SBI TECHNOLOGY Opportunities Fund Direct Growth

Scheme code: INF200K01RV6 NAV value: ₹ 225.4876 NAV date: 6 May, 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	15.51	27.99
3 year	6.28	33.32	15.79	22.96
5 year	3.54	26.02	13.5	23.15
7 year	3.33	15.62	11.71	19.73
10 year	3.49	17.22	10.6	18.8
12 year	3.07	16.17	10.84	20.26
15 year	6.95	15.66	10.88

NIFTY 100

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-57.24	250.45	139.06	27.99
3 year	9.08	58.7	29.31	22.96
5 year	3.67	48	18.04	23.15
7 year	3.8	31.03	14.14	19.73
10 year	3.8	28.93	12.39	18.8
12 year	3.63	26.65	12.59	20.26
15 year	7.01	32.26	12.89

NIFTY 200

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-6.49	46.37	20.76	27.99
3 year	7.68	33.37	17.09	22.96
5 year	2.35	27.63	13.51	23.15
7 year	3.76	16.01	12.07	19.73
10 year	3.56	16.94	10.92	18.8
12 year	3.31	16.54	11.01	20.26
15 year	6.56	16.42	10.96

NIFTY 500

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-7.69	47.75	19.68	27.99
3 year	8.04	34.46	18.26	22.96
5 year	3.37	28.64	14.21	23.15
7 year	3.97	16.42	12.41	19.73
10 year	3.53	17.72	11.22	18.8
12 year	3.1	16.97	11.31	20.26
15 year	6.68	16.96	11.22

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	4.9	11.32
3 year	7.3	9.95
5 year	7.48	13.18
7 year	6.39	11.81
10 year	5.95	11.35
12 year	6.11	11.32

NIFTY 100

Duration	Average return (%)	Fund's return (%)
1 year	44.02	11.32
3 year	20.64	9.95
5 year	13	13.18
7 year	9.48	11.81
10 year	7.99	11.35
12 year	8.12	11.32

NIFTY 200

Duration	Average return (%)	Fund's return (%)
1 year	6.35	11.32
3 year	8.22	9.95
5 year	7.77	13.18
7 year	6.6	11.81
10 year	6.23	11.35
12 year	6.37	11.32

NIFTY 500

Duration	Average return (%)	Fund's return (%)
1 year	5.58	11.32
3 year	8.71	9.95
5 year	8.22	13.18
7 year	6.82	11.81
10 year	6.47	11.35
12 year	6.6	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%