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

SBI Energy Opportunities IDCW Reinvest Direct Plan

NAV
₹9.5213
-2.32%
(27 Jan)
AUM
10,453 Cr
TER
0.6%
Risk
Very High Risk
Insights
Asset Under Management (AUM) is in the bottom 25% of comparable funds
Net Asset Value (NAV) is above its 200 days moving average
In beta. Send feedback here.
Compare with other fund
1Y
+12.9%
+12.9%
+12.9%
+11.5%
NA
3Y
+32.8%
+32.8%
+32.8%
+33.7%
NA
5Y
+23.8%
+23.8%
+23.8%
+28.2%
NA
ALL
+11.7%
+11.7%
+11.7%
+27.7%
-2.5%
VOL
20.3%
20.3%
20.3%
23.0%
20.9%
TER
0.8%
0.8%
0.8%
0.6%
0.6%
AUM
₹4,572 Cr
₹4,572 Cr
₹4,572 Cr
₹5,237 Cr
₹10,453 Cr
INFO
0.57
0.57
0.57
1.20
-0.12
See fund holdings as of 31st Dec
Top holdings
Reliance Industries Ltd
24.1%
Bharat Petroleum Corp Ltd
9.5%
NTPC Ltd
6.9%
Indian Oil Corp Ltd
5.8%
Kalpataru Projects International Ltd
4.7%
Petronet LNG Ltd
4.4%
Gujarat State Petronet Ltd
3.9%
Hitachi Energy India Ltd Ordinary Shares
3.8%
Thermax Ltd
3.7%
CESC Ltd
3.3%
Top industry exposure
Energy
47.0%
Utilities
25.1%
Industrials
17.4%
Technology
3.8%
Financial Services
3.1%
Other information
Minimum SIP
₹500
Minimum lumpsum
₹5,000
Additional lumpsum
₹1,000
Portfolio turnover
20%
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