{"id":256699,"date":"2026-09-18T12:47:57","date_gmt":"2026-09-18T07:17:57","guid":{"rendered":"https:\/\/univest.in\/blogs-2\/sbi-energy-opportunities-fund-direct-growth-review-2026\/"},"modified":"2026-09-18T12:47:57","modified_gmt":"2026-09-18T07:17:57","slug":"sbi-energy-opportunities-fund-direct-growth-review-2026","status":"publish","type":"post","link":"https:\/\/univest.in\/blogs-2\/sbi-energy-opportunities-fund-direct-growth-review-2026\/","title":{"rendered":"SBI Energy Opportunities Fund Direct Growth Review 2026: NAV, Returns, Portfolio &#038; Should You Invest?"},"content":{"rendered":"<p><a href=\"https:\/\/univest.in\/mutual-funds\/sbi-energy-opportunities-fund-g-direct-plan\">SBI Energy Opportunities Fund Direct Growth Plan<\/a> had a NAV of \u20b911.0504 as of 17 Sep 2026 and an AUM of \u20b98,326 Cr. Its 1-year, 3-year and 5-year returns are 3.04%, 0% and 0%, and it sits in the High Risk category. Our view is that this is a sector-focused equity fund whose recent return pattern has been uneven, while the portfolio remains tilted toward energy-linked and allied industrial names.<\/p>\n<p>The fund has outpaced the benchmark over 1 year, but the shorter 3-month and 1-month readings have been weak, which points to higher near-term volatility. That mix can suit investors who can tolerate sharp swings and want category exposure tied to the energy opportunity set rather than steadier market-like behaviour.<\/p>\n<div id=\"ez-toc-container\" class=\"ez-toc-v2_0_65 counter-hierarchy ez-toc-counter ez-toc-grey ez-toc-container-direction\">\n<div class=\"ez-toc-title-container\">\n<p class=\"ez-toc-title \" >Table of Contents<\/p>\n<span class=\"ez-toc-title-toggle\"><a href=\"#\" class=\"ez-toc-pull-right ez-toc-btn ez-toc-btn-xs ez-toc-btn-default ez-toc-toggle\" aria-label=\"Toggle Table of Content\"><span class=\"ez-toc-js-icon-con\"><span class=\"\"><span class=\"eztoc-hide\" style=\"display:none;\">Toggle<\/span><span class=\"ez-toc-icon-toggle-span\"><svg style=\"fill: #999;color:#999\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" class=\"list-377408\" width=\"20px\" height=\"20px\" viewBox=\"0 0 24 24\" fill=\"none\"><path d=\"M6 6H4v2h2V6zm14 0H8v2h12V6zM4 11h2v2H4v-2zm16 0H8v2h12v-2zM4 16h2v2H4v-2zm16 0H8v2h12v-2z\" fill=\"currentColor\"><\/path><\/svg><svg style=\"fill: #999;color:#999\" class=\"arrow-unsorted-368013\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"10px\" height=\"10px\" viewBox=\"0 0 24 24\" version=\"1.2\" baseProfile=\"tiny\"><path d=\"M18.2 9.3l-6.2-6.3-6.2 6.3c-.2.2-.3.4-.3.7s.1.5.3.7c.2.2.4.3.7.3h11c.3 0 .5-.1.7-.3.2-.2.3-.5.3-.7s-.1-.5-.3-.7zM5.8 14.7l6.2 6.3 6.2-6.3c.2-.2.3-.5.3-.7s-.1-.5-.3-.7c-.2-.2-.4-.3-.7-.3h-11c-.3 0-.5.1-.7.3-.2.2-.3.5-.3.7s.1.5.3.7z\"\/><\/svg><\/span><\/span><\/span><\/a><\/span><\/div>\n<nav><ul class='ez-toc-list ez-toc-list-level-1 ' ><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-1\" href=\"https:\/\/univest.in\/blogs-2\/sbi-energy-opportunities-fund-direct-growth-review-2026\/#Quick_facts\" title=\"Quick facts\">Quick facts<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-2\" href=\"https:\/\/univest.in\/blogs-2\/sbi-energy-opportunities-fund-direct-growth-review-2026\/#Performance\" title=\"Performance\">Performance<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-3\" href=\"https:\/\/univest.in\/blogs-2\/sbi-energy-opportunities-fund-direct-growth-review-2026\/#Should_you_BUY_or_HOLD_SBI_Energy_Opportunities\" title=\"Should you BUY or HOLD SBI Energy Opportunities?\">Should you BUY or HOLD SBI Energy Opportunities?