SBI Energy Opportunities Fund
Direct · Growth ₹11.50
21 Jul 2026
NAV
1.9%
Weighted CAGR
?
Weighted Mean CAGR
Gives more importance to longer time periods (10Y, 20Y) than shorter ones (1Y, 3Y). This balances out recent outperformance and gives a more realistic picture of what long-term returns might look like.
Gives more importance to longer time periods (10Y, 20Y) than shorter ones (1Y, 3Y). This balances out recent outperformance and gives a more realistic picture of what long-term returns might look like.
-0.53
Sharpe
-28.0%
Max Drawdown
?
Max Drawdown
The largest peak-to-trough decline in the fund's NAV. Shows the worst-case loss an investor would have experienced at any point in the fund's history.
The largest peak-to-trough decline in the fund's NAV. Shows the worst-case loss an investor would have experienced at any point in the fund's history.
NA
TER
If you invested ₹1,00,000 every month via SIP, here's how this fund has historically performed across different time horizons.
| Duration | Invested | Median Value | XIRR | Min XIRR | Max XIRR |
|---|---|---|---|---|---|
| 1 Year | ₹12.00 L | ₹12.38 L | 3.0% | -37.0% | 19.7% |
SIP returns vs benchmark & category
Annualised SIP return (XIRR) over each rolling horizon — like-for-like, not lump-sum.
| Duration | Fund SIP XIRR | NIFTY 50 | Category avg | Fund edge |
|---|---|---|---|---|
| 1 Year | 3.0% | 14.5% | 13.7% | -11.5% |
| Duration | Mean | Median | Min | Max | Sharpe | Sortino | % Positive | Cat. Mean | Cat. Median |
|---|---|---|---|---|---|---|---|---|---|
| 1 Year | 1.9% | 0.9% | -13.9% | 29.1% | -0.53 | -0.53 | 53% | — | — |
-28.0%
Max Drawdown
5 mo
Drawdown Duration
Not recovered
Recovery Time
-9.6%
Avg Drawdown
Calmar Ratio by Duration
0.07
1Y
Compared against NIFTY 50
| Duration | Alpha | Beta | Upside Capture | Downside Capture | Fund CAGR | Bench CAGR |
|---|---|---|---|---|---|---|
| 1 Year | +6.22 | 0.86 | 90.0% | 81.4% | 4.2% | -3.4% |
| 3 Years | +1.67 | 1.04 | 102.5% | 99.7% | 4.2% | 2.7% |
| 5 Years | +1.10 | 1.04 | 102.5% | 99.7% | 2.5% | 1.6% |
| 7 Years | +0.86 | 1.04 | 102.5% | 99.7% | 1.8% | 1.1% |
| 10 Years | +0.69 | 1.04 | 102.5% | 99.7% | 1.2% | 0.8% |
| 12 Years | +0.62 | 1.04 | 102.5% | 99.7% | 1.0% | 0.7% |
| 15 Years | +0.55 | 1.04 | 102.5% | 99.7% | 0.8% | 0.5% |
34
Total Holdings
59.0%
Top 10 Weight
13
Sectors
| # | Stock | % of NAV |
|---|---|---|
| 1 | Gujarat Gas Ltd. | 8.47% |
| 2 | Reliance Industries Ltd. | 7.85% |
| 3 | Oil & Natural Gas Corporation Ltd. | 7.24% |
| 4 | GAIL (India) Ltd. | 6.91% |
| 5 | Kalpataru Projects International Ltd. | 5.87% |
| 6 | Thermax Ltd. | 5.50% |
| 7 | NTPC Ltd. | 4.89% |
| 8 | HEG Ltd. | 4.15% |
| 9 | Bharat Petroleum Corporation Ltd. | 4.07% |
| 10 | JSW Energy Ltd. | 4.06% |