

SBI Energy Opportunities Fund Direct Growth
Very High Risk
Equity
NAV as of May 22, 2025
₹10.63
-0.47%1D Change
Returns since inception
5.47%p.a.
Very High Risk
Equity
NAV as of May 22, 2025
₹10.63
-0.47%1D Change
Returns since inception
5.47%p.a.

SBI Energy Opportunities Fund Direct Growth
Very High Risk|Equity
NAV as of May 22, 2025
₹10.63
-0.47%1D
Returns since inception
5.47%p.a.
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 ratio0.77%
- Exit Load1% within 365 days
- AUM (Fund size)₹8,864.28 Crore
- Lock-in periodNo Lock-in
- Age1 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 (%) |
---|---|
Reliance Industries Ltd | 9.91% |
Bharat Petroleum Corp Ltd | 9.76% |
Indian Oil Corp Ltd | 8.01% |
NTPC Ltd | 6.54% |
Treps | 5.92% |
Peer Comparison
Overview
Returns
Risk Ratios
Fund Name | AUM (In Crs.) | NAV | Risk |
---|---|---|---|
DSP India T.I.G.E.R. Fund... | ₹ 2,531 Cr | ₹221.92 | 1.07% | Very High |
DSP Small Cap Fund Direct... | ₹ 12,098 Cr | ₹156.66 | 0.92% | Very High |
ICICI Prudential Pharma H... | ₹ 5,295 Cr | ₹41.04 | -0.34% | Very High |
UTI Healthcare Fund-Growt... | ₹ 1,037 Cr | ₹309.91 | 0.14% | Very High |
NAV History - SBI Energy Opportunities Fund - Direct Plan - Growth
FUND | SBI Energy Opportunities Fund - Direct Plan - Growth |
---|---|
NAV (May 22, 2025) | ₹10.63 |
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 365 days |
Returns | 1W | 1M | 3M | 6M | 1Y | 3Y |
---|---|---|---|---|---|---|
SBI Energy Opportuni... | 1.49% | 4.02% | 16.47% | 6.43% | -1.41% | null% |
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 schemes143
- Total AUM₹504,390.41 Crore
- AddressSBI Funds Management Private Limited, 9th Floor, Crescenzo, Mumbai, 400 051
- Phone+91 22 61793000
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Lumpsum
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Amount
₹
Estimated value after 3 years
(as per historical returns)
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Min investment of ₹500 required