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SBI Energy Opportunities Fund - Direct Plan - Growth

Equity Data as of Jul 2026 Comparing Jun 2026 → Jul 2026
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Stocks Held
36
Jul 2026
Equity Holdings
₹8,609.86 Cr
Equity only, excl. debt & cash
AAUM
₹8,692.57 Cr
Apr-Jun 2026 · Direct + Regular
Top 5 Weight
35.6%
Moderate
Top 10 Weight
58.3%
Moderate
Changes
34
2 new · 0 exits
Top Sector
Gas
21.2% of portfolio
Launch Date
06 Feb 2024
2 years old

AAUM (Average Assets Under Management) of ₹8,692.57 Cr for Apr-Jun 2026 is the combined figure across Direct and Regular plans — sourced from AMFI India's quarterly disclosure. Equity Holdings above shows only the stock portion from the latest portfolio filing.

📋 What Happened This Month SBI Energy Opportunities Fund added 2 new stocks to its portfolio this month. The biggest new buy was GSPL Transmission Limited (Gas) at 1.09% weight. Among existing holdings, Adani Enterprises Limited saw the biggest increase — now at 2.35% of the portfolio. Gujarat Gas Limited was trimmed the most, now at 5.97%. Reliance Industries Limited remains the top holding with Gas the dominant sector at 21.2%. ↓ Scroll down for full holdings, sector allocation and month-on-month changes in detail.
Sector Shift Industry allocation month-over-month
May 2026 Jun 2026
Sector Prev Curr Delta
Gas 21.4% 20.9% -0.5%
Petroleum Products 16.9% 17.6% +0.7%
Power 18.9% 17.4% -1.5%
Industrial Products 9.8% 9.2% -0.6%
Construction 6.4% 6.8% +0.5%
Electrical Equipment 6.2% 6.6% +0.4%
Oil 7.3% 6.6% -0.7%
Finance 3.7% 3.9% +0.2%
Industrial Manufacturing 3.0% 3.5% +0.4%
Auto Components 1.6% 1.6% 0.0%
Jun 2026 Jul 2026
Sector Prev Curr Delta
Gas 20.9% 21.2% +0.3%
Petroleum Products 17.6% 19.5% +1.9%
Power 17.4% 17.5% +0.1%
Industrial Products 9.2% 9.2% +0.0%
Oil 6.6% 6.9% +0.3%
Construction 6.8% 6.5% -0.4%
Electrical Equipment 6.6% 5.9% -0.8%
Finance 3.9% 4.0% +0.1%
Industrial Manufacturing 3.5% 3.3% -0.2%
Metals & Minerals Trading 1.2% 2.4% +1.2%
🟢
Biggest New Buy
GSPL Transmission Limited
1.09% weight · Gas
Biggest Add
Adani Enterprises Limited
+1.20% · now 2.35%
Biggest Trim
Gujarat Gas Limited
-1.09% · now 5.97%
🤝 Other funds also bought this month
GSPL Transmission Limited 53 funds
GSPL Transmission Limited
ICICI Prudential Infrastructure Fund - Direct Plan - Growth
ICICI PRUDENTIAL ENERGY OPPORTUNITIES FUND - Direct Plan - Growth
SBI PSU Fund - DIRECT PLAN - GROWTH + more
Juniper Green Energy Limited 17 funds
Juniper Green Energy Limited
SBI INFRASTRUCTURE FUND - DIRECT PLAN - GROWTH
WhiteOak Capital Balanced Advantage Fund Direct Plan Growth
DSP Natural Resources & New Energy Fund + more

What Changed in the Portfolio This Month?

Comparing Jun 2026 → Jul 2026

Jun 2026 Jul 2026
🟢 2 New Entries ↑ 16 Increased ↓ 16 Decreased
#StockSectorWeight (Jul 2026)
1
GSPL Transmission Limited
₹93.99 Cr
Gas 1.09%
2
Juniper Green Energy Limited
₹30.00 Cr
Power 0.35%
#StockSectorJun 2026Jul 2026Change
1
Adani Enterprises Limited
₹203.57 Cr
Metals & Minerals Trading 1.15% 2.35% +1.20%
2
Reliance Industries Limited
₹777.49 Cr
Petroleum Products 7.86% 8.99% +1.13%
3
HEG Limited
₹428.83 Cr
Industrial Products 3.87% 4.96% +1.09%
4
Savita Oil Technologies Limited
₹273.66 Cr
Petroleum Products 2.68% 3.16% +0.48%
5
GAIL (India) Limited
₹679.22 Cr
Gas 7.45% 7.86% +0.41%
6
Oil & Natural Gas Corporation Limited
₹589.60 Cr
Oil 6.55% 6.82% +0.27%
7
Bharat Petroleum Corporation Limited
₹388.93 Cr
Petroleum Products 4.24% 4.50% +0.26%
8
Graphite India Limited
₹183.57 Cr
Industrial Products 1.97% 2.12% +0.15%
9
Siemens Limited
₹125.78 Cr
Electrical Equipment 1.38% 1.45% +0.07%
10
REC Limited
₹161.30 Cr
Finance 1.81% 1.87% +0.06%
#StockSectorJun 2026Jul 2026Change
1
Gujarat Gas Limited
₹516.02 Cr
Gas 7.06% 5.97% -1.09%
2
Thermax Limited
₹380.42 Cr
Electrical Equipment 5.23% 4.40% -0.83%
3
Shivalik Bimetal Controls Ltd
₹37.51 Cr
Industrial Products 1.21% 0.43% -0.78%
4
Kalpataru Projects International Limited
₹516.55 Cr
Construction 6.30% 5.97% -0.33%
5
Powerica Ltd.
₹127.16 Cr
Industrial Products 1.70% 1.47% -0.23%
6
Inox India Limited
₹20.37 Cr
Industrial Products 0.45% 0.24% -0.21%
7
JSW Energy Limited
₹337.03 Cr
Power 4.07% 3.90% -0.17%
8
Honeywell Automation India Limited
₹286.73 Cr
Industrial Manufacturing 3.48% 3.32% -0.16%
9
Indraprastha Gas Limited
₹169.97 Cr
Gas 2.12% 1.97% -0.15%
10
Tube Investments of India Limited
₹124.58 Cr
Auto Components 1.57% 1.44% -0.13%

What Stocks Does This Fund Hold?

36 stocks — Jul 2026

# Stock Sector Cap Weight & Value
1
₹777.49 Cr
Petroleum Products
8.99%
2
₹679.22 Cr
Gas
7.86%
3
₹589.60 Cr
Oil
6.82%
4
₹516.55 Cr
Construction
5.97%
5
₹516.02 Cr
Gas
5.97%
6
₹428.83 Cr
Industrial Products
4.96%
7
₹390.49 Cr
Power
4.52%
8
₹388.93 Cr
Petroleum Products
4.50%
9
₹380.42 Cr
Electrical Equipment
4.40%
10
₹371.13 Cr
Gas
4.29%
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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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