Previously Known As : Sbi It Fund
Sbi Technology Opportunities Fund Datagrid
Category Technology Fund
BMSMONEY Rank -
Rating
Growth Option 20-05-2026
NAV ₹187.83(R) -0.11% ₹215.73(D) -0.11%
Returns 1Y 3Y 5Y 7Y 10Y
Lumpsum Regular -10.18% 9.82% 10.93% 16.54% 15.25%
Direct -9.28% 10.98% 12.17% 17.79% 16.45%
Nifty India Digital TRI -7.32% 14.49% 10.25% 14.97% 11.21%
SIP (XIRR) Regular -20.46% -0.81% 5.0% 12.2% 14.97%
Direct -19.65% 0.28% 6.18% 13.53% 16.29%
Ratio Sharpe Ratio Sortino Ratio Sterling Ratio Jensen's Alpha Treynor Ratio
0.15 0.1 0.26 -3.96% -0.54
Risk STD. Dev VaR 1Y95% Max DD Beta Semi Devi.
17.61% -22.91% -22.63% 0.85 12.92%
Fund AUM As on: 30/12/2025 5039 Cr

No data available

NAV Date: 20-05-2026

Scheme Name NAV Rupee Change Percent Change
SBI Technology Opportunities Fund - Regular Plan - Income Distribution cum Capital Withdrawal Option (IDCW) 113.11
-0.1200
-0.1100%
SBI Technology Opportunities Fund - Direct Plan - Income Distribution cum Capital Withdrawal Option (IDCW) 153.22
-0.1600
-0.1100%
SBI TECHNOLOGY OPPORTUNITIES FUND - REGULAR PLAN - GROWTH 187.83
-0.2100
-0.1100%
SBI TECHNOLOGY OPPORTUNITIES FUND - DIRECT PLAN - GROWTH 215.73
-0.2300
-0.1100%

Review Date: 20-05-2026

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 -3.96% which is lower than the category average of -5.33%, showing poor performance. The Sbi Technology Opportunities Fund has a Sharpe Ratio of 0.15 which is higher than the category average of 0.1. 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 -2.77%, -5.34 and -16.89 in last one, three and six months respectively. In the same period the category average return was -1.0%, -2.45% and -15.14% respectively.
  • Sbi Technology Opportunities Fund has given a return of -9.28% in last one year. In the same period the Nifty India Digital TRI return was -7.32%. The fund has given 1.96% less return than the benchmark return.
  • The fund has given a return of 10.98% 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 14.49%. The fund has given 3.51% less return than the benchmark return.
  • Sbi Technology Opportunities Fund has given a return of 12.17% in last five years and category average returns is 10.34% 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 10.25%. The fund has given 1.92% more return than the benchmark return.
  • The fund has given a return of 16.45% in last ten years and ranked 1.0st out of five funds in the category. In the same period the Nifty India Digital TRI return was 11.21%. The fund has given 5.24% more return than the benchmark return.
  • The fund has given a SIP return of -19.65% in last one year whereas category average SIP return is -17.45%. The fund one year return rank in the category is 6th in 11 funds
  • The fund has SIP return of 0.28% in last three years and ranks 2nd in 5 funds. Franklin India Technology Fund has given the highest SIP return (0.39%) in the category in last three years.
  • The fund has SIP return of 6.18% in last five years whereas category average SIP return is 4.35%.

Sbi Technology Opportunities Fund Risk Analysis

  • The fund has a standard deviation of 17.61 and semi deviation of 12.92. The category average standard deviation is 18.92 and semi deviation is 13.97.
  • The fund has a Value at Risk (VaR) of -22.91 and a maximum drawdown of -22.63. The category average VaR is -25.85 and the maximum drawdown is -25.83. 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 % -2.85 -1.92
    -1.11
    		-4.68 | 10.65 6 | 11 Good
    3M Return % -5.57 -4.59
    -2.76
    		-7.90 | 10.26 7 | 11 Average
    6M Return % -17.29 -16.48
    -15.68
    		-20.44 | -3.98 6 | 11 Good
    1Y Return % -10.18 -7.32
    -10.79
    		-17.70 | 5.71 4 | 11 Good
    3Y Return % 9.82 14.49
    9.02
    		6.34 | 13.82 2 | 5 Very Good
    5Y Return % 10.93 10.25
    9.10
    		7.63 | 10.93 1 | 5 Very Good
    7Y Return % 16.54 14.97
    15.93
    		14.60 | 16.65 2 | 5 Very Good
    10Y Return % 15.25 11.21
    14.93
    		14.42 | 15.33 2 | 5 Very Good
    1Y SIP Return % -20.46
    -18.52
    		-27.38 | 1.12 6 | 11 Good
    3Y SIP Return % -0.81
    -3.53
    		-6.78 | -0.71 2 | 5 Very Good
    5Y SIP Return % 5.00
    3.16
    		0.59 | 6.85 2 | 5 Very Good
    7Y SIP Return % 12.20
    11.00
    		9.39 | 12.20 2 | 5 Very Good
    10Y SIP Return % 14.97
    14.30
    		13.55 | 14.97 1 | 5 Very Good
    Standard Deviation 17.61
    18.92
    		17.61 | 20.01 1 | 5 Very Good
    Semi Deviation 12.92
    13.97
    		12.92 | 14.87 1 | 5 Very Good
    Max Drawdown % -22.63
    -25.83
    		-30.77 | -22.63 1 | 5 Very Good
    VaR 1 Y % -22.91
    -25.85
    		-27.79 | -22.91 1 | 5 Very Good
    Average Drawdown % -8.33
    -8.63
    		-10.26 | -6.54 2 | 5 Very Good
    Sharpe Ratio 0.15
    0.10
    		-0.05 | 0.36 2 | 5 Very Good
    Sterling Ratio 0.26
    0.23
    		0.13 | 0.39 2 | 5 Very Good
    Sortino Ratio 0.10
    0.08
    		0.02 | 0.19 2 | 5 Very Good
    Jensen Alpha % -3.96
    -5.33
    		-8.51 | -0.12 2 | 5 Very Good
    Treynor Ratio -0.54
    -0.49
    		-0.54 | -0.47 5 | 5 Average
    Modigliani Square Measure % 8.73
    7.89
    		4.90 | 13.00 2 | 5 Very Good
    Alpha % -2.46
    -3.63
    		-6.33 | 1.18 2 | 5 Very Good
    Return data last Updated On : May 20, 2026.
    Other parameters, fund ranking, non return related analysis are updated after every month end. Last Updated On : March 30, 2026
    KPIs: Key Performance Indicators

