TickerKhojSBI Mutual Fund · Equity · Sectoral / Thematic · Direct plan
SBI TECHNOLOGY OPPORTUNITIES FUND - Direct Plan - Growth
In plain words
Over 3 years it returned +11.3% a year, against +7.4% for its benchmark index.
Its worst fall from a peak in the last 3 years was -24.2%.
On 3-year return it ranks 86 of 139 funds in Sectoral / Thematic.
A monthly SIP over 10 years ended ₹1,96,496 higher in the direct plan than the regular plan, because of the lower expense ratio.
Past returns, not a promise of future returns or a recommendation.
Returns vs benchmark
| Period | Fund | Benchmark |
|---|---|---|
| 1 month | +7.9% | +1.9% |
| 3 months | +1.4% | -5.1% |
| 6 months | +10.5% | -3.2% |
| 1 year | -7.0% | -10.2% |
| 3 years (yearly) | +11.3% | +7.4% |
| 5 years (yearly) | +7.4% | +6.5% |
| 10 years (yearly) | +17.8% | +11.3% |
| Since start (yearly) | +18.4% | +11.2% |
Monthly SIP of ₹10,000
| Period | Invested | Value now | Yearly return |
|---|---|---|---|
| 1 year | ₹1,20,000 | ₹1,21,689 | +2.3% |
| 3 years | ₹3,60,000 | ₹3,83,024 | +3.9% |
| 5 years | ₹5,90,000 | ₹7,25,834 | +8.1% |
| 10 years | ₹11,90,000 | ₹28,65,119 | +16.7% |
Top holdings (30 Sept 2026)
Fund size ₹4,155 crore · 26 holdings · 96.7% in equity
| Company | Industry | Weight |
|---|---|---|
| Bharti Airtel Ltd. | Telecom - Services | 16.92% |
| Infosys Ltd. | IT - Software | 8.37% |
| Tata Consultancy Services Ltd. | IT - Software | 7.01% |
| Eternal Ltd. | Retailing | 6.93% |
| Coforge Ltd. | IT - Software | 5.05% |
| Microsoft Corporation | IT - Software | 4.50% |
| Cognizant Technology Solutions Corporation | IT - Services | 4.38% |
| LTM Ltd. | IT - Software | 4.00% |
| Amagi Media Labs Ltd. | IT - Services | 3.97% |
| Alphabet Inc. | IT - Software | 3.97% |
| Firstsource Solutions Ltd. | Commercial Services & Supplies | 3.69% |
| Swiggy Ltd. | Retailing | 3.61% |
| BlackBuck Ltd. | Transport Services | 3.22% |
| Persistent Systems Ltd. | IT - Software | 2.80% |
| Tech Mahindra Ltd. | IT - Software | 2.57% |
Largest industries: IT - Software 43.9%, Telecom - Services 16.9%, Retailing 14.1%, IT - Services 10.8%, Commercial Services & Supplies 3.7%, Transport Services 3.2%.
Other plan of this fund: SBI TECHNOLOGY OPPORTUNITIES FUND - Regular Plan - Growth