SBI Energy Opportunities Fund - Direct - Growth
A Equity Scheme by SBI Funds Management Limited
1Y Returns (CAGR)
18.69%
Expense Ratio
0.80%
as of 01/02/2026
AUM
₹1,367.99 Cr
Qtr End: Dec 25
NAV
₹11.07
as of 02/03/2026
1Y Returns (CAGR)
18.69%
Expense Ratio
0.80%
as of 01/02/2026
AUM
₹1,367.99 Cr
Qtr End: Dec 25
NAV
₹11.07
as of 02/03/2026
Historical Performance
Investment growth and SIP performance over time.
Lump Sum mode selected.
₹
Total Invested₹10.0k
Current Value₹11.0k
Abs. Returns9.7%
CAGR4.7%
Growth of ₹10.0k
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Performance Metrics
Returns, CAGR, and Volatility.
| Period | Returns | CAGR | Volatility |
|---|---|---|---|
| 3M | 3.44% | 14.51% | 16.35% |
| 6M | 6.38% | 13.17% | 13.67% |
| 1Y | 18.69% | 18.69% | 14.77% |
| 3Y | N/A | N/A | N/A |
| 5Y | N/A | N/A | N/A |
Scheme Details
- Launch Date
- 06/02/2024
- Fund Age
- 2.1 years
- Minimum Investment
- ₹5,000
- Fund House
- SBI Mutual Fund
- Category
- Equity Scheme
- Sub-category
- Sectoral/ Thematic (Equity Scheme)
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