SBI Technology Opportunities Fund - Regular Plan - Growth

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.

Scheme Objective

To provide the investor with the opportunity of long-term capital appreciation by investing in a diversified portfolio of equity and equity related securities in technology and technology related companies.

Scheme Details

Fund manager(s) – Pradeep Kesavan , Vivek Gedda
Launch date – 09-Jan-2013
Expense ratio – 1.9% as declared on 31-Aug-2025 (category average is 2.12%)
Benchmark - BSE Teck TRI

Min SIP amount - ₹500
Min investment amount (one time- first time) - ₹5000
Min investment amount (addtional purchase) - ₹1000
Type : Open Ended Fund. You can invest any time in this fund.

Exit Load

SBI Technology Opportunities Fund - Regular Plan - Growth charges 0.5% of sell value; if fund sold before 15 days. There are no other charges.

Asset Monitor

Total AUM for this Scheme (Cr)

Category Total AUM (Cr)

% of Assets in Category

2025

4760.89

0.00

0.00%

Aug - 2025	4760.89	0.00%
Jul - 2025	4687.43	0.00%
Jun - 2025	4828.67	0.00%
May - 2025	4529.99	0.00%
Apr - 2025	4224.88	0.00%
Mar - 2025	4203.00	0.00%
Feb - 2025	4246.98	0.00%
Jan - 2025	4572.63	0.00%

2024

4738.96

0.00

0.00%

Dec - 2024	4738.96	0.00	0.00%
Nov - 2024	4585.67	0.00	0.00%
Oct - 2024	4304.48	0.00	0.00%
Sep - 2024	4435.15	0.00	0.00%
Aug - 2024	4387.45	0.00	0.00%
Jul - 2024	4206.13	0.00	0.00%
Jun - 2024	3813.83	0.00	0.00%
May - 2024	3496.62	332799.42	1.05%
Apr - 2024	3577.86	310216.11	1.15%
Mar - 2024	3668.14	294067.45	1.25%
Feb - 2024	3827.94	284307.77	1.35%
Jan - 2024	3758.42	267953.19	1.40%

2023

3586.28

255901.49

1.40%

Dec - 2023	3586.28	255901.49	1.40%
Nov - 2023	3423.14	234412.57	1.46%
Oct - 2023	3184.96	216198.17	1.47%
Sep - 2023	3261.51	217772.16	1.50%
Aug - 2023	3216.30	209306.98	1.54%
Jul - 2023	3080.82	204388.31	1.51%
Jun - 2023	3021.15	193871.64	1.56%
May - 2023	2970.40	185597.81	1.60%
Apr - 2023	2812.33	178010.71	1.58%
Mar - 2023	2812.91	171836.03	1.64%
Feb - 2023	2861.77	167436.63	1.71%
Jan - 2023	2879.97	166554.89	1.73%

2022

2740.91

167608.09

1.64%

Dec - 2022	2740.91	167608.09	1.64%
Nov - 2022	2832.08	172528.96	1.64%
Oct - 2022	2726.86	166705.18	1.64%
Sep - 2022	2500.46	157738.78	1.59%
Aug - 2022	2534.36	156463.28	1.62%
Jul - 2022	2544.83	152963.27	1.66%
Jun - 2022	2381.33	140454.87	1.70%
May - 2022	2415.51	145456.40	1.66%
Apr - 2022	2432.22	148233.23	1.64%
Mar - 2022	2632.90	147952.10	1.78%
Feb - 2022	2355.90	141958.74	1.66%
Jan - 2022	2312.94	144634.29	1.60%

2021

2301.73

145331.60

1.58%

Dec - 2021	2301.73	145331.60	1.58%
Nov - 2021	2056.68	138109.60	1.49%
Oct - 2021	1890.60	138049.48	1.37%
Sep - 2021	1701.01	135487.80	1.26%
Aug - 2021	1464.95	130063.32	1.13%
Jul - 2021	1149.75	122998.72	0.93%
Jun - 2021	914.72	113966.58	0.80%
May - 2021	738.84	108995.82	0.68%
Apr - 2021	664.56	101180.94	0.66%
Mar - 2021	595.29	97890.77	0.61%
Feb - 2021	521.81	95056.43	0.55%
Jan - 2021	484.91	88774.68	0.55%

