SBI Technology Opportunities Fund-IDCW

  • 3 Months
  • 6 Months
  • 1 Year
  • 3 Years
  • 5 Years
  • RSI
3 Months Returns : 0.57%
Fund NAV

Fund Overview of SBI Technology Opportunities Fund-IDCW

  • ₹4,154.9 Cr
    AUM
  • ₹125.86
    NAV
  • 1.98%
    Expense Ratio
  • Equity
    Fund Category
As on Thu Nov 05, 2026
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Minimum amount you can invest: ₹500

Maximum amount you can invest: ₹1,00,000

We have used a return rate of 15% for our calculations.

The total value of your investment after 10 years will be
₹ 1,39,328.64
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SBI Technology Opportunities Fund-IDCW Return Comparison

Tenure Absolute(%) Annualised(%) Category Average(%)
3 Months 0.57% NA 1.25%
6 Months 12.40% NA -0.40%
1 Year -5.94% -5.94% -7.09%
2 Years 0.05% 0.03% 15.89%
3 Years 34.70% 10.44% 15.31%
5 Years 35.80% 6.31% 22.99%
7 Years 220.16% 18.09% NA
10 Years 378.27% 16.94% 17.33%
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As on Thu Nov 05, 2026

Asset Allocation of SBI Technology Opportunities Fund-IDCW

equities

96.29%

debt instruments

0.07%

other assets or cash equivalents

3.64%
Large Cap: 63.07%
Mid Cap: 19.76%
Small Cap: 17.16%
Other: 0.00%
Top Holdings
Infosys Ltd
14.84%
Infosys Ltd
15.02%
Infosys Ltd
15.02%
Bharti Airtel Ltd
18.44%
Bharti Airtel Ltd
18.44%
 
Top Sectors
Technology
324.81%
Detailed Portfolio Analysis
As on Thu Nov 05, 2026
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About Fund

About SBI Technology Opportunities Fund-IDCW

SBI Technology Opportunities Fund-IDCW is one Equity mutual fund offered by SBI Mutual Fund. Launched on 05 Jul 1999, the fund aims Long term capital appreciation. Equity investments in stock of companies in the technology and technology related sectors. It manages assets worth ₹4,154.9 crore as on Wed Sep 30, 2026. The expense ratio stands at 1.98%.
The portfolio allocation consists of 96.29% in equities, 0.07% in debt instruments, 3.64% in other assets or cash equivalents.Managed by Pradeep Kesavan, it has delivered a return of -5.94% in the last year, a total return since inception of 14.56%.
Individuals often compare the best sip in india in order to create disciplined investment portfolios.

Read more
  • Vivek Gedda

    Fund Manager

  • Mr. Gedda has done B.Tech, M.Sc and MBA

    Manager Education

  • Pradeep Kesavan

    Fund Manager

  • Mr. Kesavan has done B.Com, MBA (Finance) and CFA

    Manager Education

Key Metrics of SBI Technology Opportunities Fund-IDCW

  • Standard Deviation
    20.20%
  • Mean
    11.70%
  • Sharpe Ratio
    0.30%
  • Alpha
    6.73%
  • Beta
    0.75%
  • Sortino Ratio
    0.49%

SBI Technology Opportunities Fund-IDCW Fund Details

Fund Names SBI Technology Opportunities Fund-IDCW
Inception Date 05 Jul 1999
Lock In No Lock-in
SIP Minimum Investment amount ₹500
SWP Minimum Investment amount ₹500
STP Minimum Investment amount ₹500
 
Risk Principal at very high risk
More Details

Compare Mutual Funds
SBI Technology Opportunities Fund-IDCW Fund Returns Comparison

Compare SBI Technology Opportunities Fund-IDCW with other mutual funds in the same category

