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

SBI Energy Opportunities Growth Direct Plan

NAV
₹11.6866
+0.08%
(17 Sep)
AUM
11,270 Cr
TER
0.55%
Risk
Very High Risk
Insights
Total Expense Ratio (TER) is in the bottom 25% of comparable funds
Asset Under Management (AUM) is in the top 25% of comparable funds
In beta. Send feedback here.
Compare with other fund
1Y
+71.5%
+65.2%
+64.9%
+58.6%
NA
3Y
+36.7%
+38.8%
+39.0%
+36.9%
NA
5Y
+32.8%
+29.1%
NA
+33.5%
NA
ALL
+18.8%
+13.2%
+32.8%
+19.0%
+16.9%
VOL
19.6%
20.3%
22.8%
18.2%
22.2%
TER
0.8%
0.7%
0.4%
1.2%
0.6%
AUM
₹1,593 Cr
₹4,851 Cr
₹5,946 Cr
₹6,143 Cr
₹11,270 Cr
INFO
0.96
0.65
1.44
1.04
0.76
Past performance
Past performance is no guarantee of future returns.
Had you invested
Over the last
1Y
3Y
ALL
Your returns would have been
SBI Energy Opportunities (G)
₹1,00,00,00,000
14.0%
Fixed deposit
₹40,00,00,000
6.0%
Bank savings
₹40,00,00,000
3.0%
See fund holdings as of 31st Aug
Top holdings
Reliance Industries Ltd
26.5%
Bharat Petroleum Corp Ltd
6.8%
NTPC Ltd
6.7%
Indian Oil Corp Ltd
5.3%
Petronet LNG Ltd
4.3%
Treps
4.3%
Power Grid Corp Of India Ltd
4.0%
Coal India Ltd
3.8%
Thermax Ltd
3.6%
Gujarat State Petronet Ltd
3.2%
Top industry exposure
Energy
49.0%
Utilities
24.6%
Industrials
13.1%
Financial Services
3.3%
Technology
2.7%
Other information
Minimum SIP
₹500
Minimum lumpsum
₹5,000
Additional lumpsum
₹1,000
Portfolio turnover
9%
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. However, there can be no assurance that the investment objective of the Scheme will be realized.
Fund manager(s)
Raj gandhi
Pradeep Kesavan

FAQs