Investment Objective and Approach

The scheme seeks 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. 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.

The fund operates as an open-ended equity mutual fund with a sectoral focus on technology and technology-related companies. Scheme shall invest in Indian equities,foreign equities and related instruments and debt securities. The fund's asset allocation strategy comprises around 97.12% in equities, 0.06% in debts, and 2.82% in cash & cash equivalents.

Key investment characteristics:

- Focus on technology sector companies and related industries

- Diversified portfolio approach within the technology space

- Long-term capital appreciation strategy

- Investment in both Indian and foreign technology equities

Fund Managers

Anup Upadhyay is the Current Fund Manager of SBI Technology Opportunities Fund Direct Growth fund. Anup joined SBIFM in 2007 after completing his Post-graduate Diploma in Management from IIM Lucknow. He was set on the learning path of equity market, as an Equity Analyst for the IT Services industry. Later on, he was fortunate to have the opportunity to cover Telecom, Media and some Capital Goods stocks also.

Professional background:

- Mr. Upadhyay has done B.Tech, PGDM and CFA Prior to joining SBI Mutual Fund, he has worked with TCS

- Extensive experience in IT Services, Telecom, Media, and Capital Goods sectors

- Over 17 years of experience at SBI Mutual Fund since 2007

About the Fund House (AMC)

With 30 years of rich experience in fund management, SBI Funds Management Ltd. (SBIFML) bring forward their expertise by consistently delivering value to their investors. They have a strong and proud lineage that traces back to the State Bank of India (SBI) - India's largest bank. They are a Joint Venture between SBI and AMUNDI (France), one of the world's leading fund management companies., SBI currently holds 63% stake in SBIFMPL.

SBI Mutual Fund was established on June 29, 1987, as a Trust, with State Bank of India (SBI) acting as the sponsor and SBI Mutual Fund Trustee Company Private Limited serving as the Trustee. It received registration from SEBI on December 23, 1993. A significant development occurred on April 13, 2011, when an agreement was inked between SBI and AMUNDI Asset Management, transforming the fund house into a joint venture.

Notable achievements and milestones:

- SBI Mutual Fund has been a pioneer in several aspects. It was the first Indian Mutual Fund to introduce a 'Contra' fund, known as the SBI Contra Fund.

- Notably, SBI Mutual Fund holds the distinction of being the first in India to launch an ESG Fund, focusing on Environment, Social, and Governance criteria for sustainable investments in major markets.

- The fund house manages Assets Under Management (AUM) totaling Rs. 8.5 lakh crores, as of December 2023.

- Additionally, in 2013, the fund expanded its footprint by acquiring Daiwa Mutual Fund, a part of the Daiwa Group in Japan.

Should I Invest in SBI Technology Opportunities Fund?

This fund is suitable for investors seeking exposure to the technology sector with a long-term investment horizon. The SBI Technology Opportunities Fund Direct Growth is rated Very High risk. Given its sectoral focus, the fund carries higher volatility compared to diversified equity funds.

Fund Performance Metrics (as of August 2024):

- SBI Technology Opportunities Fund Direct Growth, gave a CAGR of 20.87% since inception.

- Over the last 1, 3 and 5 years the fund has given a CAGR return of 4.44%, 17.77% and 24.95% respectively.

- Ranked 1 out of 5 mutual funds in the sector - technology category as per INDmoney.

Investment Considerations:

- Suitable for: Investors with high risk tolerance seeking technology sector exposure

- Investment horizon: Long-term (5+ years) recommended

- Risk profile: Very high risk due to sectoral concentration

- Market timing: Consider technology sector trends and market cycles

Key Financial Details (as of August 22, 2025):

- Latest NAV: ₹249.07

- AUM: ₹4687.43 Crores

- Expense Ratio: 0.91%

- Minimum SIP: ₹500

- Minimum Lumpsum: ₹5000

FAQs

What is today's NAV of SBI Technology Opportunities Fund?

The latest NAV declared is ₹249.073 as on 25 Aug 2025 for the direct growth plan. The NAV is updated daily after market hours.

What is the AUM of SBI Technology Opportunities Fund?

The AUM (i.e. assets under management) of SBI Technology Opp Fund is ₹4687.43 Cr as of 22nd August 2025.

What is the expense ratio of SBI Technology Opportunities Fund?

The expense ratio of SBI Technology Opp Fund Plan is 0.91 as of 22nd August 2025. This is the annual fee charged by the fund for managing your investment.

What are the returns of SBI Technology Opportunities Fund since inception?

SBI Technology Opportunities Fund Direct Growth has given a CAGR return of 20.87% since inception. Past performance doesn't guarantee future returns.

What is the minimum SIP amount to invest in SBI Technology Opportunities Fund?

The min. SIP amount to invest in this scheme is ₹500. You can start investing with small monthly amounts through SIP.

How do I invest in SBI Technology Opportunities Fund?

You can invest through Allvest platform by completing your KYC, selecting the fund, choosing investment amount and payment method. Online investment is the most convenient option available.

How to start a SIP in SBI Technology Opportunities Fund?

Log into Allvest platform, search for SBI Technology Opportunities Fund, select SIP option, enter monthly amount, choose SIP date and complete the payment setup for automatic deductions.

How do I automate an SIP in SBI Technology Opportunities Fund?

To automate an SIP in SBI Technology Opportunities Fund, use the Auto-Invest feature on Kotak Securities. This allows you to set up automatic investments, SIPs in mutual funds at regular intervals. Once configured, your chosen amount will be invested in the SBI Technology Opportunities Fund automatically, ensuring consistent contributions without manual intervention. Similar automation is available on Allvest.

How can I withdraw/redeem my investment in SBI Technology Opportunities Fund?

Log into your Allvest account, navigate to your portfolio, select the fund and choose redemption option. Enter the amount or units to redeem and submit the request. Funds are typically credited within 1-3 business days.