SBI Energy Opportunities Reg IDCW-P
Empty
1–7 yearsInvestment Horizon
HNI,MATarget Segments
Empty
Performance and Risk Analysis
Historical returns, volatility patterns, and how this fund has performed relative to its benchmark.
Risk Profile
Standard Deviation22.1%
Sharpe Ratio-0.09
Beta0.99
Strategy Details
A closer look at the investment thesis, portfolio construction, and current holdings.
Portfolio Holdings Overview
Geographic Allocation
Domestic100%
Top Stock Holdings
CompanySectorAllocation
Reliance Industries LtdEnergy & Infra8.86%
GAIL (India) LtdUtilities8.01%
Oil & Natural Gas Corp LtdEnergy & Infra7.74%
Gujarat Energy LtdUtilities5.61%
Kalpataru Projects International LtdCapital Goods5.07%
Petronet LNG LtdEnergy & Infra4.72%
Bharat Petroleum Corp LtdEnergy & Infra4.63%
NTPC LtdUtilities4.56%
Savita Oil Technologies LtdCapital Goods3.85%
JSW Energy LtdUtilities3.77%
Fund House Management
The asset management company’s track record, AUM scale, and fund manager credentials.
Fund Manager Track Record
RG
Raj gandhi
Mr. Raj gandhi has experience of 19 years. Manages 8 funds at SBI Funds Management Ltd with an AUM of approximately ₹9,129 Cr Holds a MMS degree.
19 years
Combined Team Experience
₹ 9,129 Cr
Assets Under Management
Firm Overview
Total AUM₹12,41,484.56 Cr
Operational & Regulatory Details
What it costs to invest, transaction mechanics, and regulatory disclosures you should know.
Costs and Fees
Total Expense Ratio (TER)1.85%
Regulatory & Tax Information
INF200KB1100
ISINDailyDealing Frequency
Nifty Energy TR INRBenchmark
LTCG | >1Year 12.5%% on gain above 1.25 Lakh
STCG | <1Year 20%%
Tax Implications (India)