Which funds are similar to SBI Energy Opportunities Fund Direct-Growth?
Funds similar to SBI Energy Opportunities Fund Direct-Growth in the Equity: Thematic-Energy category include ICICI Prudential Energy Opportunities Fund Direct-Growth, DSP Natural Resources and New Energy Fund Direct Plan-Growth, and Tata Resources & Energy Fund Direct-Growth. These funds follow a comparable investment mandate and are benchmarked against similar indices. You can compare them in detail — across returns, risk metrics, expense ratio, and portfolio composition — using the fund comparison tool on sharpely.
What is the rank of SBI Energy Opportunities Fund Direct-Growth in its category?
The category rank of SBI Energy Opportunities Fund Direct-Growth is shown in the Trailing Returns section above.
How does SBI Energy Opportunities Fund Direct-Growth's expense ratio compare to similar funds?
SBI Energy Opportunities Fund Direct-Growth has an expense ratio of 0.93%. The peers ICICI Prudential Energy Opportunities Fund Direct-Growth has an expense ratio of 1.11% and DSP Natural Resources and New Energy Fund Direct Plan-Growth has 1.00%. Over the long term, a higher expense ratio can meaningfully drag on returns, so it is worth evaluating whether the fund's performance justifies the additional cost.
How does SBI Energy Opportunities Fund Direct-Growth's AUM compare to similar funds?
SBI Energy Opportunities Fund Direct-Growth has an AUM of ₹8,646.6 crore. The peers ICICI Prudential Energy Opportunities Fund Direct-Growth has an AUM of ₹8,198.86 crore and DSP Natural Resources and New Energy Fund Direct Plan-Growth has ₹2,441.4 crore. A large AUM can sometimes limit a fund's ability to take meaningful positions in mid and small-cap stocks, as larger trades can move prices. This is particularly relevant for funds that invest outside large caps.
Which fund has the best 3-year returns in the Equity: Thematic-Energy?
The top performing fund in the Equity: Thematic-Energy category on a 3-year basis is DSP Natural Resources and New Energy Fund Direct Plan-Growth with a CAGR of 20.24% as of 6 Sep 2026. SBI Energy Opportunities Fund Direct-Growth has delivered - CAGR over the same period. You can view and compare the full category ranking on sharpely.
How does SBI Energy Opportunities Fund Direct-Growth rank in risk-adjusted returns vs peers?
The Sharpe ratio of SBI Energy Opportunities Fund Direct-Growth is shown in the Alpha, Beta & Sharpe section on the Performance tab.
