- Scheme Category:
- Equity Scheme >
- Sectoral/Thematic Funds
NAV: ₹ ↓ -0.7%
NAV chart
SMA (Simple Moving Average)
- 50 SMA
- 100 SMA
- 200 SMA
- 400 SMA
Returns
CAGR returns till date
CAGR returns of SBI Energy Opportunities Fund - Regular Plan - Growth and its peers as on 22 July, 2026| Name | YTD | 1D | 1W | 1M | 3M | 1Y | 3Y | 5Y | 7Y | 10Y |
|---|---|---|---|---|---|---|---|---|---|---|
| SBI Energy Opportunities Fund - Regular Plan - Growth | 2.57% | -0.7% | 0.27% | -3.14% | -1.35% | 2.7% | - | - | - | - |
| SBI HEALTHCARE OPPORTUNITIES FUND - REGULAR PLAN -GROWTH | 20.87% | 0.37% | 1.42% | 6.76% | 18.22% | 16.15% | 23.48% | 16.8% | 24.82% | 13.55% |
| SBI ESG Exclusionary Strategy Fund - Regular Plan - Growth | -3.84% | -0.95% | -0.49% | 0.14% | -0.1% | -0.95% | 9.61% | 9.77% | 12.56% | 11.41% |
| SBI INFRASTRUCTURE FUND - REGULAR PLAN - GROWTH | 3.28% | -0.99% | -0.19% | -1.5% | 1.72% | 1.29% | 16.61% | 17.53% | 19.03% | 14.75% |
| SBI PSU Fund - REGULAR PLAN -Growth | 1.21% | -0.5% | -0.13% | -3.31% | -6.1% | 6.87% | 24.12% | 23.1% | 18.76% | 13.95% |
| SBI CONSUMPTION OPPORTUNITIES FUND - REGULAR - GROWTH | -6.12% | -0.52% | 0.34% | 0.43% | -2.85% | -7.83% | 6.69% | 12.69% | 15.35% | 12.95% |
Discrete returns (yearly)
| Year | 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 |
|---|---|---|---|---|---|---|---|---|---|---|
| Returns | - | - | - | - | - | - | - | - | - | 4.55% |
Discrete returns (monthly)
| Month | Sep 2025 | Oct 2025 | Nov 2025 | Dec 2025 | Jan 2026 | Feb 2026 | Mar 2026 | Apr 2026 | May 2026 | Jun 2026 |
|---|---|---|---|---|---|---|---|---|---|---|
| Returns | 2.62% | 3.91% | -3.03% | 2.39% | -3.51% | 5.71% | -11.55% | 12.5% | 0.64% | -0.73% |
Returns from spefic dates
| Description | CAGR returns from 26 Sep 2024 (Nifty 50 2024 high) |
|---|---|
| Returns | -3.43% |
Portfolio
Asset allocation
| Equity | Debt | Realestate | Commodities | Cash & Equivalents |
|---|---|---|---|---|
| 94.65% | 0.70% (Arbitrage: 0.00%) | 0.00% | 0.00% | 4.65% |
Equity
| Name | Symbol / ISIN | Sector | Weight % |
|---|---|---|---|
| Reliance Industries Ltd. | RELIANCE (INE002A01018) | Petroleum Products | 9.12% |
| Oil & Natural Gas Corporation Ltd. | ONGC (INE213A01029) | Oil | 8.87% |
| GAIL (India) Ltd. | GAIL (INE129A01019) | Gas | 6.29% |
| Kalpataru Projects International Ltd. | KPIL (INE220B01022) | Construction | 5.43% |
| NTPC Ltd. | NTPC (INE733E01010) | Power | 5.34% |
| Gujarat State Petronet Ltd. | (INE246F01010) | Gas | 5.09% |
| Thermax Ltd. | THERMAX (INE152A01029) | Electrical Equipment | 4.74% |
| HEG Ltd. | HEG (INE545A01024) | Industrial Products | 4.67% |
| Bharat Petroleum Corporation Ltd. | BPCL (INE029A01011) | Petroleum Products | 4.38% |
| Petronet LNG Ltd. | PETRONET (INE347G01014) | Gas | 4.21% |
| Torrent Power Ltd. | TORNTPOWER (INE813H01021) | Power | 3.82% |
| Indian Oil Corporation Ltd. | IOC (INE242A01010) | Petroleum Products | 3.06% |
| JSW Energy Ltd. | JSWENERGY (INE121E01018) | Power | 2.81% |
| Honeywell Automation India Ltd. | HONAUT (INE671A01010) | Industrial Manufacturing | 2.57% |
| CESC Ltd. | CESC (INE486A01021) | Power | 2.33% |
| Graphite India Ltd. | GRAPHITE (INE371A01025) | Industrial Products | 2.21% |
| Indraprastha Gas Ltd. | IGL (INE203G01027) | Gas | 2.09% |
