SBI Technology Opportunities Fund
The scheme seeks 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.
Growthvine rating: 2/5 — ranked #53 of 85 in category.
Fund basics
| Category | Equity: Sectoral |
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| NAV | ₹190.64 (as of 2026-10-01) |
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| AUM | ₹4,488 Cr |
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| Expense ratio | 1.62% |
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| Riskometer | Very High |
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| Fund manager | Vivek Gedda |
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| Exit load | 0.5% for redemption within 15 days |
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Performance & risk
| 5-year annualised return | 5.19% |
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| Sharpe ratio | 0.26 |
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| Standard deviation | 19.33% |
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| Max drawdown | −29.97% |
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| Alpha | 7.35 |
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| Beta | 0.78 |
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Over 5 years, captured 87.2% of NIFTY IT's upside and 68.2% of its downside.
Market cap allocation
| Large cap | 58.0% |
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| Mid cap | 22.9% |
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| Small cap | 19.1% |
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Concentration
| Top 5 holdings | 44.5% |
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| Top 10 holdings | 64.7% |
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| Total holdings | 25 |
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Top holdings
- Bharti Airtel Ltd. — 16.1%
- Infosys Ltd — 8.8%
- Tata Consultancy Services Ltd. — 7.6%
- Eternal Limited — 6.6%
- COFORGE LIMITED — 5.3%
- COGNIZANT TECH SOLUTIONS — 4.5%
- LTM LIMITED — 4.2%
- Microsoft Corp — 4.1%
- Amagi Media Labs Limited — 3.8%
- Alphabet Inc — 3.6%
Top sectors
- Software & Services — 42.0%
- Telecom — 16.1%
- Retail — 13.4%
Calendar-year track record
| Year | Return | Quartile | Category rank |
|---|
| 2026 (partial) | −16.7% | Q4 (Bottom) | #71 of 76 |
| 2025 | 1.5% | Q2 | #28 of 69 |
| 2024 | 30.1% | Q2 | #22 of 58 |
| 2023 | 24.8% | Q3 | #36 of 48 |
| 2022 | −15.5% | Q4 (Bottom) | #42 of 46 |