Sectoral Fund - Energy & Power

Sectoral Funds - Energy & Power are equity schemes that majorly invest in energy & power sector companies. It will give exposure to entire sector which comprised a wide range of companies involved in exploration and development of oil or gas reserves, drilling and refining.

⏱ Horizon: Long
🔢 Total funds: 4
💰 Total AUM: 13,229 Cr

Best performing Sectoral Fund - Energy & Power

Name	AUM (Cr)	Exp Ratio (%)	1Y Return	3Y CAGR	5Y CAGR

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Overview of Sectoral Fund - Energy & Power

Nippon India Power & Infra Fund

AUM
₹ 4,264.63 Cr.
Expense Ratio
1.05%
5Y CAGR
26.74%

Performance

The fund's annualised performance has been 16.53% since inception.

Risk

The fund has been categorised as Very High by SEBI and has a standard deviation of 13.23% vs its category average of 14.3%.

Composition

Large Cap makes up for the majority of the fund at 53.69% along with the largest allocation towards Construction & Engineering at 16.98%.

Tata Resources & Energy Fund

AUM
₹ 520.15 Cr.
Expense Ratio
0.81%
5Y CAGR
24.88%

Performance

The fund's annualised performance has been 20.25% since inception.

Risk

The fund has been categorised as Very High by SEBI and has a standard deviation of 14.83% vs its category average of 14.3%.

Composition

Large Cap makes up for the majority of the fund at 66.48% along with the largest allocation towards Power Generation at 19.95%.

DSP Natural Res & New Energy Fund

AUM
₹ 990.34 Cr.
Expense Ratio
1.1%
5Y CAGR
22.48%

Performance

The fund's annualised performance has been 18.96% since inception.

Risk

The fund has been categorised as Very High by SEBI and has a standard deviation of 14.82% vs its category average of 14.3%.

Composition

Large Cap makes up for the majority of the fund at 53.24% along with the largest allocation towards Iron & Steel at 21.12%.

SBI Energy Opportunities Fund

AUM
₹ 7,454.13 Cr.
Expense Ratio
0.47%
5Y CAGR
0%

Performance

The fund's annualised performance has been 0% since inception.

Risk

The fund has been categorised as Very High by SEBI and has a standard deviation of 14.66% vs its category average of 14.3%.

Composition

Large Cap makes up for the majority of the fund at 57.35% along with the largest allocation towards Oil & Gas - Refining & Marketing at 41.37%.

This compilation has been made as and by way of an update from the publicly available sources of information.This compilation is provided for information purposes only and is not intended to be relied upon by any party as the basis of any decision.

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