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SBI Energy Opportunities Fund - Direct Plan - Growth

Equity Data as of Aug 2026 Comparing Jul 2026 → Aug 2026
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Stocks Held
34
Aug 2026
Equity Holdings
₹8,111.94 Cr
Equity only, excl. debt & cash
AAUM
₹8,692.57 Cr
Apr-Jun 2026 · Direct + Regular
Top 5 Weight
35.2%
Moderate
Top 10 Weight
57.4%
Moderate
Changes
36
0 new · 2 exits
Top Sector
Gas
21.5% 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 exited 2 stocks from its portfolio this month. Shivalik Bimetal Controls Ltd was the biggest exit (Industrial Products), which was held at 0.43%. Among existing holdings, Petronet LNG Limited saw the biggest increase — now at 4.77% of the portfolio. HEG Limited was trimmed the most, now at 4.21%. Reliance Industries Limited remains the top holding with Gas the dominant sector at 21.5%. ↓ Scroll down for full holdings, sector allocation and month-on-month changes in detail.
Sector Shift Industry allocation month-over-month
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%
Jul 2026 Aug 2026
Sector Prev Curr Delta
Gas 21.2% 21.5% +0.3%
Petroleum Products 19.5% 20.3% +0.8%
Power 17.5% 16.8% -0.7%
Industrial Products 9.2% 7.8% -1.4%
Oil 6.9% 6.8% 0.0%
Construction 6.5% 6.2% -0.3%
Electrical Equipment 5.9% 5.8% -0.1%
Finance 4.0% 3.4% -0.6%
Industrial Manufacturing 3.3% 3.2% -0.1%
Metals & Minerals Trading 2.4% 2.3% 0.0%
🔴
Biggest Exit
Shivalik Bimetal Controls Ltd
0.43% was held · Industrial Products
Biggest Add
Petronet LNG Limited
+0.48% · now 4.77%
Biggest Trim
HEG Limited
-0.75% · now 4.21%
👋 Other funds also exited
Inox India Limited 5 funds
Inox India Limited
Groww Banking & Financial Services Fund - Direct Plan - Growth
ITI Flexi Cap Fund- Direct Plan- Growth
ITI Small Cap Fund - Direct Plan - Growth Option + more
Shivalik Bimetal Controls Ltd 1 fund
Shivalik Bimetal Controls Ltd
HSBC Aggressive Hybrid Fund

What Changed in the Portfolio This Month?

Comparing Jul 2026 → Aug 2026

Jul 2026 Aug 2026
🔴 2 Exits ↑ 16 Increased ↓ 18 Decreased
#StockSectorLast Weight (Jul 2026)
1
Shivalik Bimetal Controls Ltd
₹37.51 Cr
Industrial Products 0.43%
2
Inox India Limited
₹20.37 Cr
Industrial Products 0.24%
#StockSectorJul 2026Aug 2026Change
1
Petronet LNG Limited
₹397.37 Cr
Gas 4.29% 4.77% +0.48%
2
Savita Oil Technologies Limited
₹293.94 Cr
Petroleum Products 3.16% 3.53% +0.37%
3
Bharat Petroleum Corporation Limited
₹394.16 Cr
Petroleum Products 4.50% 4.73% +0.23%
4
Siemens Limited
₹134.81 Cr
Electrical Equipment 1.45% 1.62% +0.17%
5
Reliance Industries Limited
₹759.18 Cr
Petroleum Products 8.99% 9.12% +0.13%
6
GAIL (India) Limited
₹664.47 Cr
Gas 7.86% 7.98% +0.12%
7
Indian Oil Corporation Limited
₹245.53 Cr
Petroleum Products 2.86% 2.95% +0.09%
8
Tube Investments of India Limited
₹125.80 Cr
Auto Components 1.44% 1.51% +0.07%
9
Juniper Green Energy Limited
₹35.30 Cr
Power 0.35% 0.42% +0.07%
10
Indraprastha Gas Limited
₹168.30 Cr
Gas 1.97% 2.02% +0.05%
#StockSectorJul 2026Aug 2026Change
1
HEG Limited
₹350.87 Cr
Industrial Products 4.96% 4.21% -0.75%
2
Torrent Power Limited
₹277.69 Cr
Power 3.74% 3.34% -0.40%
3
Gujarat Gas Limited
₹465.64 Cr
Gas 5.97% 5.59% -0.38%
4
Power Finance Corporation Limited
₹143.18 Cr
Finance 2.09% 1.72% -0.37%
5
Kalpataru Projects International Limited
₹475.57 Cr
Construction 5.97% 5.71% -0.26%
6
Thermax Limited
₹344.70 Cr
Electrical Equipment 4.40% 4.14% -0.26%
7
CESC Limited
₹177.07 Cr
Power 2.32% 2.13% -0.19%
8
REC Limited
₹139.83 Cr
Finance 1.87% 1.68% -0.19%
9
Honeywell Automation India Limited
₹267.01 Cr
Industrial Manufacturing 3.32% 3.21% -0.11%
10
NTPC Limited
₹368.17 Cr
Power 4.52% 4.42% -0.10%

What Stocks Does This Fund Hold?

34 stocks — Aug 2026

# Stock Sector Cap Weight & Value
1
₹759.18 Cr
Petroleum Products
9.12%
2
₹664.47 Cr
Gas
7.98%
3
₹563.51 Cr
Oil
6.77%
4
₹475.57 Cr
Construction
5.71%
5
₹465.64 Cr
Gas
5.59%
6
₹397.37 Cr
Gas
4.77%
7
₹394.16 Cr
Petroleum Products
4.73%
8
₹368.17 Cr
Power
4.42%
9
₹350.87 Cr
Industrial Products
4.21%
10
₹344.70 Cr
Electrical Equipment
4.14%
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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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