November 22, 2025
RA Jainee
SBI Energy Opportunities Fund details, NAV, Portfolio, Returns, Peer Comparison, Fund Managers & Guidance by sahifund.com
NAV Growth: ₹ 10.9330
NAV IDCW: ₹ 10.9328
Suitable For Which Investors?
This is a fund that invests mainly in the shares of companies operating in the natural resources and energy sectors.
We believe that investors should avoid funds that have a narrowly defined investment mandate such as this one. Instead, they should invest in flexi-cap funds which provide complete freedom to the fund management team to invest in companies from which it expects maximum gains.
But if you do invest, you must do so only through the SIP route.
Fund’s Investment Strategy:
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.
Fund Manager:
1) Raj Gandhi
Education: Mr. Gandhi is a BMS (Finance), MBA (Finance), CFA.
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.
Investment Details
| Min. Investment (₹) | 5,000 |
| Min. Addl Investment (₹) | 1,000 |
| Min. SIP Investment (₹) | 500 |
| Min. Withdrawal (₹) | 500 |
| Min. No of Cheques | 12 |
| Min. Balance (₹) | — |
| Lock-in Period | NA |
| Exit Load | 1% for redemption within 30 days |
Basic Details of SBI Energy Opportunities Fund
| Fund House | SBI Mutual Fund |
| Launch Date | 26-Feb-24 |
| Return Since Launch | 5.28% |
| Benchmark | NIFTY Energy TRI |
| Riskometer | Very High |
| Type | Open-ended |
| Assets | ₹ 9,722 Cr |
| (As on 31-Oct-2025) | |
| Expense | 0.79% |
| (As on 31-Oct-2025) | |
| Risk Grade | — |
| Return Grade | — |
| Turnover | 43.00% |
Trailing Returns (%)
| Fund name | YTD | 1D | 1M | 3M | 6M | 1Y | 3Y | 5Y | 7Y | 10Y |
| SBI Energy Opportunities Dir | 5.12 | 0.07 | 1.17 | 3.16 | 3.06 | 7.20 | — | — | — | — |
| BSE Energy TRI | 14.43 | 0.59 | 4.27 | 8.69 | 6.22 | 14.59 | — | — | — | — |
| Equity: Thematic-Energy | 10.64 | 0.15 | 1.55 | 4.27 | 5.61 | 10.70 | — | — | — | — |
| Rank within category | 4 | 5 | 4 | 4 | 6 | 4 | — | — | — | — |
| Number of funds in category | 4 | 6 | 6 | 6 | 6 | 4 | 2 | 2 | 2 | 1 |
Peer Comparison of SBI Energy Opportunities Fund
| Rating | 1 Year Returns | 3 Year Returns | 5 Year Returns | Expense Ratio (%) | Net Assets (Rs Cr) | Return Since Launch (%) | Exit Load (Days) | Fund Age | Turnover (%) | |
| SBI Energy Opportunities Dir | Unrated | 7.20 | — | — | 0.79 | 9,722 | 5.28 | 1.00 (30) | 1Y 8M | 43.00 |
| ICICI Pru Energy Opportunities Dir | Unrated | 13.34 | — | — | 0.53 | 10,269 | 5.88 | 1.00 (90) | 1Y 3M | 91.00 |
| DSP Natural Resources and New Energy Dir | Unrated | 12.79 | 21.91 | 25.78 | 0.87 | 1,474 | 17.50 | — | 12Y 10M | 23.00 |
| Tata Resources & Energy Dir | Unrated | 9.47 | 19.18 | 22.35 | 0.53 | 1,232 | 18.51 | 0.25 (30) | 9Y 10M | 25.63 |
| Baroda BNP Paribas Energy Opportunities Dir | Unrated | — | — | — | 0.70 | 747 | 18.24 | 1.00 (365) | 9M | 50.00 |
Portfolio Analysis of SBI Energy Opportunities Fund
| No. of Stocks | 31 |
| Top 10 Stocks | 62.52% |
| Top 5 Stocks | 40.19% |
| Top 3 Sectors | 89.49% |
| Portfolio P/B Ratio | 1.88 |
| Portfolio P/E Ratio | 14.24 |
Portfolio Breakup
| Fund | Category | |
| Average Mkt Cap (Rs Cr) | 88,115 | 1,26,569 |
| Giant (%) | 40.09 | 46.71 |
| Large (%) | 15.35 | 26.50 |
| Mid (%) | 33.98 | 20.49 |
| Small (%) | 10.58 | 6.31 |
| Tiny (%) | — | — |
Chanakya’s Mutual Fund Guidance For SBI Energy Opportunities Fund
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