<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-4\" href=\"https:\/\/univest.in\/blogs-2\/sbi-energy-opportunities-fund-direct-growth-review-2026\/#Peer_comparison\" title=\"Peer comparison\">Peer comparison<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-5\" href=\"https:\/\/univest.in\/blogs-2\/sbi-energy-opportunities-fund-direct-growth-review-2026\/#Portfolio_where_your_money_goes\" title=\"Portfolio: where your money goes\">Portfolio: where your money goes<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-6\" href=\"https:\/\/univest.in\/blogs-2\/sbi-energy-opportunities-fund-direct-growth-review-2026\/#Who_should_invest\" title=\"Who should invest\">Who should invest<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-7\" href=\"https:\/\/univest.in\/blogs-2\/sbi-energy-opportunities-fund-direct-growth-review-2026\/#Tax_and_exit_load\" title=\"Tax and exit load\">Tax and exit load<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-8\" href=\"https:\/\/univest.in\/blogs-2\/sbi-energy-opportunities-fund-direct-growth-review-2026\/#Frequently_asked_questions\" title=\"Frequently asked questions\">Frequently asked questions<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-9\" href=\"https:\/\/univest.in\/blogs-2\/sbi-energy-opportunities-fund-direct-growth-review-2026\/#Bottom_line\" title=\"Bottom line\">Bottom line<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-10\" href=\"https:\/\/univest.in\/blogs-2\/sbi-energy-opportunities-fund-direct-growth-review-2026\/#Explore_mutual_funds_with_Univest\" title=\"Explore mutual funds with Univest\">Explore mutual funds with Univest<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-11\" href=\"https:\/\/univest.in\/blogs-2\/sbi-energy-opportunities-fund-direct-growth-review-2026\/#RIA_disclosure\" title=\"RIA disclosure\">RIA disclosure<\/a><\/li><\/ul><\/nav><\/div>\n<h2 style=\"font-weight:700\"><span class=\"ez-toc-section\" id=\"Quick_facts\"><\/span>Quick facts<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<table>\n<thead>\n<tr>\n<th>Particular<\/th>\n<th>Details<\/th>\n<\/tr>\n<\/thead>\n<tbody>\n<tr>\n<td>NAV<\/td>\n<td>\u20b911.0504 as of 17 Sep 2026<\/td>\n<\/tr>\n<tr>\n<td>AUM<\/td>\n<td>\u20b98,326 Cr<\/td>\n<\/tr>\n<tr>\n<td>Expense Ratio<\/td>\n<td>0.79%<\/td>\n<\/tr>\n<tr>\n<td>Launch Date<\/td>\n<td>26 Feb 2024<\/td>\n<\/tr>\n<tr>\n<td>Min SIP<\/td>\n<td>\u20b9500<\/td>\n<\/tr>\n<tr>\n<td>Risk Category<\/td>\n<td>High Risk<\/td>\n<\/tr>\n<tr>\n<td>Benchmark<\/td>\n<td>Nifty 50<\/td>\n<\/tr>\n<tr>\n<td>Fund Category<\/td>\n<td>Equity<\/td>\n<\/tr>\n<tr>\n<td>Exit Load<\/td>\n<td>1% on or before 1Y, Nil after 1Y<\/td>\n<\/tr>\n<tr>\n<td>Fund Managers<\/td>\n<td>Raj Gandhi<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<p>The fund is managed by Raj Gandhi.<\/p>\n<p class=\"mf-source-date\"><small>Source data date: as of 17 Sep 2026<\/small><\/p>\n<h2 style=\"font-weight:700\"><span class=\"ez-toc-section\" id=\"Performance\"><\/span>Performance<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<table>\n<thead>\n<tr>\n<th>Period<\/th>\n<th>Fund return<\/th>\n<th>Benchmark return<\/th>\n<\/tr>\n<\/thead>\n<tbody>\n<tr>\n<td>1M<\/td>\n<td>-3.7%<\/td>\n<td>-3.66%<\/td>\n<\/tr>\n<tr>\n<td>3M<\/td>\n<td>-5.74%<\/td>\n<td>-3.71%<\/td>\n<\/tr>\n<tr>\n<td>1Y<\/td>\n<td>3.04%<\/td>\n<td>-7.13%<\/td>\n<\/tr>\n<tr>\n<td>3Y<\/td>\n<td>Data not available<\/td>\n<td>Data not available<\/td>\n<\/tr>\n<tr>\n<td>5Y<\/td>\n<td>Data not available<\/td>\n<td>Data not available<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<p>The 1-year return stands out because it is positive while the benchmark is negative over the same period. That tells us the fund has recently handled the broader market backdrop better than the Nifty 50, even though the margin is not large enough to suggest a smooth ride.