Welcome To myplexus.com

Fund Facts
  • Name of Fund:
    SBI Energy Opportunities
  • Opening:
    6th February 2024
  • Closing:
    20th February 2024
  • Scheme Type:
    Open Ended Equity Sectoral/ Thematic
  • Minimum Investment:
    Rs. 5000/- & in multiples of Re.1
  • Plan:
    Regular and Direct
  • Options:
    Growth and IDCW
  • Entry Load:
    Not Applicable
  • Exit Road:
    1% of NAV for exit on or before 1 year from the date of allotment
  • Thereafter:
    Nil

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
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

  • UNIQNESS
  • RETURN
  • RISK
  • OPERABILITY

OOMP Factor

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