SBI ENERGY Opportunities Fund Direct Growth - Review, Competition, Risk & Return

The SBI Energy Opportunities Fund is a thematic equity mutual fund offered by SBI Mutual Fund. It was launched in February 2024 and invests primarily in companies engaged in the energy sector, including traditional and new energy sources like oil & gas, utilities, power, and renewable energy.
Watch the video to learn more about its features, allocations, risk, return profile, etc. and who should invest in it. Thank you!
Please note I am not a SEBI-RIA and this video is made for educational purposes only.

[@mahabubmustafizkhan711]

Analysis was very helpful mam !
Just a query: if i hv to choose b/w Tata resources fund and SBI energy fund, which one would u recommend ? Also in 30k/mnth SIP how much amount should i allocate to this thematic fund ?

[@greenworldinvestor]

Hi @mahabubmustafizkhan711, thanks for your comment! Tata Fund will give a little more diversification in the form of companies in natural resources (metals, mining) and energy sectors, along with some chemicals companies while SBI fund has a narrower focus purely on the energy sector, including exploration, production, distribution, and processing of traditional & new energy sources. So, the risk profile will be higher in sbi fund versus tata's depending on energy market fluctuations.
Regarding your other question, I suggest you avoid this fund, given your portfolio size. But if still interested, a SIP of 3k-4k, not more than that. Thanks!