly SIP
Lumpsum
I would like to invest
For Time Period
5 years
Total investment
₹0
Pre-Tax
Post-Tax
₹0
-Infinity% projected returns
₹0
-Infinity% projected returns
₹0
-Infinity% projected returns
₹0
-Infinity% projected returns
₹0
-Infinity% projected returns
Asset Allocation
Equity (93.63%)
Debt & Cash (6.37%)
Sector Allocation
Tech
79.95%
Communication
14.45%
Industrials
3.63%
Financial Services
1.96%
Size Breakup
Large Cap
76.83%
Mid Cap
19.97%
Small Cap
3.19%
Key Metrics
Beta
0.91
Std deviation
17.02%
Sharpe Ratio
1.08
Holdings
All
Equity
Debt & Cash
Holding Name
Type
Holding Percentage
INDProtect
Alphabet Inc Class A
Communication Services
Equity
8.80%
Treps
Cash
7.18%
Microsoft Corp
Technology
Equity
3.24%
NVIDIA Corp
Technology
Equity
3.19%
Net Receivable / Payable
Cash
0.81%
Sip Technologies Ltd.
Equity
0.00%
Indbazaar.Com Ltd.
Equity
0.00%
Fund Details
Investment Objectives
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.
Scheme Name
SBI Technology Opportunities Fund Direct Growth
Scheme Document
Exit Load
For 0 - 15 Days: 0.5%
After 15 Days : 0%
Plan Started
01 January, 2013
Fund Manager
Anup Upadhyay
Fund House Details
Fund House
SBI Funds Management Private Limited
Email
partnerforlife@sbimf.com
Phone
+912267425687
Address
SBI Funds Management Private Limited,9th Floor, Crescenzo,,C-38 & 39, G Block, Bandra Kurla Complex,,Bandra (East),
Other Related Plans
| Fund Name | Plan Type | Expense Ratio | 1yr Returns |
|---|---|---|---|
| Direct | 1.25% | 85.89% | |
| Direct | 1.25% | 85.89% | |
| Regular | 2.34% | 83.85% | |
| Regular | 2.34% | 83.85% |
Peer Funds
SBI Technology Opportunities Fund Direct Growth
NAV
₹150.0007
INDmoney Analysis
Return Score
Below Average
Risk Score
Good
Fund is in Bottom 50 percent in its Category
Return score is based upon:
Benchmark out performance
Consistency of returns
Performance efficiency
Fund is in Top 30 percent in its Category
Risk score is based upon:
Return volatility
Risk management
Market sensitivity
Fund Manager
Anup Upadhyay
leader
Qualifications
BTECH (Hons), PGDM
Work Experience
"Anup joined SBIFM in 2007 after completing Post-graduate Diploma in Management from IIM Lucknow. He was set on the learning path of equity market, as an Equity Analyst for the IT Services industry. He got an opportunity to cover Telecom, Media and some Capital Goods stocks also later. He is now contributing as the Head of Research and as the Fund Manager for Equity Opportunities Fund and SBI IT Fund. He worked as a programmer for Tata Consultancy Services for a year after graduating from IIT Kharagpur in 2004. He is also a Charter holder of the CFA Institute, USA, like most analysts in the team."
