SBI Energy Opportunities Fund Regular - Growth
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Equity, Thematic-Energy, Principal at very high risk
1 Year Return 13.15% at 05 Feb 2026 11:10 AM
Fund Details
NAV 10.7357
Sub-Type Thematic-Energy
Rating Not Rated
Min. SIP Amount ₹500.0
Fund Age(Year) 1.94
Fund Size(in Crores) 9128.58
Fund Performance
1 Month -2.46%
3 Month -1.69%
6 Month 3.45%
1 Year 13.15%
3 Year 0.0%
5 Year 0.0%
Know This Fund
As on 05 Feb 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 48.01 Small Cap 31.64 Mid Cap 18.65 Top Sectors Energy 67.99 Capital Goods 22.63 Financial 3.35 Chemicals 2.02 Automobile 1.22 Services 0.84 Metals & Mining 0.25 Top Holding Chemplast Sanmar 0.19 CESC 2.27 Thermax 3.75 Indian Oil Corporation 8.71 IEX 0.84 GAIL (India) 6.72 Power Grid Corporation Of India 1.25 Adani Energy Solutions 1.41 REC 1.69 JSW Energy 2.46 Kalpataru Projects Intl. 5.28 ONGC 3.24 Shivalik Bimetal Controls 1.11 Gujarat State Petronet 5.79 HEG 4.59 Honeywell Automation India 2.74 Torrent Power 3.49 Adani Power 0.35 NTPC 5.6 Inox India 0.25 Indraprastha Gas 2.38 Savita Oil Technologies 1.83 NHPC 0.95 Gujarat Gas 1.67 Oil India 0.98 Petronet LNG 4.11 Bharat Petroleum Corporation 9.36 KEC International 0.73 Power Fin. Corp. 1.66 Reliance Industries 9.71 Tube Investments Of India 1.22 Graphite India 1.97
Debt & Others (1.7%) Sector Allocation Cash Margin 0.55 Treasury Bills 0.05 Net Payables -0.26 Debt Credit Ratings Debt Category Reserve Bank of India 0.05 Others 1.65
Comparison with same funds
Equity, Flexi Cap funds Baroda BNP Paribas Energy Opportunities Fund Regular-Growth Ret 1M 0.33% Ret 1Y 0% Ret 3Y 0% Ret 5Y 0%
Equity, Flexi Cap funds Baroda BNP Paribas Energy Opportunities Fund Regular-IDCW Payout Ret 1M 0.33% Ret 1Y 0% Ret 3Y 0% Ret 5Y 0%
Equity, Flexi Cap funds Baroda BNP Paribas Energy Opportunities Fund Regular-IDCW Reinvestment Ret 1M 0.33% Ret 1Y 0% Ret 3Y 0% Ret 5Y 0%
Equity, Flexi Cap funds DSP Natural Resources and New Energy Fund Regular Plan-Growth Ret 1M 3.04% Ret 1Y 31.4% Ret 3Y 22.27% Ret 5Y 22.63%
Equity, Flexi Cap funds DSP Natural Resources and New Energy Fund Regular Plan-IDCW Ret 1M 3.04% Ret 1Y 31.4% Ret 3Y 22.27% Ret 5Y 22.63%
Equity, Flexi Cap funds DSP Natural Resources and New Energy Fund Regular Plan-IDCW Reinvestment Ret 1M 3.04% Ret 1Y 31.4% Ret 3Y 22.27% Ret 5Y 22.63%
Equity, Flexi Cap funds ICICI Prudential Energy Opportunities Fund Regular-Growth Ret 1M 0.18% Ret 1Y 17.8% Ret 3Y 0% Ret 5Y 0%
Equity, Flexi Cap funds ICICI Prudential Energy Opportunities Fund Regular-IDCW Ret 1M 0.18% Ret 1Y 17.8% Ret 3Y 0% Ret 5Y 0%
Equity, Flexi Cap funds ICICI Prudential Energy Opportunities Fund Regular-IDCW Payout Ret 1M 0.18% Ret 1Y 17.8% Ret 3Y 0% Ret 5Y 0%
Equity, Flexi Cap funds Kotak Energy Opportunities Fund Regular - Growth Ret 1M -0.29% Ret 1Y 0% Ret 3Y 0% Ret 5Y 0%
Equity, Flexi Cap funds Kotak Energy Opportunities Fund Regular - IDCW Ret 1M -0.29% 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
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.
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
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 2025-12-31
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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