34
EnergyAvoid
SBI Energy Opportunities
SBI · Direct–Growth · rank #5 of 6 by Smart Score
Data updated
Trailing returns
1 Year
-0.9%
+3.8% vs index
3 Years
—
5 Years
—
Since launch
2.3%
Year-by-year performance
2025
+5.9%-1.8% vs index
2026
-2.7%+3.3% vs index
Why this score
SBI Energy Opportunities scores 34/100 — #5 of 6 Energy fund (Avoid). It stands out for expense ratio and fund size — beating 75% of peers on expense ratio. The main drag is its volatility (better than only 8% of peers).
Each bar shows the fund's percentile vs Energy peers — a longer bar beats more of the category.
Volatility18.08 · 8th percentile in category
Alpha-3.56 · 8th percentile in category
Sharpe ratio-0.23 · 25th percentile in category
Expense ratio0.91% · 75th percentile in category
Sortino ratio-0.30 · 25th percentile in category
Fund size7965.95 Cr · 75th percentile in category
Top holdings
1.Reliance Industries Ltd8.86%
2.GAIL (India) Ltd8.01%
3.Oil & Natural Gas Corporation Ltd7.74%
4.Gujarat Gas Ltd5.61%
5.Kalpataru Power Transmission Ltd5.07%
38 disclosed equity positions · portfolio as of Sept 2026 · weights are % of total corpus.