SBI Technology Opportunities Fund
- NAV as on 9 Nov 2026
- ₹208.06-0.94%1 day
- Return since launch
- 17.4%
- 52-week range
- ₹177.28 — ₹235.12
- AUM
- ₹4,478 Cr
SBI Technology Opportunities Fund is a Sectoral-Technology equity fund from SBI Mutual Fund with ₹4,478 Cr under management, launched in 2013. Over three years it has returned 3.2% a year, against 5.7% 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 -5.7% against -8.0% for its category.
Performance
Returns
How the fund has done against its category and its benchmark.
| Period | Fund | vs category | Category | Benchmark |
|---|---|---|---|---|
| 1Y | 7.3% | +12.2 pts | -4.9% | 3.3% |
| 2Y | 0.7% | +1.4 pts | -0.7% | -4.0% |
| 3Y | 3.2% | −2.5 pts | 5.7% | -2.2% |
| 5Y | 7.5% | +4.0 pts | 3.5% | 2.5% |
| 7Y | 12.5% | +1.6 pts | 10.9% | 8.3% |
| 10Y | 15.5% | −1.5 pts | 17.0% | 12.5% |
| Period | Fund | vs category | Category | Benchmark |
|---|---|---|---|---|
| 1M | 7.4% | −1.5 pts | 8.8% | 6.8% |
| 3M | 0.8% | −0.6 pts | 1.3% | -0.3% |
| 6M | 11.2% | +0.2 pts | 11.0% | 8.4% |
| 1Y | -5.8% | −0.9 pts | -4.9% | -7.9% |
| 2Y | -1.7% | +3.9 pts | -5.7% | -8.3% |
| 3Y | 10.3% | +4.5 pts | 5.7% | 4.8% |
| 5Y | 5.8% | +2.3 pts | 3.5% | 1.3% |
| 7Y | 18.2% | +0.8 pts | 17.4% | 15.5% |
| 10Y | 17.2% | +0.2 pts | 17.0% | 15.4% |
Since launch (1 Jan 2013): 17.4%
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
1.97%
Expense ratio as on 5 Nov 2026
Charged yearly and already deducted from the NAV.
- Base expense
- 1.61%
- Brokerage
- 0.02%
- Transaction charges
- 0.00%
- Statutory levies
- 0.34%
- 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 | 6.73 | 5.79 | Return earned above what the benchmark alone would have given. Higher is better. |
| Beta | 0.75 | 0.75 | How hard the fund moves when the market moves. Under 1 is steadier than the market. |
| Sharpe | 0.30 | 0.25 | Return earned for each unit of total risk taken. Higher is better. |
| Sortino | 0.49 | 0.37 | Return earned for each unit of downside risk. Higher is better. |
| Std. deviation | 20.20 | 20.81 | 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 30 Sep 2026
Asset allocation
- Equity96.7%
- Debt0.1%
- Other3.2%
Market cap split
- Large63.1%
- Mid19.8%
- Small17.2%
- P/E
- 25.48
- P/B
- 4.70
Top holdings
| Holding | Sector | Weight | Value | 3M chg | 6M chg | 1Y chg |
|---|---|---|---|---|---|---|
| Bharti Airtel Ltd. | Communication | 16.92% | ₹703 Cr | +18.44% | +8.85% | +13.55% |
| Infosys Ltd. | Technology | 8.37% | ₹348 Cr | +10.94% | +13.65% | +15.29% |
| Tata Consultancy Services Ltd. | Technology | 7.01% | ₹291 Cr | +7.18% | +5.98% | +2.45% |
| Eternal Ltd. | Services | 6.93% | ₹288 Cr | +6.98% | +6.03% | +5.20% |
| Coforge Ltd. | Technology | 5.05% | ₹210 Cr | +4.38% | +3.32% | +6.41% |
| Microsoft Corportion (US) | Technology | 4.50% | ₹187 Cr | +3.34% | +3.31% | +3.71% |
| Cognizant Technology Solutions Corp. | Technology | 4.38% | ₹182 Cr | +3.01% | +4.76% | +4.17% |
| LTM Limited | Technology | 4.00% | ₹166 Cr | +4.40% | +4.98% | +5.47% |
| Alphabet Inc Class A | Services | 3.97% | ₹165 Cr | +4.21% | +3.79% | +2.56% |
| Amagi Media Labs Ltd. | Technology | 3.97% | ₹165 Cr | +4.46% | +2.59% | — |
| Firstsource Solutions Ltd. | Services | 3.69% | ₹153 Cr | +3.41% | +3.81% | +5.33% |
| Swiggy Ltd. | Services | 3.61% | ₹150 Cr | +2.98% | +3.23% | — |
