- Mutual Funds
- SBI Mutual Fund
- SBI Energy Opportunities Fund (Growth)
SBI Energy Opportunities Fund (Growth)
₹ 10.6485
NAV (Apr 30)
Investment Calculator
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 yearsHistorical NAV
₹ 10.6485
NAV (Apr 30)
Fund Returns
Last 1Y | NA |
Last 3Y | NA |
Last 5Y | NA |
Last 10Y | NA |
Since Inception | 6.5% |
6 Month CAGR | NA |
Scheme Information
The investment objective of 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. However,there can be no assurance that the investment objective of the Scheme will be realized.
Expense Ratio | 1.74 |
Launched (0y ago) | Feb 26, 2024 |
AUM in Crores | 7454.134 |
ISIN | INF200KB1092 |
Lock-in | No Lock-in |
Benchmark | Nifty Energy TR INR |
SIP Minimum | 0 |
Lumpsum Min. | 5000 |
Standard Deviation (3yr) | 0 |
Standard Deviation (5yr) | 0 |
Beta (3yr) | 0 |
Beta (5yr) | 0 |
Sharpe Ratio (3yr) | 0 |
Sharpe Ratio (5yr) | 0 |
YTM | 0 |
Fund Managers
Returns Calculator Comparison
of
for
with step up of
| Asset | Returns | Total Corpus | Gains | CAGR |
|---|---|---|---|---|
| SBI Energy Opportunities Fund (Growth) | 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.
Asset allocation and Holdings
Top Stock Holdings
treps
31.7%reliance industries ltd
27.1%net receivable / payable
26.9%ntpc ltd
7.8%india (republic of)
6.6%Allocation by Sector
energy
49.2%utilities
20.3%industrials
9.2%technology
3%financial services
2.5%Comparison with Equity Funds
| Fund Name | Fund Size | Outperformance Consistency |
|---|---|---|
₹ 17,313 cr | ||
₹ 14,075 cr | ||
₹ 21,475 cr | ||
₹ 53,505 cr | ||
₹ 41,281 cr |
About the AMC
SBI Funds Management Ltd
| Fund Name | Scripbox Opinion | Till Date CAGR | |
|---|---|---|---|
5.2% | 6.5% | ||
22.6% | 18% | ||
16.6% | 12.2% | ||
26.6% | 16.6% | ||
28.7% | 13.5% |
SBI Energy Opportunities Fund (G) Review
SBI Energy Opportunities Fund (G) is a Sectoral/ Thematic Equity fund and has delivered an annualised return of 6.5% over a period of 0 years. The fund is managed by SBI Funds Management Ltd. The fund managers are Pradeep Kesavan, Raj gandhi.
Nav of SBI Energy Opportunities Fund (G) as of 4/30/2024 is ₹10.65 with the total AUM as of 5/2/2024 is ₹7454.134. With Scripbox you can compare and check the latest nav for all mutual funds in India. SBI Energy Opportunities Fund (G) was launched on Feb 26, 2024. The category risk of the fund is Very High Risk.
The minimum SIP amount for SBI Energy Opportunities Fund (G) is ₹0 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 TR INR.
SBI Energy Opportunities Fund (G) is rated as a 0 fund in Equity and delivered null% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with SBI Energy Opportunities Fund (G).
Frequently Asked Questions
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 ₹0. You can invest in multiples of ₹5000.
Is SBI Energy Opportunities Fund (G) good to invest in?
As per Scripbox experts, SBI Energy Opportunities Fund (G) is a Not Reviewed Yet fund. You can investSBI Energy Opportunities Fund (G) fund if its investment objective and risk-o-meter matches your investment goals and risk preferences.
What is the expense ratio of the SBI Energy Opportunities Fund (G)?
The expense ratio of the SBI Energy Opportunities Fund (G) is 1.74% for regular plan.