SBI ENERGY OPPORTUNITIES FUND REGULAR PLAN IDCW PAYOUT

SBI ENERGY OPPORTUNITIES FUND REGULAR PLAN IDCW PAYOUT is a scheme launched by SBI Mutual Fund on February 26, 2024, and falls under the Energy fund category. It currently manages an AUM of Rs 9,411.8 crore. The fund permits investments with a minimum SIP of Rs 500 and a lump sum of Rs 5000. It charges an expense ratio of 1.75% for managing the portfolio.

• Investing Strategy:

  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.

• Performance:

  SBI ENERGY OPPORTUNITIES FUND REGULAR PLAN IDCW PAYOUT trailing returns over different times are -9.43% (1 year), 0% (3 year) and 0% (5 year). The average annual return of this fund stands at 0.79%.