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Fund Overview of SBI Technology Opportunities Fund Direct-idcw
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₹4,228.1 CrAUM
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₹150.73NAV
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1.01%Expense Ratio
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EquityFund Category
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.
Returns of SBI Technology Opportunities Fund Direct-idcw
| Tenure | Absolute(%) | Annualised(%) | Category Average(%) |
|---|---|---|---|
| 3 Months | 2.65% | NA | 1.25% |
| 6 Months | -19.54% | NA | -0.40% |
| 1 Year | -14.69% | -14.69% | -7.09% |
| 2 Years | 3.57% | 1.77% | 15.89% |
| 3 Years | 31.88% | 9.66% | 15.31% |
| 5 Years | 59.62% | 9.80% | 22.99% |
| 7 Years | 199.58% | 16.97% | NA |
| 10 Years | 343.44% | 16.06% | 17.33% |
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Asset Allocation
equities
97.74%debt instruments
0.07%other assets or cash equivalents
2.19%SBI Technology Opportunities Fund Direct-idcw is one Equity mutual fund offered by SBI Mutual Fund. the fund aims Long term capital appreciation. Equity investments in stock of companies in the technology and technology related sectors. It manages assets worth ₹4,228.1 crore as on Sun May 31, 2026. The expense ratio stands at 1.01%. Fund Manager Manager Education Fund Manager Manager EducationAbout SBI Technology Opportunities Fund Direct-idcw
The portfolio allocation consists of 97.74% in equities, 0.07% in debt instruments, 2.19% in other assets or cash equivalents.Managed by Pradeep Kesavan, it has delivered a return of -14.69% in the last year, a total return since inception of 17.97%.
Selecting an appropriate best sip to invest has an important role in long-term wealth creation.
Key Metrics of SBI Technology Opportunities Fund Direct-idcw
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Standard Deviation17.44%
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Sharpe Ratio0.30%
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Alpha7.30%
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Beta0.77%
Fund Details
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Top Performing Mutual Funds
| Fund Names | AUM (Cr) | 1M | 3M | 1Yr | 3Yr | 5Yr |
|---|---|---|---|---|---|---|
SBI Technology Opportunities Fund Direct-growth  |
₹4,228 | 1.30% | 2.65% | -14.69% | 9.66% | 9.80% |
| SBI Technology Opportunities Fund Direct-idcw |
₹4,228 | 1.30% | 2.65% | -14.69% | 9.66% | 9.80% |
| Franklin India Technology Fund Direct-growth |
₹1,645 | 1.20% | 3.45% | -13.37% | 12.57% | 9.52% |
| Franklin India Technology Fund Direct-idcw |
₹1,645 | 1.20% | 3.45% | -13.37% | 12.57% | 9.52% |
| SBI Technology Opportunities Fund-growth |
₹4,228 | 1.21% | 2.40% | -15.53% | 8.52% | 8.59% |
| SBI Technology Opportunities Fund-idcw |
₹4,228 | 1.21% | 2.40% | -15.53% | 8.52% | 8.59% |
| Franklin India Technology Fund Regular-growth |
₹1,645 | 1.11% | 3.19% | -14.24% | 11.41% | 8.41% |
| Franklin India Technology Fund Regular-idcw |
₹1,645 | 1.11% | 3.19% | -14.24% | 11.41% | 8.41% |
| Tata Digital India Fund Direct-growth |
₹9,660 | 5.02% | 4.90% | -18.43% | 7.90% | 7.46% |
| Tata Digital India Fund Direct-idcw |
₹9,660 | 5.02% | 4.90% | -18.43% | 7.90% | 7.46% |
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 |
|---|---|---|---|---|---|---|
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SBI Technology Opportunities Fund-growth
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₹4,228 | 1.21% | 2.40% | -19.93% | -15.53% | 8.52% |
