SBI Technology Opportunities Fund
- NAV as on 25 Sep 2026
- ₹193.66+0.19%1 day
- Return since launch
- 16.8%
- 52-week range
- ₹177.28 — ₹235.12
- AUM
- ₹4,488 Cr
SBI Technology Opportunities Fund is a Sectoral-Technology equity fund from SBI Mutual Fund with ₹4,488 Cr under management, launched in 2013. Over three years it has returned -0.8% a year, against 2.0% for its category. The expense ratio is 1.99% and the SEBI riskometer reading is Very High.
Performance
SBI Technology Opportunities Fund NAV and returns
Growth of the fund against its category average over the period you pick.
Over 1Y this fund returned -8.0% against -9.9% for its category.
Performance
Returns
How the fund has done against its category and its benchmark.
| Period | Fund | vs category | Category | Benchmark |
|---|---|---|---|---|
| 1Y | -6.8% | +1.2 pts | -8.1% | -9.9% |
| 2Y | -6.2% | +4.3 pts | -10.4% | -10.8% |
| 3Y | -0.8% | −2.8 pts | 2.0% | -6.1% |
| 5Y | 5.1% | +2.8 pts | 2.3% | 0.3% |
| 7Y | 11.3% | +1.5 pts | 9.8% | 7.3% |
| 10Y | 14.6% | −1.1 pts | 15.7% | 11.7% |
| Period | Fund | vs category | Category | Benchmark |
|---|---|---|---|---|
| 1M | -5.2% | +0.1 pts | -5.3% | -5.3% |
| 3M | 8.4% | +2.7 pts | 5.8% | 6.3% |
| 6M | 7.0% | −0.8 pts | 7.8% | 5.2% |
| 1Y | -8.0% | +0.1 pts | -8.1% | -9.7% |
| 2Y | -6.1% | +5.2 pts | -11.3% | -12.1% |
| 3Y | 6.8% | +4.7 pts | 2.0% | 1.4% |
| 5Y | 4.9% | +2.5 pts | 2.3% | 0.2% |
| 7Y | 16.9% | +0.6 pts | 16.2% | 14.3% |
| 10Y | 15.8% | +0.1 pts | 15.7% | 14.1% |
Since launch (1 Jan 2013): 16.8%
Calendar-year returns
Category averageShow as a table
| Period | Fund | vs category | Category |
|---|---|---|---|
| 2025 | 1.5% | +6.7 pts | -5.2% |
| 2024 | 30.1% | +2.7 pts | 27.3% |
| 2023 | 24.8% | −9.5 pts | 34.3% |
| 2022 | -15.5% | +4.7 pts | -20.2% |
| 2021 | 66.4% | −0.8 pts | 67.3% |
| 2020 | 47.4% | −11.9 pts | 59.4% |
Returns over one year are annualised. Shorter periods are absolute.
Costs & terms
Costs and terms
What the fund charges each year, and the rules around putting money in and taking it out.
Costs
2.00%
Expense ratio as on 24 Sep 2026
Charged yearly and already deducted from the NAV.
- Base expense
- 1.62%
- Brokerage
- 0.03%
- Transaction charges
- 0.00%
- Statutory levies
- 0.35%
- Exit load
- Exit load of 0.50% if redeemed within 15 days
- Lock-in
- None
Terms
- Min SIP
- ₹3,000
- Min lumpsum
- ₹5,000
- Plan
- GROWTH
- Fund type
- OPEN-ENDED
- Benchmark
- BSE Teck TRI
- Short-term capital gains
- Returns taxed at 20% if you redeem before 1 year
- Long-term capital gains
- After 1 year, returns above ₹1.25 lakh in a financial year are taxed at 12.5%
Risk
Risk
What the riskometer means for this fund, and how its ratios sit against the category.
