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SBI Energy Opportunities Fund Direct Growth
Equity
Thematic
Very High Risk
NAV: 28 Feb '26
₹11.31
Min. for SIP
₹500
Fund size
₹8,609.85 Cr
Expense ratio
0.78%
Return calculator
Monthly investment
₹5,000
| Over the past | Total investment | Would've become | Historic returns | Returns |
|---|---|---|---|---|
| 3 months | ₹15,000 | ₹14,649 | -2.34% | |
| 6 months | ₹30,000 | ₹27,296 | -9.01% | |
| 1 year | ₹60,000 | ₹52,107 | -13.15% |
Holdings (33)
| Name | Sector | Instruments | Assets |
|---|---|---|---|
| Indian Oil Corporation Ltd. | Energy | Equity | 9.06% |
| Reliance Industries Ltd. | Energy | Equity | 8.58% |
| Bharat Petroleum Corporation Ltd. | Energy | Equity | 7.24% |
| GAIL (India) Ltd. | Energy | Equity | 6.92% |
| Gujarat State Petronet Ltd. | Energy | Equity | 6.12% |
| Kalpataru Projects International Ltd. | Capital Goods | Equity | 5.32% |
| NTPC Ltd. | Energy | Equity | 4.65% |
| Petronet LNG Ltd. | Energy | Equity | 4.45% |
| HEG Ltd. | Construction | Equity | 4.23% |
| Torrent Power Ltd. | Energy | Equity | 3.92% |
| Oil And Natural Gas Corporation Ltd. | Energy | Equity | 3.85% |
| Thermax Ltd. | Capital Goods | Equity | 3.79% |
| Honeywell Automation India Ltd. | Capital Goods | Equity | 2.96% |
| JSW Energy Ltd. | Capital Goods | Equity | 2.48% |
| Indraprastha Gas Ltd. | Energy | Equity | 2.31% |
| CESC Ltd. | Energy | Equity | 2.11% |
| Graphite India Ltd. | Capital Goods | Equity | 2.01% |
| Power Finance Corporation Ltd. | Financial | Equity | 1.88% |
| Savita Oil Technologies Ltd. | Energy | Equity | 1.84% |
| REC Ltd. | Financial | Equity | 1.83% |
| Gujarat Gas Ltd. | Energy | Equity | 1.82% |
| Adani Energy Solutions Ltd. | Energy | Equity | 1.30% |
| Power Grid Corporation Of India Ltd. | Energy | Equity | 1.28% |
| Oil India Ltd. | Energy | Equity | 1.24% |
| Shivalik Bimetal Controls Ltd. | Capital Goods | Equity | 1.16% |
| Tube Investments Of India Ltd. | Automobile | Equity | 1.15% |
| NHPC Ltd. | Energy | Equity | 1.00% |
| Indian Energy Exchange Ltd. | Services | Equity | 0.84% |
| KEC International Ltd. | Capital Goods | Equity | 0.70% |
| Adani Power Ltd. | Energy | Equity | 0.35% |
| Inox India Ltd. | Metals & Mining | Equity | 0.26% |
| Chemplast Sanmar Ltd. | Chemicals | Equity | 0.20% |
| Reserve Bank of India | Financial | T-Bills | 0.06% |
See All
Minimum investments
Min. for 1st investment
₹5,000
Min. for 2nd investment
₹1,000
Min. for SIP
₹500
Returns and rankings
Annualised returns
Absolute returns
| Name | 3M | 6M | 1Y | All |
|---|---|---|---|---|
| Fund returns | +1.3% | +4.5% | +20.1% | +10.8% |
| Category average (Equity Thematic) | -- | -- | +6.5% | -- |
| Rank (Equity Thematic) | 4 | 3 | 2 | -- |
Exit load, stamp duty and tax
Exit load
Exit load of 1%, if redeemed within 30 days.
Stamp duty on investment: 0.005% (from July 1st, 2020)
from July 1st 2020
Tax implication
If you redeem within one year, returns are taxed at 20%. If you redeem after one year, returns exceeding Rs 1.25 lakh in a financial year are taxed at 12.5%.
Check past data
Fund management
RGRaj GandhiFeb 2024 - PresentView details
RG
Raj Gandhi
Feb 2024 - Present
View details
PKPradeep KesavanFeb 2024 - PresentView details
PK
Pradeep Kesavan
Feb 2024 - Present
View details
About SBI Energy Opportunities Fund Direct Growth
SBI Energy Opportunities Fund Direct Growth is a Equity Mutual Fund Scheme launched by SBI Mutual Fund. This scheme was made available to investors on 29 Jun 1987. Raj Gandhi is the Current Fund Manager of SBI Energy Opportunities Fund Direct Growth fund. The fund currently has an Asset Under Management(AUM) of ₹12,60,926 Cr and the Latest NAV as of 28 Feb 2026 is ₹11.31.
The SBI Energy Opportunities Fund Direct Growth is rated Very High risk. Minimum SIP Investment is set to ₹500. Minimum Lumpsum Investment is ₹5,000. Exit load of 1%, if redeemed within 30 days.
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Investment Objective
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 benchmarkNIFTY Energy Total Return Index
Fund house
Rank (total assets)#1 in India
Total AUM₹12,60,925.93 Cr
Date of Incorporation29 Jun 1987
Launch Date29 Jun 1987
Address9th Floor & Unit no. 1002, 1003 and 1004 of 10th floor,Crescenzo, C-38 & 39, G Block, Bandra Kurla Complex,Bandra (East) Mumbai 400051
CustodianSBI SG Global Securities Services Pvt.Ltd.
Registrar & Transfer AgentCams
Email[email protected]
Websitewww.camsonline.com
Address7th Floor, Tower II, Rayala Towers, 158, Anna Salai,