SBI Technology Opportunities Fund - Regular Plan - IDCW

Regular

Regular and Direct options of the funds are exactly same except commission to your mutual fund broker/distributor. As an investor you do not need to pay any additional fees to purchase any of these options. However both have different expense ratios. Regular funds have higher expense ratio and direct funds have lower expense ratio. This difference is because of commission paid to broker/distributor. Lower expense ratio leads to higher returns for investors.
Direct

Regular and Direct options of the funds are exactly same except commission to your mutual fund broker/distributor. As an investor you do not need to pay any additional fees to purchase any of these options. However both have different expense ratios. Regular funds have higher expense ratio and direct funds have lower expense ratio. This difference is because of commission paid to broker/distributor. Lower expense ratio leads to higher returns for investors.

Latest (Updated on 31st Dec 2007)

Crisil Rank
(Updated on 30th Sep 2007)

Crisil Rank
(Updated on 30th Jun 2007)

Crisil Rank
(Updated on 31st Mar 2007)

Crisil Rank
(Updated on 31st Dec 2006)

Crisil Rank

Returns (NAV as on 28th November, 2025)

Period Invested for	₹10000 Invested on	Latest Value	Absolute Returns	Annualised Returns	Category Avg	Rank within Category
1 Week	21-Nov-25	10124.90	1.25%	-	0.63%	26/237
1 Month	28-Oct-25	10290.20	2.90%	-	0.00%	4/240
3 Month	28-Aug-25	10662.00	6.62%	-	4.84%	54/237
6 Month	28-May-25	10857.80	8.58%	-	5.86%	38/226
YTD	01-Jan-25	10172.80	1.73%	-	4.55%	125/211
1 Year	28-Nov-24	10476.70	4.77%	4.77%	4.70%	89/199
2 Year	28-Nov-23	14202.70	42.03%	19.15%	17.66%	59/155
3 Year	28-Nov-22	15832.30	58.32%	16.53%	18.43%	77/128
5 Year	27-Nov-20	25844.80	158.45%	20.89%	20.01%	40/104
10 Year	27-Nov-15	50211.10	402.11%	17.49%	14.34%	4/75
Since Inception	02-Aug-99	388539.30	3785.39%	14.90%	12.46%	39/223

Returns Calculator

SIP Returns (NAV as on 28th November, 2025)

Period Invested for	₹1000 SIP Started on	Investments	Latest Value	Absolute Returns	Annualised Returns
1 Year	28-Nov-24	12000	13019.54	8.5 %	16.03 %
2 Year	28-Nov-23	24000	27738.25	15.58 %	14.55 %
3 Year	28-Nov-22	36000	46709	29.75 %	17.63 %
5 Year	27-Nov-20	60000	90066.55	50.11 %	16.23 %
10 Year	27-Nov-15	120000	343843.65	186.54 %	19.96 %

SIP Calculator

Compare performance

Category	1 D	1 M	3 M	6 M	YTD	1 Y	2 Y	3 Y	5 Y
This Fund	0.00%	3.02%	6.75%	8.71%	2.04%	4.90%	19.25%	16.60%	20.93%
Nifty 50	-0.05%	1.03%	6.95%	5.86%	10.82%	9.57%	14.76%	12.16%	15.09%
Benchmark: BSE Teck TRI	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%
Category Average	-0.04%	0.00%	4.84%	5.86%	4.55%	4.70%	17.66%	18.43%	20.01%
Category Rank	0/0	4/240	54/237	38/226	125/211	89/199	59/155	77/128	40/104
Best in Category	1.72%	4.35%	17.90%	53.98%	47.80%	58.76%	39.62%	36.99%	34.14%
Worst in Category	-0.90%	-4.00%	-3.46%	-9.05%	-19.27%	-14.51%	2.95%	7.46%	2.79%

quartely results (NAV as on 30th November, 2025)

Period

This Fund

Nifty 50

BSE Teck TRI

Category Average

2025

1.73%

10.36%

3.91%

Q4 - 2025	9.10%	5.50%	--	3.10%
Q3 - 2025	-4.75%	-3.64%	--	-0.78%
Q2 - 2025	13.10%	10.15%	--	8.03%
Q1 - 2025	-12.57%	-2.43%	--	-2.54%

