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Business News/Market/Market Stats/    SBI Energy Opportunities Fund Regular Growth

SBI Energy Opportunities Fund Regular Growth

+
  • Other
  • Sector - Energy
  • Rating N.A.
  • Plan
10.79 +0.04 (0.40%) NAV as on 06 Dec, 2024
  • 5D
  • 1M
  • 6M
  • 1Y
  • 5Y
  • MAX

Key Metrics

  • AUM (in Cr)10889.77
  • CAGR 0.00%
  • Exit Load1.00%
  • Expense ratio1.74%
  • CategoryOther
  • Min Investment5000
  • Min SIP500
  • Launch Date2024-02-26

Morning Star Rating N.A.

Risk
Return

Asset Allocation

Holdings As On - 08 December 2024

  • Name
  • Value (Cr)
  • Holding %
  • Treps
  • 471.71
  • 4.33%
View More

Risk & Volitility

  • Alpha 0.00%
  • Beta 0.00
  • Sharpe Ratio0.00
  • Std Deviation 0.00%
  • Tracking Error 0.00%

About Fund

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.

 

The SBI Energy Opportunities Fund Regular Growth has an AUM of 10889.77 crores & has delivered CAGR of 0.00% in the last 5 years. The fund has an exit load of 1.00% and an expense ratio of 1.74%. The minimum investment in SBI Energy Opportunities Fund Regular Growth is Rs 5000 and the minimum SIP is Rs 500.

 

As per morningstar the risk & return rating of the fund are - & - respectively.

 

The top holdings of the fund include Reliance Industries, Bharat Petroleum Corporation, NTPC & Indian Oil Corporation.

 

The major sectors where the fund is invested are Oil & Gas Operations, Electric Utilities, Oil & Gas - Integrated & Electronic Instr. & Controls.

 

Some of the similar funds are HDFC Gold ETF Fund of Fund Growth, SBI Gold Fund Regular Plan Growth, Kotak Gold Fund Growth, SBI Energy Opportunities Fund Regular Growth, ICICI Prudential Energy Opportunities Fund Regular Growth. SBI Energy Opportunities Fund Regular Growth has a sharpe ratio of 0.00 & a standard deviation of 0.00%.

FAQs about SBI Energy Opportunities Fund Regular Growth

According to the morning star rating SBI Energy Opportunities Fund Regular Growth has a & return.
SBI Energy Opportunities Fund Regular Growth is managed by Raj gandhi,Pradeep Kesavan.
The expense ratio of SBI Energy Opportunities Fund Regular Growth is 1.74%.
The 5 year annualized return on SBI Energy Opportunities Fund Regular Growth is 0.00% & it has generated 0.00% in the last 1 year.
The minimum investment in SBI Energy Opportunities Fund Regular Growth is 5000 Rs.
SBI Energy Opportunities Fund Regular Growth has an AUM of 10889.77 crores.
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