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SBI Energy Opportunities Fund Growth Return

  • 1M
  • 3M
  • 6M
  • 1Y
  • 3Y
  • 5Y
This Fund:
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Showing Funds Performance since Sep 07, 2020

SBI Energy Opportunities Fund Growth Fund Overview

Min. investment

SIP ₹500 & Lump. ₹5000

AUM (Fund size)

₹8,906 Cr

Lock In Period

N/A

Expense Ratio

1.76

Exit Load

For exit within 30 days from the date of allotment - 1 %.For exit after 30 days from the date of allotment - Nil.

Benchmark

Nifty Energy Total Return

Summary

SBI Energy Opportunities Fund Growth NAV is ₹10.9832 as of 12 Jun, 2026. SBI Energy Opportunities Fund Growth has delivered 0.00% returns since its launch. The minimum SIP investment amount in SBI Energy Opportunities Fund Growth is ₹500. The AUM of SBI Energy Opportunities Fund Growth is ₹8,906 Cr. The expense ratio of the fund is 1.76%, and its benchmark is Nifty Energy Total Return. The current exit load of the fund is For exit within 30 days from the date of allotment - 1 %.For exit after 30 days from the date of allotment - Nil.. In the last 1M months, SBI Energy Opportunities Fund Growth has delivered -2.65% returns.

SBI Energy Opportunities Fund Growth Calculate Returns

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M-2.65-0.917.55
6M7.681.24110.15
1Y4.073.81216.06
3Y0.0014.19347.74

Portfolio Analysis

  • Equity: 97.41%
  • Debt: 2.59%
  • Others
As on: 2026-04-30
View allocation % by

1. NTPC Ltd.5.03%
2. Torrent Power Ltd.4.45%
3. JSW Energy Ltd.2.93%
4. CESC Ltd.2.55%
5. NHPC Ltd.1.02%
6. Adani Power Ltd.0.55%

1. Reliance Industries Ltd.8.49%
2. Bharat Petroleum Corporation Ltd.4.10%
3. Indian Oil Corporation Ltd.2.81%

1. GAIL (India) Ltd.6.85%
2. Gujarat State Petronet Ltd.5.95%
3. Gujarat Gas Ltd.1.91%

1. Oil & Natural Gas Corporation Ltd.8.17%
2. Oil India Ltd.1.16%

1. Kalpataru Projects International Ltd.5.62%
2. Adani Energy Solutions Ltd.1.51%
3. Power Grid Corporation of India Ltd.1.07%
4. KEC International Ltd.0.57%

1. HEG Ltd.4.36%
2. Graphite India Ltd.2.22%

1. Petronet LNG Ltd.4.10%
2. Indraprastha Gas Ltd.2.08%

1. Thermax Ltd.5.18%
2. Inox India Ltd.0.33%

1. Power Finance Corporation Ltd.2.14%
2. REC Ltd.1.72%

1. Honeywell Automation India Ltd.2.65%
2. Siemens Ltd.0.73%

1. Savita Oil Technologies Ltd.1.85%

1. Shivalik Bimetal Controls Ltd.1.52%

1. Tube Investments of India Ltd.1.50%

1. Powerica Ltd.1.32%

About Fund SBI Energy Opportunities Fund Growth

SBI Energy Opportunities Fund Growth managed by SBI Mutual Fund,is a Equity - Sector Fundscheme with Assets Under Management of ₹8,906 Crore. The fund benchmarks its performance against the Nifty Energy Total Return while maintaining an expense ratio of 1.76. Under the expert guidance of Raj Gandhi ,the fund implements a disciplined investment approach aligned with its mandate. The scheme requires a minimum investment of ₹500 for SIP and ₹1,000 for lump sum investments, making it accessible to diverse investor profiles.

Fund Managers

Raj Gandhi

Mr. Raj Gandhi is a BMS (Finance), MBA (Finance), CFA. 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.

Peer Comparison

Fund NameRatingsAUMExpense Ratio
Axis Momentum Fund Growth0974.52 CR2.23
HDFC Innovation Fund Growth02679.11 CR1.95
SBI Energy Opportunities Fund Growth58906.34 CR1.76
HDFC Defence Fund Growth59724.27 CR1.75
Nippon India Taiwan Equity Fund Growth31256.27 CR2.15
Fund Name1Y3Y
This FundAxis Momentum Fund Growth-7.36730
This FundHDFC Innovation Fund Growth00
This FundSBI Energy Opportunities Fund Growth4.07190
This FundHDFC Defence Fund Growth9.9273178.3461
This FundNippon India Taiwan Equity Fund Growth211.7461329.5457

SBI Energy Opportunities Fund Growth FAQs

SBI Energy Opportunities Fund Growth's fund is managed by experienced SEBI-registered investment fund manager , who implements the fund's strategy through research-backed decisions while adhering to its stated objectives.

The expense ratio of SBI Energy Opportunities Fund Growth is 1.76. This expense ratio is calculated by dividing the fund's operating expenses by its net assets.

SBI Energy Opportunities Fund Growth’s fund performance is as follows:
  • 1 Month : -2.65%
  • 6 Months : 7.68%
  • 1 Year : 4.07%
  • 3 Years : 0.00%
Returns of SBI Energy Opportunities Fund Growth are updated daily based on NAV of ₹ 10.9832 as on Jun 10,2026. Since inception, the return has been 0.00%.

You can invest in SBI Energy Opportunities Fund Growth through SIP with a minimum of ₹500 monthly or make a lump sum investment of a minimum ₹1,000. Additional purchase minimums vary by scheme.

The fund size (AUM) of SBI Energy Opportunities Fund Growth is ₹8,906 crore. It changes based on market performance, inflows, and outflows.

You can track your investment in SBI Energy Opportunities Fund Growth through our website, our Choice FinX mobile app, regular statements, and email updates. Our customer support team is available for queries.