SBI TECHNOLOGY Opportunities Fund Direct Growth

Scheme code: INF200K01RV6 NAV value: ₹ 240.8949 NAV date: 28 January, 2025
Fund option: Direct Fund type: Growth
Asset class: Equity Asset category: Sectoral/Thematic

Rolling returns

Summary

Duration Min (%) Max (%) Average XIRR (%) Category average XIRR (%)
1 year 15.39 47.27 32.00 39.94
3 year 10.41 24.16 16.00 21.06
5 year 21.46 30.72 26.19 22.34
7 year 21.89 27.45 24.67 16.74
10 year 17.33 20.09 18.67 16.53

Comparison vs benchmark returns

Index Metrics
NIFTY 50
Duration Min (%) Max (%) Average return (%) Fund's return (%)
1 year 3.31 36.8 23.16 32
3 year 7.63 16.87 13.32 16
5 year 12.6 19.62 15.37 26.19
7 year 10.81 15.2 13.42 24.67
10 year 9.81 13.99 12.12 18.67
NIFTY 100
Duration Min (%) Max (%) Average return (%) Fund's return (%)
1 year 4.39 43.15 27.99 32
3 year 7.94 17.89 14.14 16
5 year 13.28 20.23 15.93 26.19
7 year 10.62 15.28 13.42 24.67
10 year 10.08 14.47 12.61 18.67
NIFTY 200
Duration Min (%) Max (%) Average return (%) Fund's return (%)
1 year 4.97 45.4 30.7 32
3 year 9.26 19.51 15.7 16
5 year 14.45 21.69 17.28 26.19
7 year 11.07 15.88 13.98 24.67
10 year 10.64 15.2 13.25 18.67
NIFTY 500
Duration Min (%) Max (%) Average return (%) Fund's return (%)
1 year 5.16 46.61 32.69 32
3 year 9.84 20.48 16.73 16
5 year 15.2 22.82 18.38 26.19
7 year 11.31 16.28 14.37 24.67
10 year 11.16 15.89 13.85 18.67
NIFTY500 MULTICAP 50:25:25
Duration Min (%) Max (%) Average return (%) Fund's return (%)
1 year -68.54 302.46 219.33 32
10 year 4.92 20.34 12.6 18.67

Rolling return for 1 year

Average return: 32.00%
Min Max Min-Max Max-Min Standard Deviation Mean From To
34.43 25.12 34.43 25.12 4.65 29.78 01-2024 01-2025
37.47 35.14 43.8 29.19 5.23 36.4 12-2023 12-2024
38.5 36.12 47.05 28.21 6.72 37.47 11-2023 11-2024
39.57 38.38 47.27 31.15 5.72 39.09 10-2023 10-2024
36.74 35.98 41.82 31.1 3.8 36.41 09-2023 09-2024
32.7 39.3 45.02 27.46 6.63 36.12 08-2023 08-2024
31.68 34.43 42.93 23.86 6.81 33.22 07-2023 07-2024
20.02 29.51 34.71 15.39 7.61 24.91 06-2023 06-2024
25.78 23.25 30.44 18.85 4.19 24.58 05-2023 05-2024
30.37 27.51 35.53 22.66 4.66 29.02 04-2023 04-2024
30.92 28.56 36.93 22.92 5.02 29.83 03-2023 03-2024
28.71 25.47 32.49 21.89 3.92 27.14 02-2023 02-2024

Rolling return for 3 year

Average return: 16.00%
Min Max Min-Max Max-Min Standard Deviation Mean From To
17.41 12.06 17.41 12.06 2.68 14.74 01-2022 01-2025
14.7 13.66 16.43 11.96 1.62 14.19 12-2021 12-2024
12.16 12.63 14.42 10.41 1.43 12.4 11-2021 11-2024
13.5 13.08 15.55 11.07 1.59 13.3 10-2021 10-2024
14.59 13.72 15.99 12.35 1.32 14.16 09-2021 09-2024
14.15 14.72 17.57 11.38 2.2 14.46 08-2021 08-2024
15.97 16.28 19.18 13.15 2.13 16.14 07-2021 07-2024
14.54 15.38 19.04 11.03 2.85 15 06-2021 06-2024
17.03 16.2 18.46 14.8 1.33 16.62 05-2021 05-2024
17.77 17.08 19.3 15.58 1.34 17.43 04-2021 04-2024
21.41 20.46 23.23 18.67 1.65 20.94 03-2021 03-2024
22.97 22.21 24.16 21.04 1.14 22.6 02-2021 02-2024

