SBI Technology Opportunities Fund

  • Category: EQUITY
  • AAUM: 90.1 Cr as on 31 May 2018
  • Investment Options: Dividend , Growth
  • Entry Load: N.A.
as on
From To
Quantitative DataAs on 31-May-2018
Standard Deviation*: 14.94%
Beta*: 0.87
Expense Ratio*: 2.70
Source:CRISIL Fund Analyser

Basis for Ratio Calculation: Risk Free rate: FBIL Overnight Mibor rate (6.43% as on ) 3 Years Monthly Data Points

As on  31/05/2018
Portfolio Holdings
Stock Name (%) Of Total AUM
INFOSYS LTD. 30.36
TATA CONSULTANCY SERVICES LTD. 9.35
CYIENT LTD. 9.16
TECH MAHINDRA LTD. 9.04
COGNIZANT TECHNOLOGY SOLUTIONS CORPORATION 6.92
CCIL-CLEARING CORPORATION OF INDIA LTD (CBLO) 6.05
NEWGEN SOFTWARE TECHNOLOGIES LTD. 4.89
PERSISTENT SYSTEMS LTD. 4.82
INFO EDGE (INDIA) LTD. 4.27
BHARTI AIRTEL LTD. 3.86
Sectoral Breakdown (in %)
IndustryRatio
IT 89.88
CBLO 6.05
TELECOM 3.86
MEDIA AND ENTERTAINMENT 0.67
CASH AND OTHER RECIVABLES -0.46

    Investment 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.

    Investment Strategy

    The fund will follow a bottom-up approach to stock-picking and choose companies which are expected to derive benefit from development, use and advancement of technology

Enter Date * :
Fund Manager
  • Mr. Anup Upadhyay

    Managing this fund since Jun 2011.

    Total experience 11 years .

  • Riskometer
    Investment Information
    SIP -

    Weekly SIP - Minimum Rs. 1000 & in multiples of Rs. 1 thereafter for minimum 6 weeks

    Monthly - Minimum Rs. 1000 & in multiples of Rs. 1 thereafter for minimum 6 months or Minimum Rs. 500 & in multiples of Rs. 1 thereafter for minimum 12 months

    Quarterly - Minimum 1500 & in multiples of 1 thereafter for minimum 1 year

    Lumpsum - 5000
    Switch - N.A.
    SWP - Minimum Rs. 500 per month/ per quarter
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