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SBI Energy Opportunities Fund - Direct Plan - Growth

Equity Data as of Jun 2026 Comparing May 2026 → Jun 2026
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Stocks Held
34
Jun 2026
Equity Holdings
₹8,461.19 Cr
Equity only, excl. debt & cash
Top 5 Weight
35.2%
Moderate
Top 10 Weight
57.6%
Moderate
Changes
35
2 new · 2 exits
Top Sector
Gas
20.9% of portfolio
📋 What Happened This Month SBI Energy Opportunities Fund made 2 new additions and exited 2 stocks this month. The biggest new buy was Malco Energy Limited (Power) at 0.25% weight. Adani Energy Solutions Limited was the biggest exit (Power), which was held at 1.36%. Among existing holdings, Chemplast Sanmar Limited saw the biggest increase — now at 1.00% of the portfolio. Gujarat Gas Limited was trimmed the most, now at 7.06%. Reliance Industries Limited remains the top holding with Gas the dominant sector at 20.9%. ↓ Scroll down for full holdings, sector allocation and month-on-month changes in detail.
Sector Shift Industry allocation month-over-month
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%
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%
🟢
Biggest New Buy
Malco Energy Limited
0.25% weight · Power
🔴
Biggest Exit
Adani Energy Solutions Limited
1.36% was held · Power
Biggest Add
Chemplast Sanmar Limited
+0.84% · now 1.00%
Biggest Trim
Gujarat Gas Limited
-1.41% · now 7.06%
🤝 Other funds also bought this month
CMR Green Technologies Limited 12 funds
CMR Green Technologies Limited
SBI COMMA Fund - DIRECT PLAN - Growth
Kotak Special Opportunities Fund - Direct Plan - Growth Option
Edelweiss Recently Listed IPO Fund Direct Plan Growth + more
Malco Energy Limited 11 funds
Malco Energy Limited
Kotak MNC Fund-Direct Plan-Growth
UTI - MNC Fund - Growth Option - Direct
ADITYA BIRLA SUN LIFE DIVIDEND YIELD FUND + more
👋 Other funds also exited
Adani Power Limited 12 funds
Adani Power Limited
Groww BSE Power ETF
quant Quantamental Fund
Choice Nifty Next 50 Index Fund + more
Adani Energy Solutions Limited 7 funds
Adani Energy Solutions Limited
Axis Quant Fund - Direct Plan - Growth
quant ESG Integration Strategy Fund
Choice Nifty Next 50 Index Fund + more

What Changed in the Portfolio This Month?

Comparing May 2026 → Jun 2026

May 2026 Jun 2026
🟢 2 New Entries 🔴 2 Exits ↑ 21 Increased ↓ 10 Decreased
#StockSectorWeight (Jun 2026)
1
Malco Energy Limited
₹22.19 Cr
Power 0.25%
2
CMR Green Technologies Limited
₹2.42 Cr
Industrial Products 0.03%
#StockSectorLast Weight (May 2026)
1
Adani Energy Solutions Limited
₹121.06 Cr
Power 1.36%
2
Adani Power Limited
₹45.63 Cr
Power 0.51%
#StockSectorMay 2026Jun 2026Change
1
Chemplast Sanmar Limited
₹86.72 Cr
Chemicals & Petrochemicals 0.16% 1.00% +0.84%
2
Siemens Limited
₹120.42 Cr
Electrical Equipment 0.73% 1.38% +0.65%
3
GAIL (India) Limited
₹649.34 Cr
Gas 6.91% 7.45% +0.54%
4
NHPC Limited
₹128.06 Cr
Power 0.97% 1.47% +0.50%
5
Savita Oil Technologies Limited
₹233.52 Cr
Petroleum Products 2.23% 2.68% +0.45%
6
Honeywell Automation India Limited
₹302.94 Cr
Industrial Manufacturing 3.04% 3.48% +0.44%
7
Kalpataru Projects International Limited
₹548.80 Cr
Construction 5.87% 6.30% +0.43%
8
Petronet LNG Limited
₹371.20 Cr
Gas 4.02% 4.26% +0.24%
9
Powerica Ltd.
₹148.08 Cr
Industrial Products 1.49% 1.70% +0.21%
10
Bharat Petroleum Corporation Limited
₹369.23 Cr
Petroleum Products 4.07% 4.24% +0.17%
#StockSectorMay 2026Jun 2026Change
1
Gujarat Gas Limited
₹614.81 Cr
Gas 8.47% 7.06% -1.41%
2
Oil & Natural Gas Corporation Limited
₹571.05 Cr
Oil 7.24% 6.55% -0.69%
3
Graphite India Limited
₹171.54 Cr
Industrial Products 2.29% 1.97% -0.32%
4
Shivalik Bimetal Controls Ltd
₹105.38 Cr
Industrial Products 1.52% 1.21% -0.31%
5
NTPC Limited
₹401.06 Cr
Power 4.89% 4.60% -0.29%
6
HEG Limited
₹337.13 Cr
Industrial Products 4.15% 3.87% -0.28%
7
Thermax Limited
₹455.83 Cr
Electrical Equipment 5.50% 5.23% -0.27%
8
CESC Limited
₹204.51 Cr
Power 2.48% 2.35% -0.13%
9
Tube Investments of India Limited
₹137.08 Cr
Auto Components 1.60% 1.57% -0.03%
10
Oil India Limited
₹5.08 Cr
Oil 0.07% 0.06% -0.01%

What Stocks Does This Fund Hold?

34 stocks — Jun 2026

# Stock Sector Cap Weight & Value
1
₹685.12 Cr
Petroleum Products
7.86%
2
₹649.34 Cr
Gas
7.45%
3
₹614.81 Cr
Gas
7.06%
4
₹571.05 Cr
Oil
6.55%
5
₹548.80 Cr
Construction
6.30%
6
₹455.83 Cr
Electrical Equipment
5.23%
7
₹401.06 Cr
Power
4.60%
8
₹371.20 Cr
Gas
4.26%
9
₹369.23 Cr
Petroleum Products
4.24%
10
₹354.35 Cr
Power
4.07%
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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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