SBI Energy Opportunities Fund Direct-Growth
Equity: Thematic-Energy - Growth (Open ended)
SEBI Riskometer: Very HighCategory: Equity: Thematic-EnergyBenchmark: NIFTY Energy Total Return IndexCheck Portfolio Overlap →
NAV: ₹10.32-1.43%
23 Oct 2026
Rolling Returns Analysis
Rolling annualized returns of SBI Energy Opportunities Fund Direct-Growth across 1Y, 3Y and 5Y windows — average, best, worst returns and percentage of positive return periods.
| Metric | 1 Yr Rolling Returns | 3 Yr Rolling Returns | 5 Yr Rolling Returns | 7 Yr Rolling Returns |
|---|---|---|---|---|
| Analysis period | 05 Mar, 2025 - 23 Oct, 2026 | - | - | - |
| Average returns | 2.33% | - | - | - |
| Standard deviation | 8.16% | - | - | - |
| Best returns | 29.05% 1 year ending on 28 Feb, 2026 | - | - | - |
| Worst returns | -13.93% 1 year ending on 31 Aug, 2025 | - | - | - |
| Period with positive return | 58.78% | - | - | - |
| Period with return > 5% | 35.37% | - | - | - |
| Period with return > 10% | 15.12% | - | - | - |
| Period with return > 15% | 6.10% | - | - | - |
| Beat % Category | 4.63% | - | - | - |
| Beat % Benchmark | 43.90% | - | - | - |
Trailing Returns
Point-to-point returns of SBI Energy Opportunities Fund Direct-Growth vs category average for YTD, 1M, 6M, 1Y, 3Y, 5Y and 10Y periods — with category rank and total funds count.
-10%
0%
10%
-6.3%
-5.1%
-9.5%
YTD
-7.5%
-9.3%
-6.5%
1 M
-10.5%
-11.8%
-5.4%
6 M
-4.6%
-3.3%
-9.0%
1 Y
12.7%
9.3%
3 Y
10.5%
7.9%
5 Y
14.6%
12.2%
10 Y
Fund
Equity: Thematic-Energy
NIFTY Energy Total Return Index
| Name | YTD | 1 M | 6 M | 1 Y | 3 Y | 5 Y | 10 Y | Since Inception |
|---|---|---|---|---|---|---|---|---|
| Fund | -6.30% | -7.49% | -10.53% | -4.56% | - | - | - | 1.19% |
| Equity: Thematic-Energy | -5.13% | -9.27% | -11.84% | -3.33% | 12.75% | 10.51% | 14.59% | - |
| NIFTY Energy Total Return Index | -9.50% | -6.54% | -5.44% | -8.97% | 9.30% | 7.91% | 12.20% | - |
| Rank in category | 5 | 1 | 3 | 4 | - | - | - | - |
| Funds in category | 6 | 7 | 6 | 6 | 1 | 1 | 1 | - |
Period Returns
Calendar-year, quarterly and monthly return history of SBI Energy Opportunities Fund Direct-Growth. Toggle between bar chart and table view to analyse periodic performance trends.
Historical Performance
Track NAV movement and cumulative returns of SBI Energy Opportunities Fund Direct-Growth across 1M, 6M, 1Y, 3Y, 5Y and since-inception periods. Compare SIP and lumpsum growth over time.
Compare performance with respect toAdd benchmark
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Frequently Asked Questions
What are the 1-year returns of SBI Energy Opportunities Fund Direct-Growth?
SBI Energy Opportunities Fund Direct-Growth has delivered a 1-year return of -4.56% as of 22 Oct 2026. During the same period, its benchmark NIFTY Energy Total Return Index returned -8.97%. The fund has outperformed its benchmark over this period.
What are the 3-year returns of SBI Energy Opportunities Fund Direct-Growth?
The 3-year CAGR for SBI Energy Opportunities Fund Direct-Growth is shown in the Trailing Returns section above.
What are the 5-year returns of SBI Energy Opportunities Fund Direct-Growth?
The 5-year CAGR for SBI Energy Opportunities Fund Direct-Growth is shown in the Trailing Returns section above.
What are the returns of SBI Energy Opportunities Fund Direct-Growth since inception?
Since its launch on 29 Feb 2024, SBI Energy Opportunities Fund Direct-Growth has delivered a CAGR of 1.19%. Since-inception returns reflect the fund's full history and give the most complete picture of long-term performance.
How has SBI Energy Opportunities Fund Direct-Growth performed vs its category over the long term?
Category rank for SBI Energy Opportunities Fund Direct-Growth on a 3-year and 5-year basis is shown in the Trailing Returns section above.
What is the Sharpe ratio of SBI Energy Opportunities Fund Direct-Growth?
The Sharpe ratio of SBI Energy Opportunities Fund Direct-Growth is shown in the Alpha, Beta & Sharpe section above.
What is the alpha of SBI Energy Opportunities Fund Direct-Growth?
The alpha of SBI Energy Opportunities Fund Direct-Growth is shown in the Alpha, Beta & Sharpe section above.
What is the beta of SBI Energy Opportunities Fund Direct-Growth?
The beta of SBI Energy Opportunities Fund Direct-Growth is shown in the Alpha, Beta & Sharpe section above.
What are the rolling returns of SBI Energy Opportunities Fund Direct-Growth?
The average 1-year and 3-year rolling returns of SBI Energy Opportunities Fund Direct-Growth is 2.33% and - respectively. Rolling returns show the fund's annualized return across every possible 1-year and 3-year investment window, making them a far more reliable measure of consistency than point-to-point returns, which depend heavily on the start and end date chosen.