Rg
Raj gandhiLead
Since Feb 2024
AUM managed
₹8,326.23Cr
Tenure
Since Feb 2024
Funds
1
SBI Energy Opportunities Reg Gr
Sector - EnergySBI Mutual Fund
NAV
₹10.72
-1.85% today
AUM
₹8,326.23 Cr
Fund size
Expense
1.85%
Regular plan
Min SIP
₹500
per month
Min Lumpsum
₹5,000
one-time
Exit Load
1.0
on redemption
Fund snapshot
Category rank--
Risk-o-meterVery High Risk
BenchmarkNifty Energy TR INR (100%)
Number of holdings34
Inception26 Feb 2024
Exit load1.0
Risk metrics
Alpha-4.32
Beta0.99
Sharpe ratio0.24
Standard deviation22.01%
Sortino ratio0.39
Capital gains tax
Equity
STCG · short-term
20%Short-term gains taxed at 20%
Applies when equity fund units are sold within 12 months.
LTCG · long-term
12.5%Long-term gains taxed at 12.5%
Applies when equity fund units are sold after 12 months.
Equity-oriented mutual fund taxation applies based on holding period.
Fund managers
About SBI Energy Opportunities Reg Gr
SBI Energy Opportunities Reg Gr is an open-ended Sector - Energy mutual fund scheme offered by SBI Mutual Fund under the regular plan with the growth option. Its latest net asset value (NAV) is ₹10.72 per unit and the scheme manages ₹8,326.23 Cr in assets under management. The fund charges an expense ratio of 1.85% and is benchmarked against Nifty Energy TR INR (100%). Over the trailing 5 years, SBI Energy Opportunities Reg Gr has delivered 0.00% returns. SEBI's riskometer places this scheme in the Very High Risk category, so read the scheme information document before investing.
Investment objective
The investment objective of 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.
Regular Plan · Growth option · NAV as of 15 Sept 2026
SBI Energy Opportunities Reg Gr returns
| Period | Fund | Category average |
|---|---|---|
| 1 month | -4.00% | -1.57% |
| 3 months | -4.73% | -0.55% |
| 6 months | +4.08% | +6.09% |
| 1 year | +2.45% | +9.32% |
| 3 years | 0.00% | 0.00% |
| 5 years | 0.00% | 0.00% |
Rolling returns
| Period | Fund | Category average |
|---|---|---|
| 1 month | 0.00% | -1.57% |
| 3 months | -3.50% | -6.21% |
| 6 months | -1.28% | +1.83% |
| 1 year | +8.80% | +11.20% |
| 3 years | 0.00% | -96.99% |
| 5 years | 0.00% | -96.99% |
Past performance is not indicative of future returns. Mutual fund investments are subject to market risks; read all scheme related documents carefully.
SBI Energy Opportunities Reg Gr — frequently asked questions
What is the NAV of SBI Energy Opportunities Reg Gr?
The latest net asset value (NAV) of SBI Energy Opportunities Reg Gr is ₹10.72 per unit, -1.85% over the previous trading day. NAV is declared by the AMC at the end of every business day.
What returns has SBI Energy Opportunities Reg Gr delivered?
SBI Energy Opportunities Reg Gr has returned 0.00% over the trailing 5 years (1 year: +2.45%, 3 years: 0.00%). Returns beyond one year are annualised. Past performance does not guarantee future returns.
What is the expense ratio of SBI Energy Opportunities Reg Gr?
SBI Energy Opportunities Reg Gr charges an expense ratio of 1.85% per annum. The expense ratio is deducted from the scheme's assets, so the NAV you see is already net of it.
How risky is SBI Energy Opportunities Reg Gr?
SEBI's riskometer classifies SBI Energy Opportunities Reg Gr as Very High Risk, which is typical for a Sector - Energy scheme. Match the scheme's risk level to your own risk tolerance and investment horizon before investing.
What is the minimum investment in SBI Energy Opportunities Reg Gr?
You can start a SIP in SBI Energy Opportunities Reg Gr from ₹500 per month, and the minimum lumpsum investment is ₹5,000.
Who manages SBI Energy Opportunities Reg Gr?
SBI Energy Opportunities Reg Gr is managed by SBI Mutual Fund, holds ₹8,326.23 Cr in assets under management and invests across 34 holdings. This page covers the regular plan with the growth option.
Scheme identifiers
- Fund house
- SBI Mutual Fund
- Scheme category
- Equity
- Scheme sub-category
- Sector - Energy
- Plan
- Regular plan
- Option
- Growth
- ISIN
- INF200KB1092
- Scheme code
- FS0000IMJ4
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