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SBI Technology Opportunities Fund Direct-growth
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₹4,228 | 1.30% | 2.65% | -19.54% | -14.69% | 9.66% |
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SBI Technology Opportunities Fund-idcw
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₹4,228 | 1.21% | 2.40% | -19.93% | -15.53% | 8.52% |
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SBI Nifty It Index Fund Direct-growth
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₹93 | 4.28% | 0.64% | -23.82% | -25.44% | - |
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SBI Nifty It Index Fund Regular-growth
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₹93 | 4.24% | 0.52% | -23.99% | -25.79% | - |
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SBI Nifty It Index Fund Regular-idcw
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₹93 | 4.24% | 0.52% | -23.99% | -25.79% | - |
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SBI Nifty It Index Fund Direct-idcw
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₹93 | 4.28% | 0.64% | -23.82% | -25.44% | - |
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SBI Nifty It Etf-growth
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₹69 | 4.26% | 0.67% | -23.81% | -25.33% | 2.14% |
growth is based on 1-month returns of the fundsMutual Fund Calculator
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Top Mutual Funds
| Fund Names | AUM (Cr) | NAV | 3Yr | 5Yr | 10Yr |
|---|---|---|---|---|---|
| ICICI Prudential Technology Fund-growth |
₹13,358 | ₹170.50 | 7.86% | 6.30% | 15.14% |
| ICICI Prudential Technology Direct Plan-growth |
₹13,358 | ₹190.84 | 8.70% | 7.29% | 16.15% |
| ICICI Prudential Technology Fund-idcw |
₹13,358 | ₹53.24 | 7.86% | 6.30% | 15.14% |
| ICICI Prudential Technology Direct Plan-idcw |
₹13,358 | ₹116.51 | 8.70% | 7.29% | 16.15% |
| Tata Digital India Fund Regular-growth |
₹9,660 | ₹39.59 | 6.52% | 5.94% | 14.44% |
| Tata Digital India Fund Direct-growth |
₹9,660 | ₹46.64 | 7.90% | 7.46% | 16.24% |
| Tata Digital India Fund Regular-idcw |
₹9,660 | ₹38.03 | 6.52% | 5.94% | 14.44% |
| Tata Digital India Fund Direct-idcw |
₹9,660 | ₹45.08 | 7.90% | 7.46% | 16.24% |
| SBI Technology Opportunities Fund-growth |
₹4,228 | ₹184.65 | 8.52% | 8.59% | 14.88% |
| SBI Technology Opportunities Fund Direct-growth |
₹4,228 | ₹212.22 | 9.66% | 9.80% | 16.06% |
Detailed Portfolio
| Stocks | Sector | % of Holding | Value |
|---|---|---|---|
| Bharti Airtel Ltd | Technology | 12.98% | ₹548.70 Cr |
| Infosys Ltd | Technology | 12.07% | ₹510.24 Cr |
| Tata Consultancy Services Ltd | Technology | 7.59% | ₹320.76 Cr |
| Zomato Ltd | Technology | 6.28% | ₹265.61 Cr |
| Alphabet Inc Forgn. Eq (googl) | Technology | 4.80% | ₹203.16 Cr |
| Ltimindtree Ltd | Technology | 4.80% | ₹203.08 Cr |
| Firstsource Solutions Ltd | Industrials | 4.66% | ₹197.07 Cr |
| Cognizant Technology Solutions Corp Forgn. Eq (ctsh) | Technology | 4.15% | ₹175.50 Cr |
| Coforge Ltd | Technology | 4.04% | ₹170.62 Cr |
| Microsoft Corportion (us) Forgn. Eq (msft) | Technology | 3.86% | ₹163.19 Cr |
| Swiggy Ltd. | Technology | 3.05% | ₹128.95 Cr |
| Amagi Media Labs Ltd. | 3.02% | ₹127.61 Cr | |
| Persistent Systems Ltd | Technology | 2.70% | ₹114.27 Cr |
| Zinka Logistics Solutions Ltd. | Industrials | 2.66% | ₹112.32 Cr |
| Tech Mahindra Ltd | Technology | 2.46% | ₹103.87 Cr |
| Pb Fintech Ltd | Financial | 2.45% | ₹103.69 Cr |
| Info Edge (india) Ltd | Technology | 2.35% | ₹99.50 Cr |
| Repo | Unspecified | 2.32% | ₹98.00 Cr |
