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SBI Energy Opportunities Fund Regular-growth
Equity
Mid Cap
Very High Risk
Latest AUM
₹ 7,804.5 Cr.
NAV as on 24 jul, 2026
₹ 11.09
+20.58%
3 years annulised
This Fund
Fund Details
Fund Names
SBI Energy Opportunities Fund Regular-growth
Inception Date
26 Feb 2024
Lock In
No Lock-in
SIP Minimum Investment amount
₹500
SWP Minimum Investment amount
₹500
STP Minimum Investment amount
₹500
Risk
Principal at very high risk
Portfolio Composition Analysis
Equity
97.12%
Debt
0.06%
Cash
2.82%
Portfolio Updated on: 10 Jul, 2026
Sector Allocations
Equity
Debt
Energy & Utilities
Industrials
Financial
Technology
Materials
Consumer Discretionary
Diversified
Portfolio Updated on: 24 jul, 2026
Top 10 Holdings
| Name | Sector | Instruments | Assets |
|---|---|---|---|
| Bharat Petroleum Corporation Ltd | Energy & Utilities | Equity | 9.63% |
| Bharat Petroleum Corporation Ltd | Energy & Utilities | Equity | 9.63% |
| Reliance Industries Ltd | Energy & Utilities | Equity | 10.16% |
| Bharat Petroleum Corporation Ltd | Energy & Utilities | Equity | 9.73% |
| Indian Oil Corporation Ltd | Energy & Utilities | Equity | 9.18% |
| Indian Oil Corporation Ltd | Energy & Utilities | Equity | 9.18% |
| Bharat Petroleum Corporation Ltd | Energy & Utilities | Equity | 9.30% |
| Reliance Industries Ltd | Energy & Utilities | Equity | 9.13% |
| Reliance Industries Ltd | Energy & Utilities | Equity | 9.13% |
| Reliance Industries Ltd | Energy & Utilities | Equity | 9.71% |
Debt & Credit Risk Analysis
Returns Analysis
| Tenure | Absolute | Annualised | Category Average |
|---|---|---|---|
| 3 Months | -0.69% | NA | 0.77% |
| 6 Months | 9.67% | NA | 13.06% |
| 9 Months | 4.34% | NA | 4.75% |
| 1 Year | 2.90% | 2.90% | -3.99% |
| 2 Years | -1.89% | -0.95% | 21.21% |
SBI Energy Opportunities Fund Regular-growth is one Equity mutual fund offered by SBI Mutual Fund. Launched on 26 Feb 2024, the fund aims Long term Capital appreciation. Investment in equity and equity related instruments of companies engaged in and/or expected to benefit from the growth in traditional & new energy sectors & allied business activities. It manages assets worth ₹7,804.5 crore as on Tue Mar 31, 2026. The expense ratio stands at 1.8%.
Raj Gandhi has experience 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.
Pradeep Kesavan has experience Prior to joining SBI MF, he has worked with Elara Capital, Accenture Strategy, Morgan Stanley and 3i Infotech
Top Performing Mutual Funds
growth is based on 1-month returns of the funds & Top fund are based on 3Y Returns
More Funds from SBI Mutual Fund
| Fund name | |||||||
|---|---|---|---|---|---|---|---|
| SBI Energy Opportunities Fund Direct-growth | 7,804.5 | -2.02% | -0.45% | +10.20% | +3.90% | — | — |
| SBI Energy Opportunities Fund Regular-idcw | 7,804.5 | -2.10% | -0.69% | +9.67% | +2.90% | — | — |
| SBI Energy Opportunities Fund Direct-idcw | 7,804.5 | -2.02% | -0.45% | +10.20% | +3.90% | — | — |
growth is based on 1-month returns of the funds
Top Mutual Funds
| Fund name | |||||||
|---|---|---|---|---|---|---|---|
