SBI Energy Opportunities Fund Direct Growth

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*For the other fund, rescaled NAVs are used

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SBI Energy Opportunities Fund Direct Growth

Investment Type

MONTHLY SIP ONE -TIME

Monthly Investment

Time Period (yrs)

Annual Return in %

Invested Amount

₹0
Return

₹0

Current Value

₹0

FUND SUMMARY

Benchmark

Nifty Energy TR INR

Expense Ratio

0.00 %

Category Avg Expense Ratio

0.00%

Minimum Investment (Lumpsum/SIP)

₹5000/₹1000

Lock In (Years)

No Lock-in

Fund Size

₹ 9,928.46 Cr(As on Jan, 2025)

Inception Date

Feb 27, 2024

Turnover

0.00 %

Exit Load

For exit on or before 1 year from the date of allotment: 1% and For exit after 1 year from the date of allotment: Nil The AMC reserves the right to modify / change the load structure on a prospective basis.

ABOUT THE FUND

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. However, there can be no assurance that the investment objective of the Scheme will be realized.

SBI Energy Opportunities Fund Direct Growth is an Equity - Sector - Energy fund. The fund was launched in Feb 27, 2024. Its risk level is Very High. The NAV of the fund as on Mar 12, 2025 is ₹9.24. Its expense ratio is 0.00 %. The fund has an AUM of ₹9,928.46 Cr.The fund is managed by Pradeep Kesavan, Raj gandhi. The minimum initial investment is ₹5000 in Lumpsum mode.

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FUND MANAGER

Raj gandhi

Lead Fund Manager.

Feb 27, 2024- Present

Fund Manager Rank -- Out of 0
i
Rank measured on the basis of consistent alpha the fund manager delivered in the same category over a period of three years (factors only Direct plan, Growth option)
Schemes managed 4
Total AUM ₹ 25,694.08 Cr
Highest Return In 1 Yr 29.31 %

Other Funds

table
card

1M 3M 6M 1Y 3Y 5Y

Fund Name Morningstar Rating NAV Fund Return Category Return Risk Fund Size (Cr)

₹59.54

-1.45%

Very High Risk

₹7,140.71Cr

₹24.36

-1.21%

-1.10%

High Risk

₹5,705.20Cr

₹9.24

1.38%

1.09%

Very High Risk

₹9,928.46Cr

Fund Name Morningstar Rating NAV Fund Return Category Return Risk Fund Size (Cr)

₹59.54

-4.14%

Very High Risk

₹7,140.71Cr

₹24.36

-5.67%

-3.75%

High Risk

₹5,705.20Cr

₹9.24

-14.37%

-12.16%

Very High Risk

₹9,928.46Cr

Fund Name Morningstar Rating NAV Fund Return Category Return Risk Fund Size (Cr)

₹59.54

-3.53%

Very High Risk

₹7,140.71Cr

₹24.36

-3.51%

-3.31%

High Risk

₹5,705.20Cr

₹9.24

-20.61%

-16.73%

Very High Risk

₹9,928.46Cr

Fund Name Morningstar Rating NAV Fund Return Category Return Risk Fund Size (Cr)

₹59.54

9.07%

Very High Risk

₹7,140.71Cr

₹24.36

5.01%

4.92%

High Risk

₹5,705.20Cr

₹9.24

-8.16%

-8.70%

Very High Risk

₹9,928.46Cr

Fund Name Morningstar Rating NAV Fund Return Category Return Risk Fund Size (Cr)

₹59.54

14.14%

Very High Risk

₹7,140.71Cr

₹24.36

9.63%

8.46%

High Risk

₹5,705.20Cr

₹9.24

Very High Risk

₹9,928.46Cr

Fund Name Morningstar Rating NAV Fund Return Category Return Risk Fund Size (Cr)

₹59.54

16.02%

Very High Risk

₹7,140.71Cr

₹24.36

11.92%

10.96%

High Risk

₹5,705.20Cr

₹9.24

Very High Risk

₹9,928.46Cr

1M 3M 6M 1Y 3Y 5Y

Very High Risk

NAV ₹59.54
Fund Size ₹7,140.71Cr

Fund Return -1.45%

Category Return --

High Risk

NAV ₹24.36
Fund Size ₹5,705.20Cr

Fund Return -1.21%

Category Return -1.10%

Very High Risk --

NAV ₹9.24
Fund Size ₹9,928.46Cr

Fund Return 1.38%

Category Return 1.09%

Very High Risk

NAV ₹59.54
Fund Size ₹7,140.71Cr

Fund Return -4.14%

Category Return --

High Risk

NAV ₹24.36
Fund Size ₹5,705.20Cr

Fund Return -5.67%

Category Return -3.75%

Very High Risk --

NAV ₹9.24
Fund Size ₹9,928.46Cr

Fund Return -14.37%

Category Return -12.16%

Very High Risk

NAV ₹59.54
Fund Size ₹7,140.71Cr

Fund Return -3.53%

Category Return --

High Risk

NAV ₹24.36
Fund Size ₹5,705.20Cr

Fund Return -3.51%

Category Return -3.31%

Very High Risk --

NAV ₹9.24
Fund Size ₹9,928.46Cr

Fund Return -20.61%

Category Return -16.73%

Very High Risk

NAV ₹59.54
Fund Size ₹7,140.71Cr

Fund Return 9.07%

Category Return --

High Risk

NAV ₹24.36
Fund Size ₹5,705.20Cr

Fund Return 5.01%

Category Return 4.92%

Very High Risk --

NAV ₹9.24
Fund Size ₹9,928.46Cr

Fund Return -8.16%

Category Return -8.70%

Very High Risk

NAV ₹59.54
Fund Size ₹7,140.71Cr

Fund Return 14.14%

Category Return --

High Risk

NAV ₹24.36
Fund Size ₹5,705.20Cr

Fund Return 9.63%

Category Return 8.46%

Very High Risk --

NAV ₹9.24
Fund Size ₹9,928.46Cr

Fund Return --

Category Return --

Very High Risk

NAV ₹59.54
Fund Size ₹7,140.71Cr

Fund Return 16.02%

Category Return --

High Risk

NAV ₹24.36
Fund Size ₹5,705.20Cr

Fund Return 11.92%

Category Return 10.96%

Very High Risk --

NAV ₹9.24
Fund Size ₹9,928.46Cr

Fund Return --

Category Return --

Returns <= 1 year are absolute and > 1 year are annualised (CAGR)

