SBI Energy Opportunities Fund Regular Growth

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Invest

Explore On

Other
Sector - Energy
Rating N.A.
Plan

10.49 +0.02 (0.16%) NAV as on 12 Jan, 2026

5D
1M
6M
1Y
5Y
MAX

Key Metrics

AUM (in Cr)9209.81
CAGR 6.20%
Exit Load1.00%
Expense ratio1.78%
CategoryOther
Min Investment5000
Min SIP500
Launch Date2024-02-26

Asset Allocation

Holdings As On - 13 January 2026

Holdings

Sectors

Name
Value (Cr)
Holding %

Reliance Industries
935.80
10.16%

Indian Oil Corporation
869.80
9.44%

Gail (India)
627.50
6.81%

NTPC
522.58
5.67%

Gujarat State Petronet
496.46
5.39%

Petronet LNG
359.37
3.90%

HEG
354.62
3.85%

Thermax
330.99
3.59%

Peer Comparison

Risk & Volitility

Alpha 0.00%
Beta 0.00
Sharpe Ratio0.00
Std Deviation 0.00%
Tracking Error 0.00%

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 9209.81 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 1.78%. 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 Medium & Low respectively.

The top holdings of the fund include Reliance Industries, Bharat Petroleum Corporation, Indian Oil Corporation & Gail (India).

The major sectors where the fund is invested are Oil & Gas - Integrated, Oil & Gas Operations, Electric Utilities & Natural Gas Utilities.

Some of the similar funds are BHARAT Bond FOF April 2030 Regular Growth, Aditya Birla Sun Life Nifty SDL Plus PSU Bond Sep 26 60:40 Regular Growth, SBI CPSE Bond Plus SDL Sep 2026 50:50 Index Fund Regular Growth, ICICI Prudential Nifty PSU Bond Plus SDL Sep 27 40:60 Regular Growth, SBI Energy Opportunities Fund Regular Growth. SBI Energy Opportunities Fund Regular Growth has a sharpe ratio of 0.00 & a standard deviation of 0.00%.