SBI Energy Opportunities Fund Regular Growth
- Sector - Energy
- Other
- Very High Risk
Rating:
Key Metrics
Aum
₹8,712.01 Cr
Expense Ratio
1.81%
Exit Load
1.00%
Min. Investment
₹5,000.00
Min. SIP
₹500.00
Launch Date
26 Feb 2024
CAGR Returns
| Period | Absolute(%) | Annualised(%) |
|---|---|---|
| 1 Month | +0.63% | -- |
| 3 Months | -0.96% | -- |
| 6 Months | +4.75% | -- |
| 1 Year | +9.27% | +9.27% |
| 2 Years | -- | -0.09% |
| 3 Years | -- | 0% |
| 5 Years | -- | 0% |
| Since Launch | +12.33% | +4.88% |
Holdings as on 8 Aug 2026
| Name | Value (₹Cr) | Holding % |
|---|---|---|
| Reliance Industries | 685.13 | 7.86 |
| Gail (India) | 649.35 | 7.45 |
| Gujarat Energy Ltd | 614.81 | 7.06 |
| Oil and Natural Gas Corporation | 571.05 | 6.55 |
| Kalpataru Projects International | 548.80 | 6.30 |
| Thermax | 455.83 | 5.23 |
| NTPC | 401.06 | 4.60 |
| Petronet LNG | 371.20 | 4.26 |
| Bharat Petroleum Corporation | 369.23 | 4.24 |
| JSW Energy | 354.35 | 4.07 |
Morning Star Rating
Rating:
Risk
Return
Risk & Volitility
0.00
Sharpe Ratio
0.00%
Std. Deviation
--
Tracking Error
--
Alpha
--
Beta
Peer Comparison
| Fund Name | 1Y | 3Y | 5Y |
|---|---|---|---|
| SBI CPSE Bond Plus SDL Sep 2026 50:50 Index Fund Regular Growth | +5.83% | +7.08% | -- |
| BHARAT Bond FOF April 2030 Regular Growth | +5.2% | +7.62% | +6.82% |
| ICICI Prudential Nifty PSU Bond Plus SDL Sep 27 40:60 Regular Growth | +5.67% | +7.37% | -- |
| SBI Energy Opportunities Fund Regular Growth | +9.27% | -- | -- |
| ICICI Prudential Energy Opportunities Fund Regular Growth | +16.72% | -- | -- |
Results are calculated on CAGR basis
About Fund
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.
The SBI Energy Opportunities Fund Regular Growth has an AUM of 8712.01 crores & has delivered CAGR of 0.00 in the last 5 years. The fund has an exit load of 1.00% and an expense ratio of 1.81%. The minimum investment in SBI Energy Opportunities Fund Regular Growth is Rs 5000 and the minimum SIP is Rs 500.
As per morningstar the risk & return rating of the fund are High & Low respectively.
The fund has a present cash holding of %. The top holdings of the fund include Reliance Industries, Gail (India), Gujarat Energy Ltd, Oil and Natural Gas Corporation.
The major sectors where the fund is invested are Electric Utilities, Oil & Gas Operations, Natural Gas Utilities, Electronic Instr. & Controls.
Some of the similar funds are SBI CPSE Bond Plus SDL Sep 2026 50:50 Index Fund Regular Growth, BHARAT Bond FOF April 2030 Regular Growth, ICICI Prudential Nifty PSU Bond Plus SDL Sep 27 40:60 Regular Growth, SBI Energy Opportunities Fund Regular Growth, ICICI Prudential Energy Opportunities Fund Regular Growth. SBI Energy Opportunities Fund Regular Growth has a sharpe ratio of 0.00 & a standard deviation of 0.00%.
FAQs
According to the morning star rating SBI Energy Opportunities Fund Regular Growth has a High risk & Low return.
SBI Energy Opportunities Fund Regular Growth is managed by Raj gandhi,Pradeep Kesavan.
The expense ratio of SBI Energy Opportunities Fund Regular Growth is 1.81%.
The 5 year annualized return on SBI Energy Opportunities Fund Regular Growth is 0.00% & it has generated 9.27% in the last 1 year.
The minimum investment in SBI Energy Opportunities Fund Regular Growth is 5000 Rs.
SBI Energy Opportunities Fund Regular Growth has an AUM of 8712.01 crores.
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