January 23, 2026
RA Jainee
SBI Technology Opportunities Fund
| Fund at a Glance | |
| NAV Growth (Rs.) | 253.67 |
| NAV Bonus (Rs.) | — |
| NAV IDCW (Rs.) | 180.17 |
| Min. Investment (Rs.) | 5,000 |
| Min. SIP Investment (Rs.) | 500 |
| Min. No of Cheques | 12 |
| Benchmark | BSE Teck TRI |
| AUM Rs. | 5,229 Cr |
| (As on 31-Dec-2025) | |
| Expense | 0.89% |
| 1 Year Return (%) | 1.88 |
| 3 Year Return (%) | 17.43 |
| 5 Year Return (%) | 17.47 |
| 10 Year Return (%) | 18.82 |
| Return Since Launch | 20.21% |
⚖️ Sahifund Review – SBI Technology Opportunities Fund ✔
PLUS: Stability, track record, cost efficiency
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MINUS: Large AUM, large-cap bias, momentum lag
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Sahifund View (Decisive Line):
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| NFO Guidance |
What lies ahead? Below we decode returns consistency, portfolio concentration, peer positioning and risk profile in detail.
Suitable For Which Investors?
Nobody should invest in Technology funds in our opinion, because:
• They have a narrow focus on only information technology companies
• Instead, diversified equity funds which invest across sectors are better
If you still choose to invest:
1. Invest only through SIP
2. Have a 7+ year investment horizon
3. Be prepared to withstand interim sharp declines in investment value
Fund’s Investment Strategy:
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.
Fund Manager:
1) Vivek Gedda
Education: Mr. Gedda has done B.Tech, M.Sc and MBA
Experience: Prior to joining SBI Mutual Fund, he has worked with HSBC Securities and Capital Markets India Ltd. and HSBC Electronic Data Processsing India Pvt. Ltd.
Investment Details
| Min. Investment (Rs.) | 5,000 |
| Min. Addl Investment (Rs.) | 1,000 |
| Min. SIP Investment (Rs.) | 500 |
| Min. Withdrawal (Rs.) | 500 |
| Min. No of Cheques | 12 |
| Min. Balance (Rs.) | 1,000 |
| Lock-in Period | NA |
| Exit Load | 0.5% for redemption within 15 days |
Basic Details of SBI Technology Opportunities Fund
| Fund House | SBI Mutual Fund |
| Launch Date | 01-Jan-13 |
| Return Since Launch | 20.21% |
| Benchmark | BSE Teck TRI |
| Riskometer | Very High |
| Type | Open-ended |
| Assets (RS) | 5,229 Cr |
| (As on 31-Dec-2025) | |
| Expense | 0.89% |
| (As on 31-Dec-2025) | |
| Risk Grade | — |
| Return Grade | — |
| Turnover | 25.00% |
Trailing Returns (%)
| Fund name | YTD | 1D | 1M | 3M | 6M | 1Y | 3Y | 5Y | 7Y | 10Y |
| SBI Technology Opportunities Dir | -3.08 | -2.05 | -4.61 | 1.55 | 3.15 | 1.88 | 17.43 | 17.47 | 21.16 | 18.82 |
| BSE IT TRI | 0.38 | -1.95 | -1.53 | 7.47 | 1.79 | -9.86 | 10.01 | 8.88 | 16.30 | 15.38 |
| Equity: Sectoral-Technology | -1.57 | -2.08 | -3.35 | 3.08 | 1.61 | -3.62 | 16.84 | 15.50 | 20.53 | 18.70 |
| Rank within category | 17 | 9 | 16 | 14 | 11 | 3 | 3 | 1 | 1 | 3 |
| Number of funds in category | 21 | 21 | 21 | 21 | 21 | 19 | 7 | 5 | 5 | 5 |
Peer Comparison of SBI Technology Opportunities Fund
| Rating | 1 Year Returns | 3 Year Returns | 5 Year Returns | Expense Ratio (%) | Net Assets (Rs. Cr) | Return Since Launch (%) | Exit Load (Days) | Fund Age | Turnover (%) | |
| SBI Technology Opportunities Dir | Unrated | 1.88 | 17.43 | 17.47 | 0.50 (15) | 5,229 | 20.21 | 0.50 (15) | 13Y | 25.00 |
| ICICI Pru Technology Dir | Unrated | -1.27 | 15.71 | 15.65 | 1.00 (15) | 15,892 | 20.79 | 1.00 (15) | 13Y | 47.00 |
| Tata Digital India Dir | Unrated | -7.11 | 16.01 | 15.24 | 0.25 (30) | 12,255 | 18.68 | 0.25 (30) | 10Y | 16.57 |
| ABSL Digital India Dir | Unrated | -3.07 | 15.03 | 14.70 | 1.00 (30) | 4,837 | 20.02 | 1.00 (30) | 13Y | 48.00 |
| Franklin India Technology Dir | Unrated | -0.37 | 23.10 | 14.44 | 1.00 (365) | 1,996 | 18.8 | 1.00 (365) | 13Y | 29.36 |
Portfolio Analysis of SBI Technology Opportunities Fund
| No. of Stocks | 34 |
| Top 10 Stocks | 58.90% |
| Top 5 Stocks | 41.41% |
| Top 3 Sectors | 89.50% |
| Portfolio P/B Ratio | 6.29 |
| Portfolio P/E Ratio | 33.99 |
Portfolio Breakup
| Fund | Category | |
| Average Mkt Cap (Rs Cr) | 2,28,292 | 2,93,613 |
| Giant (%) | — | — |
| Large (%) | 60.58 | 68.20 |
| Mid (%) | 19.45 | 21.85 |
| Small (%) | 19.97 | 21.23 |
| Tiny (%) | — | — |
Disclaimer: Mutual fund investments are subject to market risks. Read all scheme related documents carefully
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