Pradeep Kesavan

Feb 27, 2024- Present

Schemes managed 46
Total AUM ₹ 5,66,442.33 Cr
Highest Return In 1 Yr 19.63 %

Other Funds

table
card

1M 3M 6M 1Y 3Y 5Y

Fund Name Morningstar Rating NAV Fund Return Category Return Risk Fund Size (Cr)

₹47.67

0.49%

1.75%

Moderately High risk

₹2,266.46Cr

₹43.32

0.52%

0.39%

Moderate Risk

₹27,466.82Cr

₹33.02

0.52%

0.40%

Moderate Risk

₹13,522.75Cr

Fund Name Morningstar Rating NAV Fund Return Category Return Risk Fund Size (Cr)

₹47.67

1.83%

2.68%

Moderately High risk

₹2,266.46Cr

₹43.32

1.72%

1.35%

Moderate Risk

₹27,466.82Cr

₹33.02

1.70%

1.38%

Moderate Risk

₹13,522.75Cr

Fund Name Morningstar Rating NAV Fund Return Category Return Risk Fund Size (Cr)

₹47.67

3.89%

4.54%

Moderately High risk

₹2,266.46Cr

₹43.32

3.62%

2.98%

Moderate Risk

₹27,466.82Cr

₹33.02

3.76%

3.27%

Moderate Risk

₹13,522.75Cr

Fund Name Morningstar Rating NAV Fund Return Category Return Risk Fund Size (Cr)

₹47.67

8.53%

8.83%

Moderately High risk

₹2,266.46Cr

₹43.32

7.61%

6.66%

Moderate Risk

₹27,466.82Cr

₹33.02

8.02%

7.34%

Moderate Risk

₹13,522.75Cr

Fund Name Morningstar Rating NAV Fund Return Category Return Risk Fund Size (Cr)

₹47.67

7.77%

9.69%

Moderately High risk

₹2,266.46Cr

₹43.32

6.91%

6.39%

Moderate Risk

₹27,466.82Cr

₹33.02

6.77%

6.49%

Moderate Risk

₹13,522.75Cr

Fund Name Morningstar Rating NAV Fund Return Category Return Risk Fund Size (Cr)

₹47.67

7.64%

7.56%

Moderately High risk

₹2,266.46Cr

₹43.32

6.06%

5.52%

Moderate Risk

₹27,466.82Cr

₹33.02

6.56%

6.27%

Moderate Risk

₹13,522.75Cr

1M 3M 6M 1Y 3Y 5Y

Moderately High risk

NAV ₹47.67
Fund Size ₹2,266.46Cr

Fund Return 0.49%

Category Return 1.75%

Moderate Risk

NAV ₹43.32
Fund Size ₹27,466.82Cr

Fund Return 0.52%

Category Return 0.39%

Moderate Risk

NAV ₹33.02
Fund Size ₹13,522.75Cr

Fund Return 0.52%

Category Return 0.40%

Moderately High risk

NAV ₹47.67
Fund Size ₹2,266.46Cr

Fund Return 1.83%

Category Return 2.68%

Moderate Risk

NAV ₹43.32
Fund Size ₹27,466.82Cr

Fund Return 1.72%

Category Return 1.35%

Moderate Risk

NAV ₹33.02
Fund Size ₹13,522.75Cr

Fund Return 1.70%

Category Return 1.38%

Moderately High risk

NAV ₹47.67
Fund Size ₹2,266.46Cr

Fund Return 3.89%

Category Return 4.54%

Moderate Risk

NAV ₹43.32
Fund Size ₹27,466.82Cr

Fund Return 3.62%

Category Return 2.98%

Moderate Risk

NAV ₹33.02
Fund Size ₹13,522.75Cr

Fund Return 3.76%

Category Return 3.27%

Moderately High risk

NAV ₹47.67
Fund Size ₹2,266.46Cr

Fund Return 8.53%

Category Return 8.83%

Moderate Risk

NAV ₹43.32
Fund Size ₹27,466.82Cr

Fund Return 7.61%

Category Return 6.66%

Moderate Risk

NAV ₹33.02
Fund Size ₹13,522.75Cr

Fund Return 8.02%

Category Return 7.34%

Moderately High risk

NAV ₹47.67
Fund Size ₹2,266.46Cr

Fund Return 7.77%

Category Return 9.69%

Moderate Risk

NAV ₹43.32
Fund Size ₹27,466.82Cr

Fund Return 6.91%

Category Return 6.39%

Moderate Risk

NAV ₹33.02
Fund Size ₹13,522.75Cr

Fund Return 6.77%

Category Return 6.49%

Moderately High risk

NAV ₹47.67
Fund Size ₹2,266.46Cr

Fund Return 7.64%

Category Return 7.56%

Moderate Risk

NAV ₹43.32
Fund Size ₹27,466.82Cr

Fund Return 6.06%

Category Return 5.52%