Your principal is treated as being at very high risk — typically small cap, sectoral and thematic equity schemes.
| Ratio | Fund | Category avg | Read as |
|---|---|---|---|
| Alpha | 7.35 | 7.39 | Return earned above what the benchmark alone would have given. Higher is better. |
| Beta | 0.78 | 0.75 | How hard the fund moves when the market moves. Under 1 is steadier than the market. |
| Sharpe | 0.26 | 0.27 | Return earned for each unit of total risk taken. Higher is better. |
| Sortino | 0.42 | 0.39 | Return earned for each unit of downside risk. Higher is better. |
| Std. deviation | 19.33 | 19.43 | How widely monthly returns have varied around their own average. Lower is steadier. |
| Average of 4 category peers | |||
Portfolio
SBI Technology Opportunities Fund portfolio
Portfolio as of 31 Aug 2026
Asset allocation
- Equity96.3%
- Debt0.1%
- Other3.6%
Market cap split
- Large62.8%
- Mid20.8%
- Small16.5%
- P/E
- 27.64
- P/B
- 5.06
Top holdings
| Holding | Sector | Weight | Value | 3M chg | 6M chg | 1Y chg |
|---|---|---|---|---|---|---|
| Bharti Airtel Ltd. | Communication | 16.15% | ₹725 Cr | +12.98% | +8.80% | +13.49% |
| Infosys Ltd. | Technology | 8.84% | ₹397 Cr | +12.07% | +13.37% | +13.89% |
| Tata Consultancy Services Ltd. | Technology | 7.59% | ₹341 Cr | +7.59% | +6.30% | +2.59% |
| Eternal Ltd. | Services | 6.58% | ₹295 Cr | +6.28% | +6.11% | +4.97% |
| Coforge Ltd. | Technology | 5.31% | ₹238 Cr | +4.04% | +3.33% | +6.88% |
| Cognizant Technology Solutions Corp. | Technology | 4.53% | ₹203 Cr | +4.15% | +4.53% | +4.40% |
| LTM Limited | Technology | 4.16% | ₹187 Cr | +4.80% | +5.22% | +5.39% |
| Microsoft Corportion (US) | Technology | 4.10% | ₹184 Cr | +3.86% | +3.18% | +3.55% |
| Amagi Media Labs Ltd. | Technology | 3.79% | ₹170 Cr | +3.02% | +2.86% | — |
| Others | Others | 3.64% | ₹164 Cr | -0.26% | -0.52% | -0.26% |
| Alphabet Inc Class A | Services | 3.61% | ₹162 Cr | +4.80% | +3.72% | +2.20% |
| Firstsource Solutions Ltd. | Services | 3.54% | ₹159 Cr | +4.66% | +3.74% | +5.64% |
| Swiggy Ltd. | Services | 3.14% | ₹141 Cr | +3.05% | +3.53% | — |
| BlackBuck Ltd. | Services | 2.91% | ₹131 Cr | +2.66% | +4.09% | +4.73% |
| Persistent Systems Ltd. | Technology | 2.74% | ₹123 Cr | +2.70% | +2.44% | +2.45% |
| PB Fintech Ltd. | Services | 2.54% | ₹114 Cr | +2.45% | +2.11% | +2.60% |
| Tech Mahindra Ltd. | Technology | 2.54% | ₹114 Cr | +2.46% | +2.22% | +2.18% |
| HCL Technologies Ltd. | Technology | 2.34% | ₹105 Cr | +2.24% | +2.60% | +2.44% |
| Hexaware Technologies Ltd. | Technology | 2.23% | ₹99.86 Cr | +2.16% | +1.99% | +1.39% |
| Info Edge (India) Ltd. | Services | 2.15% | ₹96.32 Cr | +2.35% | +2.41% | — |
| L&T Technology Services Ltd. | Technology | 1.61% | ₹72.17 Cr | +1.62% | +1.64% | +1.77% |
| FSN E-Commerce Ventures Ltd. | Services | 1.56% | ₹69.91 Cr | +1.24% | +1.86% | +1.45% |
| TBO Tek Ltd. | Services | 1.28% | ₹57.33 Cr | +0.45% | +1.56% | +1.49% |
| Indegene Ltd. | Healthcare | 1.22% | ₹54.61 Cr | +1.10% | +1.04% | +1.02% |
| EPAM Systems Inc | Technology | 0.95% | ₹42.74 Cr | +0.88% | +1.14% | +1.24% |
| Capillary Technologies India Ltd. | Technology | 0.88% | ₹39.51 Cr | +0.97% | +0.96% | — |
| Reserve Bank of India | Financial | 0.07% | ₹2.97 Cr | +0.07% | +0.07% | +0.06% |
| SIP Technologies & Exports Ltd. | Technology | 0.00% | ₹0.00 Cr | 0.00% | 0.00% | 0.00% |