SBI Technology Opportunities Fund-IDCW

Franklin India Technology Fund Direct-Growth

Franklin India Technology Fund Direct-IDCW

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Top Performing Mutual Funds

Fund Names AUM (Cr) 1M 3M 1Yr 3Yr 5Yr
Franklin India Technology Fund Direct-Growth trend ₹1,623 8.43% 0.08% -6.28% 10.69% 8.01%
Franklin India Technology Fund Direct-IDCW trend ₹1,623 8.43% 0.08% -6.28% 10.69% 8.01%
SBI Technology Opportunities Fund Direct-Growth trend ₹4,155 8.81% 0.81% -5.02% 11.57% 7.47%
SBI Technology Opportunities Fund Direct-IDCW trend ₹4,155 8.81% 0.81% -5.02% 11.57% 7.47%
Franklin India Technology Fund Regular-Growth trend ₹1,623 8.33% -0.17% -7.21% 9.57% 6.90%
Franklin India Technology Fund Regular-IDCW trend ₹1,623 8.33% -0.17% -7.21% 9.57% 6.90%
SBI Technology Opportunities Fund-Growth trend ₹4,155 8.72% 0.57% -5.94% 10.44% 6.31%
SBI Technology Opportunities Fund-IDCW trend ₹4,155 8.72% 0.57% -5.94% 10.44% 6.31%
Aditya Birla Sun Life Digital India Fund Direct-Growth trend ₹3,617 7.18% 0.44% -4.45% 6.15% 4.65%
Aditya Birla Sun Life Digital India Fund Direct-IDCW trend ₹3,617 7.18% 0.44% -4.45% 6.15% 4.65%
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increase growth is based on 1-month returns of the funds & Top fund are based on 3Y Returns

More funds from SBI Mutual Fund

Fund Names AUM (Cr) 1M 3M 6M 1Yr 3Yr
SBI Technology Opportunities Fund-Growth increase ₹4,155 8.72% 0.57% 12.40% -5.94% 10.44%
SBI Technology Opportunities Fund Direct-Growth increase ₹4,155 8.81% 0.81% 12.94% -5.02% 11.57%
SBI Technology Opportunities Fund Direct-IDCW increase ₹4,155 8.81% 0.81% 12.94% -5.02% 11.57%
SBI Nifty IT Index Fund Regular-Growth increase ₹129 16.31% 4.64% 13.37% -6.14% -
SBI Nifty IT Index Fund Direct-Growth increase ₹129 16.35% 4.76% 13.63% -5.71% -
SBI Nifty IT Index Fund Regular-IDCW increase ₹129 16.31% 4.64% 13.37% -6.14% -
SBI Nifty IT Index Fund Direct-IDCW increase ₹129 16.35% 4.76% 13.63% -5.71% -
SBI Nifty IT ETF-Growth increase ₹70 16.35% 4.81% 13.70% -5.59% 3.98%
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increase growth is based on 1-month returns of the funds

SBI Technology Opportunities Fund-IDCW Calculator

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Top Mutual Funds

Fund Names AUM (Cr) NAV 3Yr 5Yr 10Yr
ICICI Prudential Technology Direct Plan-Growth trend ₹12,505 ₹211.42 8.71% 4.10% 18.48%
ICICI Prudential Technology Fund-Growth trend ₹12,505 ₹188.40 7.91% 3.19% 17.47%
ICICI Prudential Technology Direct Plan-IDCW trend ₹12,505 ₹122.84 8.71% 4.10% 18.48%
ICICI Prudential Technology Fund-IDCW trend ₹12,505 ₹52.61 7.91% 3.19% 17.47%
Tata Digital India Fund Direct-Growth trend ₹9,276 ₹50.29 7.19% 3.85% 18.55%
Tata Digital India Fund Regular-Growth trend ₹9,276 ₹42.49 5.85% 2.41% 16.73%
Tata Digital India Fund Direct-IDCW trend ₹9,276 ₹48.61 7.19% 3.85% 18.55%
Tata Digital India Fund Regular-IDCW trend ₹9,276 ₹40.82 5.85% 2.41% 16.73%
SBI Technology Opportunities Fund-Growth trend ₹4,155 ₹209.01 10.44% 6.31% 16.94%
SBI Technology Opportunities Fund Direct-Growth trend ₹4,155 ₹241.10 11.57% 7.47% 18.15%
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Top funds are based on Fund AUM

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SBI Technology Opportunities Fund-IDCW Detailed Portfolio

