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SBI Technology Opportunities Fund
Fund Overview
| AUM (Fund size) | ₹4,934 Cr |
| Exit load | 0.5% |
| Lock-in Period | Nil |
| Age | 12 yrs 10 m since Jan 01, 2013 |
| Benchmark | BSE Teck TRI |
| Min. investment | SIP: ₹3000 & Lumpsum: ₹10000 |
| Expense ratio | 1.9% as on Oct 31, 2025 |
| Plan type | Regular |
| Risk | Very High |
| Short term capital gains (STCG) | Returns taxed at 20% if you redeem before 1 year |
| Long term capital gains (LTCG) | After 1 year, returns above ₹1.25 lakh in a financial year are taxed at 12.5% |
Peer Comparison
| Fund Name | 1M | 6M | 1Y | 3Y | 5Y | 10Y |
|---|---|---|---|---|---|---|
| SBI Technology Opportunities Fund | 3.11% | 7.0% | 3.9% | 15.93% | 20.27% | 17.42% |
| Franklin India Technology Fund | 0.8% | 5.74% | -2.24% | 21.55% | 16.99% | 16.79% |
| Aditya Birla Sun Life Digital India Fund | 2.36% | 3.95% | -5.49% | 12.7% | 17.38% | 17.17% |
| Tata Digital India Fund | 1.88% | 1.13% | -10.47% | 12.89% | 18.04% | 16.92% |
| ICICI Prudential Technology Fund | 1.63% | 3.37% | -4.08% | 13.1% | 18.2% | 17.44% |
| Fund Name | Std. deviation | Beta | Sharpe | Sortino |
|---|---|---|---|---|
| SBI Technology Opportunities Fund | 14.90 | 0.74 | 0.72 | 1.40 |
| Franklin India Technology Fund | 16.34 | 0.75 | 0.98 | 1.78 |
| Aditya Birla Sun Life Digital India Fund | 16.63 | 0.84 | 0.46 | 0.82 |
| Tata Digital India Fund | 17.30 | 0.87 | 0.47 | 0.80 |
| ICICI Prudential Technology Fund | 16.47 | 0.83 | 0.51 | 0.87 |
| Fund Name | AUM | Fund Age | Expense Ratio |
|---|---|---|---|
| SBI Technology Opportunities Fund | 4,934 Cr | 12 yrs 10 m | 1.9% |
| Franklin India Technology Fund | 1,951 Cr | 27 yrs 3 m | 2.1% |
| Aditya Birla Sun Life Digital India Fund | 4,747 Cr | 25 yrs 11 m | 1.89% |
| Tata Digital India Fund | 11,794 Cr | 9 yrs 11 m | 1.68% |
| ICICI Prudential Technology Fund | 15,272 Cr | 25 yrs 10 m | 1.74% |
