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₹136.43
(-0%)
Current NAV 24-12-2024
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30.61%
Returns
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Min. SIP ₹500
Min. Investment ₹5000
Fund Suitability Test
Asset Allocation (As on 31-Oct-2024)
Allocation of Equity and Debt Asset Classes.
- Equity 84.32%
Market Cap Allocation Of Equity
Shows Distribution among Different Size Companies.
| Category | Allocation |
|---|---|
| Large Cap | 47.54 |
| Small Cap | 20.33 |
| Mid Cap | 16.45 |
Sector Allocation of Equity
Weightage of Portfolio Among Different Sectors.
IT - Software
Telecom - Services
Retailing
Commercial Services & Supplies
Entertainment
Financial Technology (Fintech)
Transport Services
IT - Services
Leisure Services
Other Consumer Services
Healthcare Services
Current Stocks Holdings of Equity
Information on Stock Holdings in Portfolio
| Stocks | Market Cap | Sectors (PE Ratio) 26-Dec-2024 |
Holdings | PE Ratio 26-Dec-2024 |
1Y Return |
|---|---|---|---|---|---|
| Infosys Ltd. | Large Cap | IT - Software (38.13) | 24.49% | 29.42 | 23.61% |
| Bharti Airtel Ltd. | Large Cap | Telecom - Services (168.99) | 10.86% | 75.65 | 60.25% |
| Tata Consultancy Services Ltd. | Large Cap | IT - Software (38.13) | 6.45% | 31.78 | 9.82% |
| Firstsource Solutions Ltd. | Small Cap | Commercial Services & Supplies (60.29) | 6.04% | 47.2 | 95.21% |
| Coforge Ltd. | Mid Cap | IT - Software (38.13) | 5.39% | 79.93 | 51.85% |
| Zomato Ltd. | Large Cap | Retailing (36.51) | 2.81% | -10.49 | 85.47% |
| PB Fintech Ltd. | Mid Cap | Financial Technology (Fintech) (76.58) | 2.77% | 615.37 | 84.19% |
| Nazara Technologies Ltd. | Small Cap | Entertainment (71.28) | 2.76% | 118.19 | 17.43% |
| Persistent Systems Ltd. | Mid Cap | IT - Software | 2.75% | - | 0% |
| Route Mobile Ltd. | Small Cap | Telecom - Services (60.29) | 2.65% | 23.16 | -13.77% |
| Indiamart Intermesh Ltd. | Small Cap | Retailing (52.02) | 2.64% | -0.09 | 0% |
| Delhivery Ltd. | Mid Cap | Transport Services (41.1) | 2.4% | 3193.64 | -9.31% |
| Tech Mahindra Ltd. | Large Cap | IT - Software (38.13) | 1.87% | 50.72 | 32.38% |
| TBO Tek Ltd. | Small Cap | Leisure Services | 1.54% | - | 0% |
| PVR Inox Ltd. | Small Cap | Entertainment (34.51) | 1.46% | -42.78 | -19.25% |
| eMudhra Ltd. | Small Cap | IT - Services (60.29) | 1.44% | 94.27 | 109.48% |
| FSN E-Commerce Ventures Ltd. | Mid Cap | Retailing (206.23) | 1.27% | 1067.67 | -6.26% |
| NIIT Learning Systems Ltd. | Small Cap | Other Consumer Services (48.02) | 1.11% | 27.43 | 5.63% |
| LTIMindtree Ltd. | Large Cap | IT - Software (36.96) | 1.06% | 33.85 | 6.16% |
| L&T Technology Services Ltd. | Mid Cap | IT - Services (60.29) | 0.79% | 37.73 | -10.17% |
| Indegene Ltd. | Small Cap | Healthcare Services | 0.69% | - | 0% |
| Unicommerce Esolutions Ltd. | Mid Cap | IT - Software | 0.62% | - | 0% |
| Bharti Hexacom Ltd. | Mid Cap | Telecom - Services | 0.46% | - | 0% |
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Chat with usFrequently Asked Questions
What is Market cap allocation in the portfolio?
In mutual funds, "market cap allocation" means how assets of the fund are divided among various market capitalizations, which are based on the total market value of the outstanding shares of stock of a company. Market capitalization falls into three major categories: Large-cap, Mid-cap, Small-cap funds.
Top 5 holdings for SBI Technology Opportunities Fund ?
The top holdings of this fund are
How do I create a good mutual fund portfolio?
Building a good portfolio requires proper research and knowing about goals that need to be achieved. Set a boundary for your risk capacity, study about different funds and look at its past performance. Balance portfolio according to set goals and stay informed.
How to maintain a good portfolio?
Timely monitoring of the portfolio keeps us aware of the changes in the ongoing market trends. It helps in making plans for any policy change.
What is sector allocation in the portfolio?
The distribution of assets among various economic sectors is referred to as sector allocation in a portfolio. These sectors include technology, healthcare, financial, energy, and many others.
Top 5 Sector for SBI Technology Opportunities Fund ?
The major sectors of this fund are .
What is the ideal number of funds to have in a portfolio?
There is no ideal number, but it is always advisable to keep 4-5 funds in the portfolio as it can be easy to manage them and correct decisions can be taken according to it. Diversification is the key to manage and balance your portfolio for smooth growth.
How does risk tolerance play a role in determining portfolio allocation?
Risk tolerance is an important factor in maintaining portfolio allocation. With the correct mix of assets, the value of investments can improve significantly.