SBI Energy Opportunities Fund Direct Growth
Very High Risk
Equity
NAV as of Jun 12, 2026
₹11.38
2.39%1D Change
3Y returns
+14.02% ↑
Very High Risk
Equity
NAV as of Jun 12, 2026
₹11.38
2.39%1D Change
3Y returns
+14.02% ↑
SBI Energy Opportunities Fund Direct Growth
Very High Risk|Equity
NAV as of Jun 12, 2026
₹11.38
2.39%1D
3Y returns
+14.02% ↑
Returns calculator
Investment Type
Monthly SIP
One-Time
₹
yrs
Total investment₹9.6 Lakhs
Returns₹0
Final Value₹0
Absolute ReturnNaN%
Fund overview
- RatingNo Rating
- Expense ratio0.79%
- Exit Load1% within 30 days
- AUM (Fund size)₹8,906.34 Crore
- Lock-in periodNo Lock-in
- Age2 yrs since Feb 26, 2024
- Min. investmentSIP ₹500 & Lump. ₹5000
- RiskVery High
- Short-term capital gains (STCG)Returns taxed at 20% if you redeem before 1 year
- Long-term capital gains (LTCG)After 1 year, pay tax of 12.5% on returns of ₹1.25 lakh+ in a financial year
Fund Distribution
Equity
96.45%
Debt
0%
Others
3.55%
Top Holdings
Top Sectors
| Holding Name | Assets (%) |
|---|---|
| Gujarat Energy Ltd | 8.47% |
| Reliance Industries Ltd | 7.85% |
| Oil & Natural Gas Corp Ltd | 7.24% |
| GAIL (India) Ltd | 6.91% |
| Kalpataru Projects International Ltd | 5.87% |
Peer Comparison
Overview
Returns
Risk Ratios
| Fund Name | AUM (In Crs.) | NAV | Risk |
|---|---|---|---|
| Edelweiss Emerging Market... | ₹ 250 Cr | ₹31.33 | 1.98% | Very High |
| Edelweiss Greater China E... | ₹ 3,251 Cr | ₹74.07 | 1.46% | Very High |
| Edelweiss US Technology E... | ₹ 4,557 Cr | ₹41.39 | 1.96% | Very High |
NAV History - SBI Energy Opportunities Fund - Direct Plan - Growth
FUND | SBI Energy Opportunities Fund - Direct Plan - Growth |
|---|---|
| NAV (Jun 12, 2026) | ₹11.38 |
| Class | Equity | Other |
| Inception Date | Feb 26, 2024 |
| Fund Manager | Raj gandhi, Pradeep Kesavan |
FUND | SBI Energy Opportunities Fund - Direct Plan - Growth |
|---|---|
| Initial Price | ₹10 |
| Min. Investment Amount | SIP ₹500 and Lump. ₹5000 |
| Exit Load | 1% within 30 days |
Returns | 1W | 1M | 3M | 6M | 1Y | 3Y |
|---|---|---|---|---|---|---|
| SBI Energy Opportuni... | -1.35% | 0.71% | 5.78% | 6.66% | 6.4% | null% |
Frequently Asked Questions
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About SBI Funds Management Ltd
SBI Mutual Fund was launched as a joint venture between State Bank of India (SBI) and AMUNDI of France which is an asset management company, way back in 1987. You will find State Bank of India as the sponsor and SBI Mutual Fund Trustee Company Private Limited as the trustee of the SBI Mutual Fund.
SBI Funds Management Ltd Details
- No. of schemes145
- Total AUM₹504,390.41 Crore
- AddressSBI Funds Management Private Limited, 9th Floor, Crescenzo, Mumbai, 400 051
- Phone+91 22 61793000
Start your investment
Lumpsum
SIP
Amount
₹5,000
Duration
1Year
Estimated value after 1 year
(as per historical returns)
--
Min investment of ₹500 required