MarketsSuper InvestorsSbi Energy Opportunities Fund
SF

Sbi Energy Opportunities Fund

Mutual FundDisclosed Indian equity holdings above the 1% filing threshold.

Disclosed value
₹1,068 Cr
Today
+₹28.3 Cr +2.72%
Companies
4
As of
31 Mar 2026
Returns vs NIFTY current basket, 1 year
0%+21.1%-4.4%JunSeptDecMarJun
This portfolio +21.1% NIFTY 50 -4.4%ahead of NIFTY by 25.5 pts
Today’s disclosed holdings valued back over the past year vs the NIFTY 50, rebased to 0%. Not a record of actual trades.
Sector allocation
Capital Goods75.4%
Oil, Gas & Consumable Fuels24.6%
Portfolio X-ray
Top-5 weight
100%
Wtd P/E
41.7
Wtd ROE
9.3%
Holdings
4
By market cap
Large 0% Mid 59% Small 41%
Bought / added last quarter
Sold / trimmed last quarter
HEG Ltd-3.59pp
Holdings · 4
CompanyStakeValueTodayQ/QP/EROE
HEG Ltd
HEG · Capital Goods
3.52%₹369.1 Cr+3.15%▼ -3.59pp30.77%
Graphite India Ltd
GRAPHITE · Capital Goods
2.05%₹265.1 Cr+2.56%▲ +0.00pp75.53%
SAVITA OIL TECHNOLO.
SOTL · Oil, Gas & Consumable Fuels
6.63%₹262.7 Cr+1.26%▲ +0.28pp21.810%
SHIVALIK BIMETAL CON.
SBCL · Capital Goods
4.08%₹170.7 Cr+4.35%43.622%
Stake history by quarter (%) increased trimmed
CompanyMar '26Dec '25Sept '25Jun '25
HEG Ltd3.527.117.117.11
Graphite India Ltd2.052.052.052.05
SAVITA OIL TECHNOLO.6.636.356.356.23
SHIVALIK BIMETAL CON.4.084.084.084.08

Holdings are taken exactly as filed in public shareholding disclosures, shown only once a stake crosses the 1% disclosure threshold, so this is the holder’s large positions, not every holding. Value = disclosed shares × latest market price, so it moves daily while share counts update each quarter; “Q/Q” compares with the prior filing (pp = percentage points). Names are shown as filed and folded only for capitalisation and spacing, never different spellings; a common name could, in principle, represent more than one person. For information only, not investment advice.