SBI Technology Opportunities Fund (G)

Sectoral / Thematic

Invest Now

NAV
190.00(-3.32%)
Fund Size (CR)
₹5,055.86
Expense Ratio
1.9
Scheme Type
Active Fund
Value Research
-

Min. investment
₹5,000
Minimum Additional Investment
₹1,000
Minimum SIP Investment
₹500
Minimum Withdrawal
₹500
Exit Load
0.5%
Return Since Launch
17.77%

Absolute Return: -16.50%

Annualized Return: 0%

Basic Details

Scheme Manager

Vivek Gedda

Bench Mark

BSE Tech TRI

Type

OPEN

Lumpsum Returns

Period Invested For	₹10,000 Invested on	Latest Value	Absolute Returns	Annualised Returns	Category Avg	Rank within Category
1 Week	16 February 2026	9654.44	-3.46%	-	-0.83%	926/974
1 Month	23 January 2026	8905.98	-10.94%	-	3.34%	931/964
3 Month	21 November 2025	8666.35	-13.34%	-	-0.98%	899/940
6 Month	22 August 2025	8995.20	-10.05%	-	1.08%	877/916
1 Year	21 February 2025	9353.96	-6.46%	-6.46%	15.03%	806/840
3 Year	23 February 2023	13489.70	34.90%	10.48%	20.30%	485/510
5 Year	23 February 2021	19262.59	92.63%	14.00%	16.47%	281/426
Since Inception	9 January 2013	85703.58	757.04%	17.77%	11.16%	202/987

Note: Lumpsum Returns since Inception Date.

SIP Returns

Period Invested For	₹10,000 Invested on	Investments	Latest Value	Absolute Returns	Annualised Returns
1 Year	3 March 2025	1,20,000	106952.21	-10.87%	-10.87%
3 Year	1 March 2023	3,60,000	370171.98	2.83%	0.93%
5 Year	1 March 2021	6,00,000	707710.07	17.95%	3.36%
10 Year	1 March 2016	12,00,000	2734439.39	127.87%	8.58%

Note: SIP Returns since Inception Date.

Tax Treatment

If sold after 1 year from purchase date, long term capital gain tax will be applicable. Current tax rate is 10%, if your total long term capital gain exceeds 1 lakh. Any cess/surcharge is not included.If sold before 1 year from purchase date, short term capital gain tax will be applicable. Current tax rate is 15%. Any cess/surcharge is not included in the 15%.

Mutual Funds Calculator

Monthly Investment (₹)

Minimum value allowed is 500

Expected Returns Rate (%)

Minimum value allowed is 1

Time Period (in Years)

Minimum value allowed is 1

Start your SIP now

Invested Amount
₹25,000
Estimated Returns
₹19,059

76%

Returns

Future value of your investment

₹44,059

Risk Ratios

4.20%

Standard Deviation

0.74%

Beta

0.83%

Sharpe Ratio

-0.01%

Treynor's Ratio

7.52%

Jension's Alpha

Asset Allocation

Sector Allocation

Top 10 stock holding in portfolio

Stock Invested in	% of Total Holdings	Quantity	Value (Cr)	Asset Type	Segment
Infosys	14.27%	4395176	721.25	Equity	IT - Software
Bharti Airtel	11.10%	2850000	561.08	Equity	Telecom-Service
LTIMindtree	5.91%	500000	298.73	Equity	IT - Software
Eternal	5.74%	10600000	290.02	Equity	E-Commerce/App based Aggregator
Firstsour.Solu.	4.84%	7645887	244.55	Equity	IT - Software
Coforge	3.93%	1200000	198.46	Equity	IT - Software
TCS	3.71%	600000	187.43	Equity	IT - Software
Blackbuck	3.32%	3000000	168.01	Equity	Logistics
HCL Technologies	2.68%	800000	135.65	Equity	IT - Software
Persistent Syste	2.63%	220000	132.77	Equity	IT - Software

