SBI Energy Opportunities Fund NFO: Everything you need to know

7 Feb 2024 , 10:02 AM

SBI Mutual Fund is launching NFO under its “sector category”, named as SBI Energy Opportunities Fund. The investment objective of the scheme is to seek 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.

Investment strategy: The portfolio will be built utilizing a combination of the top-down and bottom-up portfolio construction process, focusing on the fundamentals of each stock, including quality of management. The fund manager will aim to build a diversified portfolio with exposure across sectors.

Asset allocation: Being a thematic fund, the Scheme will invest predominantly in equity and equity related securities of energy and allied activities theme.

Who should invest?

Investors with very high risk appetite and want to invest for 5 to 7 years to diversify their portfolio in energy companies stocks should invest in SBI Energy Opportunities Fund. 

Risk associated: Very high level of risk.

Benchmark: Nifty Energy TRI.

Fund Managers: Mr. Raj Gandhi, Mr. Pradeep Kesavan

The NFO is available for subscription from February 06 to February 24. The schemes will reopen for continuous sale and repurchase within five Business Days from the date of allotment. The fund offers systematic investment solutions like SIP and SWP to create a flexible investment plan. The minimum subscription amount is Rs 5000/- and in multiples of any amount thereafter. 

It offers Regular Plan and Direct Plan. Each plan offers Growth and Income options. Click here to invest in SBI Energy Opportunities Fund.