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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
₹10,025 Cr
down ₹436 Cr vs Jun 2025
- Stocks held
- 33
- down 2 vs Jun 2025
- Top 10 weight
- 59.4%
- of the portfolio in its ten largest
- Cash & debt
- 6.2%
- cash, money market and debt
- Moves this month
SBI Energy Opportunities Fund is an active equity fund in the Sectoral / Thematic category from SBI Mutual Fund. In July 2025 it disclosed 33 stocks worth ₹10,025 Cr, down ₹436 Cr from Jun 2025. Its largest positions were Bharat Petroleum Corporation Limited (9.1%), Reliance Industries Limited (8.8%), Indian Oil Corporation Limited (8.3%); the ten largest together made up 59.4% of the portfolio, and Petroleum Products was the biggest sector at 29.8% of its equity. Cash and debt stood at 6.2%. Compared with Jun 2025 the fund entered 0 new stocks and exited 2.
Against 229 other Sectoral / Thematic funds
Concentration
82%
Top-10 weight is higher than 82% of peers
Breadth
19%
Holds more stocks than 19% of peers
Cash
79%
Holds more cash than 79% of peers
What these mean: concentration · cash
Holdings in July 2025
Download CSVEvery line the fund disclosed, with the change against Jun 2025. Click a column to sort; click a company to see every fund that owns it. New to these? How to read a portfolio.
| Bharat Petroleum Corporation Limited | 9.12% | down 0.61 pts | ₹914 Cr | down ₹104 Cr | Trimmed |
| Reliance Industries Limited | 8.83% | down 0.88 pts | ₹886 Cr | down ₹130 Cr | Trimmed |
| Indian Oil Corporation Limited | 8.26% | down 0.15 pts | ₹828 Cr | down ₹51.7 Cr | Trimmed |
| NTPC Limited | 6.90% | up 0.27 pts | ₹692 Cr | down ₹1.3 Cr | Held |
| Cash, TREPS & receivables | 6.15% | up 2.07 pts | ₹616 Cr | up ₹190 Cr | Added |
| Gujarat State Petronet Limited | 5.43% | down 0.01 pts | ₹544 Cr | down ₹24.7 Cr | Trimmed |
| Kalpataru Projects International Limited | 4.58% | down 0.11 pts | ₹460 Cr | down ₹32 Cr | Trimmed |
| Thermax Limited | 4.46% | up 0.75 pts | ₹447 Cr | up ₹59.1 Cr | Added |
| Hitachi Energy India Limited | 4.16% | up 0.06 pts | ₹417 Cr | down ₹12.3 Cr | Trimmed |
| HEG Limited | 3.84% | up 0.57 pts | ₹385 Cr | up ₹42.4 Cr | Added |
| Petronet LNG Limited | 3.80% | down 0.01 pts | ₹381 Cr | down ₹18.1 Cr | Trimmed |
| GAIL (India) Limited | 3.68% | down 0.56 pts | ₹369 Cr | down ₹75 Cr | Trimmed |
| CESC Limited | 3.23% | down 0.51 pts | ₹324 Cr | down ₹67.6 Cr | Trimmed |
| Torrent Power Limited | 3.18% | down 0.23 pts | ₹319 Cr | down ₹38.4 Cr | Trimmed |
| Honeywell Automation India Limited | 2.95% | up 0.08 pts | ₹296 Cr | down ₹4.5 Cr | Trimmed |
| Oil & Natural Gas Corporation Limited | 2.21% | up 0.06 pts | ₹222 Cr | down ₹3 Cr | Trimmed |
| Power Finance Corporation Limited | 1.74% | up <0.01 pts | ₹175 Cr | down ₹7.4 Cr | Trimmed |
| Savita Oil Technologies Ltd. | 1.72% | up 0.02 pts | ₹172 Cr | down ₹5.6 Cr | Trimmed |
| REC Limited | 1.70% | up 0.04 pts | ₹171 Cr | down ₹3.1 Cr | Trimmed |
| Gujarat Gas Limited | 1.62% | down 0.15 pts | ₹163 Cr | down ₹22.5 Cr | Trimmed |
| Graphite India Limited | 1.60% | up 0.08 pts | ₹160 Cr | up ₹1.8 Cr | Added |
