OmniAsset
Get app

OmniAsset › Mutual funds › SBI TECHNOLOGY OPPORTUNITIES FUND

SBI TECHNOLOGY OPPORTUNITIES FUND

Sectoral / Thematic fund benchmarked to S&P BSE Teck. Every figure below is read from one dated snapshot; what the snapshot cannot prove is left out, never estimated.

Latest NAV2 Sep 2026123.2169
CategorySectoral / Thematic
PlanRegular · Idcw
Launched1 Jan 1993
Risk labelthe scheme's own riskometerVERY HIGH
Legal benchmarkSEBI Tier-1S&P BSE Teck
Expense ratiodirect plan, a year2.00%
AUM₹90.0 Cr
Growth of ₹10,000₹13,8102 Sep 2021 to 2 Sep 2026
₹15,869₹13,990₹12,111₹10,232₹8,353Sep 2021Nov 2022Mar 2024Jun 2025Sep 2026
₹13,810 (+6.7% a year) SBI TECHNOLOGY OPPORTUNITIES FUND

Performance (trailing, annualised)

1Y annualised-5.76%
3Y annualised8.93%
5Y annualised6.67%
10Y annualised14.36%

Point-to-point from the fund's own published NAV; a period the history does not span is left out.

SIP returns

SIP 1Y (₹10,000 a month)invested ₹1,20,000 → worth ₹1,20,1780.27%
SIP 3Y (₹10,000 a month)invested ₹3,60,000 → worth ₹3,77,6233.13%
SIP 5Y (₹10,000 a month)invested ₹6,00,000 → worth ₹7,20,1807.23%

₹10,000 on the first of every month, valued at the latest NAV, as an annualised rate (XIRR).

Calendar years

Calendar 202166.43%
Calendar 2022-15.46%
Calendar 202324.83%
Calendar 202430.05%
Calendar 20251.54%

Rolling returns

Rolling 1Y · average1001 windows since 5 Apr 200713.93%
Rolling 1Y · median10.00%
Rolling 1Y · worst window-64.23%
Rolling 1Y · best window182.80%
Rolling 1Y · windows positive66%
Rolling 3Y · average897 windows since 9 Apr 200911.89%
Rolling 3Y · median10.34%
Rolling 3Y · worst window-23.62%
Rolling 3Y · best window48.33%
Rolling 3Y · windows positive86%
Rolling 5Y · average795 windows since 5 Apr 201112.18%
Rolling 5Y · median9.48%
Rolling 5Y · worst window-6.89%
Rolling 5Y · best window34.80%
Rolling 5Y · windows positive91%

Every window of that length in the published history, so one lucky start date cannot flatter the fund.

Risk

Volatility (3Y)15.32%
Downside deviation (3Y)10.53%
Maximum drawdown-24.60%

Management

Fund managerMr. Vivek Gedda
Managing since1 Apr 2024

Related

Source: the OmniAsset signed reference snapshot, as of 4 Sep 2026. Figures are deterministic; missing data is withheld, never estimated. See methodology and data sources. Not investment advice.

Research this fund and compare it — on your device.

Get OmniAsset on Google Play The mutual fund tracker