2024

30.9%

8.75%

17.46%

Q4 - 2024	4.29%	-8.34%	--	-5.84%
Q3 - 2024	13.21%	6.91%	--	9.00%
Q2 - 2024	6.61%	7.48%	--	12.41%
Q1 - 2024	1.31%	3.31%	--	6.48%

2023

23.26%

19.48%

28.15%

Q4 - 2023	9.87%	11.33%	--	12.40%
Q3 - 2023	6.92%	1.07%	--	7.45%
Q2 - 2023	6.12%	10.29%	--	8.99%
Q1 - 2023	0.14%	-4.60%	--	-2.64%

2022

-15.46%

3.24%

2.73%

Q4 - 2022	7.65%	7.76%	--	4.21%
Q3 - 2022	0.39%	8.52%	--	11.21%
Q2 - 2022	-17.52%	-10.70%	--	-8.45%
Q1 - 2022	-5.07%	-0.91%	--	0.68%

2021

65.39%

23.79%

28.59%

Q4 - 2021	10.92%	-1.02%	--	1.10%
Q3 - 2021	17.02%	12.36%	--	9.86%
Q2 - 2021	16.64%	5.75%	--	11.77%
Q1 - 2021	8.74%	4.80%	--	8.71%

2020

46.95%

14.77%

15.95%

Q4 - 2020	19.07%	22.46%	--	19.77%
Q3 - 2020	25.69%	7.84%	--	9.11%
Q2 - 2020	22.10%	24.82%	--	19.14%
Q1 - 2020	-16.25%	-29.43%	--	-24.43%

2019

12.77%

11.53%

7.15%

Q4 - 2019	2.24%	7.12%	--	4.63%
Q3 - 2019	1.79%	-3.30%	--	-2.02%
Q2 - 2019	0.05%	1.68%	--	1.04%
Q1 - 2019	8.15%	6.96%	--	5.29%

2018

17.9%

4.09%

-7.04%

Q4 - 2018	-8.51%	-1.32%	--	1.03%
Q3 - 2018	5.08%	3.29%	--	-1.59%
Q2 - 2018	11.10%	4.36%	--	-5.72%
Q1 - 2018	9.12%	-2.14%	--	-6.30%

2017

13.03%

27.58%

35.64%

Q4 - 2017	13.29%	5.84%	--	11.34%
Q3 - 2017	2.32%	2.54%	--	3.91%
Q2 - 2017	-2.77%	3.06%	--	4.16%
Q1 - 2017	0.29%	12.16%	--	14.07%

2016

-3.21%

2.72%

4.64%

Q4 - 2016	0.62%	-6.39%	--	-4.49%
Q3 - 2016	-1.81%	3.40%	--	6.62%
Q2 - 2016	-1.02%	7.45%	--	6.23%
Q1 - 2016	0.61%	-2.82%	--	-4.64%

2015

2.38%

-4.08%

0.58%

Q4 - 2015	-0.86%	-0.06%	--	1.64%
Q3 - 2015	6.27%	-5.96%	--	-2.95%
Q2 - 2015	-23.26%	-2.54%	--	-1.05%
Q1 - 2015	6.53%	2.50%	--	3.40%

2014

29.74%

31.44%

48.81%

Q4 - 2014	3.28%	4.24%	--	9.65%
Q3 -	--	4.32%	--	--
Q2 - 2014	9.14%	13.25%	--	23.20%
Q1 - 2014	-1.87%	6.39%	--	6.68%

Best Quarters

Period	This Fund	Nifty 50	BSE Teck TRI	Category Average
Q3 - 2020	25.71%	7.84%	--	9.11%
Q3 - 2020	25.69%	7.84%	--	9.11%
Q2 - 2020	22.10%	24.82%	--	19.14%

Worst Quarters

Period	This Fund	Nifty 50	BSE Teck TRI	Category Average
Q1 - 2020	-16.25%	-29.43%	--	-24.43%
Q2 - 2022	-17.52%	-10.70%	--	-8.45%
Q2 - 2015	-23.26%	-2.54%	--	-1.05%