SBI Energy Opportunities Fund

Fund Overview

NAV (14 Nov 25)

10.81

AUM (in Cr)

₹ 9722.28

1 Year CAGR

% 4.99

Risk Level

Very High

Fund Performance

Name	1 Month%	3 Month%	6 Month%	1 Year%	3 Year%	5 Year%
SBI Energy Opportunities Fund SBI Energy Opportunities Fund	3.00	4.69	4.21	4.99
Nifty Energy Nifty Energy	3.56	5.70	4.31	-0.73	11.86	20.17
Sectoral/Thematic Sectoral/Thematic	2.04	4.52	7.64	8.08	20.03	21.85

Note: Benchmark Performance not available due to periodic changes in underlying Benchmark composition.

Scheme Information

Expense Ratio

% 1.77

Benchmark

Nifty Energy

AUM

₹ 9722.28

Inception Date

06 Feb 2024

Turnover Ratio

% 83.00

Exit Load

For exit within 30 days from the date of allotment - 1 %. For exit after 30 days from the date of allotment - Nil.

Asset Class

Equity

SBI Mutual Fund

Total AUM

₹ 1207585.39

No. of Schemes under this AMC

138

Phone

61793000

partnerforlife@sbimf.com

Incorporation Date

6/29/1987

Address

9th Floor, Crescenzo,, C-38 & 39, G Block,, Bandra-Kurla Complex,

Mumbai - 400051

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