- Scheme Category:
- Equity Scheme >
- Sectoral/Thematic Funds
NAV: ₹ ↓ -1.31%
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 11 June, 2026| Name | YTD | 1D | 1W | 1M | 3M | 1Y | 3Y | 5Y | 7Y | 10Y |
|---|---|---|---|---|---|---|---|---|---|---|
| SBI Energy Opportunities Fund - Regular Plan - Growth | -0.09% | -1.31% | -3.91% | -2.82% | 3.91% | 0.9% | - | - | - | - |
| SBI HEALTHCARE OPPORTUNITIES FUND - REGULAR PLAN -GROWTH | 11.19% | -0.35% | 1.96% | 2.33% | 9.07% | 9.9% | 24.85% | 15.44% | 22.97% | 13.29% |
| SBI ESG Exclusionary Strategy Fund - Regular Plan - Growth | -8.13% | -0.55% | -0.69% | -1.73% | -0.2% | -5.65% | 9.57% | 9.22% | 11.07% | 11.5% |
| SBI INFRASTRUCTURE FUND - REGULAR PLAN - GROWTH | -1.68% | -1.06% | -3.1% | -3.79% | 5.24% | -2.86% | 16.75% | 17.48% | 17.29% | 15.06% |
| SBI PSU Fund - REGULAR PLAN -Growth | 0.22% | -0.7% | -1.87% | -2.86% | -3.02% | 4.36% | 28.14% | 22.04% | 18.1% | 14.77% |
| SBI CONSUMPTION OPPORTUNITIES FUND - REGULAR - GROWTH | -10.45% | -0.77% | -1% | -4.57% | -1.03% | -11.06% | 7.07% | 11.95% | 13.4% | 13.37% |
Discrete returns (yearly)
| Year | 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 |
|---|---|---|---|---|---|---|---|---|---|---|
| Returns | - | - | - | - | - | - | - | - | - | 4.55% |
Discrete returns (monthly)
| Month | Aug 2025 | Sep 2025 | Oct 2025 | Nov 2025 | Dec 2025 | Jan 2026 | Feb 2026 | Mar 2026 | Apr 2026 | May 2026 |
|---|---|---|---|---|---|---|---|---|---|---|
| Returns | -3.08% | 2.62% | 3.91% | -3.03% | 2.39% | -3.51% | 5.71% | -11.55% | 12.5% | 0.64% |
Returns from spefic dates
| Description | CAGR returns from 26 Sep 2024 (Nifty 50 2024 high) |
|---|---|
| Returns | -5.13% |
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. | GSPL (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. | 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 |
|---|---|---|
| 11 June, 2026 | 10.8391 | -1.31% |
| 10 June, 2026 | 10.9832 | -1.26% |
| 9 June, 2026 | 11.1232 | 0.05% |
| 8 June, 2026 | 11.1173 | -1.2% |
| 5 June, 2026 | 11.2525 | -0.24% |
| 4 June, 2026 | 11.2801 | 0.59% |
| 3 June, 2026 | 11.2136 | 0.27% |
| 2 June, 2026 | 11.1833 | -0.27% |
| 1 June, 2026 | 11.2135 | -0.94% |
| 31 May, 2026 | 11.3204 | -0.01% |
| 29 May, 2026 | 11.3214 | -0.41% |
| 27 May, 2026 | 11.3677 | 0.21% |
| 26 May, 2026 | 11.3440 | 0.38% |
| 25 May, 2026 | 11.3005 | 1.1% |
| 22 May, 2026 | 11.1770 | -0.1% |
| 21 May, 2026 | 11.1887 | 0.91% |
| 20 May, 2026 | 11.0873 | 0.68% |
| 19 May, 2026 | 11.0124 | 0.4% |
| 18 May, 2026 | 10.9685 | -1.02% |
| 15 May, 2026 | 11.0813 | -0.46% |
| 14 May, 2026 | 11.1322 | 0.69% |
| 13 May, 2026 | 11.0554 | 0.24% |
| 12 May, 2026 | 11.0288 | -1.12% |
| 11 May, 2026 | 11.1534 | -2.39% |
| 8 May, 2026 | 11.4263 | 0.19% |
| 7 May, 2026 | 11.4051 | 0.56% |
| 6 May, 2026 | 11.3421 | 0.27% |
| 5 May, 2026 | 11.3121 | -0.5% |
| 4 May, 2026 | 11.3693 | 1.08% |
| 30 April, 2026 | 11.2481 |
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 10.8391 as on 11 June, 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 -0.09% as on 11 June, 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 0.9% as on 11 June, 2026.