SBI Energy Opportunities Fund Direct Growth

Equity
Thematic-Energy
Moderately High Risk
1M
All
NAV: 24 Apr 2024₹10.41
Min. SIP amount₹500
RatingNA
Fund size₹7,454.13Cr

Return calculator

Monthly SIP
One-Time
₹5,000 per month
Over the past
Total investment of 0
Would have become (%)

Returns and rankings

Category: Equity Thematic-Energy
Absolute returns
1M3M6MAll
Fund returns8.3%NANA4.8%
Category averageNANANANA
Rank with in categoryNANANANA
Understand terms

Holdings (26)

NameSectorInstrumentAssets
EnergyEquity27.15%
EnergyEquity7.82%
Reserve Bank of India
FinancialT-Bills6.64%
EnergyEquity5.45%
EnergyEquity5.10%
EnergyEquity5.04%
EnergyEquity3.78%
EnergyEquity3.68%
EnergyEquity3.18%
Capital GoodsEquity2.98%
See All

Expense ratio, exit load and tax

Expense ratio: 0.48%

Inclusive of GST

Exit load

Exit load of 1%, if redeemed within 1 year.

Stamp duty

0.005% (from July 1st, 2020)

Tax implication

Returns are taxed at 15%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 10% on returns of Rs 1 lakh+ in a financial year.

Understand terms
Check past data

Minimum investment amounts

Min. for 1st investment₹5,000
Min. for 2nd investment onwards₹1,000
Min. for SIP₹500

Fund house & investment objective

Fund house contact details

Address
9th Floor-Crescenzo, C-38 & 39-G Block, Bandra-Kurla Complex,Bandra (East) Mumbai 400051
Phone
022-61793000 / 1800-425-5425
Launch Date
29 Jun 1987
E-mail
NA
SBI Mutual Fund
Asset Management Company
Custodian
SBI SG Global Securities Services Pvt.Ltd.
Registrar & Transfer Agent
Cams
Address
7th Floor, Tower II, Rayala Towers, 158, Anna Salai,

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