SBI Energy Opportunities Fund Regular - IDCW
SBI Energy Opportunities Fund Regular - IDCW: Mutual Fund Overview
SBI Energy Opportunities Fund Regular - IDCW is an Thematic-Energy mutual fund with over 2.04 years of performance history. The scheme manages an AUM of ₹8908.08 Cr and has a NAV of ₹10.4312. It is rated 'Not Rated' stars by analysts. Investors can begin a SIP with as little as ₹500.0, making it accessible for all types of investors. In the last 1 year, the fund has delivered a return of 14.57%.
Equity, Thematic-Energy, Principal at very high risk
1 Year Return 14.57% at 12 Mar 2026 06:30 PM
Fund Details
NAV 10.4312
Sub-Type Thematic-Energy
Rating Not Rated
Min. SIP Amount ₹500.0
Fund Age(Year) 2.04
Fund Size(in Crores) 8908.08
Fund Performance
1 Month -4.33%
3 Month 0.9%
6 Month 0.22%
1 Year 14.57%
3 Year 0.0%
5 Year 0.0%
Know This Fund
As on 12 Mar 2026
Investment strategy that balances risk & reward by dividing the investment portfolio among different types of asset classes.
Equity (98.3%) Market Cap Large Cap 41.58 Mid Cap 23.74 Small Cap 32.98 Top Sectors Financial 23.39 Materials 16.68 Capital Goods 10.33 Metals & Mining 9.57 Construction 7.77 Healthcare 6.59 Services 5.61 Chemicals 3.32 Consumer Staples 3.2 Textiles 3.14 Automobile 2.8 Energy 1.98 Technology 1.69 Communication 1.43 Consumer Discretionary 0.8 Top Holding Grindwell Norton 0.4 Astral 1.12 Nitin Spinners 0.33 Sanofi Consumer Healthcare India 0.19 Larsen & Toubro 5.19 Orient Electric 0.44 The Federal Bank 3.68 BSE 0.86 Schneider Electric 0.55 K.P.R. Mill 1.43 Glaxosmithkline Pharma 1.58 Angel One 0.71 Schaeffler India 4.09 NTPC 0.77 Infosys 1.69 Indus Towers 0.81 RHI Magnesita 1.07 Ambuja Cements 1.75 JK Cement 1.54 Vedanta 3.89 Bajaj Auto 2.05 NHPC 0.25 La Opala RG 0.4 Kajaria Ceramics 0.72 Kansai Nerolac Paints 0.97 Gokaldas Exports 0.51 Navin Fluorine International 1.58 ICICI Bank 2.11 Apollo Hospitals Enterprise 1.22 Whirlpool Of India 0.36 RBL Bank 1.11 Zydus Wellness 0.86 Kalpataru Projects Intl. 0.8 Sterlite Technologies 0.62 Vardhman Textiles 0.39 Aurobindo Pharma 1.69 Ultratech Cement 2.46 Hindustan Unilever 1.5 Devyani International 1.28 MTAR Technologies 1.71 Cera Sanitaryware 0.21 Ujjivan Small Finance Bank 1.18 JK Lakshmi Cement 0.87 Dalmia Bharat 2.12 EPL 0.45 HDFC Bank 6.1 Steel Authority Of India 2.58 Neuland Laboratories 1.91 ACC 0.85 Prestige Estates Projects 0.98 Motherson Wiring 0.75 Restaurant King 0.45 CreditAccess Grameen 1.03 KNR Constructions 1.6 Max Financial Services 1.8 Vinati Organics 0.29 Indusind Bank 0.86 HEG 2.11 Eternal 2.07 SRF 1.45 Sapphire Foods 0.22 Reliance Industries 0.96 Century Plyboards (India) 0.61 Garware Technical 0.48 Asian Paints 2.29 Balrampur Chini Mills 0.84 Tata Steel 2.7 Axis Bank 3.16 ICRA 0.34 Manappuram Finance 1.65 Westlife Foodworld 0.39 Mold-Tek Packaging 0.32