Sectors
Instruments
Recent changes
| Holding | From | To | Weight |
|---|---|---|---|
| Infosys Ltd. | 10.82% | 8.84% | -1.98% |
| Others | -0.06% | 1.21% | +1.27% |
| Bharti Airtel Ltd. | 17.18% | 16.15% | -1.03% |
| Coforge Ltd. | 4.50% | 5.31% | +0.81% |
| Cognizant Technology Solutions Corp. | 3.79% | 4.53% | +0.74% |
| Tech Mahindra Ltd. | 1.80% | 2.54% | +0.74% |
| Amagi Media Labs Ltd. | 4.50% | 3.79% | -0.71% |
| LTM Limited | 4.75% | 4.16% | -0.59% |
| Info Edge (India) Ltd. | 2.67% | 2.15% | -0.52% |
| Microsoft Corportion (US) | 3.67% | 4.10% | +0.43% |
| PB Fintech Ltd. | 2.12% | 2.54% | +0.42% |
| Firstsource Solutions Ltd. | 3.95% | 3.54% | -0.41% |
| Eternal Ltd. | 6.98% | 6.58% | -0.40% |
| BlackBuck Ltd. | 2.60% | 2.91% | +0.31% |
| Tata Consultancy Services Ltd. | 7.31% | 7.59% | +0.28% |
| Indegene Ltd. | 1.00% | 1.22% | +0.22% |
| EPAM Systems Inc | 0.83% | 0.95% | +0.12% |
| FSN E-Commerce Ventures Ltd. | 1.45% | 1.56% | +0.11% |
| Alphabet Inc Class A | 3.70% | 3.61% | -0.09% |
| Persistent Systems Ltd. | 2.66% | 2.74% | +0.08% |
| L&T Technology Services Ltd. | 1.55% | 1.61% | +0.06% |
| TBO Tek Ltd. | 1.33% | 1.28% | -0.05% |
| Swiggy Ltd. | 3.10% | 3.14% | +0.04% |
| Hexaware Technologies Ltd. | 2.20% | 2.23% | +0.03% |
| HCL Technologies Ltd. | 2.35% | 2.34% | -0.01% |
| Capillary Technologies India Ltd. | 0.87% | 0.88% | +0.01% |
| Reserve Bank of India | 0.06% | 0.07% | +0.01% |
| SIP Technologies & Exports Ltd. | 0.00% | 0.00% | 0.00% |
Compare
Similar funds
The rest of the category, so this fund’s numbers have something to sit against.
| Fund | AUM | Expense | 1Y | 3Y | 5Y |
|---|---|---|---|---|---|
| Category average | ₹4,255 Cr | 1.67% | -9.4% | -3.5% | 4.0% |
 ICICI Prudential Technology Fund | ₹13,661 Cr | 1.87% | -10.1% | -4.4% | 2.0% |
 Franklin India Technology Fund | ₹1,759 Cr | 2.15% | -9.8% | -3.2% | 5.9% |
 HDFC Technology Fund | ₹1,484 Cr | 2.16% | -12.9% | -6.0% | — |
 Tata Nifty India Digital ETF FoF | ₹117 Cr | 0.48% | -4.8% | -0.5% | — |
About
About this fund
The scheme’s own words, its benchmark and the people running it.
Investment objective
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.
Fund managers
- Vivek GeddaMr. Gedda has done B.Tech, M.Sc and MBAPrior to joining SBI Mutual Fund, he has worked with HSBC Securities and Capital Markets India Ltd. and HSBC Electronic Data Processsing India Pvt. Ltd.
Tools
Return calculator
What ₹10,000 a month in this fund would have grown to over each period, based on its past returns.
| Over the past | Total investment | Would’ve become | Growth | Returns |
|---|---|---|---|---|
| 6 months7.00% absolute | ₹60,000 | ₹64,200 | 7.00% | |
| 1 year−8.00% annualised | ₹1,20,000 | ₹1,14,925 | −4.23% | |
| 3 years6.76% annualised | ₹3,60,000 | ₹4,00,106 | 11.14% | |
| 5 years4.86% annualised | ₹6,00,000 | ₹6,80,382 | 13.40% |
Returns for 1 year and longer are annualised (CAGR); 6-month figures are absolute. Past returns are not a forecast.
How this is calculated
Each monthly instalment grows at the fund’s annualised return ÷ 12 per month until the end of the period, the same formula as our SIP calculator.
The amount compounds once a year at the fund’s CAGR for that period, the same formula as our lumpsum calculator.
Questions
Frequently asked questions
The things people ask about this scheme.