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SBI Energy Opportunities Fund Direct Growth
Direct
Growth
3 yr CAGR
--2.78%
Direct
Growth
3 yr CAGR
--2.78%
Fund overview
Net Asset Value
₹10.2842
AUM (Fund size)
8,864.28 Crore
Lock-in period
No Lock-in
Exit Load
1% in 365 days
Expense ratio
0.77%
Risk
Very High
Start your investment
Lumpsum
SIP
Amount
₹
Estimated value after 3 years
(as per historical returns)
--
Min investment of ₹500 required
Top holdings
| Holdings | Weightage |
|---|---|
| Reliance Industries Ltd | 9.84% |
| Bharat Petroleum Corp Ltd | 9.8% |
| NTPC Ltd | 9.35% |
| Indian Oil Corp Ltd | 6.79% |
| GAIL (India) Ltd | 6.06% |
| Gujarat State Petronet Ltd | 4.97% |
| Kalpataru Projects International Ltd | 3.93% |
| Petronet LNG Ltd | 3.9% |
| Thermax Ltd | 3.85% |
| Hitachi Energy India Ltd Ordinary Shares | 3.82% |
Calculate returns
Monthly (SIP)
One-Time
₹
yrs
₹4,000 invested monthly becomes ₹12.51 Lakhs in a period of 20 years
Top Sectors
Utilities
35.76%
Financial Services
3.9%
Energy
33.4%
Basic Materials
1.73%
Industrials
21.64%
Related Funds
| Fund | NAV | 3yr Returns | Risk |
|---|---|---|---|
| 221.92 | 38.46% | Very High Risk | |
| 156.66 | 33.49% | Very High Risk | |
| 480.11 | 25.18% | Very High Risk | |
| 40.15 | 25.28% | Very High Risk | |
| 303.99 | 21.41% | Very High Risk | |
| 69.83 | 30.21% | Very High Risk | |
| 24.51 | 17.79% | Very High Risk | |
| 28.35 | 15.7% | Very High Risk |
Key Ratios
Key Ratios
| Alpha | 10.27% | 3.19% | Worse than category avg |
| Beta | 0.96% | 0.82% | Worse than category avg |
| Returns generated per unit risk | -0.3% | -0.32% | Worse than category avg |
| Downside Capture ratio | 83.34% | 78.52% | Worse than category avg |
Alpha
Worse than category avg
Worse than category avgThe fund has outperformed the benchmark and is among the top perfroming funds in the category
This fund
10.27
Category avg.
3.19
BetaWorse than category avg
Worse than category avgThis fund is more volatile as compared to the index and is more risky as compared to category average
This fund
0.96
Category avg.
0.82
Returns generated per unit riskWorse than category avg
Worse than category avgThe fund house has been taking excellent investment decisions in ensuring you get a good return for the risk you undertook
This fund
-0.3
Category avg.
-0.32
Downside Capture ratioWorse than category avg
Worse than category avgThe fund has captured almost all the downside in the benchmark meaning risk management has been below par
This fund
83.34
Category avg.
78.52
About SBI Funds Management Ltd
SBI Mutual Fund was launched as a joint venture between State Bank of India (SBI) and AMUNDI of France which is an asset management company, way back in 1987. You will find State Bank of India as the sponsor and SBI Mutual Fund Trustee Company Private Limited as the trustee of the SBI Mutual Fund.
Managers | Raj gandhi, Pradeep Kesavan |
Custodians | Bank of Nova Scotia |
Address | SBI Funds Management Private Limited 9th Floor, Crescenzo, |
Fax Nos. | +91 22 67425687 |
Telephone Nos. | +91 22 61793000 |
Homepage | www.sbimf.com |
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Start your investment
Lumpsum
SIP
Amount
₹
Estimated value after 3 years
(as per historical returns)
--
Min investment of ₹500 required
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Frequently Asked Questions
What are equity funds?
Equity funds are schemes which concentrate their investments in shares of companies of different market capitalization
What are large cap, mid cap, small cap and multi cap equity funds?
SEBI ranks all listed companies based on the overall market capitalization. Large-cap funds invest in top 100 companies Mid-cap funds invest in companies ranking from 101 to 250 Small-cap funds invest in companies ranking from 251st onwards. Multi-cap funds invest in small cap, mid cap and large cap companies
What are ELSS funds?
ELSS funds are tax saving mutual funds, in which majority of the funds are invested in equity schemes. ELSS has a lock-in period of 3 years.
What are Bluechip funds?
Bluechip funds are those funds that invest in stocks of well established companies which have proved to perform financially well over a long period of time.
What is a lock-in period?
It is the period for which your money will remain locked in the mutual fund. Most mutuals do not have any lock-in period. ELSS, Tax-Savers, come with a lock-in of 3 years which is the lowest compared to other 80C investment options. Lock-in period is calculated from the date of investment. Meaning SIPs will have different lock-in dates
Is KYC necessary for BLACK?
KYC is necessary for all fund houses. If you are investing through BLACK, you need to do your KYC just once. The same KYC will be used for all further investments.
What is a Mandate (Auto-SIP)?
A Mandate is a one-time registration through which you instruct your bank account to deduct a specified amount of money from your account daily towards investing into a SIP portfolio. Once you register for Mandate, you don’t have to follow the payment process every time you invest in the SIP.
