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Sectoral / Thematic · SBI Mutual Fund · AMFI code 152417SBI Energy Opportunities Fund
Disclosed for 30 months, Apr 2024 to Sep 2026.
Portfolio value
₹10,451 Cr
up ₹146 Cr vs Apr 2025
- Stocks held
- 35
- unchanged
- Top 10 weight
- 59.5%
- of the portfolio in its ten largest
- Cash & debt
- 6.6%
- cash, money market and debt
- Moves this month
- 1 in · 1 out
- added to 10, trimmed 13
SBI Energy Opportunities Fund is an active equity fund in the Sectoral / Thematic category from SBI Mutual Fund. In May 2025 it disclosed 35 stocks worth ₹10,451 Cr, up ₹146 Cr from Apr 2025. Its largest positions were Reliance Industries Limited (9.9%), Bharat Petroleum Corporation Limited (9.3%), Indian Oil Corporation Limited (8.1%); the ten largest together made up 59.5% of the portfolio, and Petroleum Products was the biggest sector at 31.1% of its equity. Cash and debt stood at 6.6%. Compared with Apr 2025 the fund entered 1 new stock and exited 1.
Against 229 other Sectoral / Thematic funds
Concentration
82%
Top-10 weight is higher than 82% of peers
Breadth
27%
Holds more stocks than 27% of peers
Cash
82%
Holds more cash than 82% of peers
What these mean: concentration · cash
Holdings in May 2025
Download CSVEvery line the fund disclosed, with the change against Apr 2025. Click a column to sort; click a company to see every fund that owns it. New to these? How to read a portfolio.
| Reliance Industries Limited | 9.88% | down 0.03 pts | ₹1,033 Cr | up ₹11.6 Cr | Added |
| Bharat Petroleum Corporation Limited | 9.34% | down 0.42 pts | ₹976 Cr | down ₹29.6 Cr | Trimmed |
| Indian Oil Corporation Limited | 8.13% | up 0.12 pts | ₹850 Cr | up ₹24.6 Cr | Added |
| Cash, TREPS & receivables | 6.58% | down 0.01 pts | ₹688 Cr | up ₹8.9 Cr | Added |
| NTPC Limited | 6.07% | down 0.47 pts | ₹635 Cr | down ₹39.3 Cr | Trimmed |
| Gujarat State Petronet Limited | 5.42% | down 0.01 pts | ₹567 Cr | up ₹7.1 Cr | Added |
| Hitachi Energy India Limited | 4.45% | up 0.50 pts | ₹465 Cr | up ₹57.8 Cr | Added |
| Kalpataru Projects International Limited | 4.36% | up 0.59 pts | ₹456 Cr | up ₹66.8 Cr | Added |
| GAIL (India) Limited | 4.23% | down 0.71 pts | ₹442 Cr | down ₹66.8 Cr | Trimmed |
| Petronet LNG Limited | 3.89% | down 0.14 pts | ₹406 Cr | down ₹8.5 Cr | Trimmed |
| CESC Limited | 3.71% | up 0.03 pts | ₹388 Cr | up ₹8.1 Cr | Added |
| Thermax Limited | 3.67% | up 0.05 pts | ₹384 Cr | up ₹11 Cr | Added |
| HEG Limited | 3.37% | up 0.33 pts | ₹352 Cr | up ₹38.4 Cr | Added |
| Torrent Power Limited | 3.20% | down 0.44 pts | ₹334 Cr | down ₹40.2 Cr | Trimmed |
| Honeywell Automation India Limited | 2.81% | up 0.26 pts | ₹294 Cr | up ₹30.6 Cr | Added |
| Gujarat Gas Limited | 1.72% | up <0.01 pts | ₹179 Cr | up ₹2.6 Cr | Added |
| REC Limited | 1.66% | up 0.55 pts | ₹174 Cr | up ₹59.5 Cr | Added |
| Savita Oil Technologies Ltd. | 1.66% | up 0.12 pts | ₹174 Cr | up ₹15 Cr | Added |
| Power Finance Corporation Limited | 1.65% | up 0.60 pts | ₹173 Cr | up ₹64.6 Cr | Added |
| Graphite India Limited | 1.46% | up 0.23 pts | ₹153 Cr | up ₹26.3 Cr | Added |
| NHPC Limited | 1.34% | down 0.41 pts | ₹140 Cr | down ₹40.3 Cr | Trimmed |
| Indian Energy Exchange Limited | 1.29% | down 0.23 pts | ₹134 Cr | down ₹21.4 Cr | Trimmed |
| Tube Investments of India Limited | 1.25% | up 0.05 pts | ₹130 Cr | up ₹6.9 Cr | Added |
| Power Grid Corporation of India Limited | 1.20% | down 0.19 pts | ₹125 Cr | down ₹18.3 Cr | Trimmed |
| Oil & Natural Gas Corporation Limited | 1.19% | down 0.04 pts | ₹124 Cr | down ₹2.6 Cr | Trimmed |
| JSW Energy Limited | 1.19% | up 1.19 pts | ₹124 Cr | up ₹124 Cr | New |
