January 13, 2026
RA Jainee
SBI Energy Opportunities Fund
| Fund at a Glance | |
| NAV Growth (Rs.) | 10.70 |
| NAV Bonus (Rs.) | — |
| NAV IDCW (Rs.) | 10.70 |
| Min. Investment (Rs.) | 5,000 |
| Min. SIP Investment (Rs.) | 500 |
| Min. No of Cheques | 12 |
| Benchmark | NIFTY Energy TRI |
| AUM Rs. | 9,129 Cr |
| (As on 31-Dec-2025) | |
| Expense | 0.80% |
| 1 Year Return (%) | 7.24 |
| 3 Year Return (%) | — |
| 5 Year Return (%) | — |
| 10 Year Return (%) | — |
| Return Since Launch | 3.71% |
⚖️ Sahifund Review – SBI Energy Opportunities Fund ✔
PLUS: Stability, track record, cost efficiency
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MINUS: Large AUM, large-cap bias, momentum lag
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Sahifund View (Decisive Line):
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| NFO Guidance |
What lies ahead? Below we decode returns consistency, portfolio concentration, peer positioning and risk profile in detail.
Suitable For Which Investors?
Nobody should invest in Energy funds in our opinion, because:
• They have a narrow focus on only natural resources and energy companies
• Instead, diversified equity funds which invest across sectors/themes are better
If you still choose to invest:
1. Invest only through SIP
2. Have a 7+ year investment horizon
3. Be prepared to withstand interim sharp declines in investment value
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 (Rs) | 5,000 |
| Min. Addl Investment (Rs) | 1,000 |
| Min. SIP Investment (Rs) | 500 |
| Min. Withdrawal (Rs) | 500 |
| Min. No of Cheques | 12 |
| Min. Balance (Rs) | — |
| 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 | 3.71% |
| Benchmark | NIFTY Energy TRI |
| Riskometer | Very High |
| Type | Open-ended |
| Assets | Rs 9,129 Cr |
| (As on 31-Dec-2025) | |
| Expense | 0.80% |
| (As on 31-Dec-2025) | |
| Risk Grade | — |
| Return Grade | — |
| Turnover | 38.00% |
Trailing Returns (%)
| Fund name | YTD | 1D | 1M | 3M | 6M | 1Y | 3Y | 5Y | 7Y | 10Y |
| SBI Energy Opportunities Dir | -2.77 | 0.17 | 0.40 | -0.73 | -2.30 | 7.24 | — | — | — | — |
| BSE Energy TRI | -3.10 | 0.85 | -0.59 | 3.65 | 1.99 | 11.93 | — | — | — | — |
| Equity: Thematic-Energy | -2.08 | 0.43 | 0.24 | 0.29 | 0.73 | 13.29 | — | — | — | — |
| Rank within category | 5 | 5 | 3 | 4 | 5 | 4 | — | — | — | — |
| Number of funds in category | 6 | 6 | 6 | 6 | 6 | 4 | 2 | 2 | 2 | 2 |
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 | 7.24 | — | — | 0.80 | 9,129 | 3.71 | 1.00 (30) | 1Y 10M | 38.00 |
| ICICI Pru Energy Opportunities Dir | Unrated | 10.91 | — | — | 0.58 | 9,828 | 2.83 | 1.00 (90) | 1Y 5M | 97.00 |
| DSP Natural Resources and New Energy Dir | Unrated | 21.05 | 20.85 | 21.82 | 0.88 | 1,573 | 17.64 | — | 13Y | 24.00 |
| Tata Resources & Energy Dir | Unrated | 13.95 | 18.29 | 19.03 | 0.53 | 1,222 | 18.20 | 0.25 (30) | 10Y | 28.82 |
| Baroda BNP Paribas Energy Opportunities Dir | Unrated | — | — | — | 1.01 | 718 | 13.90 | 1.00 (365) | 11M | 61.00 |
Portfolio Analysis of SBI Energy Opportunities Fund
| No. of Stocks | 32 |
| Top 10 Stocks | 63.62% |
| Top 5 Stocks | 40.29% |
| Top 3 Sectors | 91.59% |
| Portfolio P/B Ratio | 1.88 |
| Portfolio P/E Ratio | 14.50 |
Portfolio Breakup
| Fund | Category | |
| Average Mkt Cap (Rs Cr) | 85,734 | 1,28,536 |
| Giant (%) | 38.88 | 46.41 |
| Large (%) | 15.15 | 24.67 |
| Mid (%) | 35.01 | 22.28 |
| Small (%) | 10.97 | 6.64 |
| Tiny (%) | — | — |
Disclaimer: Mutual fund investments are subject to market risks. Read all scheme related documents carefully
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