| ICICI Prudential Energy Opportunities Fund Regular-growth | 8,795.6 | -3.73% | -0.44% | +15.11% | +10.52% | — | — |
| ICICI Prudential Energy Opportunities Fund Direct-growth | 8,795.6 | -3.65% | -0.17% | +15.62% | +11.73% | — | — |
| ICICI Prudential Energy Opportunities Fund Regular-idcw | 8,795.6 | -3.73% | -0.44% | +15.11% | +10.52% | — | — |
| ICICI Prudential Energy Opportunities Fund Direct-idcw | 8,795.6 | -3.65% | -0.17% | +15.62% | +11.73% | — | — |
| SBI Energy Opportunities Fund Direct-growth | 7,804.5 | -2.02% | -0.45% | +10.20% | +3.90% | — | — |
| SBI Energy Opportunities Fund Regular-idcw | 7,804.5 | -2.10% | -0.69% | +9.67% | +2.90% | — | — |
| SBI Energy Opportunities Fund Direct-idcw | 7,804.5 | -2.02% | -0.45% | +10.20% | +3.90% | — | — |
| DSP Natural Resources And New Energy Fund Regular Plan-growth | 2,043.7 | -1.31% | -4.48% | +3.83% | +15.96% | +19.43% | +15.69% |
| DSP Natural Resources And New Energy Fund Regular Plan-growth | 2,043.7 | -1.31% | -4.48% | +3.83% | +15.96% | +19.43% | +15.69% |
Top funds are based on Fund AUM
Top Equity Funds
| Fund name | ||||
|---|---|---|---|---|
| Dsp Natural Resources And New Energy Fund Direct Plan-growth | ₹118.82 | +20.77% | +17.00% | — |
| Dsp Natural Resources And New Energy Fund Direct Plan-growth | ₹118.82 | +20.77% | +17.00% | — |
| Dsp Natural Resources And New Energy Fund Direct Plan-growth | ₹118.82 | +20.77% | +17.00% | — |
| Dsp Natural Resources And New Energy Fund Direct Plan-idcw | ₹37.58 | +20.77% | +17.00% | — |
| Dsp Natural Resources And New Energy Fund Direct Plan-idcw | ₹37.58 | +20.77% | +17.00% | — |
| Dsp Natural Resources And New Energy Fund Direct Plan-idcw | ₹37.58 | +20.77% | +17.00% | — |
| Dsp Natural Resources And New Energy Fund Regular Plan-growth | ₹105.57 | +19.43% | +15.69% | — |
| Dsp Natural Resources And New Energy Fund Regular Plan-growth | ₹105.57 | +19.43% | +15.69% | — |
| Dsp Natural Resources And New Energy Fund Regular Plan-growth | ₹105.57 | +19.43% | +15.69% | — |
| Dsp Natural Resources And New Energy Fund Regular Plan-idcw | ₹31.02 | +19.43% | +15.69% | — |
growth is based on 5Y returns of the funds
Historical NAV
| Date | NAV |
|---|---|
| 24 Jul 2026 | ₹11.09 |
| 23 Jul 2026 | ₹11.09 |
| 22 Jul 2026 | ₹11.13 |
| 21 Jul 2026 | ₹11.21 |
| 20 Jul 2026 | ₹11.18 |
| 17 Jul 2026 | ₹11.10 |
| 16 Jul 2026 | ₹11.13 |
| 15 Jul 2026 | ₹11.10 |
| 14 Jul 2026 | ₹11.02 |
| 13 Jul 2026 | ₹11.13 |
| 10 Jul 2026 | ₹11.13 |
| 09 Jul 2026 | ₹10.98 |
| 08 Jul 2026 | ₹10.91 |
| 07 Jul 2026 | ₹11.07 |
| 06 Jul 2026 | ₹11.16 |
| 03 Jul 2026 | ₹11.12 |
| 02 Jul 2026 | ₹11.18 |
| 01 Jul 2026 | ₹11.16 |
| 30 Jun 2026 | ₹11.13 |
| 29 Jun 2026 | ₹11.11 |
| 25 Jun 2026 | ₹11.18 |
| 24 Jun 2026 | ₹11.32 |
| 23 Jun 2026 | ₹11.38 |
| 22 Jun 2026 | ₹11.49 |
| 19 Jun 2026 | ₹11.39 |
| 18 Jun 2026 | ₹11.43 |
| 17 Jun 2026 | ₹11.42 |
| 15 Jun 2026 | ₹11.25 |
| 12 Jun 2026 | ₹11.10 |
| 11 Jun 2026 | ₹10.84 |
Portfolio Updated on: 25 Jul, 2026
Fund Growth & Size Analysis
+₹7,804.5 Cr
Since Launch
This Fund
Category Average
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SBI Energy Opportunities Fund Regular-growth Returns Comparison
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