Analytics, not advice. Rankings and scores describe past performance and are not recommendations.

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SBI Energy Opportunities Fund - Regular Plan - Growth

SBI Mutual Fund · Managed by Raj gandhi; Pradeep Kesavan

FundScore
Latest NAV
₹11.2010
as of 07 Aug 2026
AUM
Expense ratio
Inception
14 May 2026
FundScore
82/100strong
Rank #182 of 1007 · top 18%

A daily percentile of this fund’s past performance within its SEBI category — analytics, not advice, and not a prediction or recommendation.

Trailing returns
Annualised returns to the latest NAV. Refreshed nightly.
1M
2.69%
3M
-1.97%
6M
4.45%
1Y
9.14%
3Y CAGR
5Y CAGR
Since incep.
4.38%
Fund details
Fund manager
Raj gandhi; Pradeep Kesavan
Riskometer
Very High Risk
Type
Open Ended
Portfolio turnover
20%
Volatility (3Y)
18.6%
Rating (external)
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.

NAV history
Zoom and pan · ranges from 1M to since-inception.
Rolling returns
Every 30-day step. The true distribution, not cherry-picked.
Rank history
Percentile within category over the last 2 years.
FundScore components
Pro-only breakdown of consistency, recency, and volatility scores.

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Pro
Market-cap distribution
Large / mid / small / micro-cap split of this fund's equity holdings, from its latest look-through portfolio. Shown as a share of classified equity.
Large cap42.1%
Mid cap24.6%
Small cap33.3%
Stock holdings
Latest portfolio disclosure for this scheme. Snapshot as of 30 Jun 2026.
Reliance Industries Ltd.
equity
7.86%
GAIL (India) Ltd.
equity
7.45%
Gujarat Gas Ltd.
equity
7.06%
Oil & Natural Gas Corporation Ltd.
equity
6.55%
Kalpataru Projects International Ltd.
equity
6.30%
Thermax Ltd.
equity
5.23%
NTPC Ltd.
equity
4.60%
Petronet LNG Ltd.
equity
4.26%
Bharat Petroleum Corporation Ltd.
equity
4.24%
JSW Energy Ltd.
equity
4.07%
HEG Ltd.
equity
3.87%
Torrent Power Ltd.
equity
3.71%
Honeywell Automation India Ltd.
equity
3.48%
Indian Oil Corporation Ltd.
equity
2.82%
Savita Oil Technologies Ltd.
equity
2.68%
CESC Ltd.
equity
2.35%
Indraprastha Gas Ltd.
equity
2.12%
Power Finance Corporation Ltd.
equity
2.07%
Graphite India Ltd.
equity
1.97%
REC Ltd.
equity
1.81%
Powerica Ltd.
equity
1.70%
Tube Investments of India Ltd.
equity
1.57%
NHPC Ltd.
equity
1.47%
Siemens Ltd.
equity
1.38%
Shivalik Bimetal Controls Ltd.
equity
1.21%
Adani Enterprises Ltd.
equity
1.15%
Chemplast Sanmar Ltd.
equity
1.00%
Power Grid Corporation of India Ltd.
equity
0.99%
Indian Energy Exchange Ltd.
equity
0.82%
KEC International Ltd.
equity
0.54%