₹ 10.8383
NAV (Oct 28)
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 years₹ 10.8383
NAV (Oct 28)
Last 1Y | NA |
Last 3Y | NA |
Last 5Y | NA |
Last 10Y | NA |
Since Inception | 8.4% |
6 Month CAGR | 3.2% |
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 | 1.72% |
Launched <1Y | 2024-02-26 |
AUM in Crores | 11718 |
ISIN | INF200KB1092 |
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 | - |
of
for
with step up of
Asset | Returns | Total Corpus | Gains | CAGR |
---|---|---|---|---|
SBI Energy Opportunities Fund (G) | NaN | NaN | NaN% | |
EPF | 9,00,761 | 1,68,149 | 8.50% | |
Property | 8,67,662 | 1,35,050 | 7.00% | |
PPF | 8,69,819 | 1,37,207 | 7.10% | |
Bank FD | 8,46,471 | 1,13,859 | 6.00% | |
Gold | 8,46,471 | 1,13,859 | 6.00% | |
Savings Bank | 8,25,950 | 93,338 | 5.00% |
Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully before investing. Past performance is not an indicator of future returns.
Reliance Industries Ltd.
26.2%NTPC Ltd.
6.97%Bharat Petroleum Corporation Ltd.
6.36%Indian Oil Corporation Ltd.
5.16%Others
5%Energy
70.06%Capital Goods
19%Materials
2.03%Financial
1.69%Chemicals
1.61%Fund Name | Fund Size | |
---|---|---|
₹ 26,417 cr | ||
₹ 24,508 cr | ||
₹ 66,206 cr | ||
₹ 17,770 cr | ||
₹ 51,197 cr |
SBI Mutual Fund
Fund Name | Scripbox Opinion | Till Date CAGR | |
---|---|---|---|
16.4% | 6.6% | ||
9.4% | 14.4% | ||
23.2% | 16.2% | ||
24% | 17.3% | ||
17.5% | 15.2% |
SBI Energy Opportunities Fund (G) is a Sectoral / Thematic - Consumption Equity fund and has delivered an annualised return of 8.38%. The fund is managed by SBI Mutual Fund. The fund managers are Pradeep Kesavan, Raj Gandhi.
Nav of SBI Energy Opportunities Fund (G) as of 10/28/2024 is ₹10.84 with the total AUM as of 10/29/2024 is ₹11717.96. With Scripbox you can compare and check the latest nav for all mutual funds in India. SBI Energy Opportunities Fund (G) was launched on 2024-02-26. The category risk of the fund is Very High.
The minimum SIP amount for SBI Energy Opportunities Fund (G) is ₹1000 and you can increase this in multiples of ₹100. In case you want to invest a lump sum, the minimum amount to be invested is ₹5000. Check your estimated returns on mutual funds by using sip calculator.
SBI Energy Opportunities Fund (G) is meant for investors with a minimum investment horizon of 5-7 years. Due to the asset class nature, expect volatility in your investments over the short term. The fund is benchmarked to NIFTY Energy Total Return Index.
Scripbox provides a compare mutual funds research tool to view a detailed comparison with SBI Energy Opportunities Fund (G).
What is SBI Energy Opportunities Fund (G)?
How to invest in SBI Energy Opportunities Fund (G)?
You can invest in SBI Energy Opportunities Fund (G) through AMC, intermediaries, brokers or platforms like Scripbox. To learn step by step process visit how to invest in mutual funds?
What is the minimum sip amount of SBI Energy Opportunities Fund (G)?
The minimum sip amount for SBI Energy Opportunities Fund (G) is ₹1000. You can invest in multiples of ₹5000.
What is the expense ratio of the SBI Energy Opportunities Fund (G)?
The expense ratio of the SBI Energy Opportunities Fund (G) is 1.72% for regular plan.
What is the NAV of SBI Energy Opportunities Fund (G)?
Today's SBI Energy Opportunities Fund (G) NAV is ₹10.84.