NRI from all over the world (excluding U.S.A. & Canada) can invest in this fund
SBNRI is a certified Mutual Fund distributor registered with Association of Mutual Funds in India (AMFI) with Reg. No. 246671
₹10.99
2.26%
NAV as on 06 Nov 24, 12:00 AM
very high risk
sector energy
equity
NAV as on 06 Nov 24, 12:00 AM
very high risk
sector energy
equity
0.00%p.a.
Last 1Y
0.00%p.a.
Last 3Y
0.00%p.a.
Last 5Y
8.87%p.a.
Since Inception
NRIs can achieve long-term capital appreciation by investing in the SBI Energy Opportunities Fund Growth scheme from SBI Funds Management Ltd. It is a Sector - Energy mutual fund scheme that predominantly invests in Sector - Energy stocks of companies. Launched on Feb 2024, SBI Energy Opportunities Fund Growth is Sector - Energy fund of its category with 11,717.96 Cr fund under management as on Nov 2024. The expense ratio of this fund is less than that of most other Fund category Sector - Energy funds.
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. However, there can be no assurance that the investment objective of the Scheme will be realized.
Reliance Industries Ltd
25.98%
Bharat Petroleum Corp Ltd
8.08%
NTPC Ltd
6.90%
Indian Oil Corp Ltd
5.69%
Thermax Ltd
4.28%
Power Grid Corp Of India Ltd
4.02%
Petronet LNG Ltd
3.85%
Torrent Power Ltd
3.29%
Hitachi Energy India Ltd Ordinary Shares
3.07%
Gujarat State Petronet Ltd
2.93%
View Scheme Document
If invested
per month
For a period of
Investment of ₹0 could have been
₹0(+0.0%)
₹0 (+0.0%)
This Fund
₹0 (+0.0%)
Fixed Deposit
Just like for resident investors, capital gains from mutual fund investments are subject to income tax for NRI investors.
Fund Type | Short-term Capital Gains (STCG) Tax | Long-term Capital Gains (LTCG) Tax |
---|---|---|
Equity mutual funds | 15% | 10% (above Rs. 1 lakh LTCG) without indexation* |
Debt & other types of funds | At tax slab rate | 20% with indexation benefits |
NRIs and OCIs can download the SBNRI app to invest in mutual funds from the country of their residence. Here are a few simple steps you need to take:
If all details are correct, your KYC will be approved within 7 to 8 business days.
Funds
3Y Return
very high risk | equity
0.0%