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SBI Technology Opportunities Fund - Regular Plan - Income Distribution cum Capital Withdrawal Option (IDCW)

ITI · Sectoral
Very High
₹124.25
Current NAV
03 Nov 2026
-7.7%
1Y Return
10.0%
3Y CAGR
6.0%
5Y CAGR
Watchlist
NAV History (1 Year)
Analysis & Suitability
Pros / Upsides
  • Highly cost-efficient with a low expense ratio of 0.86%.
  • Excellent risk-adjusted performance (Sharpe Ratio: 1.66).
  • Generates significant excess returns relative to benchmark index (Alpha: 4.66).
Cons / Risks
  • Subject to high equity market volatility and short-term capital fluctuations.
Suitable for
  • Long-term wealth creation (5+ years horizon) like retirement or child education.
  • Systematic investments (SIP) for long-term target goal-based planning.
Not suitable for
  • Short-term goals (under 3 years) where preserving the capital is the main priority.
  • Short-term trading or speculative investment horizons.
Risk Profile: Very High Risk
Low Moderate High Very High
Risk Metrics
1.66
Sharpe Ratio
1.26
Beta
4.66
Alpha
2.26
Sortino
Fund Details
Fund House ITI
Category Sectoral
AUM ₹1210 Cr
Expense Ratio 0.86%
Min SIP ₹500
Min Lumpsum ₹1000
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