31
EnergyAvoid
SBI Energy Opportunities
SBI · Direct–Growth · rank #6 of 6 by Smart Score
Data updated
Trailing returns
1 Year
3.8%
+5.9% vs index
3 Years
—
5 Years
—
Since launch
4.1%
Year-by-year performance
2025
+5.9%-1.8% vs index
2026
+1.5%+5.1% vs index
Why this score
SBI Energy Opportunities scores 31/100 — #6 of 6 Energy fund (Avoid). It stands out for fund size and expense ratio — beating 92% of peers on fund size. 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-0.13 · 8th percentile in category
Volatility18.16 · 8th percentile in category
Sortino ratio-0.17 · 8th percentile in category
Alpha-3.10 · 8th percentile in category
Fund size8326.23 Cr · 92nd percentile in category
Expense ratio0.92% · 75th percentile in category
Top holdings
1.Reliance Industries Ltd9.12%
2.GAIL (India) Ltd7.98%
3.Oil & Natural Gas Corporation Ltd6.77%
4.Kalpataru Power Transmission Ltd5.71%
5.Gujarat Gas Ltd5.59%
34 disclosed equity positions · portfolio as of Aug 2026 · weights are % of total corpus.