Debt & Others (1.7%) Sector Allocation Mutual Fund 0.62 CBLO 0.8 Net Receivables 0.28 Debt Credit Ratings Debt Category Others 1.08 Bajaj Finserv Money Market Direct-G 0.62
Comparison with same funds
Equity, Flexi Cap funds Baroda BNP Paribas Energy Opportunities Fund Regular-Growth Ret 1M -3.12% Ret 1Y 14.49% Ret 3Y 0% Ret 5Y 0%
Equity, Flexi Cap funds Baroda BNP Paribas Energy Opportunities Fund Regular-IDCW Payout Ret 1M -3.12% Ret 1Y 14.49% Ret 3Y 0% Ret 5Y 0%
Equity, Flexi Cap funds Baroda BNP Paribas Energy Opportunities Fund Regular-IDCW Reinvestment Ret 1M -3.12% Ret 1Y 14.49% Ret 3Y 0% Ret 5Y 0%
Equity, Flexi Cap funds DSP Natural Resources and New Energy Fund Regular Plan-Growth Ret 1M -2.04% Ret 1Y 30.74% Ret 3Y 23.12% Ret 5Y 20.19%
Equity, Flexi Cap funds DSP Natural Resources and New Energy Fund Regular Plan-IDCW Ret 1M -2.04% Ret 1Y 30.74% Ret 3Y 23.12% Ret 5Y 20.19%
Equity, Flexi Cap funds DSP Natural Resources and New Energy Fund Regular Plan-IDCW Reinvestment Ret 1M -2.04% Ret 1Y 30.74% Ret 3Y 23.12% Ret 5Y 20.19%
Equity, Flexi Cap funds ICICI Prudential Energy Opportunities Fund Regular-Growth Ret 1M -2.95% Ret 1Y 19.0% Ret 3Y 0% Ret 5Y 0%
Equity, Flexi Cap funds ICICI Prudential Energy Opportunities Fund Regular-IDCW Ret 1M -2.95% Ret 1Y 19.0% Ret 3Y 0% Ret 5Y 0%
Equity, Flexi Cap funds ICICI Prudential Energy Opportunities Fund Regular-IDCW Payout Ret 1M -2.95% Ret 1Y 19.0% Ret 3Y 0% Ret 5Y 0%
Equity, Flexi Cap funds Kotak Energy Opportunities Fund Regular - Growth Ret 1M -3.8% Ret 1Y 0% Ret 3Y 0% Ret 5Y 0%
Equity, Flexi Cap funds Kotak Energy Opportunities Fund Regular - IDCW Ret 1M -3.8% Ret 1Y 0% Ret 3Y 0% Ret 5Y 0%
Charges & Taxes Expense Ratio
Returns are taxed as per your Income Tax Slab.
Expense Ratio (Inclusive of GST): 1.79%
Exit Load 1.0%
Stamp Duty 0.005%
Fund Management
The various expenses, charges and taxes associated with your Mutual Fund
Pradeep Kesavan
Education Mr. Kesavan has done B.Com, MBA (Finance) and CFA
Experience Prior to joining SBI MF, he has worked with Elara Capital, Accenture Strategy, Morgan Stanley and 3i Infotech
Raj Gandhi
Education Mr. Gandhi is a BMS (Finance), MBA (Finance), CFA.
Experience Prior to joining SBI Mutual Fund, he has worked with Sundaram Asset Management Company Limited, Principal Mutual Fund, Deutsche Equities India, UTI Securities and Angel Broking.
Riskometer
Mutual Fund Investments are subject to market risk. Read all scheme related documents carefully.
Principal at very high risk
AMC and Fund details
Rank (total sets) 7
Date of Incorporation 2024-02-26
Total AUM 1268212.63
The Scheme Seeks to generate returns from a portfolio of pure debt oriented funds accessed through the diverse investment styles of underlying schemes selected in accordance with the BSLAMC process.
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