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Benchmark Investments

SBI Technology Opp Fund-Reg(G)

very highequitytechnology
190.42 2.43(1.29%) NAV as on 08 May 2026
0.55 % 1 M
-4.79 % 1 Y
11.37 % 3 Y

Growth Chart of the Scheme vis a vis benchmark

  • 1W
  • 1M
  • 3M
  • 6M
  • 1Y
  • 3Y
  • 5Y
  • 10Y

SCHEME DETAILS

Expenses Ratio :

1.93

As on 31 Mar, 2026
Age :

13 yrs 4 m

Since 07 01 ,2013
Exit Load :

0.5%

AUM :

4,240.40 Crs

Portfolio Price To Book Value :

7.74

Investing Style :

Large Growth

Min. Investment :

SIP 500 & Lumpsum 5000

Category :

sector funds

Fund Manager :

Vivek Gedda

Launch Date :

07-Jan-13

Scheme Benchmark :

NA

FUND OBJECTIVE

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.

RISKOMETER Level of Risk in the Scheme

Investors understand that their principal will be at very high risk

LATEST ASSET & PORTFOLIO ALLOCATION

as on Apr 30 ,2026
Debt 0.07 %
Others 1.76 %
Equity 98.17 %

TOP HOLDINGS

Bharti Airtel Ltd.13.35 %
Infosys Ltd.12.25 %
Tata Consultancy Services Ltd.8.28 %
Eternal Ltd.6.18 %
LTM Ltd.5.03 %
See All Holding

ALLOCATION BY MARKET CAP

ALLOCATION BY SECTOR

IT - Software45.06
Telecommunication - Service Provider13.35
e-Commerce10.67
BPO/ITeS6.08
Logistics4.89
See All Sectors

5-YEARS HISTORY

Financial Year2021-20222022-20232023-20242024-20252025-2026
NAV in Rs (as on 31-Mar-2026)155.83138.97175.77197.33178.17
Net Assets(Rs Crores) (as on 31-Mar-2026) 2632.90 2812.91 3668.14 4203.00 4026.52
Scheme Returns(%)(Absolute)42.72-10.6026.4711.73-8.64
B'mark Returns(%)(Absolute)NANANANANA
Category Rank3/7571/7658/9026/10296/120

Quarterly Performance - Last 5 Years (Absolute Ret. In %)

Financial Year Q1 Q2 Q3 Q4
2025-202611.78-4.899.04-22.12
2024-20257.1215.034.01-12.41
2023-20246.126.929.861.47
2022-2023-17.730.557.650.14
2021-202218.1116.7310.43-5.07

PERFORMANCE COMPARISON WITH SIMILAR SCHEMES

SBI Technology Opp Fund-Reg(G)Very HighEquity190.422.43(1.29%)NAV As on 08 May, 202607-Jan-2013Inception Date4,240.40AUM In Cr.-4.79%1Y11.37%3Y11.14%5Y17.12%Since Inception
Franklin India Technology Fund(G)Very HighEquity450.021.78(0.40%)NAV As on 08 May, 202622-Aug-1998Inception Date1,648.29AUM In Cr.-5.50%1Y15.14%3Y9.95%5Y17.62%Since Inception
ICICI Pru Technology Fund(G)Very HighEquity172.231.70(1.00%)NAV As on 08 May, 202603-Mar-2000Inception Date13,067.59AUM In Cr.-8.43%1Y9.92%3Y8.91%5Y11.48%Since Inception
Tata Digital India Fund-Reg(G)Very HighEquity39.550.40(1.03%)NAV As on 08 May, 202628-Dec-2015Inception Date9,697.35AUM In Cr.-11.19%1Y8.47%3Y8.16%5Y14.18%Since Inception
Aditya Birla SL Digital India Fund-Reg(G)Very HighEquity147.002.19(1.51%)NAV As on 08 May, 202615-Jan-2000Inception Date3,798.79AUM In Cr.-7.45%1Y8.13%3Y7.87%5Y10.75%Since Inception
Edelweiss Technology Fund-Reg(G)Very HighEquity11.640.13(1.11%)NAV As on 08 May, 202605-Mar-2024Inception Date622.91AUM In Cr.10.14%1YNA%3YNA%5Y7.23%Since Inception

BENCHMARK INVESTMENTS

Benchmark Investments, 6 Sector II Shanti Niketan, Govindpura Bhopal, Bhopal-462023, India. +91-755-4938282/+91-9826310337 hello@benchmarkinvestments.in.
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Mutual fund and other investments are always subject to market risks. Please read all, Scheme Information Documents (SID), Key Information Memorandum (KIM), Addendums(if any) issued there to from time to time and any other related documents or information carefully before investing. Past performance is not indicative or assurance of future performance or returns. Please consider your specific investment requirements before choosing a fund.

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