<\/p>\n<p>The shorter periods look weaker. The 3-month return is more negative than the benchmark, and the 1-month return is also slightly worse, which tells us the recent path has been choppy rather than steadily improving.<\/p>\n<p>Because the fund launched in February 2024, the 3-year and 5-year return fields are not available yet. That matters for interpretation: we can see how the fund has behaved in the near term, but we do not yet have a full multi-year compounding record to test whether the 1-year strength can be sustained.<\/p>\n<p>Looking at the movement pattern, the fund appears to have recovered through parts of the year and then given back some gains in the more recent window. For an equity strategy in a high-risk segment, that kind of fluctuation is not unusual, but it does mean investors should focus on whether they can stay invested through periods when returns turn uneven.<\/p>\n<p class=\"mf-source-date\"><small>Source data date: as of 17 Sep 2026<\/small><\/p>\n<section class=\"univest-mf-premium-cta\" style=\"margin:28px 0;padding:24px;border-radius:10px;border:1px solid #d8e3f0;background:#f7faff\">\n<h2 style=\"font-weight:700\"><span class=\"ez-toc-section\" id=\"Should_you_BUY_or_HOLD_SBI_Energy_Opportunities\"><\/span>Should you BUY or HOLD SBI Energy Opportunities?<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>A fund&#8217;s past returns alone don&#8217;t tell you whether you should buy it today or continue holding it.<\/p>\n<p>The right decision depends on factors such as your current allocation, purchase price, risk profile, investment horizon and the role this fund plays in your overall portfolio.<\/p>\n<p><strong>Already holding SBI Energy Opportunities? Thinking of investing now?<\/strong><\/p>\n<p><a href=\"https:\/\/univest.in\/mutual-funds\" style=\"font-weight:700;text-decoration:none\">Get your portfolio analysed for FREE by SEBI-registered Investment Adviser (RIA) through Univest MF Premium<\/a><\/p>\n<\/section>\n<h2 style=\"font-weight:700\"><span class=\"ez-toc-section\" id=\"Peer_comparison\"><\/span>Peer comparison<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<table>\n<thead>\n<tr>\n<th>Fund<\/th>\n<th>1Y return<\/th>\n<th>3Y return<\/th>\n<th>5Y return<\/th>\n<\/tr>\n<\/thead>\n<tbody>\n<tr>\n<td><a href=\"https:\/\/univest.in\/mutual-funds\/sbi-energy-opportunities-fund-g-direct-plan\">SBI Energy Opportunities Fund Direct Growth Plan<\/a><\/td>\n<td>3.04%<\/td>\n<td>Data not available<\/td>\n<td>Data not available<\/td>\n<\/tr>\n<tr>\n<td><a href=\"https:\/\/univest.in\/mutual-funds\/icici-pru-strategic-metal-and-energy-equity-fof-g-direct-plan\">ICICI Pru Strategic Metal and Energy Equity FoF Direct Growth Plan<\/a><\/td>\n<td>69.8%<\/td>\n<td>36.32%<\/td>\n<td>Data not available<\/td>\n<\/tr>\n<tr>\n<td><a href=\"https:\/\/univest.in\/mutual-funds\/hdfc-pharma-and-healthcare-fund-g-direct-plan\">HDFC Pharma and Healthcare Fund Direct Growth Plan<\/a><\/td>\n<td>25.31%<\/td>\n<td>Data not available<\/td>\n<td>Data not available<\/td>\n<\/tr>\n<tr>\n<td><a href=\"https:\/\/univest.in\/mutual-funds\/kotak-healthcare-fund-g-direct-plan\">Kotak Healthcare Fund Direct Growth Plan<\/a><\/td>\n<td>25.27%<\/td>\n<td>Data not available<\/td>\n<td>Data not available<\/td>\n<\/tr>\n<tr>\n<td><a href=\"https:\/\/univest.in\/mutual-funds\/motilal-oswal-active-momentum-fund-g-direct-plan\">Motilal