SBI Technology Opportunities (Equity, Equity Sectoral-technolog)

High
19 yrs 6 monthsStarted on:14 Jul 1999
₹ 136.84 Cras on: 13 Dec 2018
Long Term Horizon
2.69%
Capital Appreciation

Minimum Investment

  • ₹ 5000.00 for Lumpsum

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.

Exit Load

Scheme Documents

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Tenure

TenureReturns (CAGR)
YTD21.32
1 Month2.46
1 YR26.28
2 YR18.73
3 YR10.68

SIP Returns

TenureReturns (CAGR)
1 YR8.82
2 YR20.53
3 YR15.98
5 YR11.88
10 YR15.88

Portfolio

Company Name% Assets
Infosys Ltd.26.91
HCL Technologies Ltd.8.44
Bharti Airtel Ltd.7.4
Tata Consultancy Services Ltd.6.94
Tech Mahindra Ltd.6.42
Cyient Limited5.36
Info Edge (India) Ltd.5.15
Wipro Ltd.4.19
Newgen Software Technologies Ltd.4.1
Larsen & Toubro Infotech Ltd.3.1

Top Sectoral Holdings

Sector Name% Assets
Technology80.81
Services8.64
Communication7.4

Indicators

LabelValue
Portfolio turnover ratio35
Standard Deviation14.95%
Beta0.8%
Sharpe Ratio0.26

Anup Upadhyay,Mohit Jain

Mr. Upadhyay is a B.Tech (Hons) degree and PGDM.Mr. Jain is B.E (Engineering) & CFA (Level III candidate)
Prior to joining SBI AMC he has worked with SBI Mutual Fund and Tata Consultancy Services. Prior to joining SBI Mutual Fund, he has worked with Crisil Ltd. as a Research Analyst.
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