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SBI Energy Opportunities Fund - Latest NAV, Returns, Performance & Investment Analysis 2025

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Complete analysis of SBI Energy Opportunities Fund including latest NAV ₹10.37, investment objective, fund managers Raj Gandhi & Pradeep Kesavan, returns since inception and how to invest.

Investment Objective and Approach

The investment objective of the scheme is to provide investors with opportunities for long term capital appreciation by investing in equity and equity related instruments of companies engaging in activities such as exploration, production, distribution, transportation and processing of traditional & new energy including but not limited to sectors such as oil & gas, utilities and power.

SBI Energy Opportunities Fund employs a research-driven approach to tap into India's evolving energy landscape. Mr. Raj Gandhi, the fund manager for SBI Energy Opportunities Fund, follows an innovation-led method where they conduct in-depth research and pick companies that have the potential for high future growth. The result is a dynamic portfolio, actively managed across large-cap, mid-cap, and small-cap segments to balance stability with growth potential.

The fund follows a sector-specific investment strategy, focusing on energy companies with high growth potential. The fund has a majority of its money invested in the top 5 sectors such as Energy, Utilities, Industrials, Financial Services, Basic Materials Sectors. First five holdings of this fund are Bharat Petroleum Corp Ltd, Reliance Industries Ltd, Indian Oil Corp Ltd, NTPC Ltd, Gujarat State Petronet Ltd Companies.

Key Investment Highlights:

- The SBI Energy Opportunities Fund was launched on 26th February 2024.

- The scheme shall follow the NIFTY ENERGY TRI as its first tier benchmark index.

- Focus on traditional and new energy sectors including oil & gas, utilities, and power

- Active portfolio management across market capitalizations

Fund Managers

Raj Gandhi, Pradeep Kesavan are the current fund managers of this mutual fund. Both fund managers bring extensive experience and specialized expertise to the fund.

Raj Gandhi:

- Raj Gandhi, age 41, has over 14 years of experience, mainly in commodities and related sectors like energy and metals. He joined SBIFML in 2017 and has managed the scheme since February 2024. He holds a CFA charter from the USA and a Master's in Finance from KJ Somaiya Institute, Mumbai.

- Raj Gandhi is highly experienced in tracking commodities and related sectors like Energy, Metals, etc. having worked and achieved success in the field of commodities in Sundaram Mutual Fund, Principal PNB AMC, Deutsche and UTI Securities.

Pradeep Kesavan:

- Pradeep Kesavan, age 44, has 18 years of experience in financial services. He joined SBIFML in 2021 and specializes in international investments. He holds a CFA (USA) and an MBA in Finance, managing the scheme since February 2024.

- Mr. Pradeep Kesavan who is the dedicated fund manager for overseas investment of the scheme has over 18 years of experience in the financial services sector and was previously associated with Morgan Stanley India Pvt. Ltd. Accenture Solutions Pvt. Ltd. and Elara Securities Pvt.

Raj Gandhi, Pradeep Kesavan, with an extensive experience of 15 years while managing equity & related investments. He is focused on picking quality companies and holds them for a long duration to generate good compounding returns in their funds.

About the Fund House (AMC)

SBI Mutual Fund is one of India's leading asset management companies with a rich legacy and strong financial backing.

Company Overview:

- SBI Mutual Fund was launched as a joint venture between State Bank of India (SBI) and AMUNDI of France which is an asset management company, way back in 1987. You will find State Bank of India as the sponsor and SBI Mutual Fund Trustee Company Private Limited as the trustee of the SBI Mutual Fund.

- With 30 years of rich experience in fund management, SBI Funds Management Ltd. (SBIFML) bring forward their expertise by consistently delivering value to their investors. They have a strong and proud lineage that traces back to the State Bank of India (SBI) - India's largest bank. They are a Joint Venture between SBI and AMUNDI (France), one of the world's leading fund management companies., SBI currently holds 63% stake in SBIFMPL.