Peer Comparison

Scheme Name	Asset Size (Cr)	1M	3M	6M	1Y	3Y
Nippon India Taiwan Equity Fund - Direct (G)	448.04	10.56%	30.65%	50.91%	83.97%	42.68%
Nippon India Taiwan Equity Fund - Direct (IDCW)	448.04	10.56%	30.65%	50.91%	83.97%	42.68%
HDFC Defence Fund - Direct (G)	7793.88	7.95%	2.73%	4.47%	44.42%	-
HDFC Defence Fund - Direct (IDCW)	7793.88	7.95%	2.73%	4.47%	44.42%	-
Franklin Asian Equity Fund - Direct (G)	371.57	5.07%	17.18%	25.04%	38.69%	17.14%

List of Schemes under SBI Mutual Fund

Fund Name	Category	Risk	1Y Returns	Ratings	Fund Size (Cr)
SBI Gold Fund	Other	Very High	81.11%	5	₹15,024.31
SBI Banking & Financial Services Fund	Equity	Very High	30.28%	4	₹10,414.75
SBI Dynamic Bond Fund	Debt	Moderate	6.34%	3	₹4,128.21
SBI CRISIL IBX Gilt Index-April 2029 Fund	Other	Moderate	8.35%	0	₹1,995.16
SBI MNC Fund	Equity	Very High	7.76%	0	₹5,602.35
SBI Large Cap Fund	Equity	Very High	15.94%	4	₹54,821.33
SBI Nifty100 Low Volatility 30 Index Fund	Other	Very High	0%	0	₹64.26
SBI PSU Fund	Equity	Very High	34.81%	0	₹5,979.80
SBI Midcap Fund	Equity	Very High	13.02%	3	₹22,424.17
SBI Balanced Advantage Fund	Hybrid	Very High	12.82%	5	₹40,202.72
SBI Arbitrage Opportunities Fund	Hybrid	Low	6.93%	4	₹43,574.28
SBI Nifty Midcap 150 Index Fund	Other	Very High	18.17%	3	₹935.12
SBI Small Cap Fund	Equity	Very High	8.88%	2	₹34,449.23
SBI Healthcare Opportunities Fund	Equity	Very High	9.03%	5	₹3,822.73
SBI Silver ETF Fund of Fund	Other	Very High	169.71%	0	₹4,779.20
SBI Large & Midcap Fund	Equity	Very High	19.76%	4	₹37,496.73
SBI Nifty India Consumption Index Fund	Other	Very High	11.68%	0	₹279.83
SBI Conservative Hybrid Fund	Hybrid	High	9.75%	4	₹9,858.44
SBI Overnight Fund	Debt	Low	5.56%	3	₹31,227.10
SBI Equity Hybrid Fund	Hybrid	Very High	14.85%	3	₹81,241.59
SBI Short Horizon Debt - Short Term	Debt	Moderate	7.79%	3	₹17,229.22
SBI Constant Maturity 10- Year Gilt Fund	Debt	Moderate	6.66%	0	₹1,819.43
SBI Technology Opportunities Fund	Equity	Very High	-5.52%	0	₹5,055.86
SBI Long Duration Fund	Debt	Moderate	3.6%	0	₹1,837.90
SBI Children Fund - Savings Plan	Solution Oriented	Moderately High	7.62%	5	₹133.29
SBI US Specific Equity Active FoF	Other	Very High	31.76%	0	₹1,152.72
SBI Nifty Bank Index Fund	Other	Very High	26.15%	0	₹144.38
SBI Gilt Fund	Debt	Moderate	4.94%	4	₹10,305.99
SBI ESG Exclusionary Strategy Fund	Equity	Very High	12.49%	0	₹5,514.13
SBI Retirement Benefit Fund-Aggrs Hyb Plan	Solution Oriented	Very High	13.79%	3	₹1,657.62
SBI Children's Fund - Investment Plan	Solution Oriented	Very High	16.88%	5	₹5,175.56
SBI BSE Sensex Index Fund	Other	Very High	11.24%	0	₹301.77
SBI Nifty200 Quality 30 Index Fund	Other	Very High	0%	0	₹304.80
SBI Equity Savings Fund	Hybrid	Moderately High	10.83%	3	₹5,816.31
SBI CRISIL IBX SDL Index-September 2027 Fund	Other	Moderate	7.55%	0	₹973.48
SBI Nifty200 Momentum 30 Index Fund	Other	Very High	0%	0	₹108.27