Rolling return for 5 year

Average return: 26.19%
Min Max Min-Max Max-Min Standard Deviation Mean From To
28.82 27.36 28.82 27.36 0.73 28.09 01-2020 01-2025
29.54 29.41 30.72 28.25 0.87 29.48 12-2019 12-2024
27.89 28.76 29.43 27.23 0.84 28.33 11-2019 11-2024
28.99 28.49 30.38 27.12 1.17 28.74 10-2019 10-2024
28.46 27.93 29.4 27 0.87 28.2 09-2019 09-2024
26.73 27.79 29 25.54 1.28 27.26 08-2019 08-2024
25.68 26.95 27.76 24.89 1.11 26.32 07-2019 07-2024
22.1 24.3 24.95 21.46 1.46 23.2 06-2019 06-2024
23.1 23 24 22.11 0.67 23.05 05-2019 05-2024
22.62 22.8 23.57 21.86 0.61 22.71 04-2019 04-2024
23.91 24.5 25.02 23.39 0.61 24.2 03-2019 03-2024
24.86 24.63 25.58 23.91 0.6 24.74 02-2019 02-2024

Rolling return for 7 year

Average return: 24.67%
Min Max Min-Max Max-Min Standard Deviation Mean From To
25.28 23.12 25.28 23.12 1.08 24.2 01-2018 01-2025
25.99 25.68 26.8 24.88 0.69 25.84 12-2017 12-2024
25.57 25.6 26.65 24.53 0.75 25.59 11-2017 11-2024
26.01 26.32 26.98 25.36 0.58 26.17 10-2017 10-2024
26.79 26.98 27.45 26.32 0.41 26.88 09-2017 09-2024
25.4 26.32 27 24.73 0.87 25.86 08-2017 08-2024
24.78 25.61 26.25 24.15 0.8 25.2 07-2017 07-2024
22.65 23.91 24.69 21.89 1.09 23.28 06-2017 06-2024
22.95 22.8 23.59 22.16 0.51 22.88 05-2017 05-2024
23.38 23.08 24.07 22.4 0.6 23.23 04-2017 04-2024
22.72 23.13 23.51 22.34 0.44 22.92 03-2017 03-2024
24.45 23.55 24.96 23.03 0.75 24 02-2017 02-2024

Rolling return for 10 year

Average return: 18.67%
Min Max Min-Max Max-Min Standard Deviation Mean From To
18.88 17.96 18.88 17.96 0.46 18.42 01-2015 01-2025
18.9 18.58 19.44 18.05 0.5 18.74 12-2014 12-2024
17.87 18.03 18.58 17.33 0.45 17.95 11-2014 11-2024
18.58 18.49 19.21 17.86 0.48 18.53 10-2014 10-2024
18.99 18.72 19.43 18.29 0.41 18.86 09-2014 09-2024
18.96 19.11 20.02 18.06 0.69 19.04 08-2014 08-2024
19.06 19.26 20.04 18.29 0.62 19.16 07-2014 07-2024
18.72 18.69 20.09 17.33 0.98 18.71 06-2014 06-2024
19.2 18.71 19.63 18.28 0.51 18.95 05-2014 05-2024
18.6 18.67 19.06 18.21 0.3 18.63 04-2014 04-2024
18.95 18.13 19.49 17.6 0.73 18.54 03-2014 03-2024
18.82 18.27 19.17 17.93 0.48 18.55 02-2014 02-2024