Money Lancer
Equity: Thematic-Energy
SBI Mutual Fund
SBI Mutual Fund · Equity: Thematic-Energy

SBI Energy Opportunities Fund - Regular Plan - Growth

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. However, there can be no assurance that the investment objective of the Scheme will be realized.

Benchmark · NIFTY Energy TRITER · 1.76%Inception · 05-02-2024
NAV
11.32
-0.41% · as of 29-05-2026
Since inception
5.26%
CAGR
Benchmark (inception)
18.32%
CAGR
Fund size
₹8,918 Cr
AUM
Expense ratio
1.76%
30-04-2026
Performance

Returns vs benchmark & category

Since inception: +5.26% CAGR vs benchmark +18.32%.

Portfolio

Where the money is invested

Top holdings

RELIANCE INDUSTRIES LIMITED EQ9.12%
OIL AND NATURAL GAS CORPORATION LIMITED EQ NEW F.V RS.5/-8.87%
GAIL (INDIA) LIMITED EQ6.29%
KALPATARU POWER TRANSMISSION LTD EQ NEW F.V RS.2/-5.43%
NTPC LIMITED EQ5.34%
GUJARAT STATE PETRONET LTD EQ5.09%
THERMAX LIMITED EQ NEW FV RS.2/-4.74%
HEG Limited4.67%
BHARAT PETROLEUM CORPORATION LTD. EQ4.38%
PETRONET LNG LIMITED EQ4.21%

Sector allocation

Oil, Gas & Consumable Fuels47.52%
Power18.11%
Capital Goods16.72%
Construction6.02%
Financial Services4.60%
Automobile and Auto Components1.46%
Chemicals0.22%
Riskometer
LowVery High
Very High

What if you'd SIP'd here?

@ 5.3% p.a.
₹10,000
10 years
Projected value
₹15,81,517
Invested: ₹12,00,000
Gained: ₹3,81,517
Start this SIP →

Illustration based on fund's since-inception return. Past performance is not indicative of future returns.

Risk Analysis

How this fund manages risk

Fund manager
M
Mr. Raj Gandhi
Manager since fund inception data not available
ISIN & identifiers
AMFI code
152418
ISIN (Growth)
INF200KB1092
ISIN (Div Re-inv)
Status
Open Ended Schemes
Peers

Other Equity: Thematic-Energy funds

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