SBI TECHNOLOGY Opportunities Fund
Direct · Growth ₹239.51
03 Aug 2026
NAV
18.6%
3Y CAGR
20.0%
5Y CAGR
18.3%
10Y CAGR
18.9%
Weighted CAGR
?
Weighted Mean CAGR
Gives more importance to longer time periods (10Y, 20Y) than shorter ones (1Y, 3Y). This balances out recent outperformance and gives a more realistic picture of what long-term returns might look like.
Gives more importance to longer time periods (10Y, 20Y) than shorter ones (1Y, 3Y). This balances out recent outperformance and gives a more realistic picture of what long-term returns might look like.
9.40
Sharpe
-29.8%
Max Drawdown
?
Max Drawdown
The largest peak-to-trough decline in the fund's NAV. Shows the worst-case loss an investor would have experienced at any point in the fund's history.
The largest peak-to-trough decline in the fund's NAV. Shows the worst-case loss an investor would have experienced at any point in the fund's history.
NA
TER
If you invested ₹1,00,000 every month via SIP, here's how this fund has historically performed across different time horizons.
| Duration | Invested | Median Value | XIRR | Min XIRR | Max XIRR |
|---|---|---|---|---|---|
| 1 Year | ₹12.00 L | ₹12.67 L | 21.1% | -42.1% | 113.7% |
| 3 Years | ₹36.00 L | ₹45.67 L | 18.3% | -6.8% | 58.1% |
| 5 Years | ₹60.00 L | ₹97.20 L | 20.1% | 0.2% | 40.3% |
| 7 Years | ₹84.00 L | ₹1.81 Cr | 21.2% | 4.2% | 31.0% |
| 10 Years | ₹1.20 Cr | ₹3.46 Cr | 20.1% | 14.9% | 23.8% |
| 12 Years | ₹1.44 Cr | ₹4.97 Cr | 18.7% | 14.7% | 22.5% |
SIP returns vs benchmark & category
Annualised SIP return (XIRR) over each rolling horizon — like-for-like, not lump-sum.
| Duration | Fund SIP XIRR | NIFTY 50 | Category avg | Fund edge |
|---|---|---|---|---|
| 1 Year | 21.1% | 14.5% | 13.9% | +6.7% |
| 3 Years | 18.3% | 11.2% | 16.8% | +7.2% |
| 5 Years | 20.1% | 10.4% | 16.9% | +9.6% |
| 7 Years | 21.2% | 10.6% | 16.6% | +10.6% |
| 10 Years | 20.1% | 11.5% | 16.9% | +8.6% |
| 12 Years | 18.7% | 11.4% | 16.4% | +7.3% |
| Duration | Mean | Median | Min | Max | Sharpe | Sortino | % Positive | Cat. Mean | Cat. Median |
|---|---|---|---|---|---|---|---|---|---|
| 1 Year | 20.7% | 15.6% | -21.2% | 115.5% | 0.57 | 2.19 | 78% | — | — |
| 3 Years | 18.6% | 16.9% | 0.8% | 42.4% | 1.34 | 14.90 | 100% | — | — |
| 5 Years | 20.0% | 21.1% | 1.7% | 32.1% | 1.97 | 41.52 | 100% | — | — |
| 10 Years | 18.3% | 18.5% | 15.4% | 21.0% | 9.40 | — | 100% | — | — |
-29.8%
Max Drawdown
1 mo
Drawdown Duration
4 mo
Recovery Time
-6.9%
Avg Drawdown
Calmar Ratio by Duration
0.69
1Y
0.62
3Y
0.67
5Y
0.66
7Y
0.61
10Y
0.62
12Y
Compared against NIFTY 50
| Duration | Alpha | Beta | Upside Capture | Downside Capture | Fund CAGR | Bench CAGR |
|---|---|---|---|---|---|---|
| 1 Year | -2.73 | 0.77 | 80.4% | 79.9% | -1.1% | 0.2% |
| 3 Years | +4.40 | 0.80 | 88.9% | 81.4% | 12.5% | 8.5% |
| 5 Years | +1.15 | 0.83 | 88.8% | 86.1% | 9.7% | 9.0% |
| 7 Years | +8.55 | 0.72 | 81.5% | 71.1% | 19.4% | 12.5% |
| 10 Years | +7.23 | 0.68 | 76.0% | 65.7% | 17.0% | 11.2% |
| 12 Years | +7.00 | 0.69 | 75.9% | 65.7% | 16.1% | 10.3% |
| 15 Years | +7.55 | 0.65 | 73.4% | 60.7% | 16.3% | 10.0% |
22
Total Holdings
65.6%
Top 10 Weight
10
Sectors
| # | Stock | % of NAV |
|---|---|---|
| 1 | Bharti Airtel Ltd. | 18.44% |
| 2 | Infosys Ltd. | 10.94% |
| 3 | Tata Consultancy Services Ltd. | 7.18% |
| 4 | Eternal Ltd. | 6.98% |
| 5 | Amagi Media Labs Ltd. | 4.46% |
| 6 | LTM Ltd. | 4.40% |
| 7 | Coforge Ltd. | 4.38% |
| 8 | Firstsource Solutions Ltd. | 3.41% |
| 9 | BlackBuck Ltd. | 2.91% |
| 10 | PB Fintech Ltd. | 2.47% |