| NHPC Limited | 1.33% | up 0.02 pts | ₹133 Cr | down ₹4.1 Cr | Trimmed |
| JSW Energy Limited | 1.31% | up 0.04 pts | ₹131 Cr | down ₹1.8 Cr | Trimmed |
| Power Grid Corporation of India Limited | 1.25% | up 0.02 pts | ₹125 Cr | down ₹3.8 Cr | Trimmed |
| Shivalik Bimetal Controls Ltd | 1.25% | down 0.01 pts | ₹125 Cr | down ₹6.7 Cr | Trimmed |
| Tube Investments of India Limited | 1.20% | down 0.06 pts | ₹121 Cr | down ₹11.4 Cr | Trimmed |
| Adani Energy Solutions Limited | 1.01% | down 0.05 pts | ₹101 Cr | down ₹9.2 Cr | Trimmed |
| Oil India Limited | 0.92% | up 0.05 pts | ₹92.4 Cr | up ₹1.2 Cr | Added |
| Indian Energy Exchange Limited | 0.77% | down 0.47 pts | ₹77.2 Cr | down ₹52.3 Cr | Trimmed |
| Indraprastha Gas Limited | 0.72% | down 0.01 pts | ₹72.3 Cr | down ₹4.5 Cr | Trimmed |
| Siemens Limited | 0.53% | down 0.01 pts | ₹53.3 Cr | down ₹3.8 Cr | Trimmed |
| Inox India Limited | 0.23% | down <0.01 pts | ₹23.4 Cr | down ₹1.2 Cr | Trimmed |
| Chemplast Sanmar Ltd | 0.14% | down <0.01 pts | ₹14.3 Cr | down ₹76 L | Trimmed |
| KEC International Limited | 0.11% | down <0.01 pts | ₹11.1 Cr | down ₹73 L | Trimmed |
| 182 DAY T-BILL Debt | 0.05% | up <0.01 pts | ₹4.9 Cr | up ₹2 L | Held |
What changed, Jun 2025 to Jul 2025
New New positions (0)
None.
Exited Exited (2)
- GE Vernova T&D India Limitedwas 0.2% · ₹18.3 Cr
- Coal India Limitedwas 0.1% · ₹10.5 Cr
Added Biggest additions
- Thermax Limitedup ₹59.1 Cr (+0.75% pts)
- HEG Limitedup ₹42.4 Cr (+0.57% pts)
- Graphite India Limitedup ₹1.8 Cr (+0.08% pts)
- Oil India Limited ₹1.2 Cr (+0.05% pts)
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 Jun 2025, the weight rose most in Electrical Equipment (+0.9 pts) and Industrial Products (+0.8 pts), and fell most in Petroleum Products (−1.0 pts) and Capital Markets (−0.5 pts).
- Electrical Equipment8.9% → 9.8%+0.9 pts
- Industrial Products6.6% → 7.4%+0.8 pts
- Oil3.1% → 3.3%+0.2 pts
- Industrial Manufacturing3.0% → 3.1%+0.2 pts
- Finance3.5% → 3.7%+0.1 pts
- Petroleum Products30.8% → 29.8%−1.0 pts
- Capital Markets1.3% → 0.8%−0.5 pts
- Gas16.7% → 16.3%−0.4 pts
- Consumable Fuels0.1% → 0.0%exited−0.1 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 | Jul 2024 | Jan 2025 | Apr 2025 | Jun 2025 | Jul 2025 |
|---|---|---|---|---|---|
| Petroleum Products | 42.1% | 30.0% | 31.3% | 30.8% | 29.8% |
| Power | 18.4% | 21.3% | 19.6% | 19.5% | 19.4% |
| Gas | 12.2% | 16.3% | 18.3% | 16.7% | 16.3% |
| Electrical Equipment | 8.3% | 9.9% | 9.9% | 8.9% | 9.8% |
| Industrial Products | 3.8% | 5.3% | 5.8% | 6.6% | 7.4% |
| Construction | 4.1% | 4.3% | 4.2% | 5.0% | 5.0% |
| Finance | 2.2% | 2.5% | 2.3% | 3.5% | 3.7% |
| Oil | 2.5% | 2.7% | 2.2% | 3.1% | 3.3% |
| Industrial Manufacturing | 0.6% | 3.1% | 2.7% | 3.0% | 3.1% |
| Auto Components | — | 0.4% | 1.3% | 1.3% | 1.3% |
Allocation in Jul 2025change vs Jun 2025
- Petroleum Products (4)29.8%▼ 1.0 pts
- Power (7)19.4%
- Gas (5)16.3%▼ 0.4 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, Jul 2025
6.2%
▲ 2.1 pts vs Jun 2025
- Cash alone
- 6.2%
- cash and net receivables
- A year earlier
- 6.6%
- Jul 2024 · now ▼ 0.4 pts
- Last 12 months
- 1.6% – 6.6%
- 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.