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

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SBI Energy Opportunities Fund - Direct Plan - Income Distribution Cum Capital Withdrawal Option

SBI Mutual Fund · Managed by Raj gandhi; Pradeep Kesavan

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FundScore
Latest NAV
₹11.4750
as of 18 Aug 2026
AUM
—
Expense ratio
0.84%
as of 30 Jun 2026
Inception
14 May 2026
FundScore
22/100slipping
Rank #782 of 1015 · top 78%

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
0.74%
3M
1.71%
6M
4.18%
1Y
9.07%
3Y CAGR
—
5Y CAGR
—
Since incep.
5.34%
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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Stock holdings
Latest portfolio disclosure for this scheme.

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