๐ฏInvestment Objective
โAn open-ended equity scheme following the energy themeโ
Source: Sbi Energy Opportunities Fund scheme information document
AI Summary
indian-fundRule-based from financial data. Not advice.
Asset Allocation
Quarterly comparison data not available.
This fund has over 80% in equity, it's an aggressive allocation. Expect significant volatility but potentially higher long-term returns.
Asset Allocation - The Single Most Important Investment Decision โ
Sector Allocation
Moderately concentrated, the top 3 sectors hold 61.3% of the portfolio. This is typical for a well-managed diversified fund.
Holdings-Based Style Box
This fund sits in the Mid-Blend quadrant based on its holdings characteristics.
The fund primarily holds mid-cap stocks (ranked 101โ250 by market cap) โ offering a balance of growth potential and relative stability. The โBlendโ position means the portfolio mixes both value and growth stocks โ a balanced approach.
๐ What do Large/Mid/Small Cap mean? โKey Metrics
Fund DNA
Portfolio Holdings36 positions
The Weight column shows how much of the fund's money is in each stock. The 3M Change reveals the fund manager's recent moves, increasing weight (โ green) means they're buying more, decreasing (โ red) means they're trimming. Click any stock name to see its detailed financials on Equiscale.
๐ Learn: Diversification & Asset Allocation โ| # | Company | Sector | Allocation | Weight (%) | 3M Change |
|---|---|---|---|---|---|
| 1 | Reliance Industries Ltd. | Petroleum Products | 8.3% | - | |
| 2 | GAIL (India) Ltd. | Gas | 6.8% | - | |
| 3 | Bharat Petroleum Corporation Ltd. | Petroleum Products | 6.3% | - | |
| 4 | Indian Oil Corporation Ltd. | Petroleum Products | 6.1% | - | |
| 5 | Gujarat State Petronet Ltd. | Gas | 5.9% | - | |
| 6 | Kalpataru Projects International Ltd. | Construction | 5.6% | - | |
| 7 | TREPS | Other / Non-Equity | 5.4% | - | |
| 8 | NTPC Ltd. | Power | 4.8% | - | |
| 9 | Petronet LNG Ltd. | Gas | 4.8% | - | |
| 10 | Oil & Natural Gas Corporation Ltd. | Oil | 4.8% | - |
Holdings Overlap with Your Portfolio
Investment Calculator
Estimate future value based on Sbi Energy Opportunities Fund's historical returns
โ ๏ธ Important Disclaimer
This projection uses past returns (12% CAGR) which do NOT guarantee future performance. Actual returns may vary significantly.
๐ก Why SIP works: Investing โน10,000/month uses rupee cost averaging, buying more units when markets dip. Over 5 years, this smooths out volatility.
Returns
| 1M | 3M | 6M | 1Y | 3Y CAGR | 5Y CAGR |
|---|---|---|---|---|---|
| -0.6159518421765431% | +11.194525904203312% | - | - | - | - |
Performance
This chart shows the fund's NAV growth over time.
๐คFund Manager
Fund manager information is not available for this fund.
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All mutual fund data is for educational purposes only. Past performance does not guarantee future returns. Mutual fund investments are subject to market risks. Read all scheme-related documents carefully before investing. Equiscale does not provide investment advice.