Previously Known As : Sbi It Fund
Sbi Technology Opportunities Fund Datagrid
Category Technology Fund
BMSMONEY Rank -
Rating
Growth Option 11-12-2025
NAV ₹230.72(R) +0.72% ₹263.83(D) +0.72%
Returns 1Y 3Y 5Y 7Y 10Y
Lumpsum Regular 0.06% 17.37% 20.16% 21.16% 17.62%
Direct 1.07% 18.64% 21.52% 22.46% 18.83%
Nifty India Digital TRI -3.8% 21.8% 18.15% 18.37% 12.74%
SIP (XIRR) Regular 15.5% 15.36% 15.27% 19.87% 19.86%
Direct 16.64% 16.6% 16.54% 21.23% 21.16%
Ratio Sharpe Ratio Sortino Ratio Sterling Ratio Jensen's Alpha Treynor Ratio
0.62 0.33 0.7 -0.67% 0.12
Risk STD. Dev VaR 1Y95% Max DD Beta Semi Devi.
15.21% -17.46% -12.41% 0.79 10.53%
Fund AUM As on: 30/06/2025 4391 Cr

No data available

NAV Date: 11-12-2025

Scheme Name NAV Rupee Change Percent Change
SBI Technology Opportunities Fund - Regular Plan - Income Distribution cum Capital Withdrawal Option (IDCW) 138.93
0.9900
0.7200%
SBI Technology Opportunities Fund - Direct Plan - Income Distribution cum Capital Withdrawal Option (IDCW) 187.39
1.3400
0.7200%
SBI TECHNOLOGY OPPORTUNITIES FUND - REGULAR PLAN - GROWTH 230.72
1.6400
0.7200%
SBI TECHNOLOGY OPPORTUNITIES FUND - DIRECT PLAN - GROWTH 263.83
1.8800
0.7200%

Review Date: 11-12-2025

Beginning of Analysis

The Sbi Technology Opportunities Fund has shown an average past performence in Technology Fund. The Sbi Technology Opportunities Fund has a Jensen Alpha of -0.67% which is lower than the category average of -3.76%, showing poor performance. The Sbi Technology Opportunities Fund has a Sharpe Ratio of 0.62 which is higher than the category average of 0.53. Here the Sbi Technology Opportunities Fund has shown very good performance in terms of risk adjusted returns.
The past performance of the {fund_name_eng} may or may not be sustained in the future. The review is not investment advice nor is it a recommendation to buy or sell funds.
Technology Mutual Funds

Sbi Technology Opportunities Fund Return Analysis

The Sbi Technology Opportunities Fund has delivered a mixed performance across various time horizons, showcasing both strengths and challenges when compared to its Technology Fund peers and the Nifty India Digital TRI benchmark. This analysis examines the fund’s returns over periods ranging from one month to ten years, alongside its Systematic Investment Plan (SIP) performance, highlighting its rankings within the Technology Fund category and its ability to outperform or underperform the benchmark and category averages.

  • The fund has given a return of 3.72%, 5.69 and 6.01 in last one, three and six months respectively. In the same period the category average return was 2.82%, 3.46% and 1.79% respectively.
  • Sbi Technology Opportunities Fund has given a return of 1.07% in last one year. In the same period the Nifty India Digital TRI return was -3.8%. The fund has given 4.87% more return than the benchmark return.
  • The fund has given a return of 18.64% in last three years and rank 2nd out of five funds in the category. In the same period the Nifty India Digital TRI return was 21.8%. The fund has given 3.16% less return than the benchmark return.
  • Sbi Technology Opportunities Fund has given a return of 21.52% in last five years and category average returns is 19.38% in same period. The fund ranked 1.0st out of five funds in the category. In the same period the Nifty India Digital TRI return was 18.15%. The fund has given 3.37% more return than the benchmark return.
  • The fund has given a return of 18.83% in last ten years and ranked 1.0st out of four funds in the category. In the same period the Nifty India Digital TRI return was 12.74%. The fund has given 6.09% more return than the benchmark return.
  • The fund has given a SIP return of 16.64% in last one year whereas category average SIP return is 8.68%. The fund one year return rank in the category is 2nd in 9 funds
  • The fund has SIP return of 16.6% in last three years and ranks 2nd in 5 funds. Franklin India Technology Fund has given the highest SIP return (17.06%) in the category in last three years.
  • The fund has SIP return of 16.54% in last five years whereas category average SIP return is 14.16%.

