SBI Energy Opportunities Fund - Growth - Regular Plan

Other Plans and Options
  • 0.06 %Nav, as on 23-01-2025

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  • Net Change on 23-01-2025

  • PersonalFN Rating

  • Assets (Cr.)

  • Expense Ratio

Fund Overview Growth | Regular Plan

  • Fund House

  • Launch Date

  • Benchmark

  • Minimum Investment (₹)

  • Minimum Addl Investment (₹)

  • Exit Load (%)

  • Minimum SIP Investment (₹)

  • Minimum STP Investment (₹)

  • Minimum SWP Investment (₹)

  • 52 Week Low Nav (₹)

  • 52 Week Low Nav Date

  • 52 Week High Nav (₹)

  • 52 Week High Nav Date

Fund Objective

The investment objective of the scheme is to provide investors with opportunities for long termcapital appreciation by investing in equity and equity related instruments of companies engaging in activities such as exploration, production, distribution, transportation and processing of traditional & new energy including but not limited to sectors such as oil & gas, utilities and power.

Fund Performance

Scheme Name 1-Month Return (%) 3-Month Return (%) 1-Year Return (%) 3-Year Return (%) 5-Year Return (%) Since Inception
BSE SENSEX - TRI -2.55 -4.28 10.07 10.40 14.44 13.44
NIFTY ENERGY - TRI N/A N/A N/A N/A N/A N/A

Returns upto 1 year is Absolute, and above 1 year are Compounded Annualised

Peer Fund Comparison

Scheme Name Launch Date Ratings 1-Year Return (%) 3-Year Return (%) 5-Year Return (%) Expense Ratio (%) Assets (Cr.)
Nippon India Power & Infra Fund-Growth Plan -Growth Option May 08, 2004 13.90 26.74 26.56 1.83 7,453.12
DSP Natural Resources And New Energy Fund - Regular - Growth Apr 25, 2008 12.93 16.19 21.51 2.11 1,212.05
Tata Resources & Energy Fund-Regular Plan-Growth Dec 28, 2015 9.47 11.71 21.62 2.18 1,025.52

Fund Holdings as on 31-December-2024

  • Reliance Industries Ltd.

  • Bharat Petroleum Corporation Ltd.

  • NTPC Ltd.

  • Indian Oil Corporation Ltd.

  • Kalpataru Projects International Ltd.

  • Petronet LNG Ltd.

  • Gujarat State Petronet Ltd.

  • Hitachi Energy India Ltd.

  • Thermax Ltd.

  • CESC Ltd.

  • Torrent Power Ltd.

  • HEG Ltd.

  • Honeywell Automation India Ltd.

  • GAIL (India) Ltd.

  • Savita Oil Technologies Ltd.

  • NHPC Ltd.

  • Indraprastha Gas Ltd.

  • GE Vernova T&D India Ltd.

  • TREPS

  • Oil & Natural Gas Corporation Ltd.

  • Indian Energy Exchange Ltd.

  • Power Grid Corporation of India Ltd.

  • Graphite India Ltd.

  • Shivalik Bimetal Controls Ltd.

  • REC Ltd.

  • Adani Energy Solutions Ltd.

  • Coal India Ltd.

  • Oil India Ltd.

  • Power Finance Corporation Ltd.

  • Chemplast Sanmar Ltd.

  • Margin amount for Derivative positions

  • 182 DAY T-BILL 05.06.25

  • Net Receivable / Payable

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  • Refineries

  • Power Generation/Distribution

  • Industrial Gases & Fuels

  • Gas Transmission/Marketing

  • Electric Equipment

  • Engineering - Construction

  • Electrodes & Welding Equipment

  • Engineering - Industrial Equipments

  • Consumer Durables - Electronics

  • Oil Exploration

  • Lubricants

  • Finance Term Lending

  • Miscellaneous

  • Metal - Non Ferrous

  • Mining & Minerals

  • Chemicals

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Fund Manager

  • Education:CFA, MMS
  • Experience:14
  • Basic Details:Mr. Raj Gandhi joined SBIFM in October 2017 and focusses on tracking commodities and related scentors such as Energy, Metals (Including precious metals). Prior to joining SBIFM, he was working with Sundaram Mutual Fund. Previously, he worked with Principal PNB asset management company, Deutsche and UTI securities. Entire cumulative work experience of 14 years is centered around tracking.
  • Funds Managed:
  • SBI Energy Opportunities Fund

  • Cash

  • Equity

  • Sovereign

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About SBI Energy Opportunities Fund

Scheme Analysis

SBI Energy Opportunities Fund is a Equity - Sectoral Fund - Energy & Power fund and belongs to SBI Mutual Fund. It was launched on 26-Feb-2024 and currently has an AUM of ₹10,453.49 crore. SBI Energy Opportunities Fund is benchmarked against BSE SENSEX - TRI as primary index and NIFTY ENERGY - TRI as secondary index.

The NAV of SBI Energy Opportunities Fund ended up ₹0.01(0.06%)yesterday to ₹9.8006.

Among its top 3 holdings the fund has exposure to Reliance Industries Ltd., and

The SBI Energy Opportunities Fund is managed by Raj Gandhi and Pradeep Kesavan.

Fund House Contact

9th Floor, Crescenzo, C - 38 & 39 G Block, BKC, Bandra (East) Mumbai - 400 051

022 - 61793537
022 - 22189663
www.sbimf.com