FundLens
32
EnergyAvoid

SBI Energy Opportunities

SBI · Direct–Growth · rank #6 of 6 by Smart Score

Trailing returns

vs Nifty 500 (index-fund proxy)
1 Year
2.3%
+1.8% vs index
3 Years
5 Years
Since launch
5.2%

Year-by-year performance

last entry = YTD
2025
+5.9%
2026
+3.4%

Why this score

SBI Energy Opportunities scores 32/100 — #6 of 6 Energy fund (Avoid). It stands out for expense ratio and fund size — beating 92% of peers on expense ratio. The main drag is its sharpe ratio (better than only 8% of peers).

Each bar shows the fund's percentile vs Energy peers — a longer bar beats more of the category.

Sharpe ratio-0.07 · 8th percentile in category
Volatility18.69 · 8th percentile in category
Expense ratio0.84% · 92nd percentile in category
Sortino ratio-0.09 · 8th percentile in category
Alpha-3.53 · 8th percentile in category
Fund size8712.01 Cr · 92nd percentile in category

Other Energy funds