SBI Energy Opportunities Fund - Regular Plan - Growth
Fund House: SBI Mutual Fund
Category: Equity: Thematic-Energy
Status: Open Ended Schemes
Launch Date: 05-02-2024
Minimum Investment: 5000.0
Asset Class:
Minimum Topup: 1000.0
Benchmark: NIFTY Energy TRI
Total Assets: 9128.58 As on (31-12-2025)
Expense Ratio: 1.78% As on (31-12-2025)
Turn over: 81.00% | Exit Load:
NAV as on 06-02-2026
10.724
0.0213
CAGR Since Inception
3.19%
NIFTY Energy TRI 17.98%
PERFORMANCE
| Scheme Performance (%) | 1-Year Ret (%) | 3-Yrs Ret (%) | 5-Yrs Ret (%) | 10-Yrs Ret (%) | Since Launch Ret (%) |
|---|---|---|---|---|---|
| SBI Energy Opportunities Fund - Regular Plan - Growth | 12.5 | - | - | - | 3.19 |
| Nifty Energy TRI | 9.97 | 18.36 | 17.84 | 18.55 | 17.98 |
| Equity: Thematic-Energy | 18.14 | 21.04 | 20.14 | 18.39 | 9.88 |
Funds Manager
Mr. Raj Gandhi,
RETURNS CALCULATORS for SBI Energy Opportunities Fund - Regular Plan - Growth
Growth of 10000 In SIP (Fund vs Benchmark)
Amount
Period
Start
End
Growth of 10000 In LUMPSUM (Fund vs Benchmark)
Amount
Start
PORTFOLIO ANALYSIS of SBI Energy Opportunities Fund - Regular Plan - Growth
Portfolio Holdings
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Sector Allocation
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PEER COMPARISION of SBI Energy Opportunities Fund - Regular Plan - Growth
| Scheme Name | Inception Date | 1 Year Rtn (%) | 2 Year Rtn (%) | 3 Year Rtn (%) | 5 Year Rtn (%) | 10 Year Rtn (%) |
|---|---|---|---|---|---|---|
| SBI Energy Opportunities Reg Gr | 05-02-2024 | 12.5 | 0.0 | 0.0 | 0.0 | 0.0 |
| DSP Natural Resources And New Energy Reg Gr | 25-04-2008 | 28.62 | 15.38 | 22.78 | 22.51 | 19.92 |
| ICICI Prudential Energy Opportunities Fund Gr | 22-07-2024 | 16.59 | 0.0 | 0.0 | 0.0 | 0.0 |
| Tata Resources & Energy Reg Gr | 28-12-2015 | 14.84 | 9.75 | 19.3 | 17.77 | 16.86 |
Asset Allocation (%)
Key Performance and Risk Statistics of SBI Energy Opportunities Fund - Regular Plan - Growth
| Key Statistics | Volatility | Sharpe Ratio | Alpha | Beta | Yield to Maturity | Average Maturity |
|---|---|---|---|---|---|---|
| SBI Energy Opportunities Fund - Regular Plan - Growth | - | - | - | - | - | - |
| Equity: Thematic-Energy | - | - | - | - | - | - |