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SBI TECHNOLOGY OPPORTUNITIES FUND - DIRECT PLAN - GROWTH

Equity Data as of Apr 2026 Comparing Mar 2026 → Apr 2026
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Stocks Held
27
Apr 2026
Equity Holdings
₹3,602.75 Cr
Equity only, excl. debt & cash
Top 5 Weight
45.1%
High concentration
Top 10 Weight
61.4%
High concentration
Changes
28
0 new · 3 exits
Top Sector
IT - Software
39.1% of portfolio
📋 What Happened This Month SBI TECHNOLOGY OPPORTUNITIES FUND exited 3 stocks from its portfolio this month. Nazara Technologies Limited was the biggest exit (Entertainment), which was held at 0.73%. Among existing holdings, Bharti Airtel Limited saw the biggest increase — now at 13.35% of the portfolio. Infosys Limited was trimmed the most, now at 12.25%. Bharti Airtel Limited remains the top holding with IT - Software the dominant sector at 39.1%. ↓ Scroll down for full holdings, sector allocation and month-on-month changes in detail.
Sector Shift Industry allocation month-over-month
Feb 2026 Mar 2026
Sector Prev Curr Delta
IT - Software 38.5% 38.6% +0.1%
Retailing 14.0% 13.5% -0.5%
Telecom - Services 8.9% 8.9% +0.0%
Transport Services 7.0% 6.2% -0.9%
IT - Services 5.0% 4.6% -0.4%
Commercial Services & Supplies 3.7% 3.8% +0.1%
Financial Technology (Fintech) 2.1% 2.2% +0.1%
Entertainment 2.2% 1.6% -0.6%
Leisure Services 1.6% 1.1% -0.5%
Healthcare Services 1.0% 1.0% -0.1%
Mar 2026 Apr 2026
Sector Prev Curr Delta
IT - Software 38.6% 39.1% +0.5%
Telecom - Services 8.9% 13.4% +4.5%
Retailing 13.5% 13.0% -0.5%
IT - Services 4.6% 5.4% +0.8%
Transport Services 6.2% 4.9% -1.3%
Commercial Services & Supplies 3.8% 3.8% 0.0%
Financial Technology (Fintech) 2.2% 2.4% +0.2%
Healthcare Services 1.0% 1.1% +0.1%
Entertainment 1.6% 1.0% -0.6%
Other Consumer Services 0.5% 0.6% +0.1%
🔴
Biggest Exit
Nazara Technologies Limited
0.73% was held · Entertainment
Biggest Add
Bharti Airtel Limited
+4.50% · now 13.35%
Biggest Trim
Infosys Limited
-1.40% · now 12.25%
👋 Other funds also exited
Route Mobile Limited 5 funds
Route Mobile Limited
ICICI Prudential Exports & Services Fund - Direct Plan - Growth
ICICI Prudential Nifty Smallcap 250 Index Fund - Direct Plan - Growth
ICICI Prudential Smallcap Fund - Direct Plan - Growth + more

What Changed?

Comparing Mar 2026 → Apr 2026

Mar 2026 Apr 2026
🔴 3 Exits ↑ 15 Increased ↓ 10 Decreased
#StockSectorLast Weight (Mar 2026)
1
Nazara Technologies Limited
₹29.36 Cr
Entertainment 0.73%
2
Unicommerce Esolutions Limited
₹2.86 Cr
IT - Software 0.07%
3
Route Mobile Limited
₹1.73 Cr
Telecom - Services 0.04%
#StockSectorMar 2026Apr 2026Change
1
Bharti Airtel Limited
₹566.04 Cr
Telecom - Services 8.85% 13.35% +4.50%
2
Tata Consultancy Services Limited
₹351.29 Cr
IT - Software 5.98% 8.28% +2.30%
3
AMAGI MEDIA LABS LTD
₹131.07 Cr
IT - Services 2.59% 3.09% +0.50%
4
PB Fintech Limited
₹101.48 Cr
Financial Technology (Fintech) 2.16% 2.39% +0.23%
5
L&T Technology Services Limited
₹72.53 Cr
IT - Services 1.55% 1.71% +0.16%
6
Eternal Limited
₹261.85 Cr
Retailing 6.03% 6.18% +0.15%
7
EMUDHRA LIMITED
₹25.11 Cr
IT - Services 0.48% 0.59% +0.11%
8
PVR INOX Limited
₹42.76 Cr
Entertainment 0.91% 1.01% +0.10%
9
Indegene Limited
₹44.62 Cr
Healthcare Services 0.96% 1.05% +0.09%
10
Capillary Technologies India Limited
₹44.11 Cr
IT - Software 0.95% 1.04% +0.09%
#StockSectorMar 2026Apr 2026Change
1
Infosys Limited
₹519.42 Cr
IT - Software 13.65% 12.25% -1.40%
2
Delhivery Limited
₹86.70 Cr
Transport Services 3.00% 2.04% -0.96%
3
TBO Tek Limited
₹19.56 Cr
Leisure Services 1.09% 0.46% -0.63%
4
FSN E-Commerce Ventures Limited
₹52.95 Cr
Retailing 1.75% 1.25% -0.50%
5
HCL Technologies Limited
₹95.93 Cr
IT - Software 2.67% 2.26% -0.41%
6
Black Buck Ltd
₹120.57 Cr
Transport Services 3.15% 2.84% -0.31%
7
Persistent Systems Limited
₹105.60 Cr
IT - Software 2.66% 2.49% -0.17%
8
Info Edge (India) Limited
₹97.29 Cr
Retailing 2.40% 2.29% -0.11%
9
Swiggy Limited
₹135.15 Cr
Retailing 3.23% 3.19% -0.04%
10
Firstsource Solutions Limited
₹160.47 Cr
Commercial Services & Supplies 3.81% 3.78% -0.03%

Full Portfolio

27 stocks — Apr 2026

# Stock Sector Cap Weight & Value
1
₹566.04 Cr
Telecom - Services
13.35%
2
₹519.42 Cr
IT - Software
12.25%
3
₹351.29 Cr
IT - Software
8.28%
4
₹261.85 Cr
Retailing
6.18%
5
₹213.48 Cr
IT - Software
5.03%
6
₹160.47 Cr
Commercial Services & Supplies
3.78%
7
₹143.51 Cr
IT - Software
3.38%
8
₹135.15 Cr
Retailing
3.19%
9
₹131.07 Cr
IT - Services
3.09%
10
₹120.57 Cr
Transport Services
2.84%
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Disclaimer: Data sourced from individual AMC monthly portfolio disclosures, as mandated by SEBI/AMFI. While we strive for accuracy, errors in parsing or presentation may occasionally occur. This is not investment advice. Please consult a SEBI-registered investment adviser before making any investment decisions.

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