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OmniAsset › Mutual funds › SBI Energy Opportunities Fund

SBI Energy Opportunities Fund

Sectoral / Thematic fund benchmarked to Nifty Energy TRI. Every figure below is read from one dated snapshot; what the snapshot cannot prove is left out, never estimated.

Latest NAV2 Sep 202611.2843
CategorySectoral / Thematic
PlanDirect · Idcw
Launched6 Feb 2024
Risk labelthe scheme's own riskometerVERY HIGH
Legal benchmarkSEBI Tier-1Nifty Energy TRI
Expense ratiodirect plan, a year0.92%
AUM₹12.3 Cr
Growth of ₹10,000₹11,1811 Mar 2024 to 2 Sep 2026
₹11,955₹11,131₹10,308₹9,485₹8,662Mar 2024Oct 2024Jun 2025Jan 2026Sep 2026
₹11,181 (+4.6% a year) SBI Energy Opportunities Fund

Performance (trailing, annualised)

1Y annualised8.20%

Point-to-point from the fund's own published NAV; a period the history does not span is left out.

SIP returns

SIP 1Y (₹10,000 a month)invested ₹1,20,000 → worth ₹1,23,1294.85%

₹10,000 on the first of every month, valued at the latest NAV, as an annualised rate (XIRR).

Calendar years

Calendar 20255.90%

Rolling returns

Rolling 1Y · average78 windows since 4 Mar 20252.15%
Rolling 1Y · median1.96%
Rolling 1Y · worst window-13.13%
Rolling 1Y · best window26.67%
Rolling 1Y · windows positive54%

Every window of that length in the published history, so one lucky start date cannot flatter the fund.

Risk

Volatility (3Y)18.45%
Downside deviation (3Y)14.18%
Maximum drawdown-27.97%

Management

Fund managerMr. Raj Gandhi
Managing since26 Feb 2024

Related

Source: the OmniAsset signed reference snapshot, as of 4 Sep 2026. Figures are deterministic; missing data is withheld, never estimated. See methodology and data sources. Not investment advice.

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