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SBI Energy Opportunities Fund - Direct Plan - Growth

Equity Data as of May 2026 Comparing Apr 2026 → May 2026
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Stocks Held
34
May 2026
Equity Holdings
₹8,669.08 Cr
Equity only, excl. debt & cash
Top 5 Weight
36.3%
Moderate
Top 10 Weight
59.0%
Moderate
Changes
33
1 new · 1 exits
Top Sector
Gas
21.4% of portfolio
📋 What Happened This Month SBI Energy Opportunities Fund made 1 new addition and exited 1 stock this month. The biggest new buy was Adani Enterprises Limited (Metals & Minerals Trading) at 1.09% weight. Gujarat State Petronet Limited was the biggest exit (Gas), which was held at 5.95%. Among existing holdings, Gujarat Gas Limited saw the biggest increase — now at 8.47% of the portfolio. Oil India Limited was trimmed the most, now at 0.07%. Gujarat Gas Limited remains the top holding with Gas the dominant sector at 21.4%. ↓ Scroll down for full holdings, sector allocation and month-on-month changes in detail.
Sector Shift Industry allocation month-over-month
Mar 2026 Apr 2026
Sector Prev Curr Delta
Gas 19.1% 20.9% +1.8%
Power 18.1% 19.1% +1.0%
Petroleum Products 18.2% 17.3% -1.0%
Industrial Products 8.8% 9.8% +1.0%
Oil 10.2% 9.3% -0.8%
Construction 6.0% 6.2% +0.2%
Electrical Equipment 5.4% 5.9% +0.5%
Finance 3.8% 3.9% +0.1%
Industrial Manufacturing 2.6% 2.7% +0.1%
Auto Components 1.5% 1.5% +0.0%
Apr 2026 May 2026
Sector Prev Curr Delta
Gas 20.9% 21.4% +0.5%
Power 19.1% 18.9% -0.2%
Petroleum Products 17.3% 16.9% -0.3%
Industrial Products 9.8% 9.8% +0.0%
Oil 9.3% 7.3% -2.0%
Construction 6.2% 6.4% +0.2%
Electrical Equipment 5.9% 6.2% +0.3%
Finance 3.9% 3.7% -0.2%
Industrial Manufacturing 2.7% 3.0% +0.4%
Auto Components 1.5% 1.6% +0.1%
🟢
Biggest New Buy
Adani Enterprises Limited
1.09% weight · Metals & Minerals Trading
🔴
Biggest Exit
Gujarat State Petronet Limited
5.95% was held · Gas
Biggest Add
Gujarat Gas Limited
+6.56% · now 8.47%
Biggest Trim
Oil India Limited
-1.09% · now 0.07%
🤝 Other funds also bought this month
Adani Enterprises Limited 21 funds
Adani Enterprises Limited
quant Multi Asset Allocation Fund-GROWTH OPTION-Direct Plan
SBI Resurgent India Opportunities Scheme
Helios Large & Mid Cap Fund - Direct Plan - Growth Option + more
👋 Other funds also exited
Gujarat State Petronet Limited 86 funds
Gujarat State Petronet Limited
ICICI PRUDENTIAL ENERGY OPPORTUNITIES FUND - Direct Plan - Growth
DSP Nifty500 Flexicap Quality 30 Index Fund - Direct - Growth
DSP Nifty500 Flexicap Quality 30 ETF + more

What Changed in the Portfolio This Month?

Comparing Apr 2026 → May 2026

Apr 2026 May 2026
🟢 1 New Entry 🔴 1 Exit ↑ 12 Increased ↓ 19 Decreased
#StockSectorWeight (May 2026)
1
Adani Enterprises Limited
₹96.81 Cr
Metals & Minerals Trading 1.09%
#StockSectorLast Weight (Apr 2026)
1
Gujarat State Petronet Limited
₹530.41 Cr
Gas 5.95%
#StockSectorApr 2026May 2026Change
1
Gujarat Gas Limited
₹754.10 Cr
Gas 1.91% 8.47% +6.56%
2
JSW Energy Limited
₹361.58 Cr
Power 2.93% 4.06% +1.13%
3
Honeywell Automation India Limited
₹270.80 Cr
Industrial Manufacturing 2.65% 3.04% +0.39%
4
Savita Oil Technologies Limited
₹198.19 Cr
Petroleum Products 1.85% 2.23% +0.38%
5
Thermax Limited
₹490.04 Cr
Electrical Equipment 5.18% 5.50% +0.32%
6
Kalpataru Projects International Limited
₹522.72 Cr
Construction 5.62% 5.87% +0.25%
7
Powerica Ltd.
₹132.40 Cr
Industrial Products 1.32% 1.49% +0.17%
8
Tube Investments of India Limited
₹142.15 Cr
Auto Components 1.50% 1.60% +0.10%
9
Graphite India Limited
₹203.52 Cr
Industrial Products 2.22% 2.29% +0.07%
10
GAIL (India) Limited
₹615.84 Cr
Gas 6.85% 6.91% +0.06%
#StockSectorApr 2026May 2026Change
1
Oil India Limited
₹5.80 Cr
Oil 1.16% 0.07% -1.09%
2
Oil & Natural Gas Corporation Limited
₹645.19 Cr
Oil 8.17% 7.24% -0.93%
3
Torrent Power Limited
₹324.59 Cr
Power 4.45% 3.64% -0.81%
4
Reliance Industries Limited
₹699.58 Cr
Petroleum Products 8.49% 7.85% -0.64%
5
HEG Limited
₹369.85 Cr
Industrial Products 4.36% 4.15% -0.21%
6
Adani Energy Solutions Limited
₹121.06 Cr
Power 1.51% 1.36% -0.15%
7
NTPC Limited
₹435.08 Cr
Power 5.03% 4.89% -0.14%
8
Power Finance Corporation Limited
₹182.47 Cr
Finance 2.14% 2.05% -0.09%
9
Power Grid Corporation of India Limited
₹87.48 Cr
Power 1.07% 0.98% -0.09%
10
Petronet LNG Limited
₹358.31 Cr
Gas 4.10% 4.02% -0.08%

What Stocks Does This Fund Hold?

34 stocks — May 2026

# Stock Sector Cap Weight & Value
1
₹754.10 Cr
Gas
8.47%
2
₹699.58 Cr
Petroleum Products
7.85%
3
₹645.19 Cr
Oil
7.24%
4
₹615.84 Cr
Gas
6.91%
5
₹522.72 Cr
Construction
5.87%
6
₹490.04 Cr
Electrical Equipment
5.50%
7
₹435.08 Cr
Power
4.89%
8
₹369.85 Cr
Industrial Products
4.15%
9
₹362.60 Cr
Petroleum Products
4.07%
10
₹361.58 Cr
Power
4.06%
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Disclaimer: Data sourced from individual AMC monthly portfolio disclosures, as mandated by SEBI/AMFI. While we strive for accuracy, errors in parsing or presentation may occasionally occur. This is not investment advice. Please consult a SEBI-registered investment adviser before making any investment decisions.

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