2020

425.97

87074.79

0.49%

Dec - 2020	425.97	87074.79	0.49%
Nov - 2020	367.26	78410.56	0.47%
Oct - 2020	325.77	71179.12	0.46%
Sep - 2020	273.29	68093.54	0.40%
Aug - 2020	227.45	68601.85	0.33%
Jul - 2020	214.68	65177.73	0.33%
Jun - 2020	177.88	62364.34	0.29%
May - 2020	170.81	58108.50	0.29%
Apr - 2020	157.10	58981.31	0.27%
Mar - 2020	133.91	51838.98	0.26%
Feb - 2020	157.50	66675.46	0.24%
Jan - 2020	163.50	68411.85	0.24%

Tax Rate

If sold after 1 year from purchase date, long term capital gain tax will be applicable. Current tax rate is 12.5%, if your total long term capital gain exceeds 1.25 lakh. Any cess/surcharge is not included. If sold before 1 year from purchase date, short term capital gain tax will be applicable. Current tax rate is 20%. Any cess/surcharge is not included in the 20%.

Contact Details

SBI Funds Management Limited

9th Floor, Crescenzo, C-38 & 39, G Block, Bandra Kurla Complex, Bandra (East), Mumbai 400051
Tel no.: 022 - 61793000
Fax no.: 022 – 67425687
Website.: https://www.sbimf.com

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krishna_ksvs
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2 days ago

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hunch
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37 days ago

JMFLEXICAPfund regular is howing worst performance. bought at 107.693 in jly 24 and now 97.43 how to shuffle and compensate loss View more | 1

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18 hrs ago

Secure Your attractive Returns with a Long-Term PSU Bond 9.35% Telangana State Industrial Infrastructure Corporation Limited – 2031 ✔️ Coupon: 9.35% ✔️ Rating: INDIA RATING AA(CE) Stable, Acuite (SMERA) AA(CE) Stable ✔️ Tenor: 6y 3m (Maturity: 31/Dec/2031) ✔️ Senior Secured | PSU Bond | High Return Bond | Listed A reliable PSU bond offering steady returns over a long-term horizon. ???? Explore on The Fixed Income: https://www.thefixedincome.com/product/dVJldWJ3PT0=/935-telangana-state-industrial-infrastructure-corporation-limited-31dec2031?utm_source=Moneycontrol&utm_medium=Forum&utm_campaign=Product_list View more

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  Secure Your attractive Returns with a Long-Term PSU Bond 9.35% Telangana State Industrial Infrastructure Corporation Limited – 2031 ✔️ Coupon: 9.35% ✔️ Rating: INDIA RATING AA(CE) Stable, Acuite (SMERA) AA(CE) Stable ✔️ Tenor: 6y 3m (Maturity: 31/Dec/2031) ✔️ Senior Secured | PSU Bond | High Return Bond | Listed A reliable PSU bond offering steady returns over a long-term horizon. ???? Explore on The Fixed Income: https://www.thefixedincome.com/product/dVJldWJ3PT0=/935-telangana-state-industrial-infrastructure-corporation-limited-31dec2031?utm_source=Moneycontrol&utm_medium=Forum&utm_campaign=Product_list
  
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ravisistla
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65 days ago

Dividend last declared by SBI Long Term Equity Fund - regular Plan -IDCW was in the year 2022. Is there any specific reason given by fund managers for non declaration of dividend. Please let me know. View more

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sunny85deol
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103 days ago

Hello sir, I have been invested in these funds since 2017. Last SIP was in 2021. As their NAV have grown so I was thinking of switching to other funds with lower NAV. View more

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103 days ago

Hi Sunny, what is he period of holding and also any particular reson for withdrawl out of these two funds that have grown over a period of time View more | 1

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