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Fund Overview of SBI Energy Opportunities Fund Direct-growth
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₹8,906.3 CrAUM
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₹11.71NAV
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0.83%Expense Ratio
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EquityFund Category
Minimum amount you can invest: ₹500
Maximum amount you can invest: ₹1,00,000
We have used a return rate of 15% for our calculations.
Returns of SBI Energy Opportunities Fund Direct-growth
| Tenure | Absolute(%) | Annualised(%) | Category Average(%) |
|---|---|---|---|
| 3 Months | 12.01% | NA | 0.77% |
| 6 Months | 10.52% | NA | 13.06% |
| 1 Year | 9.86% | 9.86% | -3.99% |
| 2 Years | 5.80% | 2.86% | 21.21% |
Compare SBI Energy Opportunities Fund Direct-growth with other mutual funds in the same category
SBI Energy Opportunities Fund Direct-growth
DSP Natural Resources And New Energy Fund Direct Plan-growth
DSP Natural Resources And New Energy Fund Direct Plan-idcw
Asset Allocation
equities
97.34%debt instruments
0.05%other assets or cash equivalents
2.61%SBI Energy Opportunities Fund Direct-growth is one Equity mutual fund offered by SBI Mutual Fund. Launched on 26 Feb 2024, the fund aims Long term Capital appreciation. Investment in equity and equity related instruments of companies engaged in and/or expected to benefit from the growth in traditional & new energy sectors & allied business activities. It manages assets worth ₹8,906.3 crore as on Sun May 31, 2026. The expense ratio stands at 0.83%. Fund Manager Manager Education Fund Manager Manager EducationAbout SBI Energy Opportunities Fund Direct-growth
The portfolio allocation consists of 97.34% in equities, 0.05% in debt instruments, 2.61% in other assets or cash equivalents.Managed by Pradeep Kesavan, it has delivered a return of 9.86% in the last year, a total return since inception of 7.08%.
Long-term investors frequently review various best sip plan while they strengthen sustainable financial stability.
Fund Details
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Top Performing Mutual Funds
| Fund Names | AUM (Cr) | 1M | 3M | 1Yr | 3Yr | 5Yr |
|---|---|---|---|---|---|---|
DSP Natural Resources And New Energy Fund Direct Plan-growth  |
₹2,457 | -2.47% | 4.52% | 22.88% | 23.64% | 17.36% |
| DSP Natural Resources And New Energy Fund Direct Plan-idcw |
₹2,457 | -2.47% | 4.52% | 22.88% | 23.64% | 17.36% |
| DSP Natural Resources And New Energy Fund Regular Plan-growth |
₹2,457 | -2.56% | 4.21% | 21.47% | 22.27% | 16.05% |
| DSP Natural Resources And New Energy Fund Regular Plan-idcw |
₹2,457 | -2.56% | 4.21% | 21.47% | 22.27% | 16.05% |
Tata Resources & Energy Fund Direct-growth  |
₹1,381 | 0.73% | 10.11% | 12.97% | 18.86% | 15.51% |
| Tata Resources & Energy Fund Direct-idcw |
₹1,381 | 0.73% | 10.11% | 12.97% | 18.86% | 15.51% |
| Tata Resources & Energy Fund Regular-growth |
₹1,381 | 0.60% | 9.71% | 11.23% | 17.00% | 13.66% |
| Tata Resources & Energy Fund Regular-idcw |
₹1,381 | 0.60% | 9.71% | 11.23% | 17.00% | 13.66% |
growth is based on 1-month returns of the funds & Top fund are based on 3Y Returns
More funds from SBI Mutual Fund
| Fund Names | AUM (Cr) | 1M | 3M | 6M | 1Yr | 3Yr |
|---|---|---|---|---|---|---|
|
SBI Energy Opportunities Fund Regular-growth
|
₹8,906 | 3.06% | 11.74% | 9.98% | 8.81% | - |
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SBI Energy Opportunities Fund Regular-idcw
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₹8,906 | 3.06% | 11.74% | 9.98% | 8.81% | - |
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SBI Energy Opportunities Fund Direct-idcw
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₹8,906 | 3.15% | 12.01% | 10.52% | 9.86% | - |
growth is based on 1-month returns of the fundsMutual Fund Calculator
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Top Mutual Funds
| Fund Names | AUM (Cr) | NAV | 3Yr | 5Yr | 10Yr |
|---|---|---|---|---|---|
