Pros | - | ![]() Among most bought funds within the category. | ||
Cons | - | - |
INDMoney rank | - | - | ||
Category,Subcateogry | Equity,Sector - Energy | Equity,Sector - Energy | ||
Fund Age | 0 Years | 1 Years | ||
Fund Size | 745 Cr | 10025 Cr | ||
Min Investment | SIP ₹500 Lumpsum ₹1000 | SIP ₹500 Lumpsum ₹5000 | ||
Expense Ratio | 0.7% | 0.86% | ||
Exit Load | 1% | 1% | ||
Benchmark Index | Nifty Energy TR INR | Nifty Energy TR INR |
No of Holdings | 33 | 36 | ||
Top 5 Holdings | NTPC Ltd (8.7%) Reliance Industries Ltd (8.58%) Hindustan Petroleum Corp Ltd (5.34%) Power Grid Corp Of India Ltd (5.08%) Coal India Ltd (5.05%) | Bharat Petroleum Corp Ltd (9.12%) Reliance Industries Ltd (8.83%) Indian Oil Corp Ltd (8.26%) NTPC Ltd (6.9%) Gujarat State Petronet Ltd (5.43%) | ||
No of Sectors | 5 | 6 | ||
Top 3 Sectors | Government (43.1%) Energy (35.55%) Utilities (35.36%) | Energy (35.33%) Utilities (31.63%) Industrial (26.56%) | ||
Equity % | 94.79% | 93.81% | ||
Debt % | 2.64% | 0.05% | ||
P/E | 17.53 | 17.37 | ||
P/B | 2.39 | 2.04 | ||
Credit Quality | - | - | ||
Modified Duration | - | - | ||
YTM | - | - |
1-Month Return | -1.57% | -3.4% | ||
3-Month Return | -1.64% | -2.76% | ||
6-Month Return | 12.2% | 15.3% | ||
1-Year Return | - | -11.55% | ||
3-Year Return | - | - | ||
5-Year Return | - | - |
Sharpe | - | - | ||
Alpha | - | - | ||
Beta | - | - | ||
Standard Deviation | - | - | ||
Information Ratio | - | - |
Description | Baroda BNP Paribas Energy Opportunities Fund Direct Growth is an equity fund.The fund could potentially beat inflation in the long-run. | SBI Energy Opportunities Fund Direct Growth is an equity fund.The fund could potentially beat inflation in the long-run. | ||
Managers | Sanjay Chawla,Sandeep Jain | Pradeep Kesavan,Raj gandhi |