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SBI Mutual Fund

SBI Energy Opportunities Fund (Growth)

EquitySectoral/ Thematic

10.4441

NAV (Apr 18)

4.4%
Till Date CAGR
Scripbox Opinion
Not Reviewed yet
Our analysis of this fundLearn how we rate funds ->

Fund Size

Outperformance Consistency

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Investment Calculator

Investment Duration5 years

0

Total Investment

0

Wealth Gained

0

Total Corpus Created (₹)

With CAGR of 11.25 % in 5 years

Historical NAV

10.4441

NAV (Apr 18)

Fund Returns

Last 1Y
NA
Last 3Y
NA
Last 5Y
NA
Last 10Y
NA
Since Inception
4.4%
6 Month CAGR
NA

Scheme Information

Investment Objective

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

Raj gandhi

Fund Manager

Pradeep Kesavan

Fund Manager

Returns Calculator Comparison

of

for

with step up of

AssetReturnsTotal CorpusGainsCAGR
SBI Energy Opportunities Fund (Growth)70%NaN NaN%
EPF70% 9,00,761 1,68,1498.50%
Property70% 8,67,662 1,35,0507.00%
PPF70% 8,69,819 1,37,2077.10%
Bank FD70% 8,46,471 1,13,8596.00%
Gold70% 8,46,471 1,13,8596.00%
Savings Bank70% 8,25,950 93,3385.00%

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

Last updated on 2024-04-18

Top Stock Holdings

treps

31.7%
31.7%

reliance industries ltd

27.1%
27.1%

net receivable / payable

26.9%
26.9%

ntpc ltd

7.8%
7.8%

india (republic of)

6.6%
6.6%
See all holdings

Allocation by Sector

energy

49.2%
49.2%

utilities

20.3%
20.3%

industrials

9.2%
9.2%

technology

3%
3%

financial services

2.5%
2.5%
See all sectors

Comparison with Equity Funds

Fund NameFund SizeOutperformance Consistency
DSP ELSS Tax Saver Fund (G)
DSP ELSS Tax Saver Fund (G)

₹ 14,075 cr

₹ 17,313 cr

₹ 21,475 cr

₹ 53,505 cr

₹ 41,281 cr

amc-img

About the AMC

SBI Funds Management Ltd

SBI Funds Management Ltd manages assets worth 633,964 crores and was set up on 7 February 1992. It's current offering of mutual fund schemes includes 90 equity,230 debt and 41 hybrid funds.amc-img
phone-img022-61793000
email-img
Fund NameScripbox Opinion
Till Date CAGR

5.1%

6.5%

22%

17.8%

15.6%

12.1%

25.5%

16.3%

27.4%

13.3%

SBI Energy Opportunities Fund (G) Review

SBI Energy Opportunities Fund (G) is a Sectoral/ Thematic Equity fund and has delivered an annualised return of 4.4% 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 4/18/2024 is ₹10.44 with the total AUM as of 4/19/2024 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)?

SBI Energy Opportunities Fund (G) is a Sectoral/ Thematic Equity scheme predominantly investing across Equity instruments with an investment objective to generate wealth over the long term.

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.