SBI Energy Opportunities Fund

Fund Overview

NAV (24 Oct 25)

10.62

AUM (in Cr)

₹ 9586.20

1 Year CAGR

% -3.85

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	0.18	-2.37	4.81	-3.85
Nifty Energy Nifty Energy	0.34	-0.59	3.27	-9.43	12.50	21.23
Sectoral/Thematic Sectoral/Thematic	1.34	1.78	8.83	4.55	21.10	23.08

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

Scheme Information

Expense Ratio

% 1.78

Benchmark

Nifty Energy

AUM

₹ 9586.20

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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