SBI Mutual FundTechnologyDirect plan, growth

SBI Technology Opportunities Fund

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NAV: ₹227.94; —11 Sept 2026
AUM (₹ Cr): 4,210; Average, April - June 2026
Expense ratio: 1.08%; Regular 2.00%
Risk: Very High; SEBI riskometer

1Y return: -8.7%+5.2%; Benchmark -13.9%
3Y CAGR: 7.9%+5.7%; Benchmark 2.1%
5Y CAGR: 7.0%+5.7%; Benchmark 1.3%

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SBI Technology Opportunities Fund

Calendar-year returns

Fund only: no comparison series covers this fund's history.

Risk statistics

Five years of daily NAVs. Risk-free rate 6.5% a year.

Standard deviation: —
Maximum drawdown: —
Sharpe ratio: —
Sortino ratio: —
Beta: —
Alpha: —
R²: —
Information ratio: —
Upside capture: —
Downside capture: —
Tracking error: —

Trailing returns compared with benchmark
Period	1M	3M	6M	YTD	1Y	3YCAGR	5YCAGR	10YCAGR	LaunchCAGR
Fund	-3.7%	+9.5%	+10.3%	-12.9%	-8.7%	+7.9%	+7.0%	+17.2%	+18.3%
BSE Teck TRI	—	—	—	—	-13.9%	2.1%	1.3%	12.1%	13.1%
Technology average	-2.4%	9.8%	17.4%	-7.7%	-5.6%	5.9%	5.2%	17.3%	10.3%
Difference	—	—	—	—	+5.2%	+5.7%	+5.7%	+5.1%	+5.2%

Portfolio

Fund details

Fund house: SBI Mutual Fund
Category: Equity · Technology
SEBI classification: Equity / Sectoral / Thematic
Benchmark: BSE Teck TRI
Launch date: 9 Jan 2013 (13.7 years)
Structure: Open Ended
Plans and options: Direct Growth, Regular Growth
Fund manager: Vivek Gedda
Minimum SIP: ₹500
Minimum lumpsum: ₹5,000 (then ₹1,000)
Exit load: 0.50%
Lock-in: None
Riskometer: Very High (benchmark Very High)
Expense ratio as of: 9 Sept 2026
AUM period: April - June 2026
ISIN, Direct Growth: INF200K01RV6
ISIN, Regular Growth: INF200K01VS4
Scheme code: 120578, 120577

NAV and returns as of 11 Sept 2026; returns are for the direct plan, growth option, before entry or exit costs. Not investment advice.

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