Oswal Active Momentum Fund Direct Growth Plan<\/a><\/td>\n<td>24.51%<\/td>\n<td>Data not available<\/td>\n<td>Data not available<\/td>\n<\/tr>\n<tr>\n<td><a href=\"https:\/\/univest.in\/mutual-funds\/pgim-india-healthcare-fund-g-direct-plan\">PGIM India Healthcare Fund Direct Growth Plan<\/a><\/td>\n<td>22.75%<\/td>\n<td>Data not available<\/td>\n<td>Data not available<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<p>This assessment is prepared by Uniapps Investment Adviser Pvt. Ltd. under SEBI Registered Investment Adviser registration INA000017639. On 1-year numbers, the fund trails all five peer examples by a wide margin, with the peers showing much stronger gains in the same window. That contrast is important because it suggests the fund\u2019s recent positive year has been modest relative to other thematic and sector-oriented options in the peer set.<\/p>\n<p>For longer periods, only one peer in the table has a usable 3-year figure, and that peer is well ahead on a 3-year basis too. The current fund does not yet have a 3-year or 5-year track record of its own, so the comparison here leans heavily toward the short end. In practical terms, the peer table tells a mixed story: the fund has beaten the broad benchmark over 1 year, but it has not matched the stronger 1-year outcomes visible among the peer names listed here.<\/p>\n<p class=\"mf-source-date\"><small>Source data date: as of 17 Sep 2026<\/small><\/p>\n<div class=\"univest-peer-login-cta\" style=\"margin:20px 0;padding:16px 18px;border:1px solid #d8e3f0;border-radius:8px;background:#f7faff\">\n<p style=\"margin:0\"><strong>Want to know more?<\/strong> <a href=\"https:\/\/univest.in\/user\/log-in\" style=\"font-weight:700;text-decoration:none\">Log in to Univest<\/a> for more mutual fund insights.<\/p>\n<\/div>\n<h2 style=\"font-weight:700\"><span class=\"ez-toc-section\" id=\"Portfolio_where_your_money_goes\"><\/span>Portfolio: where your money goes<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<table>\n<thead>\n<tr>\n<th>Holding<\/th>\n<th>Sector<\/th>\n<th>Weight<\/th>\n<\/tr>\n<\/thead>\n<tbody>\n<tr>\n<td>Reliance Industries Ltd.<\/td>\n<td>Crude Oil<\/td>\n<td>9.12%<\/td>\n<\/tr>\n<tr>\n<td>GAIL (India) Ltd.<\/td>\n<td>Gas Transmission<\/td>\n<td>7.98%<\/td>\n<\/tr>\n<tr>\n<td>Oil &amp; Natural Gas Corporation Ltd.<\/td>\n<td>Crude Oil<\/td>\n<td>6.77%<\/td>\n<\/tr>\n<tr>\n<td>Kalpataru Projects International Ltd.<\/td>\n<td>Infrastructure<\/td>\n<td>5.71%<\/td>\n<\/tr>\n<tr>\n<td>Gujarat Energy Ltd.<\/td>\n<td>Gas Transmission<\/td>\n<td>5.59%<\/td>\n<\/tr>\n<tr>\n<td>Petronet LNG Ltd.<\/td>\n<td>Inds. Gases &amp; Fuels<\/td>\n<td>4.77%<\/td>\n<\/tr>\n<tr>\n<td>Bharat Petroleum Corporation Ltd.<\/td>\n<td>Crude Oil<\/td>\n<td>4.73%<\/td>\n<\/tr>\n<tr>\n<td>NTPC Ltd.<\/td>\n<td>Power<\/td>\n<td>4.42%<\/td>\n<\/tr>\n<tr>\n<td>Heg Ltd.<\/td>\n<td>Capital Goods<\/td>\n<td>4.21%<\/td>\n<\/tr>\n<tr>\n<td>Thermax Ltd.<\/td>\n<td>Capital Goods<\/td>\n<td>4.14%<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<p>The largest holding is Reliance Industries Ltd. at 9.12%, which is large enough to matter for returns but not so dominant that one position entirely defines the fund. The tenth holding, Thermax Ltd. at 4.14%, is less than half the size of the first, so the portfolio does taper off meaningfully from the top.<\/p>\n<p>The top 10 holdings together account for 57.44% of the portfolio, which suggests a fairly concentrated core with a long tail beyond the disclosed names. Since the fund discloses 30 holdings in total, there is still scope for other positions to influence results, but the visible structure is clearly anchored by a relatively small group of energy, utility and infrastructure-related companies.