Key Strengths:

- As of March 2024, the SBI Mutual Fund manages assets worth Rs. 9.14 lakh crores. In early 2019, it moved past Aditya Birla and HDFC Mutual Funds to emerge as the 3rd largest Mutual Fund body in India based on Assets under Management or AUM.

- They have been actively managing their investor's assets not only through our investment expertise in domestic mutual funds, but also offshore funds and portfolio management advisory services for institutional investors.

- Strong regulatory compliance with SEBI registration

Should I Invest in SBI Energy Opportunities Fund?

Fund Suitability:

This fund is best suited for investors with a high-risk tolerance and a long-term horizon. Since it focuses on the energy sector, it may see more volatility than diversified equity funds. It's ideal for: Investors seeking long-term capital appreciation. Those looking to benefit from the growing energy sector. Individuals are comfortable with sector-specific volatility.

Key Financial Metrics (as of August 26, 2025):

- The current NAV of SBI Energy Opportunities Fund is ₹10.37, as of 26th August 2025.

- The AUM (i.e. assets under management) of SBI Energy Opportunities Fund is ₹10025.05 Cr as of 26th August 2025.

- The expense ratio of SBI Energy Opportunities Fund Plan is 0.86 as of 26th August 2025.

- SBI Energy Opportunities Fund Direct - Growth scheme return performance in last 1 year is -11.55%, is 2.75% since scheme launch.

Investment Minimums:

- The min. SIP amount to invest in this scheme is ₹500.

- If you wish to invest in SBI Energy Opportunities Fund, the minimum SIP amount is ₹500 and Lumpsum is ₹5,000.

Risk Considerations:

- High-risk equity mutual fund focused on energy sector

- Sector-specific volatility may result in higher fluctuations

- The exit load is 1% if redeemed in 0-1 Years. Exit load is a fee levied for 'exiting' the fund earlier than a stipulated period, usually 1 year.

Tax Implications:

- All equity mutual funds sold within 12 months are considered Short-term Capital Gain (STCG), and investments sold after 12 months are considered Long-term Capital Gain (LTCG). The taxes are as follows: Long-term Capital Gain: Exemption of up to ₹1,25,000 and then 12.5%

FAQs

What is today's NAV of SBI Energy Opportunities Fund?

The current NAV of SBI Energy Opportunities Fund is ₹10.37, as of 26th August 2025. NAV is updated daily based on market conditions.

What is the AUM of SBI Energy Opportunities Fund?

The AUM (i.e. assets under management) of SBI Energy Opportunities Fund is ₹10025.05 Cr as of 26th August 2025.

What is the expense ratio of SBI Energy Opportunities Fund?

The expense ratio of SBI Energy Opportunities Fund Plan is 0.86 as of 26th August 2025. This represents the annual fee for fund management.

What are the returns of SBI Energy Opportunities Fund since inception?

SBI Energy Opportunities Fund Direct - Growth scheme return performance in last 1 year is -11.55%, is 2.75% since scheme launch.

What is the minimum SIP amount to invest in SBI Energy Opportunities Fund?

The min. SIP amount to invest in this scheme is ₹500.

How do I invest in SBI Energy Opportunities Fund?

You can invest through Allvest by completing your KYC, choosing between SIP or lump sum investment, and setting up payment instructions. Allvest offers a seamless investment experience with competitive pricing.

How to start a SIP in SBI Energy Opportunities Fund?

Visit Allvest platform, search for SBI Energy Opportunities Fund, select SIP option, choose your monthly amount (minimum ₹500), and set up auto-debit instructions from your bank account.

How do I automate an SIP in SBI Energy Opportunities Fund?

Through Allvest, you can set up automatic monthly debits via bank mandate or UPI autopay. This ensures your SIP continues without manual intervention each month.

How can I withdraw/redeem my investment in SBI Energy Opportunities Fund?

Log into your Allvest account, select the fund, choose partial or full redemption, specify the amount or units, and submit your request. Funds typically reach your account within 3 working days.