Stocks Sector % of Holding Value
Infosys LtdTechnology14.84%₹761.27 Cr
Infosys LtdTechnology15.02%₹741.15 Cr
Infosys LtdTechnology15.02%₹741.15 Cr
Bharti Airtel LtdTechnology18.44%₹740.80 Cr
Bharti Airtel LtdTechnology18.44%₹740.80 Cr
Bharti Airtel LtdTechnology18.44%₹740.80 Cr
Bharti Airtel LtdTechnology18.44%₹740.80 Cr
Bharti Airtel LtdTechnology16.15%₹724.76 Cr
Bharti Airtel LtdTechnology16.15%₹724.76 Cr
Bharti Airtel LtdTechnology16.15%₹724.76 Cr
Bharti Airtel LtdTechnology16.15%₹724.76 Cr
Bharti Airtel LtdTechnology16.15%₹724.76 Cr
Bharti Airtel LtdTechnology16.15%₹724.76 Cr
Bharti Airtel LtdTechnology16.15%₹724.76 Cr
Bharti Airtel LtdTechnology16.15%₹724.76 Cr
Infosys LtdTechnology14.27%₹721.25 Cr
Infosys LtdTechnology15.29%₹720.90 Cr
Infosys LtdTechnology13.58%₹710.00 Cr
Bharti Airtel LtdTechnology16.92%₹702.80 Cr
Bharti Airtel LtdTechnology16.92%₹702.80 Cr
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Top Equity Funds

Fund Names NAV 3Yr 5Yr 52 weeks high
Franklin India Technology Fund Direct-Growth increase ₹542.81 10.69% 8.01% -
Franklin India Technology Fund Direct-IDCW increase ₹43.74 10.69% 8.01% -
SBI Technology Opportunities Fund Direct-Growth increase ₹241.10 11.57% 7.47% -
SBI Technology Opportunities Fund Direct-IDCW increase ₹171.24 11.57% 7.47% -
Franklin India Technology Fund Regular-Growth increase ₹486.60 9.57% 6.90% -
Franklin India Technology Fund Regular-IDCW increase ₹39.14 9.57% 6.90% -
SBI Technology Opportunities Fund-Growth increase ₹209.01 10.44% 6.31% -
SBI Technology Opportunities Fund-IDCW increase ₹125.86 10.44% 6.31% -
Aditya Birla Sun Life Digital India Fund Direct-Growth increase ₹184.14 6.15% 4.65% -
Aditya Birla Sun Life Digital India Fund Direct-IDCW increase ₹51.36 6.15% 4.65% -
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increase growth is based on 5Y returns of the funds

Frequently Asked Questions

SBI Technology Opportunities Fund-IDCW

What is the current AUM of SBI Technology Opportunities Fund-IDCW?

As of Wed Sep 30, 2026, SBI Technology Opportunities Fund-IDCW manages assets worth ₹4,154.9 crore

How has SBI Technology Opportunities Fund-IDCW performed recently?

  • 3 Months: 0.57%
  • 6 Months: 12.40%

What is the long-term performance of SBI Technology Opportunities Fund-IDCW?

  • 3 Years CAGR: 10.44%
  • 5 Years CAGR: 6.31%
  • Since Inception: 14.56%

What is the portfolio composition of SBI Technology Opportunities Fund-IDCW?

Equity: 96.29%, Debt: 0.07%, Others: 3.64%.

Who manages SBI Technology Opportunities Fund-IDCW?

SBI Technology Opportunities Fund-IDCW is managed by Pradeep Kesavan from SBI Mutual Fund.

What is the market-cap allocation of SBI Technology Opportunities Fund-IDCW?

Large Cap: 63.07%, Mid Cap: 19.76%, Small Cap: 17.16%.

Which are the top companies SBI Technology Opportunities Fund-IDCW has invested in?

  • Infosys Ltd – 14.84% of the fund's portfolio
  • Infosys Ltd – 15.02% of the fund's portfolio
  • Infosys Ltd – 15.02% of the fund's portfolio
  • Bharti Airtel Ltd – 18.44% of the fund's portfolio
  • Bharti Airtel Ltd – 18.44% of the fund's portfolio

Which are the major sectors SBI Technology Opportunities Fund-IDCW focuses on?

  • Technology – 324.81% of the fund's portfolio
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