SBI Energy Opportunities Fund-Reg(G)
View the direct plan of this scheme
Rs 10.1277 0.0064(0.063 %) NAV as on 23 Apr 2025
Scheme Objective: The investment objective of the scheme is to provide investors with opportunities for long termcapital 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.
Performance (As on 23 Apr 2025)
6 month returns | 1 year returns | 3 year returns | 5 year returns | Returns since inception | |
---|---|---|---|---|---|
Scheme | -8.26 % | -2.35 % | N/A | N/A | 1.10 % |
NIFTY 500 | -2.64 % | 7.67 % | 14.26 % | 23.86 % | N/A |
Portfolio
Sector funds focus their entire portfolio on one particular sector such as banking, infrastructure, or pharmaceuticals. These funds can have very high concentration in their top few stocks. A sector fund can deliver outsized returns compared to the market when the sector is in market favour during a rising market. These funds can be prolonged underperformers if markets dont pick up the theme or if the sector is going through a bad patch. These funds require well-timed entry at the low point and an exit at the high point in order to see returns.
Sector funds suit investors with very high risk appetites, and who have the knowledge and ability to track sector performance.