<\/p>\n<p>That concentration may help the fund express its energy theme more clearly, but it could also increase sensitivity to sector cycles and stock-specific moves. For investors, the key point is that this is not a broadly diversified market-fund style portfolio; it is more focused and may therefore behave differently from a general equity scheme.<\/p>\n<p>To see all holdings, visit the <a href=\"https:\/\/univest.in\/mutual-funds\/sbi-energy-opportunities-fund-g-direct-plan\">SBI Energy Opportunities Fund Direct Growth Plan<\/a> page<\/p>\n<p class=\"mf-source-date\"><small>Source data date: as of 17 Sep 2026<\/small><\/p>\n<h2 style=\"font-weight:700\"><span class=\"ez-toc-section\" id=\"Who_should_invest\"><\/span>Who should invest<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>This fund suits investors who are comfortable with High Risk exposure and can stay invested through uneven periods. The 1-year result is positive and better than the benchmark, but the weaker 1-month and 3-month numbers show that the path can be volatile.<\/p>\n<p>It is more appropriate for a medium- to long-term horizon than for short-term money. The main trade-off is that the fund offers focused participation in an energy-led theme, but that focus can also lead to larger swings than a diversified equity fund.<\/p>\n<p>Because the 3-year and 5-year records are not yet available, investors need to accept limited history in exchange for a newer theme-oriented strategy. That makes patience and risk tolerance more important than headline returns alone.<\/p>\n<h2 style=\"font-weight:700\"><span class=\"ez-toc-section\" id=\"Tax_and_exit_load\"><\/span>Tax and exit load<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<table>\n<thead>\n<tr>\n<th>Holding period<\/th>\n<th>Tax rate<\/th>\n<th>Description<\/th>\n<\/tr>\n<\/thead>\n<tbody>\n<tr>\n<td>Units held less than 1 year<\/td>\n<td>20%<\/td>\n<td>Short-term capital gains tax<\/td>\n<\/tr>\n<tr>\n<td>Units held more than 1 year<\/td>\n<td>12.5%<\/td>\n<td>Long-term capital gains tax<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<p><strong>Exit load:<\/strong> 1% if units are sold within 1 year; no exit load after 1 year.<\/p>\n<p class=\"mf-source-date\"><small>Source data date: as of 17 Sep 2026<\/small><\/p>\n<h2 style=\"font-weight:700\"><span class=\"ez-toc-section\" id=\"Frequently_asked_questions\"><\/span>Frequently asked questions<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p><strong>What is the current NAV of SBI Energy Opportunities Fund Direct Growth Plan?<\/strong><br \/>The NAV is \u20b911.0504 as of 17 Sep 2026.<\/p>\n<p><strong>What are the 1-year, 3-year and 5-year returns?<\/strong><br \/>The 1-year return is 3.04%. The 3-year and 5-year returns are not available yet.<\/p>\n<p><strong>How has the fund done versus Nifty 50?<\/strong><br \/>The fund has done better over 1 year, with 3.04% compared with the benchmark&#8217;s -7.13%. Over 3 months and 1 month, the fund has been slightly weaker than the benchmark.<\/p>\n<p><strong>How does it compare with peer funds on 1-year performance?<\/strong><br \/>The fund&#8217;s 1-year return is lower than the peer examples listed here, while one peer also shows a stronger 3-year figure.<\/p>\n<p><strong>Is there a minimum SIP amount?<\/strong><br \/>Yes. The minimum SIP amount is \u20b9500.<\/p>\n<p><strong>What are the risk profile, portfolio style and exit load?