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    KPIs* Fund Nifty India Digital TRI Cat. Avg Min | Max Rank (In Cat.) Performance
    1M Return % -2.77 -1.92 -1.00 -4.60 | 10.79 6 | 11 Good
    3M Return % -5.34 -4.59 -2.45 -7.64 | 10.68 7 | 11 Average
    6M Return % -16.89 -16.48 -15.14 -19.97 | -3.18 6 | 11 Good
    1Y Return % -9.28 -7.32 -9.63 -16.73 | 7.50 4 | 11 Good
    3Y Return % 10.98 14.49 10.17 7.49 | 15.00 2 | 5 Very Good
    5Y Return % 12.17 10.25 10.34 8.87 | 12.17 1 | 5 Very Good
    7Y Return % 17.79 14.97 17.22 16.33 | 17.79 1 | 5 Very Good
    10Y Return % 16.45 11.21 16.17 15.69 | 16.45 1 | 5 Very Good
    1Y SIP Return % -19.65 -17.45 -26.50 | 2.82 6 | 11 Good
    3Y SIP Return % 0.28 -2.46 -5.50 | 0.39 2 | 5 Very Good
    5Y SIP Return % 6.18 4.35 2.05 | 8.03 2 | 5 Very Good
    7Y SIP Return % 13.53 12.36 11.15 | 13.53 1 | 5 Very Good
    10Y SIP Return % 16.29 15.65 15.14 | 16.29 1 | 5 Very Good
    Standard Deviation 17.61 18.92 17.61 | 20.01 1 | 5 Very Good
    Semi Deviation 12.92 13.97 12.92 | 14.87 1 | 5 Very Good
    Max Drawdown % -22.63 -25.83 -30.77 | -22.63 1 | 5 Very Good
    VaR 1 Y % -22.91 -25.85 -27.79 | -22.91 1 | 5 Very Good
    Average Drawdown % -8.33 -8.63 -10.26 | -6.54 2 | 5 Very Good
    Sharpe Ratio 0.15 0.10 -0.05 | 0.36 2 | 5 Very Good
    Sterling Ratio 0.26 0.23 0.13 | 0.39 2 | 5 Very Good
    Sortino Ratio 0.10 0.08 0.02 | 0.19 2 | 5 Very Good
    Jensen Alpha % -3.96 -5.33 -8.51 | -0.12 2 | 5 Very Good
    Treynor Ratio -0.54 -0.49 -0.54 | -0.47 5 | 5 Average
    Modigliani Square Measure % 8.73 7.89 4.90 | 13.00 2 | 5 Very Good
    Alpha % -2.46 -3.63 -6.33 | 1.18 2 | 5 Very Good
    Return data last Updated On : May 20, 2026.
    Other parameters, fund ranking, non return related analysis are updated after every month end. Last Updated On : March 30, 2026
    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
    20-05-2026 187.8337 215.7276
    19-05-2026 188.0395 215.9582
    18-05-2026 185.0672 212.5389
    15-05-2026 182.4382 209.5029
    14-05-2026 181.0813 207.9392
    13-05-2026 180.9701 207.806
    12-05-2026 181.9907 208.9724
    11-05-2026 187.0742 214.8038
    08-05-2026 190.415 218.6223
    07-05-2026 187.9859 215.8276
    06-05-2026 188.8303 216.7913
    05-05-2026 185.944 213.472
    04-05-2026 185.6993 213.1854
    30-04-2026 186.3795 213.9435
    29-04-2026 186.6373 214.2337
    28-04-2026 185.7252 213.181
    27-04-2026 185.7708 213.2277
    24-04-2026 183.6773 210.808
    23-04-2026 189.0174 216.931
    22-04-2026 191.1708 219.3966
    21-04-2026 194.529 223.2447
    20-04-2026 193.349 221.8846

    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.