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 16-01-2026
10.5266
0.0264
CAGR Since Inception
2.28%
NIFTY Energy TRI 17.77%
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 | 5.85 | - | - | - | 2.28 |
| Nifty Energy TRI | 1.65 | 11.03 | 16.7 | 17.14 | 17.77 |
| Equity: Thematic-Energy | 12.28 | 18.55 | 19.41 | 17.94 | 7.49 |
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 | 5.85 | 0.0 | 0.0 | 0.0 | 0.0 |
| DSP Natural Resources And New Energy Reg Gr | 25-04-2008 | 20.97 | 16.1 | 20.25 | 21.24 | 19.21 |
| Tata Resources & Energy Reg Gr | 28-12-2015 | 12.11 | 10.65 | 16.86 | 17.59 | 16.66 |
| ICICI Prudential Energy Opportunities Fund Gr | 22-07-2024 | 10.18 | 0.0 | 0.0 | 0.0 | 0.0 |
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 | - | - | - | - | - | - |