<\/strong><br \/>The fund is in the High Risk category. Its holdings are led by Reliance Industries Ltd. at 9.12%, and the exit load is 1% within 1 year and nil after 1 year.<\/p>\n<h2 style=\"font-weight:700\"><span class=\"ez-toc-section\" id=\"Bottom_line\"><\/span>Bottom line<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>This fund\u2019s recent picture is mixed: it has posted a positive 1-year return and beaten the benchmark, but the shorter 1-month and 3-month readings are weaker. On the available peer return data, it trails the peer examples on 1-year performance, so the fund has not matched the strongest recent outcomes in its peer set. Its High Risk profile and concentrated energy-linked portfolio make it better suited to investors who can tolerate volatility and are comfortable with a focused thematic approach.<\/p>\n<p class=\"univest-posted-at\" style=\"font-size:14px;color:#666;margin:20px 0 8px\">Published on 18 September 2026 at 12:46 PM IST<\/p>\n<section class=\"univest-login-cta\" style=\"margin:28px 0;padding:24px;border-radius:10px;background:#eef5ff;border:1px solid #cddff7;text-align:center\">\n<h2 style=\"font-weight:700\"><span class=\"ez-toc-section\" id=\"Explore_mutual_funds_with_Univest\"><\/span>Explore mutual funds with Univest<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>Review mutual fund data, compare performance and explore fund insights on Univest.<\/p>\n<p><a href=\"https:\/\/univest.in\/user\/log-in\" style=\"display:inline-block;padding:11px 20px;border-radius:6px;background:#1f4e79;color:#fff !important;text-decoration:none;font-weight:700\">Explore Univest<\/a><\/p>\n<\/section>\n<section class=\"univest-disclaimer\">\n<h2 style=\"font-weight:700\"><span class=\"ez-toc-section\" id=\"RIA_disclosure\"><\/span>RIA disclosure<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>Mutual fund investments are subject to market risks. Read all scheme-related documents carefully before investing. This review is prepared by Uniapps Investment Adviser Pvt. Ltd. (earlier known as Uniapps Global Research Pvt. Ltd.) under SEBI Registered Investment Adviser registration INA000017639 for general informational purposes and is not personalized investment advice.<\/p>\n<\/section>\n<p><script type=\"application\/ld+json\">{\"@context\":\"https:\/\/schema.org\",\"@type\":\"InvestmentFund\",\"name\":\"SBI Energy Opportunities Fund Direct Growth Plan\",\"identifier\":\"sbi-energy-opportunities-fund-g-direct-plan\",\"category\":\"Equity\",\"dateCreated\":\"26 Feb 2024\",\"isAccessibleForFree\":true,\"additionalProperty\":[{\"@type\":\"PropertyValue\",\"name\":\"NAV\",\"value\":11.0504,\"valueReference\":\"as of 17 Sep 2026\"},{\"@type\":\"PropertyValue\",\"name\":\"AUM\",\"value\":\"8326 Cr\"},{\"@type\":\"PropertyValue\",\"name\":\"Expense Ratio\",\"value\":\"0.79\"},{\"@type\":\"PropertyValue\",\"name\":\"Benchmark\",\"value\":\"Nifty 50\"},{\"@type\":\"PropertyValue\",\"name\":\"1Y Return\",\"value\":3.04},{\"@type\":\"PropertyValue\",\"name\":\"3Y Return\",\"value\":0},{\"@type\":\"PropertyValue\",\"name\":\"5Y Return\",\"value\":0},{\"@type\":\"PropertyValue\",\"name\":\"Fund Managers\",\"value\":\"Raj Gandhi\"}]}<\/script><script type=\"application\/ld+json\">{\"@context\":\"https:\/\/schema.org\",\"@type\":\"FAQPage\",\"mainEntity\":[{\"@type\":\"Question\",\"name\":\"What is the current NAV of SBI Energy Opportunities Fund Direct Growth Plan?\",\"acceptedAnswer\":{\"@type\":\"Answer\",\"text\":\"The NAV is \u20b911.0504 as of 17 Sep 2026.\"}},{\"@type\":\"Question\",\"name\":\"What are the 1-year, 3-year and 5-year returns?