SBI Energy Opportunities Fund Regular-IDCW
Equity, Thematic-Energy, Principal at very high risk
1 Year Return -1.88% at 19 Oct 2026 04:06 PM
SBI Energy Opportunities Fund Regular-IDCW: Mutual Fund Overview
SBI Energy Opportunities Fund Regular-IDCW is an Thematic-Energy mutual fund with over 2.64 years of performance history. The scheme manages an AUM of ₹7965.95 Cr and has a NAV of ₹10.4171. 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 -1.88%.
Fund Details
NAV 10.4171
Sub-Type Thematic-Energy
Rating Not Rated
Min. SIP Amount ₹500.0
Fund Age(Year) 2.64
Fund Size(in Crores) 7965.95
Fund Performance
1 Month -2.99%
3 Month -6.44%
6 Month -3.99%
1 Year -1.88%
3 Year 0.0%
5 Year 0.0%
Know This Fund
As on 19 Oct 2026
Investment strategy that balances risk & reward by dividing the investment portfolio among different types of asset classes.
Equity (97.42%) Market Cap Mid Cap 21.57 Small Cap 32.16 Large Cap 43.69 Top Sectors Energy 58.91 Capital Goods 23.23 Chemicals 5.76 Financial 3.36 Materials 2.59 Services 2.14 Automobile 1.35 Metals & Mining 0.09 Top Holding HEG Advanced Materials 0.94 Vedanta Oil and Gas 0.28 Reliance Industries 8.86 Siemens 1.56 Petronet LNG 4.72 Chemplast Sanmar 1.02 Indraprastha Gas 2.04 Castrol India 0.88 Tube Investments Of India 1.35 Ultratech Cement 1.24 Powerica 1.81 IEX 0.77 Kalpataru Projects Intl. 5.07 Gujarat Energy 5.61 Torrent Power 3.57 REC 1.62 Shree Cement 1.26 Oil India 0.07 Juniper Green Energy 0.23 JSW Energy 3.77 CESC 2.04 GSPL Transmission 1.14 CMR Green Technologies 0.09 Power Grid Corporation Of India 0.98 GAIL (India) 8.01 Savita Oil Technologies 3.85 Adani Enterprises 1.37 KEC International 0.43 ONGC 7.74 Indian Oil Corporation 2.99 Bharat Petroleum Corporation 4.63 Power Fin. Corp. 1.74 Nuvoco Vistas Corporation 0.09 HEG Graphite 2.73 Thermax 3.76 NHPC 1.44 NTPC 4.56 Honeywell Automation India 3.16
Debt & Others (2.58%) Sector Allocation Net Receivables 0.28 Treasury Bills 0.06 Repo 2.24 Debt Credit Ratings Debt Category Reserve Bank of India 0.06 Others 2.52
Comparison with same funds
Equity, Flexi Cap funds Axis Nifty Energy Index Fund Regular-Growth Ret 1M -2.74% Ret 1Y 0% Ret 3Y 0% Ret 5Y 0%
Equity, Flexi Cap funds Baroda BNP Paribas Energy Opportunities Fund Regular-Growth Ret 1M -2.88% Ret 1Y -4.34% Ret 3Y 0% Ret 5Y 0%
Equity, Flexi Cap funds Baroda BNP Paribas Energy Opportunities Fund Regular-IDCW Payout Ret 1M -2.88% Ret 1Y -4.34% Ret 3Y 0% Ret 5Y 0%
Equity, Flexi Cap funds Baroda BNP Paribas Energy Opportunities Fund Regular-IDCW Reinvestment Ret 1M -2.88% Ret 1Y -4.34% Ret 3Y 0% Ret 5Y 0%
Equity, Flexi Cap funds DSP Natural Resources and New Energy Fund Regular Plan-Growth Ret 1M -3.25% Ret 1Y 9.46% Ret 3Y 16.3% Ret 5Y 12.67%
Equity, Flexi Cap funds DSP Natural Resources and New Energy Fund Regular Plan-IDCW Ret 1M -3.25% Ret 1Y 9.46% Ret 3Y 16.3% Ret 5Y 12.67%
Equity, Flexi Cap funds DSP Natural Resources and New Energy Fund Regular Plan-IDCW Reinvestment Ret 1M -3.25% Ret 1Y 9.46% Ret 3Y 16.3% Ret 5Y 12.67%
Equity, Flexi Cap funds Groww BSE Power ETF FOF Regular-Growth Ret 1M -2.42% Ret 1Y 4.2% Ret 3Y 0% Ret 5Y 0%
Equity, Flexi Cap funds Groww BSE Power ETF FOF Regular-IDCW Payout Ret 1M -2.42% Ret 1Y 4.2% Ret 3Y 0% Ret 5Y 0%
Equity, Flexi Cap funds Groww BSE Power ETF FOF Regular-IDCW Reinvestment Ret 1M -2.42% Ret 1Y 4.2% Ret 3Y 0% Ret 5Y 0%
Equity, Flexi Cap funds ICICI Prudential Energy Opportunities Fund Regular-Growth Ret 1M -2.4% Ret 1Y 6.61% Ret 3Y 0% Ret 5Y 0%
Charges & Taxes Expense Ratio
Returns are taxed as per your Income Tax Slab.
