SBI Energy Opportunities Fund Growth Return
- 1M
- 3M
- 6M
- 1Y
- 3Y
- 5Y
This Fund:
Sensex:
BankFD:
Showing Funds Performance since Sep 07, 2020
SBI Energy Opportunities Fund Growth Fund Overview
SIP ₹500 & Lump. ₹5000
₹8,712 Cr
N/A
1.81
For exit within 30 days from the date of allotment - 1 %.For exit after 30 days from the date of allotment - Nil.
Nifty Energy Total Return
SBI Energy Opportunities Fund Growth Calculate Returns
You would have got
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Growth Review
| Duration | Fund Return(%) | Category Average(%) | Category Best(%) |
|---|---|---|---|
| 1M | -1.65 | 1.39 | 9.51 |
| 6M | 9.76 | 7.69 | 71.57 |
| 1Y | 3.41 | 4.99 | 138.32 |
| 3Y | 0.00 | 12.52 | 251.85 |
Portfolio Analysis
- Equity: 97.12%
- Debt: 2.88%
- Others
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 ₹8,712 Crore. The fund benchmarks its performance against the Nifty Energy Total Return while maintaining an expense ratio of 1.81. 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 |
|---|---|---|---|
| Motilal Oswal Manufacturing Fund Growth | 0 | 688 CR | 2.4 |
| Nippon India Active Momentum Fund Growth | 0 | 459 CR | 1.94 |
| SBI Energy Opportunities Fund Growth | 5 | 8,712 CR | 1.81 |
| HDFC Defence Fund Growth | 5 | 10,529 CR | 1.8 |
| Nippon India Taiwan Equity Fund Growth | 3 | 1,191 CR | 2.6 |
| Fund Name | 1Y | 3Y |
|---|---|---|
| This FundMotilal Oswal Manufacturing Fund Growth | 1.3575 | 0 |
| This FundNippon India Active Momentum Fund Growth | 9.7153 | 0 |
| This FundSBI Energy Opportunities Fund Growth | 3.4057 | 0 |
| This FundHDFC Defence Fund Growth | 21.0563 | 173.6803 |
| This FundNippon India Taiwan Equity Fund Growth | 135.0893 | 237.5868 |
SBI Energy Opportunities Fund Growth FAQs
- 1 Month : -1.65%
- 6 Months : 9.76%
- 1 Year : 3.41%
- 3 Years : 0.00%
