Aeterna Wealth
Sectoral/Thematic · Regular plan · Growth

SBI Technology Opportunities Fund (Regular)

SBI Mutual Fund · benchmark Nifty IT TRI · 13.8 years old · AMFI code 120577

A+
Track-record rating: 1 of 6 in Thematic: Technology

A+ (top 10% of its peer group), score 72.5 out of 100. Describes the past, not a forecast.

Returns against the index

PeriodFundIndex (TRI)DifferenceRank in category
6 months12.4%13.9%-1.5%8 / 12
1 year-5.9%-5.3%-0.6%5 / 11
3 years (a year)10.5%4.3%+6.2%1 / 6
5 years (a year)6.3%0.5%+5.8%1 / 5

Growth option, point to point to 5 Nov 2026; periods over a year are annualised (CAGR). Index returns use the total-return index, which includes dividends.

Risk

Volatility, 3Y16.8%
Max fall, 5Y-26.0%
Up capture, 3Y83
Down capture, 3Y65
Information ratio, 3Y0.35
Jensen's alpha, 3Y+5.4%
Beta, 3Y0.62
Sharpe, 3Y0.23

Portfolio

Bharti Airtel Ltd.16.9%
Infosys Ltd.8.4%
Tata Consultancy Services Ltd.7.0%
Eternal Ltd.6.9%
Coforge Ltd.5.0%
Microsoft Corporation4.5%
Cognizant Technology Solutions Corporati4.4%
LTM Ltd.4.0%
Amagi Media Labs Ltd.4.0%
Alphabet Inc.4.0%

Top 10 holdings, September 2026 portfolio.

Common questions

What is the NAV of SBI Technology Opportunities Fund (Regular plan)?

₹209.01 on 5 Nov 2026 (Growth option).

What is the expense ratio of SBI Technology Opportunities Fund (Regular)?

1.98% a year; the Direct plan's is 1.01%.

What return has SBI Technology Opportunities Fund given over 3 years?

10.5% a year (Regular plan) over the 3 years to 5 Nov 2026, against 4.3% for the Nifty IT total-return index.

What does SBI Technology Opportunities Fund invest in?

Its largest holdings are Bharti Airtel Ltd., Infosys Ltd., Tata Consultancy Services Ltd., with 25 stocks in all (September 2026 portfolio).

How is SBI Technology Opportunities Fund rated?

A+: 1 of 6 Regular plans in Thematic: Technology, on its track record. This describes the past and is not a recommendation.

Data as of 5 Nov 2026: NAVs from AMFI, index data from NSE Indices, portfolios from SBI Mutual Fund's monthly disclosure. Updated every weekday. Read the scheme documents before investing.