SBI Energy Opportunities Fund Growth

All Cap

Energy & Utilities

Equity

India Growth

Others

Emotionally driven

Investor Profile

1–7 yearsInvestment Horizon

HNI, UHNI, Retail Investor, Mass AffluentTarget Segments

SEBI registered equity mutual fund suitable for all investor categoriesRegulatory Fit

Sbi Energy Opportunities Fund Growth focuses on Indian energy and power companies for growth.

What This Strategy Does

SBI Energy Opportunities Fund Regular Growth is an equity fund which captures India's ₹4 trillion energy and utilities opportunity through a multi-cap portfolio, deploying capital across energy, utilities, and industrials to achieve broad-based earnings growth.

Performance and Risk Analysis

Historical returns, volatility patterns, and how this fund has performed relative to its benchmark.

Fund Performance

-3.6% AnnuallyAlpha

+0.0% vs +0.0% benchmarkSince Inception

+0.0% vs +0.0% benchmark3Y Annualized

+0.0% vs +0.0% benchmark5Y Annualized

SBI Energy Opportunities Fund Growth

Benchmark Index

Benchmark Performance Comparison

SBI Energy Opportunities Fund

NIFTY 50

Given the product’s limited performance history, the assessment considers the fund house’s track record and the historical performance of comparable strategies managed by the same fund house, which follow similar investment approaches. Such comparisons provide historical context only and do not represent the performance of the new product or indicate its future returns.

Risk Profile

Standard Deviation17.8%

Sharpe Ratio-0.19

Beta1.22

Strategy Details

A closer look at the investment thesis, portfolio construction, and current holdings.

Core Investment Theme

Provides concentrated exposure to India's energy sector—a cyclical but essential industry powering the nation's economic growth. This theme captures the upside from rising energy demand, infrastructure investments, and commodity price cycles, but also carries inherent volatility from supply/demand imbalances and regulatory shifts.

Portfolio Holdings Overview

SectoralAllocation

Energy & Infra32.66%

Financial Services4.86%

Capital Goods27.58%

Utilities34.9%

Geographic Allocation

Domestic100%

Top Stock Holdings

CompanySectorAllocation

Reliance Industries LtdEnergy & Infra9.12%

Oil & Natural Gas Corp LtdEnergy & Infra8.87%

GAIL (India) LtdUtilities6.29%

Kalpataru Projects International LtdCapital Goods5.43%

NTPC LtdUtilities5.34%

Gujarat State Petronet LtdUtilities5.09%

Thermax LtdCapital Goods4.74%

HEG LtdCapital Goods4.67%

Bharat Petroleum Corp LtdEnergy & Infra4.38%

Petronet LNG LtdEnergy & Infra4.21%

Fund House Management

The asset management company’s track record, AUM scale, and fund manager credentials.

Fund Manager Track Record

Pradeep Kesavan

Lead Portfolio Manager

Pradeep Kesavan has experience of 2 years. Manages 81 funds at SBI Funds Management Ltd with an AUM of approximately ₹91,975 Cr

Raj gandhi

Co-Portfolio Manager

Mr. Raj gandhi has experience of 18 years. Manages 8 funds at SBI Funds Management Ltd with an AUM of approximately ₹9,129 Cr Holds a MMS degree.

CW Expert Take

SBI Energy Opportunities Fund focuses on the energy and utilities sectors. Their investment approach combines top-down macro analysis with bottom-up stock selection, seeking companies positioned to benefit from India's growing energy demand. The fund maintains a diversified portfolio across oil & gas, power generation, and related industrials—balancing growth opportunities with defensive characteristics.

21 years

Combined Team Experience

₹ 1,01,104 Cr

Assets Under Management

Firm Overview

AMCSBI Funds Management Ltd

Total AUM₹12,41,484.56 Cr

Investment Professionals49+

Global Offices250 Cities

Operational & Regulatory Details

What it costs to invest, transaction mechanics, and regulatory disclosures you should know.

Costs and Fees

Total Expense Ratio (TER)1.8%

Exit Load1

Regulatory & Tax Information

INF200KB1092

ISIN

DailyDealing Frequency

Nifty Energy TR INRBenchmark

LTCG | >1Year 12.5%% on gain above 1.25 Lakh

STCG | <1Year 20%%

Tax Implications (India)