SBI Energy Opportunities Fund
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.
Growthvine rating: 3/5 — ranked #53 of 184 in category.
Fund basics
| Category | Equity: Thematic |
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| NAV | ₹10.46 (as of 2026-10-01) |
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| AUM | ₹8,326 Cr |
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| Expense ratio | 1.52% |
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| Riskometer | Moderately High |
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| Fund manager | Raj Gandhi |
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| Exit load | 1% for redemption within 30 days |
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Performance & risk
| Standard deviation | 0.00% |
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| Max drawdown | −28.32% |
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| Alpha | 0 |
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| Beta | 0 |
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Over 5 years, captured 107.3% of NIFTY Energy's upside and 94.7% of its downside.
Market cap allocation
| Large cap | 43.7% |
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| Mid cap | 21.3% |
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| Small cap | 35.0% |
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Concentration
| Top 5 holdings | 35.2% |
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| Top 10 holdings | 57.4% |
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| Total holdings | 34 |
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Top holdings
- Reliance Industries Ltd — 9.1%
- Gail (India) Ltd. — 8.0%
- Oil And Natural Gas Corporation Ltd — 6.8%
- KALPATARU PROJECTS INTERNATIONAL LIMITED — 5.7%
- Gujarat Gas Limited — 5.6%
- PETRONET LNG LTD. — 4.8%
- Bharat Petroleum Corpn. Ltd. — 4.7%
- NTPC Limited — 4.4%
- HEG Ltd. — 4.2%
- Thermax Ltd. — 4.1%
Top sectors
- Oil & GAS — 28.6%
- Petroleum Products — 20.3%
- Energy — 16.5%
Calendar-year track record
| Year | Return | Quartile | Category rank |
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| 2026 (partial) | −3.1% | Q2 | #81 of 167 |
| 2025 | 4.8% | Q2 | #57 of 132 |