myplexus

NFO Monitor

Fund Fact

Name of Funds:

SBI Energy Opportunities

Opening:

6th February 2024

Closing:

20th February 2024

Minimum Investment:

Rs. 5000/- & in multiples of Re.1

Plan:

Regular and Direct

Options:

Growth and IDCW

Entry Load:

Not Applicable

Exit Load:

1% of NAV for exit on or before 1 year from the date of allotment

Fund Stats

Objective:

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.

Benchmark:

NIFTY ENERGY

Fund Manager:

Raj Gandhi, Pradeep Kesavan

Asset Allocation

80-100 % Equity upto 20% Money Market

upto 20% Debt upto 10% Others

Comparable existing schemes

Nippon India Power & Infra Fund	37.42(6M)	71.84(1Y)
Not Available	Not Available	Not Available

Fund Prognosis

Idea Distiller

In today's world of energy security and costs and myriad related issues, the sector is in the news.

Fund House AAUM:
Rs 85208672.4 Lakhs(as on 31st December, 2023)
Fund Manager:
Combined experience of above 18 years

Scheme DNA 4 fundamentals

Uniqueness

Return

Risk

Operability

Oomph Factor

It is a hot segment. A visible one and perhaps it will deliver. One could invest just because of the novelty factor.

We provide a range of tools and financial know-how that can help you make the most of your short-term and long-term investment goals.

Important Links

Fund

Snapshot

Company

Registered with AMFI AMFI Registration No: 2654 Initial Registration Date: 19th March 2003 Validity: 14th May 2025 to 23rd May 2028