SBI Energy Opportunities Fund - Regular Plan - Income Distribution Cum Capital Withdrawal Option
-4.75
-
-
-
0.44
Nifty Energy TRI
-13.47
7.7
24.6
17.63
18.31
Equity: Thematic-Energy
-2.25
13.43
27.37
16.58
7.09
Yearly Performance (%)
Nav Movement
Fund Managers
Raj Gandhi, Pradeep Kesavan
Investment Objective
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.
Returns Calculator for
SBI Energy Opportunities Fund - Regular Plan - Income Distribution Cum Capital Withdrawal Option
Rolling returns are the annualized
returns of the scheme taken for a specified period (rolling
returns period) on every day/week/month and taken till the
last day of the duration. In this chart we are showing the
annualized returns over the rolling returns period on every
day from the start date and comparing it with the benchmark.
Rolling returns is the best measure of a fund's performance.
Trailing returns have a recency bias and point to point
returns are specific to the period in consideration. Rolling
returns, on the other hand, measures the fund's absolute and
relative performance across all timescales, without bias.
Key
Performance and Risk Statistics of
SBI Energy Opportunities Fund - Regular Plan - Income Distribution Cum Capital Withdrawal Option
Key Statistics
Volatility
Sharpe Ratio
Alpha
Beta
Yield to Maturity
Average Maturity
SBI Energy Opportunities Fund - Regular Plan - Income Distribution Cum Capital Withdrawal Option