SBI Fund Management Unlisted Shares
SBI Energy Opportunities Fund NFO: Should you invest?
Value Research
2 min read
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.
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.
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