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Return

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

Fund Overview

Min. investment

SIP ₹500 & Lump. ₹5000

AUM (Fund size)

₹7,805 Cr

Lock In Period

N/A

Expense Ratio

1.8

Benchmark

Nifty Energy Total Return

Exit Load

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

Summary

Latest details for SBI Energy Opportunities Fund Growth include a ₹11.1632 NAV as of Apr 24,2026 and returns since inception of --%. Minimum investments start at SIP ₹500. The SBI Energy Opportunities Fund Growth AUM is ₹7,805 Cr, with a lock-in of N/A years, expense ratio of 1.8%, and benchmark Nifty Energy Total Return. Exit load 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 growth review for 1M Month/Year, the fund recorded 15.88% returns, against a category average of 1.70% and a category best of 26.98%.

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M15.881.7026.98
6M6.151.2596.54
1Y11.254.55251.54
3Y0.0013.61332.92

Portfolio Analysis

  • Equity: 94.65%
  • Debt: 5.35%
  • Others
As on: 2026-03-31
View allocation % by

1. Reliance Industries Ltd.9.12%
2. Bharat Petroleum Corporation Ltd.4.38%
3. Indian Oil Corporation Ltd.3.06%

1. NTPC Ltd.5.34%
2. Torrent Power Ltd.3.82%
3. JSW Energy Ltd.2.81%
4. CESC Ltd.2.33%
5. NHPC Ltd.1.04%
6. Adani Power Ltd.0.43%

1. GAIL (India) Ltd.6.29%
2. Gujarat State Petronet Ltd.5.09%
3. Gujarat Gas Ltd.1.45%

1. Oil & Natural Gas Corporation Ltd.8.87%
2. Oil India Ltd.1.28%

1. Kalpataru Projects International Ltd.5.43%
2. Adani Energy Solutions Ltd.1.20%
3. Power Grid Corporation of India Ltd.1.14%
4. KEC International Ltd.0.59%

1. HEG Ltd.4.67%
2. Graphite India Ltd.2.21%

1. Petronet LNG Ltd.4.21%
2. Indraprastha Gas Ltd.2.09%

1. Thermax Ltd.4.74%
2. Inox India Ltd.0.30%

1. Power Finance Corporation Ltd.2.07%
2. REC Ltd.1.69%

1. Honeywell Automation India Ltd.2.57%
2. Siemens Ltd.0.64%

1. Savita Oil Technologies Ltd.1.68%

1. Tube Investments of India Ltd.1.46%

1. Shivalik Bimetal Controls Ltd.1.17%

About Fund

SBI Energy Opportunities Fund Growth managed by SBI Mutual Fund,is a Equity - Sector Fundscheme with Assets Under Management of ₹7,805 Crore. The fund benchmarks its performance against the Nifty Energy Total Return while maintaining an expense ratio of 1.8. 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
This FundHDFC Consumption Fund Growth0877.43 CR2.31
This FundAditya Birla Sun Life Transportation and Logistics Fund Growth01319.63 CR2.15
This FundSBI Energy Opportunities Fund Growth57804.52 CR1.8
This FundICICI Prudential PSU Equity Fund Growth01798.21 CR2.1
This FundNippon India Taiwan Equity Fund Growth3599.16 CR2.36
Fund Name1Y3Y
This FundHDFC Consumption Fund Growth-3.61980
This FundAditya Birla Sun Life Transportation and Logistics Fund Growth13.37530
This FundSBI Energy Opportunities Fund Growth11.25130
This FundICICI Prudential PSU Equity Fund Growth10.9367112.3944
This FundNippon India Taiwan Equity Fund Growth246.7021315.2486

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 1.8. 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 : 15.88%
  • 6 Months : 6.15%
  • 1 Year : 11.25%
  • 3 Years : 0.00%
Returns of SBI Energy Opportunities Fund Growth are updated daily based on NAV of ₹ 11.1632 as on Apr 24,2026. 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 ₹7,805 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.
Min Inv Amount: ₹500