Return
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Showing Funds Performance since Sep 07, 2020
Fund Overview
Min. investment
SIP ₹500 & Lump. ₹5000
AUM (Fund size)
₹8,908 Cr
Lock In Period
N/A
Expense Ratio
1.78
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 ₹9.956 NAV as of Apr 02,2026 and returns since inception of --%. Minimum investments start at SIP ₹500. The SBI Energy Opportunities Fund Growth AUM is ₹8,908 Cr, with a lock-in of N/A years, expense ratio of 1.78%, 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 -8.05% returns, against a category average of -1.83% and a category best of 10.69%.
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Growth Review
| Duration | Fund Return(%) | Category Average(%) | Category Best(%) |
|---|---|---|---|
| 1M | -8.05 | -1.83 | 10.69 |
| 6M | -4.92 | -0.11 | 54.32 |
| 1Y | 2.03 | 2.67 | 161.66 |
| 3Y | 0.00 | 8.45 | 231.57 |
Portfolio Analysis
- Equity: 94.42%
- Debt: 5.58%
- Others
As on: 2026-02-28
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About Fund
SBI Energy Opportunities Fund Growth managed by SBI Mutual Fund,is a Equity - Sector Fundscheme with Assets Under Management of ₹8,908 Crore. The fund benchmarks its performance against the Nifty Energy Total Return while maintaining an expense ratio of 1.78. 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.
Peer Comparison
| Fund Name | Ratings | AUM | Expense Ratio |
|---|---|---|---|
| This FundQuant Manufacturing Fund Growth | 0 | 641.87 CR | 2.41 |
| This FundBandhan Healthcare Fund Growth | 0 | 294.7 CR | 2.41 |
| This FundSBI Energy Opportunities Fund Growth | 5 | 8908.08 CR | 1.78 |
| This FundICICI Prudential PSU Equity Fund Growth | 0 | 2021.84 CR | 2.08 |
| This FundNippon India Taiwan Equity Fund Growth | 3 | 519.5 CR | 2.42 |
| Fund Name | 1Y | 3Y |
|---|---|---|
| This FundQuant Manufacturing Fund Growth | -7.6053 | 0 |
| This FundBandhan Healthcare Fund Growth | 0 | 0 |
| This FundSBI Energy Opportunities Fund Growth | 2.0312 | 0 |
| This FundICICI Prudential PSU Equity Fund Growth | 6.5641 | 100 |
| This FundNippon India Taiwan Equity Fund Growth | 158.044 | 218.0202 |
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 1.78. 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 : -8.05%
- 6 Months : -4.92%
- 1 Year : 2.03%
- 3 Years : 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 ₹8,908 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