SBI Energy Opportunities Fund Regular - Growth
SBI Energy Opportunities Fund Regular - Growth: Mutual Fund Overview
SBI Energy Opportunities Fund Regular - Growth 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 ₹10.431. 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 07:38 PM
Fund Details
NAV 10.431
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 (98.35%) Market Cap Mid Cap 17.14 Small Cap 23.2 Large Cap 58.01 Top Sectors Financial 32.48 Capital Goods 12.61 Automobile 10.96 Services 5.62 Metals & Mining 5.1 Construction 4.67 Chemicals 4.53 Technology 3.74 Consumer Discretionary 3.23 Healthcare 3.03 Materials 2.89 Communication 2.86 Energy 2.81 Insurance 2.34 Textiles 1.48 Top Holding Indusind Bank 1.02 Tata Capital 0.93 ICICI Bank 4.48 Maruti Suzuki India 1.61 JSW Steel 1.01 GE Vernova T&D 2.16 Ultratech Cement 2.89 Fusion Fin 0.73 State Bank of India 4.86 Navin Fluorine International 1.73 Tata Motors Passenger Vehicles 0.75 L&T Fin 0.46 UNO Minda 1.3 Bharat Electronics 3.12 Garden Reach Shipbuilders & Engineers 0.77 Reliance Industries 2.81 Amber Enterprises India 2.34 Aarti Industries 0.49 ZF Commercial 1.09 HDFC Bank 4.11 Cummins India 2.65 SBI Life Insurance Company 2.34 Larsen & Toubro 4.67 Latent View Analytics 0.52 Sona BLW Precision Forgings 1.02 Persistent Systems 0.52 LTIMindtree 0.44 Ujjivan Small Finance Bank 2.09 PVR Inox 1.74 Mphasis 0.95 MCX 1.7 One97 Communications 1.52 Sai Life Sciences 1.45 TVS Motor Company 1.35 Kotak Mahindra Bank 2.07 Max Financial Services 2.39 Gokaldas Exports 0.31 Nippon Life India Asset Management 1.53 Acutaas Chemicals 1.58 Solar Industries India 2.31 Kei Industries 2.04 Netweb Technologies India 1.31 Bharti Airtel 2.86 Vedanta 0.61 Motherson Wiring 1.35 Blue Star 0.89 Jindal Steel 0.79 Indo Count Industries 0.23 Axis Bank 3.38 Data Patterns (India) 1.87 Tata Motors 2.46 TVS Motor Company - Pref. Shares 0.03 Shriram Finance 2.82 FSN E-Commerce Ventures 0.66 Arvind 0.45 K.P.R. Mill 0.49 Tata Steel 2.69 CreditAccess Grameen 1.61
Debt & Others (1.6500000000000001%) Sector Allocation Net Payables -0.38 Repo 1.94 Treasury Bills 0.09 Debt Credit Ratings Debt Category Others 1.56 Reserve Bank of India 0.09
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
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 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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