SBI Energy Opportunities Growth Direct Plan
SIP amount
Min. ₹500
Lumpsum amount
Min. ₹5,000

SBI Energy Opportunities Growth Direct Plan

NAV
₹9.9325
+0.47%
(3 Apr)
AUM
8,864 Cr
TER
0.77%
Risk
Very High Risk
Insights
Net Asset Value (NAV) is below its 200 days moving average
Asset Under Management (AUM) is in the top 25% of comparable funds
In beta. Send feedback here.
Compare with other fund
1Y
+3.8%
+2.8%
+2.7%
-3.6%
-3.9%
3Y
+30.2%
+31.8%
+30.5%
+29.7%
NA
5Y
+39.3%
+33.8%
+33.2%
+36.5%
NA
ALL
+12.7%
+11.8%
+16.7%
+26.2%
-0.6%
VOL
21.3%
20.4%
19.8%
22.7%
21.4%
TER
1.0%
1.0%
0.9%
0.5%
0.8%
AUM
₹2,105 Cr
₹4,149 Cr
₹1,047 Cr
₹4,651 Cr
₹8,864 Cr
INFO
0.60
0.58
0.84
1.15
-0.03
See fund holdings as of 28th Feb
Top holdings
Reliance Industries Ltd
11.3%
Bharat Petroleum Corp Ltd
9.4%
NTPC Ltd
9.1%
Indian Oil Corp Ltd
6.8%
GAIL (India) Ltd
5.8%
Gujarat State Petronet Ltd
5.1%
Petronet LNG Ltd
4.2%
Thermax Ltd
3.8%
Hitachi Energy India Ltd Ordinary Shares
3.8%
Kalpataru Projects International Ltd
3.8%
Top industry exposure
Energy
36.1%
Utilities
33.2%
Industrials
21.1%
Financial Services
3.8%
Basic Materials
2.0%
Other information
Minimum SIP
₹500
Minimum lumpsum
₹5,000
Additional lumpsum
₹1,000
Portfolio turnover
39%
Lock-in period
-
Exit load
• 1% for redemption within 365 days
Fund 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.
Fund manager(s)
Raj gandhi
Pradeep Kesavan

FAQs