Private EquityScreenerRefer

MARKET INSIGHTS

  • EventsNEWPrivate market milestones
  • NewsPrecize daily pulse
  • BlogsIn-depth articles and opinions

GUIDES

Explore Now
  • Unlisted SharesStep-by-step · KYC
  • BuyingStep-by-step · KYC
  • SellingExit in 24 - 48 hours
  • Pre-IPOReturns · risks · case studies
  • Tax GuideBudget 2026 changes
  1. Home
  2. Unlisted share news
  3. SBI Energy Opportunities Fund NFO: Should you invest?

SBI Energy Opportunities Fund NFO: Should you invest?

7 Feb 2024

Add as preferred source
Key Takeaways

  • Thematic Option Caution:

    • Thematic funds like SBI Energy may be volatile; the recommended allocation is 5-10% within a diversified portfolio.

  • Diversified Alternatives:

    • Suggests opting for diversified equity funds, like flexi-cap funds, with inherent exposure to energy companies, minimizing specific sector risks.

  • Thematic Option Caution:

    • Thematic funds like SBI Energy may be volatile; the recommended allocation is 5-10% within a diversified portfolio.

  • Diversified Alternatives:

    • Suggests opting for diversified equity funds, like flexi-cap funds, with inherent exposure to energy companies, minimizing specific sector risks.

sbi fund management unlisted shares

SBI Fund Management

DRHP filed0.00%

Expert Analysis

SBI Mutual Fund Launches India's First Exclusive Energy Sector Fund - SBI Energy Opportunities Fund

Expert Analysis:

  • SBI Energy Opportunities Fund:

    • SBI Mutual Fund introduces India's first energy sector-focused fund.

  • Diverse Investment Universe:

    • Encompasses traditional and new energy sectors with a range from power ancillaries to green energy.

  • Benchmarking and Returns:

    • Benchmarked against Nifty Energy TRI, which yielded 30.61% in the last year.

  • Concentrated Portfolio:

    • Aims for 20-25 stocks with around 90-95 stocks in its investment universe.

  • Global Exposure:

    • Allows up to 35% investment in international stocks.

  • Experienced Fund Managers:

    • Raj Gandhi and Pradeep Kesavan manage domestic and foreign securities, respectively.

Publisher:Value Research