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)
₹7,805 Cr
Lock In Period
N/A
Expense Ratio
1.8
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 ₹11.1322 as of 16 May, 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 ₹7,805 Cr. The expense ratio of the fund is 1.8%, 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 5.72% returns.
SBI Energy Opportunities Fund Growth Calculate Returns
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Growth Review
| Duration | Fund Return(%) | Category Average(%) | Category Best(%) |
|---|---|---|---|
| 1M | 5.72 | -0.16 | 24.36 |
| 6M | 2.27 | 1.39 | 110.16 |
| 1Y | 8.03 | 4.24 | 224.34 |
| 3Y | 0.00 | 10.71 | 378.09 |
Portfolio Analysis
- Equity: 94.65%
- Debt: 5.35%
- Others
As on: 2026-03-31
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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 ₹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 Name | Ratings | AUM | Expense Ratio |
|---|---|---|---|
| Mahindra Manulife Banking & Financial Services Fund Growth | 0 | 427.2 CR | 2.36 |
| HDFC Transportation and Logistics Fund Growth | 0 | 1674.4 CR | 2.15 |
| SBI Energy Opportunities Fund Growth | 5 | 7804.52 CR | 1.8 |
| ICICI Prudential PSU Equity Fund Growth | 2 | 1975.03 CR | 2.1 |
| Nippon India Taiwan Equity Fund Growth | 3 | 1138.67 CR | 2.36 |
| Fund Name | 1Y | 3Y |
|---|---|---|
| This FundMahindra Manulife Banking & Financial Services Fund Growth | 0 | 0 |
| This FundHDFC Transportation and Logistics Fund Growth | 14.2761 | 0 |
| This FundSBI Energy Opportunities Fund Growth | 8.0283 | 0 |
| This FundICICI Prudential PSU Equity Fund Growth | 10.7608 | 99.3694 |
| This FundNippon India Taiwan Equity Fund Growth | 219.8905 | 358.6217 |
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 1.8. 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 : 5.72%
- 6 Months : 2.27%
- 1 Year : 8.03%
- 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 ₹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.
