Loading mutual fund details…
SBI Energy Opportunities Fund - Direct Plan - Growth is an equity scheme managed by SBI Mutual Fund. It has ranked in the top half of its category for 0 of the last 1 reported years. The total expense ratio is 0.79% on assets of ₹8,918Cr. The fund is currently managed by Mr. Raj Gandhi, appointed within the last year.
Lower is better.
This scheme classifies as Large-Value on the 3x3 equity style box, with 89% of its portfolio classified as of 2026-05-29.
| Holding | Sector |
|---|
| Window | Min | P25 | Median |
|---|
Point-in-time CAGRs cherry-pick a single start date. The chart below shows the distribution of every possible rolling start over the fund's history, so you see the range of investor outcomes — not just one date's number.
Backtested SIP outcomes across both rolling-window scenarios and named historical stress events (COVID, Election uncertainty, Russia/Ukraine, etc.), plus per-manager alpha during their tenure on this scheme.
Same fund, monthly SIPs over rolling 1/3/5-year windows.
| Scheme | AMC | AUM | TER | 3Y |
|---|
Mutual fund investments are subject to market risks. Read all scheme-related documents carefully. Past performance is not indicative of future results. MintByte is an AMFI-registered Mutual Fund Distributor (ARN-314872) and APMI member (APRN-01658). MintByte does not issue buy/sell recommendations on specific securities — the site is an educational data and analytics platform. Star ratings on this page reflect a 3-year category-quartile position computed in-house and are educational only.
Mutual fund schemes are subject to market risk. Read all scheme-related documents carefully before investing. Past performance is not indicative of future results. MintByte is an AMFI-registered mutual fund distributor (ARN-314872). MintByte does not issue buy/sell recommendations on specific securities — the site is an educational data and analytics platform. Not investment advice. Methodology · How we earn.
In-house derivations using 3-year daily NAV vs benchmark. See methodology.
| Weight |
|---|
| RELIANCE INDUSTRIES LIMITED | Energy | 8.49% |
| OIL AND NATURAL GAS CORPORATION LIMITED | Energy | 8.17% |
| GAIL (INDIA) LIMITED | Utilities | 6.85% |
| THERMAX LIMITED | Industrials | 5.18% |
| NTPC LIMITED | Utilities | 5.03% |
| TORRENT POWER LIMITED | Utilities | 4.45% |
| HEG Limited | Industrials | 4.36% |
| BHARAT PETROLEUM CORPORATION LTD. | Energy | 4.10% |
| PETRONET LNG LIMITED | Energy | 4.10% |
| JSW ENERGY LIMITED | Utilities | 2.93% |
| INDIAN OIL CORPORATION LIMITED | Energy | 2.81% |
| HONEYWELL AUTOMATION INDIA LIMITED | Industrials | 2.65% |
| CESC LIMITED | Utilities | 2.55% |
| GRAPHITE INDIA LIMITED | Industrials | 2.22% |
| POWER FINANCE CORPORATION LTD. | Financial Services | 2.14% |
| INDRAPRASTHA GAS LIMITED | Utilities | 2.08% |
| SAVITA OIL TECHNOLOGIES LIMITED | Basic Materials | 1.85% |
| REC LIMITED | Financial Services | 1.72% |
| SHIVALIK BIMETAL CONTROLS LIMITED | Industrials | 1.52% |
| TUBE INVESTMENTS OF INDIA LIMITED | Industrials | 1.50% |
| POWERICA LIMITED | Industrials | 1.32% |
| OIL INDIA LTD. | Energy | 1.16% |
| POWER GRID CORPORATION OF INDIA LIMITED | Utilities | 1.07% |
| NHPC LIMITED | Utilities | 1.02% |
| INDIAN ENERGY EXCHANGE LIMITED | Financial Services | 0.80% |
| Sector | Holdings | Weight |
|---|---|---|
| Oil, Gas & Consumable Fuels | — | 47.47% |
| Power | — | 19.11% |
| Capital Goods | — | 18.31% |
| Construction | — | 6.19% |
| Financial Services | 3 | 4.66% |
| Automobile and Auto Components | — | 1.50% |
| Chemicals | — | 0.17% |
Active bets vs the average Equity fund. Biggest deviations shown first.
Accent bar = fund's actual sector weight. Vertical black tick = category average for the same sector. Green overlay = overweight, dashed red = underweight. The biggest active bets show first.
How crowded into the same stocks is this fund vs the largest fund in its category?
Category leader = highest-AUM scheme in the same SEBI category. A high overlap-of-weight number means the fund is concentrated into the same names as the leader (crowded); a low one means it's genuinely differentiated.
| P75 |
|---|
| Max |
|---|
| Positive % |
|---|
| 1Y | -13.93% | -5.36% | -0.70% | 7.35% | 29.05% | 47.8% |
Each cell is one year. Q1 = top quartile within the AMFI category for that period. Cell label is the last two digits of the year.
Top-10 weight 53.7% means concentration is in line with most actively-managed Indian equity funds. Effective-N is the inverse Herfindahl index — a measure of "how many positions effectively drive the fund" after weighting. Category: Equity.
Compounding maths on a notional ₹10 lakh lumpsum at 12% gross annual return. Green bar is what you'd have without the fee; red overlay is the fee drag. Fee is constant in this scenario — actual outcomes depend on real returns and any future TER changes.
What an investor SIPping into this fund actually got during named market shocks.
Each row is a back-tested SIP — monthly contribution over the regime's duration, no fees adjustment beyond NAV-baked TER. XIRR is the annualised IRR of those cashflows; Abs return is the absolute cash-on-cash; Max DD is the deepest drawdown experienced mid-investment. Past performance is not indicative of future results.
Alpha is the annualised excess return vs benchmark over the manager's tenure on this scheme. Beat-benchmark = total return beat the index over the same window.
| 5Y |
|---|
| Star |
|---|
| Baroda BNP Paribas Energy Opportunities Fund - Direct Plan - Growth Option | Baroda BNP Paribas Mutual Fund | ₹712 Cr | 1.25% | — | — | 3★ |
| Baroda BNP Paribas Energy Opportunities Fund - Direct Plan - IDCW Option | Baroda BNP Paribas Mutual Fund | ₹712 Cr | 1.25% | — | — | 3★ |