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SBI Energy Opportunities Fund

Updated: Feb 6


"Image: SBI Energy Opportunities Fund - Illustration depicting the potential growth and opportunities in the Indian energy sector with the launch of SBI Mutual Fund's new open-end equity scheme."

SBI Energy Opportunities Fund - A Gateway to Indian Energy Sector Growth! 🌍⚡️

SBI Mutual Fund is launching the SBI Energy Opportunities Fund, a new open-end equity scheme focusing on the Indian energy sector, available for subscription from February 6th to 20th, 2024. This post aims to provide you with key information to help you decide if this investment aligns with your financial goals.

What is the SBI Energy Opportunities Fund? 🌍⚡️

This strategic investment avenue, managed by experienced professionals Mr. Raj Gandhi and Mr. Pradeep Kesavan, focuses on generating long-term capital appreciation. The fund will primarily allocate 80 to 100% of its assets in equity and equity-related instruments of companies engaged in traditional and new energy-related businesses. The remaining portion will be invested in other equity and equity-related instruments, including equity derivatives, debt securities, securitized debt, debt derivatives, and money market instruments.

Investment Allocation: 📊

The scheme provides investors with an opportunity to tap into the growth potential of the energy sector. With its focus on both traditional and new energy sources, the fund aims to capitalize on the evolving energy landscape and contribute to India's journey towards energy self-sufficiency.

Investment Strategy: 🌐🚀

The fund will focus on companies engaged in exploration, production, distribution, transportation, and processing of traditional and new energy sources. This includes sectors such as oil and gas, utilities, and power, among others. The fund aims to capitalize on the growing demand for energy and the transition towards sustainable energy sources.

Key Features: 📊

  • Investment Objective: To generate long-term capital appreciation by investing predominantly in equity and equity-related instruments of companies in the energy sector.

  • Fund Managers: Mr. Raj Gandhi and Mr. Pradeep Kesavan

  • Scheme Type: Open-end Equity Scheme

  • New Fund Offer (NFO) Dates: February 6th - 20th, 2024

  • Minimum Investment Amount: ₹5,000

  • NFO Unit Price: Rs 10

  • Benchmark: Nifty Energy TR INR

  • Exit Load: Within one year - 1%; No exit load if withdrawn after 1 Year(s)

  • SIP: Yes, starting from Rs 1,000

Who should consider this fund? 🎯

This fund is suitable for:

- Investors seeking long-term capital growth potential through exposure to the Indian energy sector.

- Investors with a moderate risk appetite, as the energy sector is inherently volatile.

- Investors who believe in the growth potential of the Indian economy and the increasing demand for energy.

Important Points to Remember: 📈🤔

- Past performance is not necessarily indicative of future results.

- Investing in equity mutual funds involves market risks.

- Carefully read the Scheme Information Document (SID) and consult your financial advisor before investing.

🚨 Disclaimer:

This post is for informational purposes only and does not constitute financial advice. Please consult a qualified financial advisor before making any investment decisions.

📢 Feel free to share this post with your friends and family who might be interested in investing in the SBI Energy Opportunities Fund.

Invest wisely and seize the opportunity for growth in the Indian energy sector with SBI Mutual Fund! 🌐💡




SBI Energy Opportunities Fund SID
.pdf
Download PDF • 4.37MB
SBI Energy Opportunities Fund PPT
.pdf
Download PDF • 1.61MB

 
 

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*Investors should consult their financial advisors if in doubt about whether the product is suitable for them Note: The above information has been sourced from the Scheme Information Document provided by SBI Asset Management. Read the entire document before investing, Disclaimer: Jaiprakash (ARN/Distributor - 70524; brand name Vasundhra Investment) is the distributor of the mutual fund. Please consult your investment advisor before investing

Mutual Fund investments are subject to market risks, read all scheme related documents carefully.

 

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