| DSP Natural Resources And New Energy Fund Direct Plan-growth |
₹2,457 | ₹121.98 | 23.64% | 17.36% | 19.59% |
| DSP Natural Resources And New Energy Fund Regular Plan-growth |
₹2,457 | ₹108.51 | 22.27% | 16.05% | 18.40% |
Detailed Portfolio
| Stocks | Sector | % of Holding | Value |
|---|---|---|---|
| Gujarat Gas Ltd | Energy & Utilities | 8.47% | ₹754.10 Cr |
| Reliance Industries Ltd | Energy & Utilities | 7.85% | ₹699.58 Cr |
| Oil & Natural Gas Corporation Ltd | Energy & Utilities | 7.24% | ₹645.19 Cr |
| Gail (india) Ltd | Energy & Utilities | 6.91% | ₹615.84 Cr |
| Kalpataru Power Transmission Ltd | Industrials | 5.87% | ₹522.72 Cr |
| Thermax Ltd | Industrials | 5.50% | ₹490.04 Cr |
| Ntpc Ltd | Energy & Utilities | 4.89% | ₹435.08 Cr |
| Heg Ltd | Industrials | 4.15% | ₹369.85 Cr |
| Bharat Petroleum Corporation Ltd | Energy & Utilities | 4.07% | ₹362.60 Cr |
| Jsw Energy Ltd | Energy & Utilities | 4.06% | ₹361.58 Cr |
| Petronet Lng Ltd | Energy & Utilities | 4.02% | ₹358.31 Cr |
| Torrent Power Ltd | Energy & Utilities | 3.64% | ₹324.59 Cr |
| Honeywell Automation India Ltd | Technology | 3.04% | ₹270.80 Cr |
| Indian Oil Corporation Ltd | Energy & Utilities | 2.78% | ₹247.49 Cr |
| Repo | Unspecified | 2.50% | ₹222.48 Cr |
| Cesc Ltd | Energy & Utilities | 2.48% | ₹220.59 Cr |
| Graphite India Ltd | Industrials | 2.29% | ₹203.52 Cr |
| Savita Oil Technologies Ltd | Materials | 2.23% | ₹198.19 Cr |
| Power Finance Corporation Ltd | Financial | 2.05% | ₹182.47 Cr |
| Indraprastha Gas Ltd | Energy & Utilities | 2.02% | ₹179.46 Cr |
Top Equity Funds
| Fund Names | NAV | 3Yr | 5Yr | 52 weeks high |
|---|---|---|---|---|
| DSP Natural Resources And New Energy Fund Direct Plan-growth |
₹121.98 | 23.64% | 17.36% | - |
| DSP Natural Resources And New Energy Fund Direct Plan-idcw |
₹38.58 | 23.64% | 17.36% | - |
| DSP Natural Resources And New Energy Fund Regular Plan-growth |
₹108.51 | 22.27% | 16.05% | - |
| DSP Natural Resources And New Energy Fund Regular Plan-idcw |
₹31.88 | 22.27% | 16.05% | - |
| Tata Resources & Energy Fund Direct-growth |
₹58.41 | 18.86% | 15.51% | - |
| Tata Resources & Energy Fund Direct-idcw |
₹56.65 | 18.86% | 15.51% | - |
| Tata Resources & Energy Fund Regular-growth |
₹49.09 | 17.00% | 13.66% | - |
| Tata Resources & Energy Fund Regular-idcw |
₹43.14 | 17.00% | 13.66% | - |
growth is based on 5Y returns of the funds
Frequently Asked Questions
SBI Energy Opportunities Fund Direct-growth
What is the current AUM of SBI Energy Opportunities Fund Direct-growth?
As of Sun May 31, 2026, SBI Energy Opportunities Fund Direct-growth manages assets worth ₹8,906.3 crore
How has SBI Energy Opportunities Fund Direct-growth performed recently?
- 3 Months: 12.01%
- 6 Months: 10.52%
What is the long-term performance of SBI Energy Opportunities Fund Direct-growth?
- Since Inception: 7.08%
What is the portfolio composition of SBI Energy Opportunities Fund Direct-growth?
Equity: 97.34%, Debt: 0.05%, Others: 2.61%.
Who manages SBI Energy Opportunities Fund Direct-growth?
SBI Energy Opportunities Fund Direct-growth is managed by Pradeep Kesavan from SBI Mutual Fund.
What is the market-cap allocation of SBI Energy Opportunities Fund Direct-growth?
Large Cap: 41.57%, Mid Cap: 22.09%, Small Cap: 36.35%.
Which are the top companies SBI Energy Opportunities Fund Direct-growth has invested in?
- Gujarat Gas Ltd – 8.47% of the fund's portfolio
- Reliance Industries Ltd – 7.85% of the fund's portfolio
- Oil & Natural Gas Corporation Ltd – 7.24% of the fund's portfolio
- GAIL (India) Ltd – 6.91% of the fund's portfolio
- Kalpataru Power Transmission Ltd – 5.87% of the fund's portfolio
Which are the major sectors SBI Energy Opportunities Fund Direct-growth focuses on?
- Energy & Utilities – 58.43% of the fund's portfolio
- Industrials – 17.81% of the fund's portfolio
- Technology – 3.04% of the fund's portfolio
- Unspecified – 2.50% of the fund's portfolio
- Materials – 2.23% of the fund's portfolio
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