QUICK FUND SUMMARY
SBI Energy Opportunities Fund Growth is an equity mutual fund managing assets worth ₹8,712.01 Cr. The current NAV is ₹11.18 as of Jul 20. It has delivered a maximum CAGR of 4.77%. Investors can start with a minimum SIP amount of ₹500. The fund primarily holds Bharat Petroleum Corporation Ltd., Reliance Industries Ltd., Indian Oil Corporation Ltd., NTPC Ltd. and Gujarat State Petronet Ltd..
SBI Energy Opportunities Fund Details
Fund Size | ₹8,712.01 Cr |
Type | Equity: Sectoral/Thematic |
Minimum Investment | ₹500 |
NAV (Jul 20) | ₹11.18 |
Plan Type | Regular |
Launch Date | 26 Feb 2024 |
Lock in Period | 0 days |
Plan Option | Growth |
Expense Ratio | 1.85% |
Withdrawal Charge | Exit load of 1%, if redeemed within 30 days. |
SBI Energy Opportunities Fund Holdings
Get an overview of this fund's exposure across asset classes, market cap segments, securities, credit ratings, etc.
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SBI Energy Opportunities Fund Peer Comparison
Comparison of funds that belong to the same category, based on historical returns
| Funds | 1Y Returns | 3Y CAGR | 5Y CAGR |
|---|---|---|---|
 SBI Energy Opportunities Fund | +2.59% | -- | -- |
 Tata Resources & Energy Fund | +7.18% | +17.14% | +13.00% |
 Baroda BNP Paribas Energy Opportunities Fund | +2.22% | -- | -- |
 ICICI Prudential Energy Opportunities Fund | +10.91% | -- | -- |
SBI Energy Opportunities Fund Risk Indicator
The risk of the scheme is very high
As per SEBI guidelines, we've provided a riskometer to help you gauge the potential risk level of a mutual fund, ensuring that your investments align with your financial goals and risk tolerance
FAQs on SBI Energy Opportunities Fund
SBI Energy Opportunities Fund is a Growth Equity mutual fund managed by SBI Mutual Fund.
The current NAV of SBI Energy Opportunities Fund is ₹11.18 as of Jul 20.
You can invest in SBI Energy Opportunities Fund directly on share.market by searching for the fund, selecting your preferred mode (SIP or Lumpsum), and completing your KYC-verified investment in a few steps.
The minimum SIP amount for SBI Energy Opportunities Fund is ₹500.
The expense ratio of SBI Energy Opportunities Fund is 1.85%.
SBI Energy Opportunities Fund has an exit load as follows: exit load of 1%, if redeemed within 30 days.
Short-term capital gains (STCG) on SBI Energy Opportunities Fund are taxed at a flat rate of 20% (plus applicable surcharge and 4% health & education cess) if you redeem your units within 12 months of purchase. If you hold your units for more than 12 months, the gains are classified as Long-Term Capital Gains (LTCG) and taxed at 12.5% without indexation benefits, but only on the component of total equity capital gains that exceeds ₹1.25 Lakh in a single financial year. Gains up to ₹1.25 Lakh are tax-exempt. The information set out above is included for general information purposes only and does not constitute legal, financial or tax advice. Tax laws are complex and subject to frequent amendments by the Government of India. In view of the individual nature of the tax consequences, each investor is advised to consult his or her own tax consultant with respect to specific tax implications arising out of their participation in the mutual fund scheme.
SBI Energy Opportunities Fund is managed by Mr. Raj Gandhi, Mr. Pradeep Kesavan.
Disclaimer: Past performance is not an indicator of future returns.
Mutual Fund investments are subject to market risks, read all scheme related documents and carefully for more information.