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Mutual Funds

SBI Energy Opportunities Fund

SB

SBI Energy Opportunities Fund

Thematic-EnergyRank #8
Not Rated

NAV (2026-07-14)

11.02

AUM

₹8,712.01 Cr

Exp. Ratio: 1.85%

RISK LEVEL

Very High

Returns & Performance

1 Year1.99%2.47% vs cat avgRank #3
3 Year----
5 Year----
Since Launch4.18%--

Fund vs Category Average

1Y
1.99%-2.47%

Pros & Cons

Pros

No lock-in period
Top-5 ranked in category for 1Y (#3)
Overall top-10 rank in category (#8)

Cons

1Y returns trail category average
3Y returns below category average
Higher expense ratio (1.85%)
ISININF200KB1092
NAV₹11.02
NAV Date2026-07-14
AUM₹8,712.01 Cr
Expense Ratio1.85%
RiskVery High
RatingNot Rated / 5
Min SIP Amount₹500
Max SIP Amount₹999999999
Min Additional Inv.₹1000
SIP AllowedYes
Plan TypeRegular
Plan OptionGrowth
Is NFONo
Fund House Incorp.1987-06-29

INVESTMENT OBJECTIVE

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.

Exit Load1.00%
Stamp duty on investment0.005% (from July 1st, 2020)
Tax implicationsIf you redeem within one year, your returns will be taxed at 20%. For redemptions after one year, returns exceeding ₹1.25 lakh in a financial year will be taxed at 12.5%.

Raj Gandhi

Mr. Gandhi is a BMS (Finance), MBA (Finance), CFA.

Prior to joining SBI Mutual Fund, he has worked with Sundaram Asset Management Company Limited, Principal Mutual Fund, Deutsche Equities India, UTI Securities and Angel Broking.

Top Holdings

Holdings data not available for this scheme