7:57pm PDT - July 25th, 2023

SBI Technology Opportunities Fund is an interesting fund, you can call this Infosys + others fund. With 25% holding in Infosys, it is struggling to participate in tech rally. Netflix is the Saviour so far, surprising to see portfolio doesn't hold other tech giants like AAPL, GOOG https://t.co/dSmn9y5fQI

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