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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

SBI Energy Opportunities Fund Growth Calculate Returns

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M-1.68-1.369.13
6M5.570.4698.77
1Y3.162.63177.33
3Y0.008.80327.13

Portfolio Analysis

  • Equity: 97.34%
  • Debt: 2.66%
  • Others
As on: 2026-05-31
View allocation % by

1. NTPC Ltd.4.89%
2. JSW Energy Ltd.4.06%
3. Torrent Power Ltd.3.64%
4. CESC Ltd.2.48%
5. NHPC Ltd.0.97%
6. Adani Power Ltd.0.51%

1. Gujarat Gas Ltd.8.47%
2. GAIL (India) Ltd.6.91%

1. Reliance Industries Ltd.7.85%
2. Bharat Petroleum Corporation Ltd.4.07%
3. Indian Oil Corporation Ltd.2.78%

1. Kalpataru Projects International Ltd.5.87%
2. Adani Energy Solutions Ltd.1.36%
3. Power Grid Corporation of India Ltd.0.98%
4. KEC International Ltd.0.50%

1. Oil & Natural Gas Corporation Ltd.7.24%
2. Oil India Ltd.0.07%

1. HEG Ltd.4.15%
2. Graphite India Ltd.2.29%

1. Petronet LNG Ltd.4.02%
2. Indraprastha Gas Ltd.2.02%

1. Thermax Ltd.5.50%
2. Inox India Ltd.0.34%

1. Honeywell Automation India Ltd.3.04%
2. Siemens Ltd.0.73%

1. Power Finance Corporation Ltd.2.05%
2. REC Ltd.1.64%

1. Savita Oil Technologies Ltd.2.23%

1. Tube Investments of India Ltd.1.60%

1. Shivalik Bimetal Controls Ltd.1.52%

1. Powerica Ltd.1.49%

1. Adani Enterprises Ltd.1.09%

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
Mahindra Manulife Business Cycle Fund Growth01304.79 CR2.12
Bajaj Finserv Consumption Fund Growth0601.47 CR2.43
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 FundMahindra Manulife Business Cycle Fund Growth4.6970
This FundBajaj Finserv Consumption Fund Growth-5.82110
This FundSBI Energy Opportunities Fund Growth3.15640
This FundHDFC Defence Fund Growth14.8519189.6697
This FundNippon India Taiwan Equity Fund Growth173.5597309.7909

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 : -1.68%
  • 6 Months : 5.57%
  • 1 Year : 3.16%
  • 3 Years : 0.00%
Returns of SBI Energy Opportunities Fund Growth are updated daily based on NAV of ₹ 11.1595 as on Jul 01,2026. 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.