SBI Energy Opportunities Fund Direct Growth

SBI Energy Opportunities Fund Direct Growth

Equity
Thematic
Very High Risk
1M
6M
1Y
All
NAV: 19 Jan '26
₹10.64
Min. SIP amount
₹500
Fund size
₹9,128.58 Cr
Expense ratio
0.81%

Return calculator

Monthly SIP
One time
Monthly investment
₹5,000
Over the pastTotal investmentWould've becomeHistoric returnsReturns
1 year₹60,000₹52,107
-13.15%

Holdings (33)

NameSectorInstrumentsAssets
Reliance Industries Ltd.EnergyEquity9.71%
Bharat Petroleum Corporation Ltd.EnergyEquity9.36%
Indian Oil Corporation Ltd.EnergyEquity8.71%
GAIL (India) Ltd.EnergyEquity6.72%
Gujarat State Petronet Ltd.EnergyEquity5.79%
NTPC Ltd.EnergyEquity5.60%
Kalpataru Projects International Ltd.Capital GoodsEquity5.28%
HEG Ltd.ConstructionEquity4.59%
Petronet LNG Ltd.EnergyEquity4.11%
Thermax Ltd.Capital GoodsEquity3.75%
Torrent Power Ltd.EnergyEquity3.49%
Oil And Natural Gas Corporation Ltd.EnergyEquity3.24%
Honeywell Automation India Ltd.Capital GoodsEquity2.74%
JSW Energy Ltd.Capital GoodsEquity2.46%
Indraprastha Gas Ltd.EnergyEquity2.38%
CESC Ltd.EnergyEquity2.27%
Graphite India Ltd.Capital GoodsEquity1.97%
Savita Oil Technologies Ltd.EnergyEquity1.83%
REC Ltd.FinancialEquity1.69%
Gujarat Gas Ltd.EnergyEquity1.67%
Power Finance Corporation Ltd.FinancialEquity1.66%
Adani Energy Solutions Ltd.EnergyEquity1.41%
Power Grid Corporation Of India Ltd.EnergyEquity1.25%
Tube Investments Of India Ltd.AutomobileEquity1.22%
Shivalik Bimetal Controls Ltd.Capital GoodsEquity1.11%
Oil India Ltd.EnergyEquity0.98%
NHPC Ltd.EnergyEquity0.95%
Indian Energy Exchange Ltd.ServicesEquity0.84%
KEC International Ltd.Capital GoodsEquity0.73%
Adani Power Ltd.EnergyEquity0.35%
Inox India Ltd.Metals & MiningEquity0.25%
Chemplast Sanmar Ltd.ChemicalsEquity0.19%
Reserve Bank of IndiaFinancialT-Bills0.05%
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
Name3M6M1YAll
Fund returns-0.6%-3.0%+6.9%+7.5%
Category average (Equity Thematic)----+6.5%--
Rank (Equity Thematic)454--

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

RG
Raj Gandhi
Feb 2024 - Present
View details

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.

PK
Pradeep Kesavan
Feb 2024 - Present
View details

Education
Mr. Kesavan has done B.Com, MBA (Finance) and CFA
Experience
Prior to joining SBI MF, he has worked with Elara Capital, Accenture Strategy, Morgan Stanley and 3i Infotech
Also manages these schemes

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 ₹12,56,070 Cr and the Latest NAV as of 19 Jan 2026 is ₹10.64. 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. ;

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₹12,56,070.06 Cr
Date of Incorporation29 Jun 1987
Phone022-61793000 / 1800-425-5425
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
Address7th Floor, Tower II, Rayala Towers, 158, Anna Salai,