| Shivalik Bimetal Controls Ltd | 1.12% | up 0.12 pts | ₹117 Cr | up ₹13.8 Cr | Added |
| Adani Energy Solutions Limited | 1.04% | down 0.05 pts | ₹108 Cr | down ₹4.1 Cr | Trimmed |
| Oil India Limited | 0.86% | up 0.02 pts | ₹89.6 Cr | up ₹3.4 Cr | Added |
| Indraprastha Gas Limited | 0.70% | down 0.28 pts | ₹72.9 Cr | down ₹27.5 Cr | Trimmed |
| Siemens Limited | 0.55% | up 0.05 pts | ₹57.4 Cr | up ₹6.4 Cr | Added |
| GE Vernova T&D India Limited | 0.33% | down 0.85 pts | ₹34.9 Cr | down ₹87.5 Cr | Trimmed |
| Inox India Limited | 0.23% | up 0.04 pts | ₹23.9 Cr | up ₹4.1 Cr | Added |
| KEC International Limited | 0.16% | up 0.05 pts | ₹16.6 Cr | up ₹5.8 Cr | Added |
| Chemplast Sanmar Ltd | 0.14% | up <0.01 pts | ₹14.6 Cr | up ₹47 L | Added |
| Coal India Limited | 0.10% | down 0.46 pts | ₹10.6 Cr | down ₹47.7 Cr | Trimmed |
| 182 DAY T-BILL Debt | 0.05% | down <0.01 pts | ₹5 Cr | up ₹2 L | Held |
What changed, Apr 2025 to May 2025
New New positions (1)
- JSW Energy Limited1.2% · ₹124 Cr
Exited Exited (1)
- Acme Solar Holdings Ltdwas 0.2% · ₹18.8 Cr
Added Biggest additions
- Kalpataru Projects International Limitedup ₹66.8 Cr (+0.59% pts)
- Power Finance Corporation Limitedup ₹64.6 Cr (+0.60% pts)
- REC Limitedup ₹59.5 Cr (+0.55% pts)
- Hitachi Energy India Limited
Sectors
Which sectors the fund is moving towards and away from, and where its money sits now. Shares are of the fund’s classified equity holdings, so they add up to 100%.
Where the weight moved
Compared with
Since Apr 2025, the weight rose most in Finance (+1.2 pts) and Industrial Products (+0.8 pts), and fell most in Gas (−1.2 pts) and Power (−0.6 pts).
- Finance2.3% → 3.6%+1.2 pts
- Industrial Products5.8% → 6.6%+0.8 pts
- Construction4.2% → 4.8%+0.7 pts
- Industrial Manufacturing2.7% → 3.0%+0.3 pts
- Gas18.3% → 17.1%−1.2 pts
- Power19.6% → 19.0%−0.6 pts
- Consumable Fuels0.6% → 0.1%−0.5 pts
- Electrical Equipment9.9% → 9.6%−0.3 pts
- Capital Markets1.6% → 1.4%−0.2 pts
- Petroleum Products31.3% → 31.1%−0.2 pts
A sector’s weight changes when the fund buys or sells, and also when its shares rise or fall in price, so a change is not by itself a sign of buying or selling.
Main sectors’ weights over time
| Sector | May 2024 | Nov 2024 | Feb 2025 | Apr 2025 | May 2025 |
|---|---|---|---|---|---|
| Petroleum Products | 41.0% | 44.8% | 30.4% | 31.3% | 31.1% |
| Power | 19.0% | 16.4% | 21.7% | 19.6% | 19.0% |
| Gas | 11.2% | 11.8% | 17.2% | 18.3% | 17.1% |
| Electrical Equipment | 8.8% | 9.1% | 9.2% | 9.9% | 9.6% |
| Industrial Products | 3.3% | 4.9% | 5.5% | 5.8% | 6.6% |
| Construction | 4.2% | 4.2% | 3.9% | 4.2% | 4.8% |
| Finance | 3.2% | 1.9% | 2.3% | 2.3% | 3.6% |
| Industrial Manufacturing | — | 2.1% | 3.0% | 2.7% | 3.0% |
| Oil | 2.5% | 2.3% | 2.5% | 2.2% | 2.2% |
| Capital Markets | 1.4% | 1.3% | 1.7% | 1.6% | 1.4% |
Allocation in May 2025change vs Apr 2025
- Petroleum Products (4)31.1%▼ 0.2 pts
- Power (7)19.0%▼ 0.6 pts
- Gas (5)17.1%▼ 1.2 pts
Cash and debt
The share of the portfolio not in shares: cash and net receivables, money-market instruments and bonds, as disclosed each month. Cash can dip below zero when payables, often on derivative positions, exceed it. A change here describes what the fund did; it is not a signal. More on reading cash.
Cash & debt, May 2025
6.6%
unchanged vs Apr 2025
- Cash alone
- 6.6%
- cash and net receivables
- A year earlier
- 6.6%
- May 2024
- Last 12 months
- 1.6% – 6.9%
- lowest to highest · record 11.9% in Apr 2024
History
Disclosed portfolio value by month, with the stocks the fund entered and exited against its previous disclosure. Every month is a link to that portfolio.