SBI Technology Opportunities Fund (Equity, Equity Sectoral-technolog)

High
20 yrs 7 monthsStarted on:05 Jul 1999
₹ 155.17 Cras on: 24 Jan 2020
Long Term Horizon
2.67%
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)
YTD6.32
1 Month5.22
3 Month14.26
1 YR14.20
2 YR12.19
3 YR17.72

SIP Returns

TenureReturns (CAGR)
1 YR17.03
2 YR12.94
3 YR16.97
5 YR13.13
10 YR14.24

Portfolio

Company Name% Assets
Tata Consultancy Services Ltd.26.17
Infosys Ltd.18.94
Bharti Airtel Ltd.13.5
HCL Technologies Ltd.10.44
Tech Mahindra Ltd.5.27
Oracle Financial Services Software Ltd.4.52
NIIT Ltd.3.32
Larsen & Toubro Infotech Ltd.2.69
Accelya Solutions India Ltd.2.65
eClerx Services Ltd2.27

Top Sectoral Holdings

Sector Name% Assets
Technology81.54
Communication13.5
Services2.6

Indicators

LabelValue
Portfolio turnover ratio46
Standard Deviation12.89%
Beta0.83%
Sharpe Ratio0.65

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.