\",\"acceptedAnswer\":{\"@type\":\"Answer\",\"text\":\"The 1-year return is 3.04%. The 3-year and 5-year returns are not available yet.\"}},{\"@type\":\"Question\",\"name\":\"How has the fund done versus Nifty 50?\",\"acceptedAnswer\":{\"@type\":\"Answer\",\"text\":\"The fund has done better over 1 year, with 3.04% compared with the benchmark's -7.13%. Over 3 months and 1 month, the fund has been slightly weaker than the benchmark.\"}},{\"@type\":\"Question\",\"name\":\"How does it compare with peer funds on 1-year performance?\",\"acceptedAnswer\":{\"@type\":\"Answer\",\"text\":\"The fund's 1-year return is lower than the peer examples listed here, while one peer also shows a stronger 3-year figure.\"}},{\"@type\":\"Question\",\"name\":\"Is there a minimum SIP amount?\",\"acceptedAnswer\":{\"@type\":\"Answer\",\"text\":\"Yes. The minimum SIP amount is \u20b9500.\"}},{\"@type\":\"Question\",\"name\":\"What are the risk profile, portfolio style and exit load?\",\"acceptedAnswer\":{\"@type\":\"Answer\",\"text\":\"The fund is in the High Risk category. Its holdings are led by Reliance Industries Ltd. at 9.12%, and the exit load is 1% within 1 year and nil after 1 year.\"}}]}<\/script><script type=\"application\/ld+json\">{\"@context\":\"https:\/\/schema.org\",\"@type\":\"Organization\",\"name\":\"Uniapps Investment Adviser Pvt. Ltd.\",\"description\":\"SEBI Registered Investment Adviser INA000017639\"}<\/script><\/p>\n","protected":false},"excerpt":{"rendered":"<p>SBI Energy Opportunities Fund Direct Growth Plan has a NAV of \u20b911.0504 as of 17 Sep 2026, AUM of \u20b98,326 Cr, and a 1-year return of 3.04%.<\/p>\n","protected":false},"author":38,"featured_media":256698,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[3841],"tags":[],"class_list":["post-256699","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-mutual-funds"],"metadata":{"rank_math_internal_links_processed":["1"],"_thumbnail_id":["256698"],"rank_math_title":["SBI Energy Opportunities Fund Review 2026 | NAV"],"rank_math_description":["SBI Energy Opportunities Fund Direct Growth Plan has a NAV of \u20b911.0504 and a 1-year return of 3.04% as of 17 Sep 2026."],"rank_math_focus_keyword":["SBI Energy Opportunities Fund Direct Growth Plan review"],"rank_math_robots":["a:2:{i:0;s:7:\"noindex\";i:1;s:8:\"nofollow\";}"]},"jetpack_sharing_enabled":true,"jetpack_featured_media_url":"https:\/\/univest.in\/blogs-2\/wp-content\/uploads\/2026\/09\/SBI_Energy_Opportunities_Fund_Direct_Growth_Review_2026_NAV_Returns_Portfolio_Should_You_Invest_neutral.png","_links":{"self":[{"href":"https:\/\/univest.in\/blogs-2\/wp-json\/wp\/v2\/posts\/256699","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/univest.in\/blogs-2\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/univest.in\/blogs-2\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/univest.in\/blogs-2\/wp-json\/wp\/v2\/users\/38"}],"replies":[{"embeddable":true,"href":"https:\/\/univest.in\/blogs-2\/wp-json\/wp\/v2\/comments?post=256699"}],"version-history":[{"count":0,"href":"https:\/\/univest.in\/blogs-2\/wp-json\/wp\/v2\/posts\/256699\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/univest.in\/blogs-2\/wp-json\/wp\/v2\/media\/256698"}],"wp:attachment":[{"href":"https:\/\/univest.in\/blogs-2\/wp-json\/wp\/v2\/media?parent=256699"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/univest.in\/blogs-2\/wp-json\/wp\/v2\/categories?post=256699"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/univest.in\/blogs-2\/wp-json\/wp\/v2\/tags?post=256699"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}