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SBI Energy Opportunities Fund - Regular (IDCW)

Sectoral / Thematic • OPEN
NAV as of May 22, 2026
₹11.18
1 day change
Returns since inception
5.10%
CAGR
AUM (Fund size)
₹8,918 Cr
NAV: ₹ 11.18
as on May 22, 2026
SBI Energy Opportunities Fund - Regular (IDCW)

SBI Energy Opportunities Fund - Regular (IDCW) Overview

AUM (Fund size) ₹ 8,918 Cr
Expense ratio 1.76 %
Exit load For exit within 30 days from the date of allotment - 1% For exit after 30 days from the date of allotment - Nil
Plan type Regular Fund
Risk Very High
Lock-in Period Nil
Benchmark Nifty Energy TRI
Min. investment SIP: ₹500    Lumpsum: ₹5,000
Age 2 yrs 3 m since Feb 06, 2024
Tax implication STCG Tax: 15% if redeemed before 1 Year, LTCG Tax: 10% without indexation benefit exceeding Rs. 1 lakh post 1 Year

Holdings Distribution

Gas
19.13%
Petroleum Products
18.24%
Power
18.11%
Oil
10.15%
Industrial Products
8.77%

Top Holdings

Reliance Industr 9.12%
O N G C 8.87%
GAIL (India) 6.29%
Kalpataru Proj. 5.43%
NTPC 5.34%
Guj.St.Petronet 5.09%
Thermax 4.74%
HEG 4.67%
B P C L 4.38%
Petronet LNG 4.21%

Scheme Information

SBI Energy Opportunities Fund - Regular (IDCW) was launched on 06/02/2024. The fund manages ₹8,918 Cr in assets. Its current expense ratio is 1.76%.

Fund Manager: Raj Gandhi

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FAQs on SBI Energy Opportunities Fund - Regular (IDCW)

The current expense ratio of SBI Energy Opportunities Fund - Regular (IDCW) is 1.76%.

The AUM of SBI Energy Opportunities Fund - Regular (IDCW) is ₹8,918 crore.

Log in to your investment platform, select the fund, enter units or amount, and confirm the redemption request.

Yes, SBI Energy Opportunities Fund - Regular (IDCW) allows both SIP and lump sum investments.

The latest NAV is ₹11.18.

Minimum SIP starts from ₹500.

Redemption can be done via AMC website or your investment platform.

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