| BlackBuck Ltd. | Services | 3.22% | ₹134 Cr | +2.91% | +3.15% | +4.67% |
| Others | Others | 3.18% | ₹132 Cr | -0.56% | -0.62% | -0.46% |
| Persistent Systems Ltd. | Technology | 2.80% | ₹116 Cr | +2.37% | +2.66% | +2.25% |
| Tech Mahindra Ltd. | Technology | 2.57% | ₹107 Cr | +1.75% | +2.41% | +2.08% |
| HCL Technologies Ltd. | Technology | 2.37% | ₹98.40 Cr | +2.13% | +2.67% | +2.35% |
| Hexaware Technologies Ltd. | Technology | 2.14% | ₹88.94 Cr | +2.31% | +1.90% | +1.24% |
| Info Edge (India) Ltd. | Services | 2.05% | ₹85.37 Cr | +2.43% | +2.40% | — |
| PB Fintech Ltd. | Services | 1.56% | ₹64.79 Cr | +2.47% | +2.16% | +2.53% |
| L&T Technology Services Ltd. | Technology | 1.55% | ₹64.57 Cr | +1.56% | +1.55% | +1.75% |
| FSN E-Commerce Ventures Ltd. | Services | 1.54% | ₹64.00 Cr | +1.55% | +1.75% | +1.48% |
| Indegene Ltd. | Healthcare | 1.27% | ₹52.75 Cr | +1.17% | +0.96% | +1.06% |
| TBO Tek Ltd. | Services | 1.22% | ₹50.56 Cr | +0.55% | +1.09% | +1.76% |
| Capillary Technologies India Ltd. | Technology | 1.10% | ₹45.68 Cr | +1.02% | +0.95% | — |
| EPAM Systems Inc | Technology | 0.95% | ₹39.52 Cr | +0.71% | +1.21% | +1.08% |
| Reserve Bank of India | Financial | 0.07% | ₹2.98 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 |
|---|---|---|---|
| Others | 1.21% | -0.22% | -1.43% |
| PB Fintech Ltd. | 2.54% | 1.56% | -0.98% |
| Bharti Airtel Ltd. | 16.15% | 16.92% | +0.77% |
| Tata Consultancy Services Ltd. | 7.59% | 7.01% | -0.58% |
| Swiggy Ltd. | 3.14% | 3.61% | +0.47% |
| Infosys Ltd. | 8.84% | 8.37% | -0.47% |
| Microsoft Corportion (US) | 4.10% | 4.50% | +0.40% |
| Alphabet Inc Class A | 3.61% | 3.97% | +0.36% |
| Eternal Ltd. | 6.58% | 6.93% | +0.35% |
| BlackBuck Ltd. | 2.91% | 3.22% | +0.31% |
| Coforge Ltd. | 5.31% | 5.05% | -0.26% |
| Capillary Technologies India Ltd. | 0.88% | 1.10% | +0.22% |
| Amagi Media Labs Ltd. | 3.79% | 3.97% | +0.18% |
| LTM Limited | 4.16% | 4.00% | -0.16% |
| Firstsource Solutions Ltd. | 3.54% | 3.69% | +0.15% |
| Cognizant Technology Solutions Corp. | 4.53% | 4.38% | -0.15% |
| Info Edge (India) Ltd. | 2.15% | 2.05% | -0.10% |
| Hexaware Technologies Ltd. | 2.23% | 2.14% | -0.09% |
| TBO Tek Ltd. | 1.28% | 1.22% | -0.06% |
| L&T Technology Services Ltd. | 1.61% | 1.55% | -0.06% |
| Persistent Systems Ltd. | 2.74% | 2.80% | +0.06% |
| Indegene Ltd. | 1.22% | 1.27% | +0.05% |
| HCL Technologies Ltd. | 2.34% | 2.37% | +0.03% |
| Tech Mahindra Ltd. | 2.54% | 2.57% | +0.03% |
| FSN E-Commerce Ventures Ltd. | 1.56% | 1.54% | -0.02% |
| Reserve Bank of India | 0.07% | 0.07% | 0.00% |
| EPAM Systems Inc | 0.95% | 0.95% | 0.00% |
| 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 | ₹4,064 Cr | 1.67% | 5.5% | 0.6% | 6.4% |
 ICICI Prudential Technology Fund | ₹13,154 Cr | 1.89% | 4.9% | 0.0% | 4.6% |
 Franklin India Technology Fund | ₹1,623 Cr | 2.16% | 4.6% | 0.5% | 8.1% |
 HDFC Technology Fund | ₹1,371 Cr | 2.14% | 7.3% | 0.0% | — |
 Tata Nifty India Digital ETF FoF | ₹108 Cr | 0.48% | 5.1% | 1.7% | — |
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 months11.22% absolute | ₹60,000 | ₹66,732 | 11.22% | |
| 1 year−5.78% annualised | ₹1,20,000 | ₹1,16,309 | −3.08% | |
| 3 years10.25% annualised | ₹3,60,000 | ₹4,22,992 | 17.50% | |
| 5 years5.75% annualised | ₹6,00,000 | ₹6,96,558 | 16.09% |
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.