SBI Technology Opportunities Fund - Direct Plan - Income Distribution Cum Capital Withdrawal Option (IDCW)
Expense Ratio: 0.89
Risk: Very High
Equity Scheme - Sectoral/ Thematic
Plan: Direct
Benchmark: BSE Teck TRI
Inception: 01-01-1993
Exit Load: Nil
Fund Size:₹5,328.03 Cr
Performance
1Y
Fund-4.88%
Cat. Avg.N/A
2Y
Fund-2.23%
Cat. Avg.N/A
3Y
Fund10.29%
Cat. Avg.N/A
5Y
Fund7.26%
Cat. Avg.N/A
10Y
Fund15.69%
Cat. Avg.N/A
SI
Fund15.61%
Cat. Avg.N/A
Fund Facts
No available Data
Taxation
Within 1 Year (STCG (Short Term)):20%
After 1 Year (LTCG (Long Term)):12.5%
*Tax rates as per Finance Act 2024. Surcharge & cess may apply.
Allocation
Visualizing Fund's Exposure
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Top Sectors
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Asset Class
Market Cap
Top Sectors
Portfolio Holdings
Detailed breakdown of instruments.
Instrument | Val (Cr) | % Assets | |
|---|---|---|---|
| 1 | Bharti Airtel Ltd. | 740.80 | 18.44% |
| 2 | Infosys Ltd. | 439.69 | 10.94% |
| 3 | Tata Consultancy Services Ltd. | 288.47 | 7.18% |
| 4 | Eternal Ltd. | 280.48 | 6.98% |
| 5 | Amagi Media Labs Ltd. | 179.37 | 4.46% |
| 6 | LTM Ltd. | 176.90 | 4.40% |
| 7 | Coforge Ltd. | 175.88 | 4.38% |
| 8 | Alphabet Inc. | 169.03 | 4.21% |
| 9 | Firstsource Solutions Ltd. | 137.07 | 3.41% |
| 10 | Microsoft Corporation | 134.09 | 3.34% |
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SIP Returns
7th
| Period | SIP Date | Inv(₹) | Val(₹) | Abs(%) | XIRR |
|---|---|---|---|---|---|
| 1Y | 07 Nov, 25 | 60000 | 61612 | +2.7% | +5.6% |
| 2Y | 07 Nov, 24 | 1.20 L. | 1.21 L. | +0.5% | +0.5% |
| 3Y | 07 Nov, 23 | 1.80 L. | 1.90 L. | +5.4% | +3.6% |
| 5Y | 08 Nov, 21 | 3 L. | 3.68 L. | +22.6% | +8.3% |
| 10Y | 07 Nov, 16 | 6 L. | 13.72 L. | +128.7% | +15.9% |
| SI | 07 Jan, 13 | 8.30 L. | 24.52 L. | +195.5% | +14.6% |
Lumpsum Returns
| Period | Inv Date | Inv(₹) | Val(₹) | Abs(%) | CAGR |
|---|---|---|---|---|---|
| 1Y | 16 Oct, 25 | 1 L. | 95116 | -4.9% | -4.9% |
| 2Y | 16 Oct, 24 | 1 L. | 95599 | -4.4% | -2.2% |
| 3Y | 16 Oct, 23 | 1 L. | 1.34 L. | +34.1% | +10.3% |
| 5Y | 18 Oct, 21 | 1 L. | 1.40 L. | +39.8% | +6.9% |
| 10Y | 17 Oct, 16 | 1 L. | 4.32 L. | +332.0% | +15.8% |
| SI | 02 Jan, 13 | 1 L. | 7.40 L. | +639.8% | +15.6% |
SIP Calculator
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Future Value
₹23.80L
With SIP Amount ₹5,000
Total Invested
₹9.00LTotal Profit
₹14.80LSIP Invested₹9.00L
SIP Gain₹14.80L
Lumpsum Inv.₹0
Lumpsum Gain₹0
Reality Check: Your future value will be today's ₹8.62L at inflation rate 7%
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