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SBI Energy Opportunities Fund - Direct Plan - Income Distribution Cum Capital Withdrawal Option
Open Ended Schemes(Equity Scheme - Sectoral/ Thematic)Very High RiskISIN INF200KB1134
NAV · 06-Jul-2026
₹11.4507
1M
-0.74%
6M
+1.54%
1Y (CAGR)
+3.67%
3Y (CAGR)
—
5Y (CAGR)
—
Since inception (CAGR)
+5.38%
NAV history
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Risk & SIP analytics
Volatility (3y)
18.91%
Downside dev (3y)
16.47%
Max drawdown (3y)
-28.0%
Calendar-year returns
2025 +5.9%
Fund facts
Fund managerRaj gandhi · Pradeep Kesavan
AUM₹89,063 Cr
Expense ratio0.79% · 2026-05-31
Launch date06-Feb-2024
Plan typeOpen Ended · Equity
Min lumpsum₹5,000
Min SIP₹500
Lock-inNone
Volatility18.73
AMCSBI Funds Management Limited
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.
scheme documents ↗