- Mutual Funds
- SBI Mutual Fund
- SBI Energy Opportunities Fund (G)
SBI Energy Opportunities Fund (G)
₹ 9.9
NAV (May 09)
Scheme Information
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.
Expense Ratio | 1.75 % |
Launched 1Y ago | 2024-02-26 |
AUM in Crores | 10305.1 |
ISIN | INF200KB1092 |
Lock-in (days) | No Lock-in |
Benchmark | NIFTY Energy Total Return Index |
SIP Minimum | 1000 |
Lumpsum Min. | 5000 |
Standard Deviation (3yr) | - |
Standard Deviation | - |
Beta | - |
Sharpe Ratio | - |
YTM | - |
Fund Managers
Asset allocation and Holdings
Top Stock Holdings
Reliance Industries Ltd.
26.2%NTPC Ltd.
6.97%Bharat Petroleum Corporation Ltd.
6.36%Indian Oil Corporation Ltd.
5.16%Others
5%
Allocation by Sector
Energy
68.96%Capital Goods
20.53%Financial
2.2%Materials
2.02%Chemicals
1.97%
Comparison with Equity Funds
| Fund Name | Fund Size | |
|---|---|---|
₹ 68,033 cr | ||
₹ 24,326 cr | ||
₹ 28,506 cr | ||
₹ 16,217 cr | ||
₹ 51,111 cr |
SBI Energy Opportunities Fund (G) Review
SBI Energy Opportunities Fund (G) is a Sectoral / Thematic - Consumption Equity fund and has delivered an annualised return of -0.8% over 1 years. The fund has grown over a period of 1 years. The fund is managed by SBI Mutual Fund. The fund managers are Pradeep Kesavan, Raj Gandhi.
Nav of SBI Energy Opportunities Fund (G) as of 5/9/2025 is ₹9.90 with the total AUM as of 5/12/2025 is ₹10305.08. With Scripbox you can compare and check the latest nav for all mutual funds in India. SBI Energy Opportunities Fund (G) was launched on 2024-02-26. The category risk of the fund is Very High.
The minimum SIP amount for SBI Energy Opportunities Fund (G) is ₹1000 and you can increase this in multiples of ₹100. In case you want to invest a lump sum, the minimum amount to be invested is ₹5000. Check your estimated returns on mutual funds by using sip calculator.
SBI Energy Opportunities Fund (G) is meant for investors with a minimum investment horizon of 5-7 years. Due to the asset class nature, expect volatility in your investments over the short term. The fund is benchmarked to NIFTY Energy Total Return Index.
Scripbox provides a compare mutual funds research tool to view a detailed comparison with SBI Energy Opportunities Fund (G).