| Power Finance Corporation Ltd. | PFC (INE134E01011) | Finance | 2.07% |
| REC Ltd. | RECLTD (INE020B01018) | Finance | 1.69% |
| Savita Oil Technologies Ltd. | SOTL (INE035D01020) | Petroleum Products | 1.68% |
| Tube Investments of India Ltd. | TIINDIA (INE974X01010) | Auto Components | 1.46% |
| Gujarat Gas Ltd. | GUJGASLTD (INE844O01030) | Gas | 1.45% |
| Oil India Ltd. | OIL (INE274J01014) | Oil | 1.28% |
| Adani Energy Solutions Ltd. | ADANIENSOL (INE931S01010) | Power | 1.20% |
| Shivalik Bimetal Controls Ltd. | SBCL (INE386D01027) | Industrial Products | 1.17% |
| Power Grid Corporation of India Ltd. | POWERGRID (INE752E01010) | Power | 1.14% |
| NHPC Ltd. | NHPC (INE848E01016) | Power | 1.04% |
| Indian Energy Exchange Ltd. | IEX (INE022Q01020) | Capital Markets | 0.84% |
| Siemens Ltd. | SIEMENS (INE003A01024) | Electrical Equipment | 0.64% |
| KEC International Ltd. | KEC (INE389H01022) | Construction | 0.59% |
| Adani Power Ltd. | ADANIPOWER (INE814H01029) | Power | 0.43% |
| Powerica Ltd. | POWERICA (INE921L01032) | Industrial Products | 0.42% |
| Inox India Ltd. | INOXINDIA (INE616N01034) | Industrial Products | 0.30% |
| Chemplast Sanmar Ltd. | CHEMPLASTS (INE488A01050) | Chemicals & Petrochemicals | 0.22% |
Debt
| Name | Rating | Weight % |
|---|---|---|
| 364 DAY T-BILL 07.05.26 | Sovereign | 0.64% |
| 364 DAY T-BILL 19.11.26 | Sovereign | 0.06% |
Portfolio data is as on date 31 March, 2026
NAV history
SBI Energy Opportunities Fund - Regular Plan - Growth - 30 days NAV (Net asset value) history
| Date | NAV | % change |
|---|---|---|
| 22 July, 2026 | 11.1281 | -0.7% |
| 21 July, 2026 | 11.2067 | 0.22% |
| 20 July, 2026 | 11.1820 | 0.72% |
| 17 July, 2026 | 11.1020 | -0.29% |
| 16 July, 2026 | 11.1348 | 0.33% |
| 15 July, 2026 | 11.0982 | 0.66% |
| 14 July, 2026 | 11.0249 | -0.98% |
| 13 July, 2026 | 11.1345 | 0.01% |
| 10 July, 2026 | 11.1336 | 1.41% |
| 9 July, 2026 | 10.9786 | 0.65% |
| 8 July, 2026 | 10.9073 | -1.5% |
| 7 July, 2026 | 11.0729 | -0.81% |
| 6 July, 2026 | 11.1632 | 0.37% |
| 3 July, 2026 | 11.1218 | -0.56% |
| 2 July, 2026 | 11.1844 | 0.22% |
| 1 July, 2026 | 11.1595 | 0.25% |
| 30 June, 2026 | 11.1314 | 0.2% |
| 29 June, 2026 | 11.1089 | -0.67% |
| 25 June, 2026 | 11.1838 | -1.24% |
| 24 June, 2026 | 11.3245 | -0.52% |
| 23 June, 2026 | 11.3842 | -0.92% |
| 22 June, 2026 | 11.4894 | 0.84% |
| 19 June, 2026 | 11.3942 | -0.35% |
| 18 June, 2026 | 11.4344 | 0.12% |
| 17 June, 2026 | 11.4209 | 0.53% |
| 16 June, 2026 | 11.3608 | 1.01% |
| 15 June, 2026 | 11.2469 | 1.34% |
| 12 June, 2026 | 11.0981 | 2.39% |
| 11 June, 2026 | 10.8391 | -1.31% |
| 10 June, 2026 | 10.9832 |
FAQ (Frequently asked questions)
What is latest/current NAV/price of SBI Energy Opportunities Fund - Regular Plan - Growth?
The latest NAV of SBI Energy Opportunities Fund - Regular Plan - Growth is 11.1281 as on 22 July, 2026.What are YTD (year to date) returns of SBI Energy Opportunities Fund - Regular Plan - Growth?
The YTD (year to date) returns of SBI Energy Opportunities Fund - Regular Plan - Growth are 2.57% as on 22 July, 2026.What are 1 year returns of SBI Energy Opportunities Fund - Regular Plan - Growth?
The 1 year returns of SBI Energy Opportunities Fund - Regular Plan - Growth are 2.7% as on 22 July, 2026.