SBI TECHNOLOGY OPPORTUNITIES FUND - DIRECT PLAN - GROWTH
SBI Mutual Fund · Equity · mandate: ≥80% in the named sector/theme · benchmark: —
AUM (all plans)
4,088 cr
TER direct / regular
1.06% / 2.00%
CAGR (full)
13.9%
Sharpe (full)
0.47
Sharpe (bull ≤Sep-24)
1.79
Sharpe (sideways Oct-24→)
-0.28
Max drawdown
-22.3%
Months of data
163
Percentile ranks this fund within its peer pool; the leaderboard Score is
the weighted average of its fiscal-year percentiles (equity: active-return-rank blended
with IR-rank).
Equity curve
Drawdown
Fiscal-year record
FY
Return
vs category
Sharpe
months
FY22
46.4%
25.3%
1.86
12
FY23
-9.8%
-13.1%
-0.83
12
FY24
27.9%
-18.4%
1.56
12
FY25
13.5%
6.4%
0.44
12
FY26
-8.8%
-7.6%
-0.65
12
FY27*
15.8%
-2.6%
1.29
5
Active/Fund returns are TOTALS over the months covered — never annualized
(FY27* is year-to-date; a * row covers only part of the year).
%ile is the fund's percentile within its peer pool for that year.
Monthly returns (%)
Jan
Feb
Mar
Apr
May
Jun
Jul
Aug
Sep
Oct
Nov
Dec
Year
2013
+3.7
+1.5
-13.4
+5.7
+2.3
+15.5
+6.9
-1.5
+8.4
+0.1
+7.8
+40.0
2014
+4.3
+4.9
-10.2
+0.6
-2.6
+11.5
+3.8
+6.0
+6.3
+1.2
+5.2
-2.8
+30.1
2015
+5.1
+5.1
-3.4
-9.0
+3.8
-3.0
+5.3
-1.3
+2.5
+0.2
-1.9
+1.1
+3.6
2016
-1.4
-8.0
+11.1
-1.4
+1.8
-2.6
+2.2
-1.7
-2.3
-0.9
-1.1
+2.9
-2.6
2017
-5.3
+7.3
-1.2
-4.8
+3.3
-0.9
+3.4
-2.9
+2.0
+2.8
+4.8
+5.3
+13.7
2018
+10.7
+1.3
-3.0
+8.9
-0.2
+2.8
+2.5
+3.8
-0.8
-4.6
-0.9
-1.7
+18.9
2019
+6.8
+1.2
+0.5
+3.7
-1.7
-0.4
-0.4
+2.8
-0.4
-1.9
+0.1
+2.5
+13.2
2020
+3.4
-4.3
-14.8
+11.6
+0.2
+3.9
+14.8
+0.4
+9.3
+3.5
+4.7
+11.1
+48.8
2021
+1.7
+0.7
+7.0
+2.1
+5.9
+9.6
+7.4
+8.5
+0.5
+1.8
+3.5
+5.2
+68.5
2022
-9.5
-1.8
+7.3
-10.5
-3.7
-4.2
+5.5
-1.7
-2.8
+7.6
+4.4
-3.9
-14.5
2023
+3.8
-1.1
-2.2
-1.5
+5.8
+2.1
+2.4
+4.0
+0.7
-2.7
+7.5
+5.3
+26.2
2024
+4.8
+1.7
-4.5
-2.1
-0.3
+10.1
+10.2
+4.3
+0.4
-3.5
+5.6
+2.3
+31.5
2025
-4.0
-7.4
-1.2
+0.4
+7.1
+4.2
-3.6
+1.2
-2.3
+6.2
+3.3
-0.3
+2.6
2026
-3.3
-14.1
-6.0
+4.7
+0.3
-5.0
+14.4
+1.5
-9.6
Quarterly average AUM & estimated net flows
Quarterly net flow estimate: AUM_q − AUM_(q−1)·(1+quarter return). AUM shown is the quarter AVERAGE (AMFI central disclosure). Positive = net inflows, ₹cr.
Source: AMFI's official all-scheme NAV history (portal report; official NAV history, net of TER by
construction). Monthly returns are month-end NAV chains; stale prints (>7 days before
month-end) drop out rather than carry. Benchmark series are the median of plain-vanilla
direct-plan index funds tracking each index (TRI minus ~10-25bp/yr tracking drag — verified
against true-TRI chains). Direct plans, growth option only. Sharpe uses rf 6%, arithmetic
monthly convention. Independence: all figures are computed from mandatory public disclosures with a
fixed methodology applied identically to every fund — no fund can pay for inclusion,
exclusion, placement, or altered presentation, and any material commercial relationship
will be disclosed on the affected pages.
Nothing here is investment advice; past performance does not
predict future returns. Generated 2026-08-25 05:37Z · data through Aug 2026 · leaderboard
· PMS leaderboard