SBI Energy Opportunities Fund Direct-Growth NFO

What is SBI Energy Opportunities Fund?

SBI Energy Opportunity Fund is an open-ended equity scheme following the energy theme. This is a good NFO to invest in energy sector of India. The tag line of this NFO is Energizing India. Energizing Your Portfolio.

What is the last date of SBI Energy Opportunity Fund NFO?

Opening date     06 February

Closing date      20 February

Why you invest in SBI Energy Opportunities Fund?

Energy is a good sector to invest. As many experts think that money can be made through investing in both traditional as well as new entered in energy sector. Due to many positive changes such as productive and helpful policy environment for traditional energy, this sector is growing fast. Now energy deficiency scenario converted into self-sufficiency. Now this sector is more stable than previous. Stability in global oil prices is also important factor for stable growth of this sector.

India is in good position in green energy, government policies are also supportive to this sector. The main aim is to become self-sufficient in energy sector. Government policies is also helpful and providing green signal for growth. These all good signal is very helpful for the growth of new energy companies to grow fast and earn big profit pool. This fund will capitalize the growth of new energy companies and will participate in the profit pool.

How assets will be allocated to this scheme?

Asset allocation of this SBI fund is as mentioned below:

Instrument	Allocation %	Risk
Equity and equity related instruments of energy engaged new and old companies.	80-100	Very High
Equity and equity related instrument of other Companies	0-20	Very High
Debt securities and money market instruments	0-20	Low to Medium

Where the amount of this scheme will be invest?

This scheme will be invest in following sectors:

Power-Transmission	LPG/CNG/PNG/LNG Supplier	Trading Gas
Power Generation	Coal	Trading Coal
Lubricants	Oil Exploration & Production	Oil Storage
Power Trading	Oil Equipment & Services	Other utilities
Integrated Power Utilities	Gas Transmission and Marketing	Refineries & Marketing
Energy ancillary engaged companies	Chemical & Petrochemicals Companies	Pipe Manufacturing companies used in energy sector
Energy related electrical equipment companies	Bio energy companies	New energy component manufacturing companies etc.

What is the percent of international stock in this NFO?

There is maximum cap of 35% of international stocks in this scheme.

What is the benchmark for the Fund?

Nifty energy TR Index is the benchmark for this fund.

What is the investment strategy of this fund for market capitalization?

Initially preference will be given to large cap companies, after the expected growth more small and mid-size companies will be consider with new energy sector. This fund will focus both traditional and new energy players to get maximum profit with minimize volatility.

Is SBI Energy Opportunities Fund different from another player?

This fund came with focused energy theme, other funds have diversification approach and focus on many sectors such as cement, mining etc. This is unique purely energy-oriented fund.

Who can invest in SBI Energy Opportunities Fund?

This is a long-term fund. Any investor with perception of 3-5 year can invest in this fund.

Can I Redeem fund before 1 year?

Yes, redemption is allowed before one year with 1% exit load.

Who is the Fund Manager of SBI Energy Opportunities Fund?

Mr. Raj Gandhi and Mr. Pradeep Kesavan are the fund manager of this fund.

What are the tax implications SBI Energy Opportunities Fund?

Tax implications are same as other equity fund. If units are redeemed after one year, then gain more than Rs. 1 lakh is taxable @ 10%

What is the NAV and minimum investment of SBI Energy Opportunities Fund?

Net Asset Value (NAV) of this fund is the Rs.10 and the minimum investment is Rs. 5000.