Sbi Technology Opportunities Fund Risk Analysis

  • The fund has a standard deviation of 15.21 and semi deviation of 10.53. The category average standard deviation is 16.49 and semi deviation is 11.56.
  • The fund has a Value at Risk (VaR) of -17.46 and a maximum drawdown of -12.41. The category average VaR is -19.72 and the maximum drawdown is -14.58. The fund has a beta of 0.77 which shows that fund is less volatile than the benchmark.

Standard deviation measures the fund's return volatility and Semi deviation focuses on downside volatility. Value at Risk (VaR) is a measure of the risk of investments. Maximum Drawdown is the maximum loss from a peak to a trough of a portfolio. Beta measures the volatility of the fund compared to the benchmark. A beta of 1 indicates that the fund will move in line with the benchmark. A beta of more than 1 indicates that the fund will be more volatile than the benchmark and vice versa.


  • Very Good Performance in Technology Fund Category
  • Good Performance in Technology Fund Category
  • Poor Performance in Technology Fund Category
  • Very Poor Performance in Technology Fund Category

    • Investors beware: Mutual Fund investments are subject to market risks. Please read the scheme related documents carefully.

    Data Source: www.amfiindia.com

    SEBI Categorization


    KPIs* Fund Nifty India Digital TRI Cat. Avg Min | Max Rank (In Cat.) Performance
    1M Return % 3.63 2.46
    2.72
    		-1.50 | 3.90 3 | 9 Very Good
    3M Return % 5.43 4.55
    3.15
    		-3.55 | 5.43 1 | 9 Very Good
    6M Return % 5.48 4.69
    1.17
    		-11.46 | 7.48 2 | 9 Very Good
    1Y Return % 0.06 -3.80
    -7.72
    		-16.98 | 0.06 1 | 9 Very Good
    3Y Return % 17.37 21.80
    17.07
    		14.45 | 23.19 2 | 5 Very Good
    5Y Return % 20.16 18.15
    18.03
    		16.98 | 20.16 1 | 5 Very Good
    7Y Return % 21.16 18.37
    20.25
    		19.45 | 21.16 1 | 5 Very Good
    10Y Return % 17.62 12.74
    17.50
    		17.12 | 17.79 2 | 4 Good
    1Y SIP Return % 15.50
    7.39
    		-9.05 | 15.93 2 | 9 Very Good
    3Y SIP Return % 15.36
    12.36
    		9.20 | 15.79 2 | 5 Very Good
    5Y SIP Return % 15.27
    12.89
    		10.70 | 15.57 2 | 5 Very Good
    7Y SIP Return % 19.87
    18.54
    		17.41 | 19.87 1 | 5 Very Good
    10Y SIP Return % 19.86
    19.22
    		18.67 | 19.86 1 | 4 Very Good
    Standard Deviation 15.21
    16.49
    		15.21 | 17.47 1 | 5 Very Good
    Semi Deviation 10.53
    11.56
    		10.53 | 12.28 1 | 5 Very Good
    Max Drawdown % -12.41
    -14.58
    		-17.39 | -12.41 1 | 5 Very Good
    VaR 1 Y % -17.46
    -19.72
    		-22.28 | -17.46 1 | 5 Very Good
    Average Drawdown % -6.72
    -7.48
    		-8.85 | -5.84 2 | 5 Very Good
    Sharpe Ratio 0.62
    0.53
    		0.36 | 0.88 2 | 5 Very Good
    Sterling Ratio 0.70
    0.60
    		0.45 | 0.83 2 | 5 Very Good
    Sortino Ratio 0.33
    0.28
    		0.20 | 0.47 2 | 5 Very Good
    Jensen Alpha % -0.67
    -3.76
    		-7.67 | 2.69 2 | 5 Very Good
    Treynor Ratio 0.12
    0.10
    		0.07 | 0.16 2 | 5 Very Good
    Modigliani Square Measure % 16.91
    14.78
    		11.74 | 20.86 2 | 5 Very Good
    Alpha % -1.88
    -3.35
    		-5.99 | 2.54 2 | 5 Very Good
    Return data last Updated On : Dec. 11, 2025.
    Other parameters, fund ranking, non return related analysis are updated after every month end. Last Updated On : Nov. 28, 2025
    KPIs: Key Performance Indicators

