SBI Energy Opportunities Fund Direct Reinvestment Inc Dist cum Cap Wdrl

SBI Energy Opportunities Fund Direct Reinvestment Inc Dist cum Cap Wdrl is an equity fund. This fund was started on 26 February, 2024. The fund is managed by Raj gandhi. The fund could potentially beat inflation in the long-run.

1. SBI Energy Opportunities Fund Direct Reinvestment Inc Dist cum Cap Wdrl has ₹10451 Cr worth of assets under management (AUM) as on Jun 2025 and is more than category average.
2. The fund has an expense ratio 0.8.
   

SBI Energy Opportunities Fund Direct Reinvestment Inc Dist cum Cap Wdrl has given a CAGR return of 7.35% since inception. Over the last 1 year the fund has given a CAGR return of -3.37%.

SBI Energy Opportunities Fund Direct Reinvestment Inc Dist cum Cap Wdrl has allocated its funds majorly in Cash Equivalent, Energy, Utilities, Industrial, Financial Services, Basic Materials. Its top holdings are Reliance Industries Ltd, Bharat Petroleum Corp Ltd, Indian Oil Corp Ltd, NTPC Ltd, Gujarat State Petronet Ltd

As it is a sector - energy mutual fund the taxation is as follows:
For short term (less than a year) capital gains will be taxed at 20%
For long term (more than 1 year) capital gains will be taxed at 12.5% without indexation benefit
Dividends will always be taxed at slab rate. Long term gains upto Rs 1 lakh are exempt capital gains tax.

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.

Minimum investment for lump sum payment is INR 5000.00 and for SIP is INR 500.00. SBI Energy Opportunities Fund Direct Reinvestment Inc Dist cum Cap Wdrl has no lock in period.