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 (94.42%) Market Cap Mid Cap 27.29 Small Cap 31.7 Large Cap 35.43 Top Sectors Energy 62.72 Capital Goods 23.44 Financial 3.68 Chemicals 2.12 Automobile 1.4 Services 0.8 Metals & Mining 0.26 Top Holding Gujarat Gas 1.69 Reliance Industries 8.29 Siemens 0.31 Petronet LNG 4.8 Chemplast Sanmar 0.18 Indraprastha Gas 2.15 Tube Investments Of India 1.4 Inox India 0.26 IEX 0.8 Kalpataru Projects Intl. 5.58 REC 1.7 Torrent Power 4.02 Oil India 1.14 Adani Power 0.35 JSW Energy 2.55 CESC 2.15 Graphite India 2.25 GAIL (India) 6.78 Power Grid Corporation Of India 1.01 Shivalik Bimetal Controls 1.18 Savita Oil Technologies 1.94 KEC International 0.59 ONGC 4.79 Adani Energy Solutions 1.42 Indian Oil Corporation 6.14 Bharat Petroleum Corporation 6.32 Power Fin. Corp. 1.98 HEG 4.36 Gujarat State Petronet 5.92 NHPC 0.93 Thermax 3.97 Honeywell Automation India 2.65 NTPC 4.82
Debt & Others (5.58%) Sector Allocation Net Payables -0.45 Treasury Bills 0.61 Repo 5.42 Debt Credit Ratings Debt Category Reserve Bank of India 0.61 Others 4.97
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.
Take Your Next Step
