SBI TECHNOLOGY Opportunities Fund Direct Growth

Scheme code: INF200K01RV6 NAV value: ₹ 212.0624 NAV date: 11 April, 2025

Fund option: Direct Fund type: Growth

Asset class: Equity Asset category: Sectoral/Thematic

Rolling returns

Summary

Duration	Min (%)	Max (%)	Average return (%)	Category average return (%)
1 year	5.79	47.27	27.99	29.45
3 year	8.36	43.53	22.96	21.23
5 year	6.48	33.61	23.15	15.79
7 year	10.18	27.45	19.73	14.27
10 year	15.32	21.68	18.80	16.08
12 year	18.83	22.38	20.26	16.41

Comparison vs benchmark returns

Index

Metrics

NIFTY 50

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-4.56	37.53	17.43	27.99
3 year	6.28	33.32	15.57	22.96
5 year	0.74	26.02	12.91	23.15
7 year	3.33	15.62	11.64	19.73
10 year	3.49	17.22	10.65	18.8
12 year	3.07	16.17	10.8	20.26
15 year	6.95	15.66	10.87

NIFTY 100

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-6.1	44.02	20.9	27.99
3 year	6.56	32.12	15.66	22.96
5 year	1	26.2	12.75	23.15
7 year	3.8	15.42	11.84	19.73
10 year	3.8	18	11.09	18.8
12 year	3.63	16.86	11.19	20.26
15 year	7.01	16.36	11.19

NIFTY 200

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-6.49	46.37	22.67	27.99
3 year	7.68	33.37	17	22.96
5 year	0.71	27.63	13.15	23.15
7 year	3.76	16.01	12.04	19.73
10 year	3.56	16.94	10.94	18.8
12 year	3.31	16.54	10.99	20.26
15 year	6.56	16.42	10.95

NIFTY 500

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-7.69	47.75	23.79	27.99
3 year	8.04	34.46	17.98	22.96
5 year	0.69	28.64	13.53	23.15
7 year	3.97	16.42	12.35	19.73
10 year	3.53	17.72	11.24	18.8
12 year	3.1	16.97	11.25	20.26
15 year	6.68	16.96	11.2

Rolling return for 1 year

- Average return: 27.99% - Median return: 29.35% - Average standard deviation: 5.47

Rolling return for 3 year

- Average return: 22.96% - Median return: 23.84% - Average standard deviation: 2.14

Rolling return for 5 year

- Average return: 23.15% - Median return: 24.16% - Average standard deviation: 1.16

Rolling return for 7 year

- Average return: 19.73% - Median return: 19.51% - Average standard deviation: 0.86

Rolling return for 10 year

- Average return: 18.8% - Median return: 18.86% - Average standard deviation: 0.6

Rolling return for 12 year

- Average return: 20.26% - Median return: 20.28% - Average standard deviation: 0.62

SIP rolling returns

Summary

If you invest ₹1 lakh per month in this fund through SIP, here are the estimated returns over different timeframes.

Duration	Invested amount	Final value	Return	CAGR (%)
1 year	12,00,000	13,35,804	1,35,804	11.32
3 year	36,00,000	47,84,619	11,84,619	9.95
5 year	60,00,000	1,11,44,436	51,44,436	13.18
7 year	84,00,000	1,83,55,118	99,55,118	11.81
10 year	1,20,00,000	3,51,64,945	2,31,64,945	11.35
12 year	1,44,00,000	5,21,71,185	3,77,71,185	11.32

Comparison vs benchmark returns

Index

Metrics

NIFTY 50

Duration	Average return (%)	Fund's return (%)
1 year	5.83	11.32
3 year	7.35	9.95
5 year	7.28	13.18
7 year	6.36	11.81
10 year	5.93	11.35
12 year	6.09	11.32

NIFTY 100

Duration	Average return (%)	Fund's return (%)
1 year	6.79	11.32
3 year	7.51	9.95
5 year	7.25	13.18
7 year	6.38	11.81
10 year	6.15	11.35
12 year	6.3	11.32

NIFTY 200

Duration	Average return (%)	Fund's return (%)
1 year	7.26	11.32
3 year	8.25	9.95
5 year	7.64	13.18
7 year	6.58	11.81
10 year	6.21	11.35
12 year	6.36	11.32

NIFTY 500

Duration	Average return (%)	Fund's return (%)
1 year	7.47	11.32
3 year	8.74	9.95
5 year	7.97	13.18
7 year	6.78	11.81
10 year	6.43	11.35
12 year	6.57	11.32

SIP return for 1 year

- Total Invested Amount: ₹12,00,000 - Final Portfolio Value: ₹13,35,804 - Absolute Returns: ₹1,35,804 - CAGR: 11.32%

SIP return for 3 year

- Total Invested Amount: ₹36,00,000 - Final Portfolio Value: ₹47,84,619 - Absolute Returns: ₹11,84,619 - CAGR: 9.95%

SIP return for 5 year

- Total Invested Amount: ₹60,00,000 - Final Portfolio Value: ₹1,11,44,436 - Absolute Returns: ₹51,44,436 - CAGR: 13.18%

SIP return for 7 year

- Total Invested Amount: ₹84,00,000 - Final Portfolio Value: ₹1,83,55,118 - Absolute Returns: ₹99,55,118 - CAGR: 11.81%

SIP return for 10 year

- Total Invested Amount: ₹1,20,00,000 - Final Portfolio Value: ₹3,51,64,945 - Absolute Returns: ₹2,31,64,945 - CAGR: 11.35%

SIP return for 12 year

- Total Invested Amount: ₹1,44,00,000 - Final Portfolio Value: ₹5,21,71,185 - Absolute Returns: ₹3,77,71,185 - CAGR: 11.32%