SBI Energy Opportunities Fund

Fund Overview

NAV (20 Feb 25)

₹ 9.12

AUM (in Cr)

₹ 9928.46

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	-9.55	-9.77	-21.33
Nifty Energy Nifty Energy	-8.62	-12.65	-26.33	-19.39	10.41	18.80
Sectoral/Thematic Sectoral/Thematic	-8.43	-9.48	-5.05	14.84	15.98	20.68

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

Scheme Information

Expense Ratio

% 1.75

Benchmark

Nifty Energy

AUM

₹ 9928.46

Inception Date

06 Feb 2024

Turnover Ratio

% 84.00

Exit Load

For exit on or before 1 year from the date of allotment: 1% For exit after 1 year from the date of allotment: Nil.

Asset Class

Equity

SBI Mutual Fund

Total AUM

₹ 1116707.65

No. of Schemes under this AMC

136

Phone

61793000

partnerforlife@sbimf.com

Incorporation Date

6/29/1987

Address

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

Mumbai - 400051

Connect with an

Expert

Personalized investment strategies from leading experts