SBI CRISIL IBX Gilt Index-June 2036 Fund	Other	Moderate	7.16%	0	₹2,724.41
SBI Corporate Bond Fund	Debt	Moderately Low	7.62%	3	₹22,694.06
SBI Credit Risk Fund	Debt	Moderately High	8.47%	3	₹2,166.76
SBI BSE PSU Bank Index Fund	Other	Very High	0%	0	₹221.85
SBI Nifty50 Equal Weight Index Fund	Other	Very High	17.95%	0	₹1,044.93
SBI CPSE Bond Plus SDL Sep 2026 50:50 Index Fund	Other	Moderately Low	7.21%	0	₹7,669.54
SBI Multi Asset Allocation Fund	Hybrid	Very High	24.75%	4	₹15,579.29
SBI Banking and PSU Fund	Debt	Moderate	7.35%	3	₹4,075.31
SBI Medium to Long Duration Fund	Debt	Moderate	6.04%	4	₹2,089.62
SBI Automotive Opportunities Fund	Equity	Very High	36.23%	0	₹5,014.61
SBI Floating Rate Debt Fund	Debt	Moderately Low	7.06%	3	₹718.97
SBI Comma Fund	Equity	Very High	28.44%	0	₹896.01
SBI Ultra Short Duration Fund	Debt	Moderately Low	6.94%	2	₹14,147.12
SBI Equity Minimum Variance	Equity	Very High	10.66%	0	₹213.11
SBI Nifty Index Fund	Other	Very High	13.68%	3	₹11,793.30
SBI Dividend Yield Fund	Equity	Very High	13.84%	0	₹8,912.60
SBI Nifty 500 Index Fund	Other	Very High	14.53%	0	₹778.67
SBI Innovative Opportunities Fund	Equity	Very High	1.06%	0	₹5,300.79
SBI Consumption Opportunities Fund	Equity	Very High	3.26%	4	₹2,930.06
SBI Retirement Benefit Fund-Conser Hyb Plan	Solution Oriented	High	7.53%	2	₹274.53
SBI Saving Fund	Debt	Moderate	7.24%	3	₹36,684.84
SBI Energy Opportunities Fund	Equity	Very High	23.31%	0	₹8,609.85
SBI Quant Fund	Equity	Very High	18.06%	0	₹3,518.05
SBI Multicap Fund	Equity	Very High	11.46%	3	₹22,975.18
SBI Infrastructure Fund-Series	Equity	Very High	14.27%	3	₹4,545.62
SBI Nifty IT Index Fund	Other	Very High	-24.34%	0	₹76.16
SBI Dynamic Asset Allocation Active FoF	Other	High	0%	0	₹2,368.58
SBI Liquid Fund	Debt	Moderate	6.34%	2	₹66,511.95
SBI Medium Duration Fund	Debt	Moderately High	7.74%	3	₹6,835.56
SBI Nifty Smallcap 250 Index Fund	Other	Very High	9.87%	3	₹1,403.82
SBI Nifty Next 50 Index Fund	Other	Very High	17.37%	2	₹1,814.36
SBI Income Plus Arbitrage Active FOF	Other	Moderately Low	0%	0	₹1,712.78
SBI Flexi Cap Fund	Equity	Very High	12.89%	3	₹23,147.51
SBI ELSS Tax Saver Fund	Equity	Very High	13.22%	5	₹31,861.52
SBI Long Term Advantage Fund - Series III	Equity	Moderately High	9.36%	0	₹65.21
SBI Contra Fund	Equity	Very High	12.85%	5	₹48,729.33
SBI Long Term Advantage Fund - Series IV	Equity	Moderately High	13.76%	0	₹207.94
SBI Focused Fund	Equity	Very High	20.14%	4	₹42,998.42
SBI Long Term Advantage Fund - Series VI	Equity	Moderately High	11.87%	0	₹261.54
SBI Long Term Advantage Fund - Series V	Equity	Moderately High	20.94%	0	₹368.70
SBI Retirement Benefit Fund-Aggressive Plan (G)	Solution Oriented	Very High	12.34%	3	₹3,057.44
SBI Retirement Benefit Fund-Conservative Plan	Solution Oriented	Moderately High	6.36%	3	₹165.65
SBI Low Duration Fund	Debt	Moderate	7.26%	3	₹17,366.29

