Sectoral/ ThematicSBI Funds Management LimitedNot enough history yet

SBI Energy Opportunities Fund - Direct Plan - Growth

Benchmark: Nifty Energy TRI · Riskometer: Very High

₹11.2222

NAV (2026-08-31)

₹8,326.229 Cr

AUM (2026-08-31)

0.92%

EXPENSE RATIO (DIRECT)

2024-02-06

INCEPTION

?Quality · -/100

?Safety · -/100

?Compound · -/100

Punji Fund Health Score - percentile-within-category. See methodology.

CHART

Rolling CAGR by holding period - min, median, max

Each group is one holding-period length. Full range of outcomes across every overlapping window in the fund's history, not one trailing number.

Min rolling CAGRMedian rolling CAGRMax rolling CAGR

Category RankRisk MetricsHoldingsSimilar FundsPunji Analytics

Not enough data yet to rank this fund against its category.

This fund is less than three years old, so a three-year risk history does not exist yet.

CHART

Top sector holdings

Share of portfolio (% to NAV) in each of the top sectors.

Gas 21.18%Petroleum Products 19.51%Power 17.25%Industrial Products 7.77%Electrical Equipment 7.32%Oil 7.16%Construction 6.46%Finance 3.96%Industrial Manufacturing 3.32%Metals & Minerals Trading 2.35%Auto Components 1.44%Chemicals & Petrochemicals 0.98%Capital Markets 0.87%Other 0.43%

TOP HOLDINGS

Reliance Industries Ltd. (Petroleum Products)8.99%

GAIL (India) Ltd. (Gas)7.86%

Oil & Natural Gas Corporation Ltd. (Oil)6.82%

Kalpataru Projects International Ltd. (Construction)5.97%

Gujarat Energy Ltd. (Gas)5.97%

HEG Ltd. (Industrial Products)4.96%

NTPC Ltd. (Power)4.52%

Bharat Petroleum Corporation Ltd. (Petroleum Products)4.5%

Thermax Ltd. (Electrical Equipment)4.4%

Petronet LNG Ltd. (Gas)4.29%

Matching peers needs three years of risk history, which this fund does not have yet.