+91-22-48913909 (Erstwhile SBI IT Fund) To provide the investors maximum growth opportunity through equity
investments in stocks of growth oriented sectors of the economy. SBI Technology Opportunities Fund is a Equity - Sectoral fund launched on 9 Jan 13. It is a fund with High risk and has given a Below is the key information for SBI Technology Opportunities Fund Returns up to 1 year are on Historical performance (Yearly) on absolute basis SBI Technology Opportunities Fund - G
Scheme Objective
CAGR return of 19.5% since its launch. Ranked 42 in Sectoral category. Return for 2024 was 30.1% , 2023 was 24.8% and 2022 was -15.5% . NAV as on 26 Dec 25 ₹231.027 ↓ -2.17 (-0.93 %) Net Assets (AUM) as on 30 Nov 2025 ₹5,130 Cr. Launch Date 9 Jan 2013 Category Equity - Sectoral Rating ☆ Type Open Ended Fund Risk High AMC SBI Funds Management Private Limited Alpha Ratio 6.14 Expense Ratio 1.91 % Sharpe Ratio -0.054 Information Ratio 1.09 Benchmark Not Available Min Investment ₹5,000 Min SIP Investment ₹500 Exit Load 0-15 Days (0.5%),15 Days and above(NIL) NAV Price Chart
Returns
Annual Compounded Returns
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 26 Dec 25 Duration Returns 1 Month 0.8% 3 Month 9.7% 6 Month 4.7% 1 Year 1.9% 3 Year 18.6% 5 Year 18.9% 10 Year 15 Year Since launch 19.5% Historical Annual Returns
Year Returns 2024 30.1% 2023 24.8% 2022 -15.5% 2021 66.4% 2020 47.3% 2019 12.2% 2018 17.1% 2017 13% 2016 -3.3% Growth of 10k Over Years
Date Value 30 Nov 20 ₹10,000 30 Nov 21 ₹17,584 30 Nov 22 ₹16,272 30 Nov 23 ₹18,526 30 Nov 24 ₹24,800 30 Nov 25 ₹25,841 
Asset Allocation
Asset Class Value Cash 5.1% Equity 94.85% Debt 0.06% 
Sector Allocation
Sector Value Technology 62.25% Communication Services 18.21% Consumer Cyclical 7.72% Financial Services 2.48% Industrials 2.41% Health Care 0.92% Consumer Defensive 0.85% 
Top Securities Holdings / Portfolio
Holdings/Securities
Name Global Industry Holding Value Quantity Infosys Ltd (Technology)
Equity, Since 31 Jan 03 | INFYInformation Technology Services 15% ₹761 Cr 4,879,598
↓ -120,402 Bharti Airtel Ltd (Communication Services)
Equity, Since 31 May 18 | BHARTIARTLTelecom Services 12% ₹630 Cr 3,000,000
↓ -400,000 Coforge Ltd (Technology)
Equity, Since 31 Aug 23 | COFORGEInformation Technology Services 7% ₹363 Cr 1,900,000 LTIMindtree Ltd (Technology)
Equity, Since 31 Oct 24 | LTIMInformation Technology Services 6% ₹305 Cr 500,000 Firstsource Solutions Ltd (Technology)
Equity, Since 31 Mar 23 | FSLInformation Technology Services 5% ₹264 Cr 7,645,887 Cognizant Technology Solutions Corp Class A (Technology)
Equity, Since 31 Jul 23 | CTSHInformation Technology Services 4% ₹229 Cr 330,000 Eternal Ltd (Consumer Cyclical)
Equity, Since 31 Aug 24 | 543320Internet Retail 4% ₹226 Cr 7,530,530 Blackbuck Ltd (Technology)
Equity, Since 30 Nov 24 | BLACKBUCKSoftware - Application 4% ₹200 Cr 3,000,000
↓ -80,949 Microsoft Corp (Technology)
Equity, Since 31 Aug 20 | MSFTSoftware - Infrastructure 3% ₹167 Cr 38,000 Alphabet Inc Class A (Communication Services)
Equity, Since 31 Dec 23 | ABEAInternet Content & Information 3% ₹160 Cr 56,000
Talk to our investment specialistFund Managers
Name Since Tenure Vivek Gedda 1 Apr 24 1.67 Yr. Custodians
Company Address Bank of Nova Scotia 12/13, Maker Chamber VI,220, Nariman Point HDFC Bank Ltd HDFC Bank House,Kamala Mills Compound,Senapati Bapat Marg,,Lower Parel (W), SBI-SG Global Securities Services Private Limited “B Wing”, “Jeevan Seva” Annexe Bldg.,Ground Floor, S.V. Road,Santacruz (W),,Mumbai – 400054 Registrar & Transfer Agent
Computer Age Management Services Ltd Address New No.10, Old No.178,,Kodambakkam High Road,,Opp. Hotel Palmgrove,,Nungambakkam FAX 91-44-28283610 Email enq_L@camsonline.com Administrator Companies
Company Address SBI Mutual Fund 191"E", Maker Tower,Cuffe Parade Auditors
Company Address M/s. M. M. Nissim & Co. 3rdFloor, B Wing, Barodawala Mansion, 81,,Dr. Annie Besant Road, Worli, All Plan & Options
Fund and Plan NAV 6 Month 1 Year 3 Year 5 Year SBI Technology Opportunities Fund
Growth ₹231.027
↓ -2.17 4.72 % 1.88 % 18.59 % 18.91 % SBI Technology Opportunities Fund
Normal Dividend, Reinvestment ₹139.121
↓ -1.31 4.72 % 1.88 % 18.59 % 18.91 % SBI Technology Opportunities Fund
Normal Dividend, Payout ₹139.121
↓ -1.31 4.72 % 1.88 % 18.59 % 18.91 % Data as on 26 Dec 25
All efforts have been made to ensure the information provided here is accurate. However, no guarantees are made regarding correctness of data.
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