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SBI Technology Opportunities Fund

Fund Manager

  • src=https://www.sbimf.com/en-us/our%20people/anup%20upadhyay.jpg

    Mr. Anup Upadhyay

    Managing this fund since Jun 2011.

    Total experience 11 years .

    See all Open-Ended funds managed by Mr. Anup Upadhyay

    Mr. Anup Upadhyay

    Description :

    Anup joined SBIFM in 2007. Anup has completed B.Tech (honors) from IIT, Kharagpur and holds a post graduate diploma in Management from IIM, Lucknow. Anup is also a Charter holder of the CFA Institute, USA. Prior to pursuing his post graduation, Anup worked with Tata Consultancy Services for a year.

    Total experience: 11 years

    Open-Ended funds Managed by Mr. Anup Upadhyay

    • Category

      EQUITY

    • AUM ():

      920.4 Cr as on 30 Jun 2021

    • Risk

      VERY HIGH

      riskometer

      • Long term capital appreciation
      • Equity investments in stock of companies in the technology and technology related sectors.
    • Benchmark

      S&P BSE Teck

    • Exit Load

      Read more

      For exit within 15 days from the date of allotment – 0.50%.

      For exit after 15 days from the date of allotment – Nil.

    • Type of Scheme

      Read more

      An open-ended Equity Scheme investing in technology and technology related sectors.

    • Launch Date

      July 14, 1999

    Returns

    as onJuly 31, 2021

    15.88%

    * for Reg – IDCW (reinvest)

    Min Lumpsum ()

    5000 & in multiples of 1

    Min Additional Lumpsum ()

    1000 & in multiples of 1

    • Fund Overview
    • Portfolio
    • Historical NAV
    • Documents
    • TAX Status
    • Performance
    • Index Constituent
    • SBI Technology Opportunities Fund aims to provide investors with opportunities for long-term capital appreciation by investing in a diversified portfolio of equity and equity related securities in technology and technology related companies.
    •  
    • The fund invests minimum of 80% in stocks of companies in technology and technology related sectors.*
    •  
    • SBI Technology Opportunities Fund has the flexibility to invest upto 20% in equities of companies other than the technology space and/or debt or money market instruments.
    •  
    • The fund follows a bottom-up approach to stock-picking and select companies which are expected to derive benefit from development, use and advancement of technology.
    •  

    * Technology and technology related sectors would comprise technology services, internet technology, electronic technology, telecommunications, media and IT products

    Compounded Annualized Growth Rate Performance

    Last 1 Year Last 3 Year Last 5 Year Since Inception(14/07/1999)
    SBI Technology Opportunities Fund82.71%29.61%23.92%15.88%
    Scheme Benchmark: - S&P BSE Teck TRI

    Benchmark

    55.03%24.33%19.88%N.A.
    Additional Benchmark: - S&P BSE Sensex TRI

    Additional Benchmark

    41.55%13.14%14.73%13.76%

    Current Value of Standard Investment of Rs 10,000

    Last 1 Year Last 3 Year Last 5 Year Since Inception(14/07/1999)
    SBI Technology Opportunities Fund 18271 21771.66 29260.43 259075.3
    Scheme Benchmark: - S&P BSE Teck TRI

    Benchmark

    15503 19220.54 24785.49N.A.
    Additional Benchmark: - S&P BSE Sensex TRI

    Additional Benchmark

    14155 14483.63 19895.64 172395.57
    Notes:
    • Different plans shall have different expense structure. In case of return calculated the dividend option, it is assumed that dividend declared under the schemes have been reinvested at the prevailing NAV
    • Past performance may or may not be sustained in future and same may not necessarily provide the basis for comparison with other investment
    • Load is not considered for computation of returns
    • Period for which scheme’s performance has been provided is computed basis last day of the month-end preceding the date of advertisement. In case, the start/end date of the concerned period is a non-business day, the NAV of the previous date is considered for computation of returns
    • The data of the last working day has been considered for the calculation of performance
    • Wherever TRI data since inception for benchmarks is not available, benchmark performance is calculated using composite of CAGR and TRI values of the benchmark
    • The performance of the schemes is benchmarked to the Total Return variant of the Index
    • To view other open ended funds managed by the fund manager go to the Fund Manager section

    Quantitative Data As on 31-Jul-2021

    Standard Deviation*: 18.68%
    Beta*: 0.93
    Expense Ratio**: 0.00
    Portfolio Turnover: 0.49

    *Source: CRISIL Fund Analyser

    *Risk Free rate: FBIL Overnight Mibor rate (9.39% as on ) basis for ratio calculation : 3 Years Monthly Data points

    **Expense ratio exclusive of Service Tax on Management Fees

    Portfolio Holdings

    As on  31/07/2021

    Stock Name (%) Of Total AUM
    INFOSYS LTD. 25.10
    HCL TECHNOLOGIES LTD. 9.52
    ALPHABET INC. 8.74
    TECH MAHINDRA LTD. 8.53
    TATA CONSULTANCY SERVICES LTD. 5.27
    LARSEN & TOUBRO INFOTECH LTD. 4.20
    PERSISTENT SYSTEMS LTD. 3.94
    CASH, CASH EQUIVALENTS AND OTHERS 3.65
    BHARTI AIRTEL LTD. 3.29
    CYIENT LTD. 3.11

    Sectoral Breakdown (in %)

    Click here for Franklin Templeton Liquidation Process of Securities to Potential buyers

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    Give us a ring

    Juanfrancisco Develder
    +76 987 423 417
    Mon - Fri, 8:00-17:00

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