Expense Ratio (Inclusive of GST): 1.87%
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) 9
Date of Incorporation 2024-02-26
Total AUM 1253224.14
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
SBI Energy Opportunities Fund Regular-IDCW FAQs
How to invest in SBI Energy Opportunities Fund Regular-IDCW?
Investing in SBI Energy Opportunities Fund Regular-IDCW through Motilal Oswal is simple and completely online. You just need to follow the step-by-step process below to get started in a few minutes.
- Log in to your Motilal Oswal account via the app or website
- Go to the Mutual Funds section
- Search for SBI Energy Opportunities Fund Regular-IDCW in the search bar
- Select your preferred investment mode – Lumpsum or SIP
- Enter investment details such as amount and linked bank account
- Complete your KYC, if not already done
- Review and confirm details including fund name, plan type, amount, and bank account
- Make the payment using Net Banking, UPI, or other available options
- Receive transaction confirmation via email or SMS
What is the expense ratio of SBI Energy Opportunities Fund Regular-IDCW?
The term expense ratio for SBI Energy Opportunities Fund Regular-IDCW or any other mutual fund is the annual fee charged by the fund house for managing your investment scheme. The expense ratio of SBI Energy Opportunities Fund Regular-IDCW is 1.87% as of 19 Oct 2026.
What is the NAV of SBI Energy Opportunities Fund Regular-IDCW?
The NAV of SBI Energy Opportunities Fund Regular-IDCW is ₹10.4171 as of 19 Oct 2026.
What is the AUM of SBI Energy Opportunities Fund Regular-IDCW?
The AUM (Assets Under Management) of SBI Energy Opportunities Fund Regular-IDCW is the total value of assets managed by the fund at a given time, which is updated regularly. The AUM of SBI Energy Opportunities Fund Regular-IDCW is ₹7965.95 Cr as of 19 Oct 2026.
What is the PE and PB ratio of SBI Energy Opportunities Fund Regular-IDCW?
The PE ratio of SBI Energy Opportunities Fund Regular-IDCW shows how much investors are paying for the fund's underlying earnings, while the PB ratio indicates how the fund's holdings are valued compared to their book value.
Can I invest in SIP and Lump Sum in SBI Energy Opportunities Fund Regular-IDCW?
Yes, you can invest in SBI Energy Opportunities Fund Regular-IDCW through both SIP (Systematic Investment Plan) and lump sum options, depending on your investment preference and financial goals.
What is the return of SBI Energy Opportunities Fund Regular-IDCW in the last 5 years?
The return of SBI Energy Opportunities Fund Regular-IDCW in the last 5 years is 0.0%.
What is the minimum SIP investment required in SBI Energy Opportunities Fund Regular-IDCW?
The minimum SIP investment in SBI Energy Opportunities Fund Regular-IDCW depends on the fund's scheme rules and usually starts at a small amount. For SBI Energy Opportunities Fund Regular-IDCW, the minimum SIP amount is ₹500.0.
What is the current NAV of SBI Energy Opportunities Fund Regular-IDCW?
The NAV of SBI Energy Opportunities Fund Regular-IDCW, as of 19 Oct 2026, is ₹10.4171.
Who manages the SBI Energy Opportunities Fund Regular-IDCW?
The fund managers responsible for SBI Energy Opportunities Fund Regular-IDCW are:
- Raj Gandhi
- Pradeep Kesavan