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

SBI Energy Opportunities IDCW Reinvest Direct Plan

NAV
₹10.4454
+0.10%
(24 Dec)
AUM
10,486 Cr
TER
0.59%
Risk
Very High Risk
Insights
Net Asset Value (NAV) is above its 200 days moving average
Total Expense Ratio (TER) is in the top 25% of comparable funds
In beta. Send feedback here.
Compare with other fund
1Y
+33.5%
+33.5%
+33.5%
+32.5%
NA
3Y
+37.8%
+37.8%
+37.8%
+35.7%
NA
5Y
+25.8%
+25.8%
+25.8%
+28.9%
NA
ALL
+12.3%
+12.3%
+12.3%
+17.3%
+4.5%
VOL
20.3%
20.3%
20.3%
20.0%
20.7%
TER
0.7%
0.7%
0.7%
0.8%
0.6%
AUM
₹4,686 Cr
₹4,686 Cr
₹4,686 Cr
₹1,345 Cr
₹10,486 Cr
INFO
0.61
0.61
0.61
0.86
0.22
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 IDCW Reinvest (DR)
₹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 Oct
Top holdings
Reliance Industries Ltd
25.2%
Bharat Petroleum Corp Ltd
8.6%
NTPC Ltd
6.6%
Indian Oil Corp Ltd
5.8%
Thermax Ltd
4.5%
Treps
4.3%
Kalpataru Projects International Ltd
4.2%
Petronet LNG Ltd
4.0%
Power Grid Corp Of India Ltd
3.9%
Gujarat State Petronet Ltd
3.5%
Top industry exposure
Energy
46.9%
Utilities
23.7%
Industrials
17.8%
Financial Services
2.9%
Technology
2.6%
Other information
Minimum SIP
₹500
Minimum lumpsum
₹5,000
Additional lumpsum
₹1,000
Portfolio turnover
18%
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