Energising the Future

Invest in India's growing Energy Theme

India, the world's 3rd largest energy market, is poised for explosive growth, with its energy needs expected to double by 2050.

This transformation will see India shift from an energy importer to a potential exporter, particularly in the renewable energy sector. This presents a significant and long-term investment opportunity for those seeking to capitalize on India's energy boom.

Source: BP Energy Outlook 2023; 2050 estimates are for Net Zero scenario, SBIMF research

Why Invest in Energy as a theme?

India's Economic Growth Fuels Energy Demand

Energy consumption is closely tied to economic growth. As India rises to become the world's third largest economy, its energy consumption is poised for significant growth. This rising demand creates robust investment opportunities across various energy segments.

Leading the Green Energy Charge

India supports global green energy goals, actively influencing international climate policies. Initiatives like the International Solar Alliance and International Bioenergy Alliance showcase its commitment to a sustainable future.

Capitalizing on the "China+1" Strategy

The global shift towards cleaner energy sources presents immense opportunities. As the solar and hydrogen value chains currently dominated by China diversify, India's competitive edge and potential as a "China+1" manufacturing hub make it an attractive investment destination.

A Unique Renewable Advantage

India's diverse renewable energy mix offers a distinct advantage. Solar and wind power peaks differ, creating natural storage capacity. Combined with readily available hydro power, this forms a cost-effective and sustainable alternative to traditional batteries.

Source: The green shift report by Ministry of Petroleum & Natural Gas; Paris Agreement

About SBI Energy Opportunities Fund

SBI Energy Opportunities Fund is an open-ended equity scheme following the energy theme.

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.

Portfolio Strategy

Barbel portfolio approach with an optimal mix of traditional energy (Oil, Natural Gas, Coal, Nuclear) & new energy (Solar, Wind, Hydrogen, Bio) and power utility companies helps in reducing return volatility and offer better risk adjusted returns.

Energy Investment Universe of the Fund

Upstream, Integrated refining and marketing, Standalone refining, downstream petrochemicals and base oil processors, lubricants, oil field services.

Gas transmission, LNG terminal, City gas distribution

Coal producer, power generation, power transmission, power trading

Companies undergoing energy transition, Solar value chain, Wind power value chain, Hydrogen value chain, Battery value chain, Bio energy value chain, alternate fuel.

Upstream, Integrated refining and marketing, Standalone refining, downstream petrochemicals and base oil processors, lubricants, oil field services.

Gas transmission, LNG terminal, City gas distribution

Coal producer, power generation, power transmission, power trading

Companies undergoing energy transition, Solar value chain, Wind power value chain, Hydrogen value chain, Battery value chain, Bio energy value chain, alternate fuel.

SBI Energy Opportunities Fund : Fund Facts

Scheme Name

SBI Energy Opportunities Fund

Type of Scheme

An open-ended equity scheme following the energy theme

Investment Objective

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.

Plans & Options

Regular & Direct Plan ; Both plans provide two options – Growth Option and Income Distribution cum capital withdrawal (IDCW) Option

Application Amount

Minimum Investment Amount : Rs. 5000/- and in multiples of Re. 1 thereafter;
Additional Purchase Amount: Rs. 1000/- and in multiples of Re. 1 thereafter

Fund Manager

Mr. Raj Gandhi
Mr. Pradeep Kesavan (overseas securities)

Benchmark

Nifty Energy TR Index

Exit Load

For exit on or before 1 year from the date of allotment: 1% and
For exit after 1 year from the date of allotment: Nil
The AMC reserves the right to modify / change the load structure on a prospective basis.

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