News

SBI Nifty Midcap 150 Momentum 50 ETF announces Extension of NFO period
SBI Mutual Fund has announced that New Fund Offer (NFO) Period of the Scheme has been modified as follows:

Name of the Scheme Existing closing date of NFO Revised closing date of NFO

SBI Nifty Midcap 150 Momentum 50 ETF February 24, 2026 February 27, 2026

Powered by Capital Market - Live News

Name of the Scheme	Existing closing date of NFO	Revised closing date of NFO
SBI Nifty Midcap 150 Momentum 50 ETF	February 24, 2026	February 27, 2026

SBI Mutual Fund announces change in fund manager under its schemes

SBI Mutual Fund has announced change in fund manager under the following schemes, With effect from 01 January 2026.

Change in Fund Manager:

Scheme Name	Existing Fund Manager(s)	New Fund Manager(s)
SBI ELSS Tax Saver Fund	Mr. Dinesh Balachandran	Mr. Milind Agrawal
SBI Dividend Yield Fund	Mr. Rohit Shimpi	Mr. Nidhi Chawla

Powered by Capital Market - Live News

SBI Mutual Fund announces change in scheme name

SBI Mutual Fund has announced change in scheme name under the following schemes, With effect from 15 December 2025.

Change in the name of the Scheme:

Existing Scheme(s) Name	Revised Scheme(s) Name
SBI Magnum Medium Duration Fund	SBI Medium Duration Fund
SBI Magnum Ultra Short Duration Fund	SBI Ultra Short Duration Fund
SBI Magnum Constant Maturity Fund	SBI Constant Maturity 10- Year Gilt Fund
SBI Magnum Income Fund	SBI Medium to Long Duration Fund
SBI Magnum Gilt Fund	SBI Gilt Fund
SBI Magnum Low Duration Fund	SBI Low Duration Fund
SBI Magnum Children's Benefit Fund - IP	SBI Children's Fund - Investment Plan
SBI Magnum Children's Benefit Fund - Savings Plan	SBI Children's Fund - Savings Plan

Powered by Capital Market - Live News

Fund House Details & Investment Objective

Date of Incorporation

1 January 2013

Total AUM (Cr)

₹5055.86

SBI Technology Opportunities Fund (G) is an Sectoral / Thematic-oriented fund from the renowned AMC, SBI Mutual Fund. Launched in 1 January 2013, this fund is managed by Vivek Gedda. With assets under management (AUM) worth ₹5,055.86 (Cr), as of 24 February 2026, SBI Technology Opportunities Fund (G) is categorized as a Sectoral / Thematic within its segment. The fund has generated a return of 17.77% since its launch.
The current NAV of SBI Technology Opportunities Fund (G) is ₹190, as on 24 February 2026. The fund's benchmark index is BSE Tech TRI. You can invest in SBI Technology Opportunities Fund (G) via both lumpsum and SIP modes. The minimum SIP amount in the fund is ₹500 while the minimum lumpsum investment is ₹5,000.

Being an open-ended fund, you can exit the fund anytime subject to applicable exit loads:
The fund has generated 10.48% and 14.00% CAGR in the last 3 and 5 years respectively.

The fund aims to provide long-term capital appreciation and growth, by investing in a mix of financial instruments 82.86% in Equity, 4.54% in Debt and 12.60% in cash and cash equivalents.
The top 5 sectors the fund invests in are: 38.54% in IT-Software, 12.26% in Telecom-Services, 12.22% in Others, 10.16% in Retailing, 6.14% in Transport Services