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    KPIs* Fund Nifty India Digital TRI Cat. Avg Min | Max Rank (In Cat.) Performance
    1M Return % 3.72 2.46 2.82 -1.38 | 4.01 3 | 9 Very Good
    3M Return % 5.69 4.55 3.46 -3.18 | 5.69 1 | 9 Very Good
    6M Return % 6.01 4.69 1.79 -10.76 | 8.39 2 | 9 Very Good
    1Y Return % 1.07 -3.80 -6.58 -15.67 | 1.07 1 | 9 Very Good
    3Y Return % 18.64 21.80 18.33 15.71 | 24.50 2 | 5 Very Good
    5Y Return % 21.52 18.15 19.38 18.16 | 21.52 1 | 5 Very Good
    7Y Return % 22.46 18.37 21.59 21.16 | 22.46 1 | 5 Very Good
    10Y Return % 18.83 12.74 18.61 18.12 | 18.83 1 | 4 Very Good
    1Y SIP Return % 16.64 8.68 -7.61 | 17.89 2 | 9 Very Good
    3Y SIP Return % 16.60 13.58 10.43 | 17.06 2 | 5 Very Good
    5Y SIP Return % 16.54 14.16 11.98 | 16.77 2 | 5 Very Good
    7Y SIP Return % 21.23 19.93 18.82 | 21.23 1 | 5 Very Good
    10Y SIP Return % 21.16 20.43 19.95 | 21.16 1 | 4 Very Good
    Standard Deviation 15.21 16.49 15.21 | 17.47 1 | 5 Very Good
    Semi Deviation 10.53 11.56 10.53 | 12.28 1 | 5 Very Good
    Max Drawdown % -12.41 -14.58 -17.39 | -12.41 1 | 5 Very Good
    VaR 1 Y % -17.46 -19.72 -22.28 | -17.46 1 | 5 Very Good
    Average Drawdown % -6.72 -7.48 -8.85 | -5.84 2 | 5 Very Good
    Sharpe Ratio 0.62 0.53 0.36 | 0.88 2 | 5 Very Good
    Sterling Ratio 0.70 0.60 0.45 | 0.83 2 | 5 Very Good
    Sortino Ratio 0.33 0.28 0.20 | 0.47 2 | 5 Very Good
    Jensen Alpha % -0.67 -3.76 -7.67 | 2.69 2 | 5 Very Good
    Treynor Ratio 0.12 0.10 0.07 | 0.16 2 | 5 Very Good
    Modigliani Square Measure % 16.91 14.78 11.74 | 20.86 2 | 5 Very Good
    Alpha % -1.88 -3.35 -5.99 | 2.54 2 | 5 Very Good
    Return data last Updated On : Dec. 11, 2025.
    Other parameters, fund ranking, non return related analysis are updated after every month end. Last Updated On : Nov. 28, 2025
    KPIs: Key Performance Indicators

    Disclaimer: Past performance may or may not be sustained in future and should not be used as a basis for comparison with other investments. Returns for periods above 1 year are annualised.


    Date Sbi Technology Opportunities Fund NAV Regular Growth Sbi Technology Opportunities Fund NAV Direct Growth
    11-12-2025 230.7166 263.8334
    10-12-2025 229.076 261.9501
    09-12-2025 230.8292 263.9477
    08-12-2025 230.7802 263.8844
    05-12-2025 232.687 266.0429
    04-12-2025 232.7983 266.1627
    03-12-2025 230.6332 263.6801
    02-12-2025 229.9961 262.9446
    01-12-2025 229.5769 262.4581
    28-11-2025 229.5935 262.4556
    27-11-2025 229.8656 262.7594
    26-11-2025 229.2697 262.071
    25-11-2025 227.5542 260.103
    24-11-2025 227.0824 259.5566
    21-11-2025 226.7602 259.1673
    20-11-2025 227.1081 259.5578
    19-11-2025 227.8729 260.4249
    18-11-2025 224.128 256.1381
    17-11-2025 225.0257 257.157
    14-11-2025 224.1026 256.0812
    13-11-2025 225.1656 257.289
    12-11-2025 226.1658 258.4248
    11-11-2025 222.6309 254.3789

    Fund Launch Date: 01/Jan/1993
    Fund Category: Technology Fund
    Investment 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.
    Fund Description: An open-ended Equity Scheme investing in technology and technology related sectors.
    Fund Benchmark: S&P BSE Teck
    Source: Fund FactSheet

    Disclaimer: NO INVESTMENT ADVICE. The Content is for informational purposes only.