The SBI Energy Opportunities Fund Regular Growth (mutf_in: sbi_ener_oppo_7nm3v5) is an open-ended equity scheme that focuses on the energy sector, encompassing both traditional and new energy sources. Launched by SBI Mutual Fund, this fund aims to provide investors with long-term capital appreciation by investing in equity and equity-related instruments of companies engaged in activities such as exploration, production, distribution, transportation, and processing of energy.
mutf_in: sbi_ener_oppo_7nm3v5 Key Features
- Fund Type: Open-ended equity scheme
- Investment Objective: Long-term capital appreciation through investments in the energy sector
- Minimum Investment: ₹5,000 (additional investments in multiples of ₹1,000)
- Exit Load: 1% if redeemed within 1 year; Nil thereafter
- NAV (as of May 9, 2025): ₹10.05
- Fund Size: ₹10,305.08 Crores
mutf_in: sbi_ener_oppo_7nm3v5 Performance Overview
| Period | NAV (₹) | Returns (%) |
|---|---|---|
| 1 Month | 10.05 | Data Not Available |
| 3 Months | Data Not Available | Data Not Available |
| 6 Months | Data Not Available | Data Not Available |
| 1 Year | Data Not Available | Data Not Available |
Note: As the fund is relatively new, comprehensive performance data over these periods may not be available.
🛠️ Investment Strategy
The fund’s strategy involves investing in companies across the energy value chain, including:
- Traditional Energy: Oil & Gas exploration, production, and distribution
- Utilities: Power generation and distribution companies
- Renewable Energy: Companies involved in solar, wind, and other renewable energy sources
By diversifying across these segments, the fund aims to capitalize on the growth potential within the energy sector.
⚠️ Risk Factors
- Sector Concentration: Being a sectoral fund, it carries higher risk due to lack of diversification across sectors.
- Market Volatility: Energy sector stocks can be highly volatile, influenced by global oil prices, regulatory changes, and geopolitical events.
- Regulatory Risks: Changes in government policies related to energy can impact the performance of the fund.
🧾 Taxation
- Short-Term Capital Gains (STCG): 15% if units are redeemed within 1 year.
- Long-Term Capital Gains (LTCG): 10% on gains exceeding ₹1 lakh if units are held for more than 1 year.
📈 Who Should Invest?
This fund is suitable for investors who:
- Have a high-risk appetite.
- Seek exposure to the energy sector.
- Are looking for long-term capital appreciation.
- Understand the risks associated with sectoral funds.
Also Read : mutf_in: moti_oswa_midc_1e5b8t2
❓ FAQs
What is mutf_in: sbi_ener_oppo_7nm3v5?
It is the unique identifier for the SBI Energy Opportunities Fund Regular Growth scheme.
How can I invest in mutf_in: sbi_ener_oppo_7nm3v5?
You can invest through the SBI Mutual Fund website, authorized distributors, or online investment platforms.
What is the minimum investment amount to invest mutf_in: sbi_ener_oppo_7nm3v5 ?
The minimum investment is ₹5,000, with additional investments in multiples of ₹1,000.
Is there an exit load?
Yes, there is a 1% exit load if units are redeemed within 1 year; no exit load thereafter.
What are the risks associated with this fund?
Risks include sector concentration, market volatility, and regulatory changes affecting the energy sector.