SBI Energy Opportunities Fund - Regular Plan - Growth
SBI Funds Management Ltd
₹10.32 (+0.35%)
NAV as of 9 Oct 2026
Minimum Investment: ₹5,000
Return
-2.65% Returns for 1Y
Expense ratio & Others
- Net expense ratio
- 1.77%
- Exit load
- 0%
- Lock-in
- No
- Minimum investment
- ₹5,000
- Category
- Sector - Energy
Expense ratio is inclusive of GST. Returns may be taxed based on the fund type and your holding period — please read the scheme-related documents and consult a tax advisor. Figures are historical and do not guarantee future results.
Fund Returns Estimator
One-time investment
₹1,000
6 months
₹1,000
Invested ₹1,000
▼-0.03%1 year
₹973
Invested ₹1,000
▼-2.65%
Based on the fund’s historic trailing returns — a planning illustration, not a guarantee of future results.
Invest One-TimePlan it your way
The figures above are fixed to this fund’s past returns over set periods. Use a calculator to set your own amount, tenure and expected rate of return.
Risk level
Riskometer scale
- Low
- Low to Moderate
- Moderate
- Moderate to High
- High
- Very HighThis fund
Riskometer level assigned by the fund house as per SEBI norms. It can change as the scheme’s portfolio changes.
Fund benchmark
| Primary Index Name | Nifty Energy TR INR |
|---|---|
| Secondary Index Name | Nifty Energy TR INR |
| Index Name | Nifty Energy TR INR |
| Weighting | 100% |
Returns
| 1Y | 3Y | 5Y | 10Y | |
|---|---|---|---|---|
| Fund returns (%) | -2.65% | — | — | — |
| Cumulative returns (%) | -2.65% | — | — | — |
Fund Manager
| Manager | Raj gandhi |
|---|---|
| Role | Manager |
| Manager Tenure | 2.59 yrs |
About Fund
| Date of Incorporation | 26 Feb 2024 |
|---|---|
| Fund House | SBI Funds Management Ltd |
| Custodian | SBI-SG Global Securities Services Private Limited |
| Registrar / Transfer Agent | SBI Funds Management Ltd |
| Address | “B Wing”, “Jeevan Seva” Annexe Bldg.,Ground Floor, S.V. Road,Santacruz (W),,Mumbai – 400054 |
Top Holdings
| Company | Weightage (%) |
|---|---|
| Reliance Industries Ltd | 9.12% |
| GAIL (India) Ltd | 7.98% |
| Oil & Natural Gas Corp Ltd | 6.77% |
| Indian Oil Corp Ltd | 6.14% |
| Gujarat State Petronet Ltd | 5.95% |
| Kalpataru Projects International Ltd | 5.71% |
| Gujarat Energy Ltd | 5.59% |
| Petronet LNG Ltd | 4.77% |
| Bharat Petroleum Corp Ltd | 4.73% |
| Torrent Power Ltd | 4.45% |
| NTPC Ltd | 4.42% |
| HEG Ltd | 4.21% |
| Thermax Ltd | 4.14% |
| JSW Energy Ltd | 4.07% |
Investment Strategy
The investment objective of the scheme is to provide investors with opportunities for long term capital appreciation by investing in equity and equity related instruments of companies engaging in activities such as exploration, production, distribution, transportation and processing of traditional & new energy including but not limited to sectors such as oil & gas, utilities and power.
Long term Capital appreciation
Mutual fund investments are subject to market risks. Read all scheme-related documents carefully. The data shown is for information only and does not constitute investment advice.