SBI Technology Opportunities Fund Direct Growth

SBI Technology Opportunities Fund Direct Growth

Get the latest NAV of SBI Technology Opportunities Fund Direct 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.

₹249.29

-1.2%1D

NAV as on 10 Jul 2025

21.09%/per year

Since Inception

Absolute Gain%

6489 people have invested ₹ 3.8Cr in SBI Technology Opportunities Fund Direct Growth in the last three months

SBI Technology Opportunities Fund Performance vs. Nifty 500

Fund returns vs Benchmark returns vs Category Average returns as on (10-Jul-25)

The fund has consistently outperformed the benchmark (Nifty 500) over the last 1Y, 3Y, 5Y time periods.

Period
This Fund
Nifty 500
Category Avg
1 Month
0.7%
-0.24%
-0.07%
3 Months
18.93%
12.19%
19.83%
6 Months
-1.68%
6.81%
-8.33%
1 Year
14.27%
1.21%
5.11%
3 Years
19.86%
18.8%
14.92%
5 Years
27.53%
21.44%
24.56%

SBI Technology Opportunities Fund Ranking and Peer Comparison

Ranked based on performance, risk management and cost efficiency

1
/5
81% Performance
67% Risk Management
10% Cost

Ranked 1 out of 5 mutual funds in the sector - technology category as per INDmoney.

Fund Name
INDmoney Rank
AUM (in Crs.)
Expense Ratio
1Y Returns
3Y Returns
Inception Returns
SBI Technology Opportunities Fund
1/5
4,829Cr
0.88%
14.27%
19.86%
21.09%
ICICI Prudential Technology Fund Direct Growth
2/5
14,590Cr
0.97%
9.32%
16.85%
21.69%
Tata Nifty India Digital ETF Fund of Fund Direct Growth
3/5
126Cr
0.1%
5%
20.09%
12.94%
Tata Digital India Fund Direct Growth
4/5
12,216Cr
0.42%
3.5%
18.06%
19.65%
Positive: Lower volatility within category
Lower volatility within category
Positive: Lower probablity of downside risk
Lower probablity of downside risk
Positive: Recovers losses quickly
Recovers losses quickly
Negative: No bad points found for this fund.
No bad points found for this fund.

SBI Technology Opportunities Fund Returns Calculator

Calculate SIP and lumpsum returns based on historical performance

  • 1-time

  • SIP

Total Investment

0

Profit


Total Corpus

0

Absolute Return

SBI Technology Opportunities Fund Asset Allocation

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

Fund Distribution

as on (14-Jun-25)

Equity 94.5%

Debt & Cash 5.5%

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 Sector Allocation

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

Sector Allocation

Equity 94.5%

Debt & Cash 5.5%

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 Holdings Details

as on (30-Jun-25)

Equity

Holdings
Weight%
1M Change
Bharti Airtel Ltd
14.15%
0%
Infosys Ltd
13.93%
0%
Coforge Ltd
7.57%
24.8%
Firstsource Solutions Ltd
5.93%
0%
LTIMindtree Ltd
5.51%
0%
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%
Microsoft Corp's allocation increased from 2.99% to 3.3%
Microsoft Corp's allocation increased from 2.99% to 3.3%
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 Direct Growth Overview

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

Expense ratio0.88%
Benchmark
S&P BSE TECK TR INR
AUM₹4829 Cr
Inception Date1 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

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.

Key Parameters

  1. SBI Technology Opportunities Fund Direct Growth has ₹4829 Cr worth of assets under management (AUM) as on Jun 2025 and is more than category average.
  2. The fund has an expense ratio 0.9.

Returns

SBI Technology Opportunities Fund Direct Growth has given a CAGR return of 21.09% since inception. Over the last 1, 3 and 5 years the fund has given a CAGR return of 14.27%, 19.86% and 27.53% respectively.

Holdings

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

Compare SBI Technology Opportunities Fund

SBI Technology Opportunities Fund

VS

ICICI Prudential Technology Fund Direct Growth

Frequently Asked Questions for SBI Technology Opportunities Fund Direct Growth

How do I invest in SBI Technology Opportunities Fund?

INDmoney makes it simple to invest in the SBI Technology Opportunities Fund. To do so, follow the steps below:
  • Download the INDmoney app.
  • Search for ‘SBI Technology Opportunities Fund’.
  • 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?

The NAV of the fund today is ₹249.29. 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 fund has generated a return of 14.27% in 1 year, 19.86% in 3 years, 27.53% in 5 years.

Who is the fund manager of SBI Technology Opportunities Fund?

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 0.88%. 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 ₹4829 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?

The top 3 holdings of the fund are Bharti Airtel Ltd(14.15%), Infosys Ltd(13.93%), Coforge Ltd(7.57%)