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May 15, 2026


Category Equity
AUM (Cr.) 8,918.38
Exit Load (%) 1.00
Min Inv Lumpsum 5,000
Expense Ratio 1.76
Sharpe Ratio 4.84
Beta Ratio 0.00
Fund Manager Raj Gandhi
Inception Date Feb 26, 2024
Risk Level Very High

Investment Objective

The investment objective of the scheme is to provide investors with opportunities for long term capital appreciation by investing in equity and equity related instruments of companies engaging in activities such as exploration, production, distribution, transportation and processing of traditional & new energy including but not limited to sectors such as oil & gas, utilities and power. However, there can be no assurance that the investment objective of the Scheme will be realized.

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Nifty Energy TRI Activating the following links will update the content below.

Return Calculator

Minimum: 1 Maximum: 5
Minimum: 0 Maximum: 10000000
Returns Type 1 Month (%) 6 Months (%) 1 Year (%) 3 Years (%) 5 Years (%) Since Inception (%)
Scheme - SBI Energy Opportunities Fund - Regular (G) 3.26 2.52 6.3 0 0 4.74
Benchmark - Nifty Energy TRI 0 0 0 0 0 0
Category Average - BEST EQUITY PERFORMERS 1.66 -1.97 4.61 17.2 15.04 9.44
Category Rank 4/10 3/10 3/10 4/10 8/10 10/10
Fund Name Nav () Chg (%) 1Y Return(%) 3Y Return(%) 5Y Return(%) AUM ( in Crs) Exp. Ratio (%) Min.Invst() Action
Kotak Pioneer Fund - Regular (G) 32.7290 0.96 10.94 21.10 16.58 3,495.30 2.10 100.00 invest
Kotak Pioneer Fund - Regular (IDCW) RI 32.7430 0.96 10.94 21.11 16.59 3,495.30 2.10 100.00 invest
Kotak Technology Fund - Regular (G) 9.4250 0.95 -17.64 0.00 0.00 525.84 2.44 100.00 invest
Kotak Technology Fund - Regular (IDCW) 9.4250 0.94 -17.64 0.00 0.00 525.84 2.44 100.00 invest
Nippon India Taiwan Equity Fund (G) 34.1548 -4.11 197.52 65.06 0.00 1,138.67 2.17 500.00 invest

Asset Allocation

Asset Legend Asset Val (Cr.) Allocation (%)

Top sectors

AUM in Cr.

top holdings

Company Name As on Date Invested Amt (Cr) % Portfolio Weight Change (%)
(Invested Amt.)
4 Months Trends
Equity-Reliance Industr Apr 30, 2026 757.61 8.49 6.47
Equity-O N G C Apr 30, 2026 728.21 8.17 5.23
Equity-GAIL (India) Apr 30, 2026 611.05 6.85 24.52
Equity-Guj.St.Petronet Apr 30, 2026 530.41 5.95 33.52
Equity-Kalpataru Proj. Apr 30, 2026 500.81 5.62 18.22
Equity-Thermax Apr 30, 2026 462.19 5.18 25.05
Equity-NTPC Apr 30, 2026 448.85 5.03 7.69
Equity-Torrent Power Apr 30, 2026 396.74 4.45 32.95
Equity-HEG Apr 30, 2026 388.90 4.36 6.70
Equity-B P C L Apr 30, 2026 365.46 4.10 6.92

latest news

SCHEME DETAILS

AMC Name
SBI Mutual Fund
Fund Name
SBI Energy Opportunities Fund - Regular (G)
Contact Person
Raj Gandhi
Registered Address
9th Floor,Crescenzo, C-39&39,G Block, Bandra kurla complex,Bandra (east), Mumbai-400 051.
Telephone No
022-61793000
Fax No.
022-67425687
Email
customer.delight:sbimf.com
Website
www.sbimf.com