loader

Loading...

Start your investment online in a few minutes

Invest Now
energing_future

Energising the Future

Invest in India's growing Energy Theme

India, the world's 3rd largest energy market, is poised for explosive growth, with its energy needs expected to double by 2050.

This transformation will see India shift from an energy importer to a potential exporter, particularly in the renewable energy sector. This presents a significant and long-term investment opportunity for those seeking to capitalize on India's energy boom.

Source: BP Energy Outlook 2023; 2050 estimates are for Net Zero scenario, SBIMF research

Why Invest in Energy as a theme?

eco-growth

India's Economic Growth Fuels Energy Demand

Energy consumption is closely tied to economic growth. As India rises to become the world's third largest economy, its energy consumption is poised for significant growth. This rising demand creates robust investment opportunities across various energy segments.

green-energy

Leading the Green Energy Charge

India supports global green energy goals, actively influencing international climate policies. Initiatives like the International Solar Alliance and International Bioenergy Alliance showcase its commitment to a sustainable future.

strategy

Capitalizing on the "China+1" Strategy

The global shift towards cleaner energy sources presents immense opportunities. As the solar and hydrogen value chains currently dominated by China diversify, India's competitive edge and potential as a "China+1" manufacturing hub make it an attractive investment destination.

renewable-adv

A Unique Renewable Advantage

India's diverse renewable energy mix offers a distinct advantage. Solar and wind power peaks differ, creating natural storage capacity. Combined with readily available hydro power, this forms a cost-effective and sustainable alternative to traditional batteries.

Source: The green shift report by Ministry of Petroleum & Natural Gas; Paris Agreement

About SBI Energy Opportunities Fund

SBI Energy Opportunities Fund is an open-ended equity scheme following the energy theme.

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.

abt-fundimg

Portfolio Strategy

Barbel portfolio approach with an optimal mix of traditional energy (Oil, Natural Gas, Coal, Nuclear) & new energy (Solar, Wind, Hydrogen, Bio) and power utility companies helps in reducing return volatility and offer better risk adjusted returns.

portfolio-strategy

Energy Investment Universe of the Fund

SBI Energy Opportunities Fund : Fund Facts

Scheme Name
SBI Energy Opportunities Fund
Type of Scheme
An open-ended equity scheme following the energy theme
Investment 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.
However, there can be no assurance that the investment objective of the Scheme will be realized.
Plans & Options
Regular & Direct Plan ; Both plans provide two options – Growth Option and Income Distribution cum capital withdrawal (IDCW) Option
Application Amount
Minimum Investment Amount : Rs. 5000/- and in multiples of Re. 1 thereafter;
Additional Purchase Amount: Rs. 1000/- and in multiples of Re. 1 thereafter
Fund Manager
Mr. Raj Gandhi
Mr. Pradeep Kesavan (overseas securities)
Benchmark
Nifty Energy TR Index
Exit Load
For exit on or before 1 year from the date of allotment: 1% and
For exit after 1 year from the date of allotment: Nil
The AMC reserves the right to modify / change the load structure on a prospective basis.
NFO Open Date
06-Feb-2024
NFO Close Date
20-Feb-2024
Allotment Date
26-Feb-2024

Mutual Fund investments are subject to market risks, read all scheme related documents carefully.

Get a Call Back call