SBI Mutual Fund

SBI Energy Opportunities Fund Direct Plan Growth

₹ 10.05

NAV (May 09)

0.378%
Till Date CAGR
Scripbox Opinion
Not Reviewed yet
Our analysis of this fundLearn how we rate funds ->

Scheme Information

Investment Objective

The scheme is to provide investors with opportunities for long term capital 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.

Expense Ratio
0.76 %
Launched 1Y ago
2024-02-26
AUM in Crores
10305.1
ISIN
INF200KB1126
Lock-in (days)
No Lock-in
Benchmark
NIFTY Energy Total Return Index
SIP Minimum
1000
Lumpsum Min.
5000
Standard Deviation (3yr)
-
Standard Deviation
-
Beta
-
Sharpe Ratio
-
YTM
-
asset-allocation

Asset allocation and Holdings

Last updated on 2025-03-12

Top Stock Holdings

Reliance Industries Ltd.

26.2%
26.2%

NTPC Ltd.

6.97%
6.97%

Bharat Petroleum Corporation Ltd.

6.36%
6.36%

Indian Oil Corporation Ltd.

5.16%
5.16%

Others

5%
5%
See all holdings
right-arrow

Allocation by Sector

Energy

68.96%
68.955842%

Capital Goods

20.53%
20.530654%

Financial

2.2%
2.199748%

Materials

2.02%
2.022619%

Chemicals

1.97%
1.967804%
See all sectors
right-arrow

Frequently Asked Questions

Loading...