| Hcl Technologies Ltd | Technology | 2.24% | ₹94.70 Cr |
| Hexaware Technologies Limited Eq New Fv Rs.2/- | Technology | 2.16% | ₹91.44 Cr |
| Delhivery Ltd | Industrials | 1.99% | ₹83.97 Cr |
| L&t Technology Services Ltd | Technology | 1.62% | ₹68.65 Cr |
| Fsn E-commerce Ventures Ltd | Consumer Discretionary | 1.24% | ₹52.46 Cr |
| Indegene Ltd. | Healthcare | 1.10% | ₹46.57 Cr |
| Capillary Technologies India Ltd. | 0.97% | ₹40.93 Cr | |
| Epam Systems Inc (epam) | Technology | 0.88% | ₹37.14 Cr |
| Emudhra Ltd | Financial | 0.57% | ₹24.07 Cr |
| Tbo Tek Ltd. | Consumer Discretionary | 0.45% | ₹19.16 Cr |
| Niit Learning Systems Ltd | Consumer Staples | 0.39% | ₹16.60 Cr |
| Pvr Ltd | Consumer Discretionary | 0.21% | ₹8.92 Cr |
| Government Of India 36714 364 Days Tbill 19nv26 Fv Rs 100 | Financial | 0.07% | ₹2.92 Cr |
| Sip Technologies And Exports Ltd Eq | Technology | 0.00% | ₹0.00 Cr |
| Indbazaar.com Equity | Technology | 0.00% | ₹0.00 Cr |
| Net Payables | Unspecified | -0.13% | ₹-5.57 Cr |
Top Equity Funds
| Fund Names | NAV | 3Yr | 5Yr | 52 weeks high |
|---|---|---|---|---|
| SBI Technology Opportunities Fund Direct-growth |
₹212.22 | 9.66% | 9.80% | - |
| SBI Technology Opportunities Fund Direct-idcw |
₹150.73 | 9.66% | 9.80% | - |
| Franklin India Technology Fund Direct-growth |
₹493.68 | 12.57% | 9.52% | - |
| Franklin India Technology Fund Direct-idcw |
₹43.02 | 12.57% | 9.52% | - |
| SBI Technology Opportunities Fund-growth |
₹184.65 | 8.52% | 8.59% | - |
| SBI Technology Opportunities Fund-idcw |
₹111.19 | 8.52% | 8.59% | - |
| Franklin India Technology Fund Regular-growth |
₹444.25 | 11.41% | 8.41% | - |
| Franklin India Technology Fund Regular-idcw |
₹38.29 | 11.41% | 8.41% | - |
| Tata Digital India Fund Direct-growth |
₹46.64 | 7.90% | 7.46% | - |
| Tata Digital India Fund Direct-idcw |
₹45.08 | 7.90% | 7.46% | - |
growth is based on 5Y returns of the funds
Frequently Asked Questions
SBI Technology Opportunities Fund Direct-idcw
What is the current AUM of SBI Technology Opportunities Fund Direct-idcw?
As of Sun May 31, 2026, SBI Technology Opportunities Fund Direct-idcw manages assets worth ₹4,228.1 crore
How has SBI Technology Opportunities Fund Direct-idcw performed recently?
- 3 Months: 2.65%
- 6 Months: -19.54%
What is the long-term performance of SBI Technology Opportunities Fund Direct-idcw?
- 3 Years CAGR: 9.66%
- 5 Years CAGR: 9.80%
- Since Inception: 17.97%
What is the portfolio composition of SBI Technology Opportunities Fund Direct-idcw?
Equity: 97.74%, Debt: 0.07%, Others: 2.19%.
Who manages SBI Technology Opportunities Fund Direct-idcw?
SBI Technology Opportunities Fund Direct-idcw is managed by Pradeep Kesavan from SBI Mutual Fund.
What is the market-cap allocation of SBI Technology Opportunities Fund Direct-idcw?
Large Cap: 58.40%, Mid Cap: 20.06%, Small Cap: 21.54%.
Which are the top companies SBI Technology Opportunities Fund Direct-idcw has invested in?
- Bharti Airtel Ltd – 12.98% of the fund's portfolio
- Infosys Ltd – 12.07% of the fund's portfolio
- Tata Consultancy Services Ltd – 7.59% of the fund's portfolio
- Zomato Ltd – 6.28% of the fund's portfolio
- Alphabet Inc Forgn. Eq (GOOGL) – 4.80% of the fund's portfolio
Which are the major sectors SBI Technology Opportunities Fund Direct-idcw focuses on?
- Technology – 78.03% of the fund's portfolio
- Industrials – 9.31% of the fund's portfolio
- Other – 3.99% of the fund's portfolio
- Financial – 3.09% of the fund's portfolio
- Unspecified – 2.19% of the fund's portfolio
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