SBI Energy Opportunities Fund Direct Growth

Scheme code: INF200KB1126 NAV value: ₹ 10.3138 NAV date: 19 March, 2026 TER: 0.79%

Fund option: Direct Fund type: Growth

Asset class: Equity Asset category: Sectoral/Thematic

Rolling returns

Duration	Min (%)	Max (%)	Median (%)	Average return (%)	Category average return (%)
1 year	-13.93	29.05	-2.11	-0.08	13.63

Index

Metrics

NIFTY 50

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-7.02	20.62	5.61	-0.08
3 year	6.28	30.95	15.04
5 year	8.38	26.02	14.22
7 year	10.18	15.62	12.93
10 year	11.42	12.93	12.18
15 year	-5.65	15.88	6.78

NIFTY 100

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-8.47	19.78	4.49	-0.08
3 year	6.56	19.64	13.57
5 year	9.22	12.29	10.75

NIFTY 200

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-8.39	20.91	4.75	-0.08
3 year	7.68	21.49	15.06
5 year	10.37	13.5	11.93

NIFTY 500

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-8.47	20.67	4.16	-0.08
3 year	8.04	32.03	17.81
5 year	8.18	28.64	15.34
7 year	10.64	16.42	13.77
10 year	12.56	14.06	13.31

If you invest ₹1 lakh per month in this fund through SIP, here are the estimated returns over different timeframes.

Duration	Invested amount	Final value	Return	CAGR (%)

Index	Metrics

- Total Invested Amount: ₹12,00,000 - Final Portfolio Value: ₹12,15,338 - Absolute Returns: ₹15,338 - CAGR: %

Max Drawdown

-27.97 %

Drawdown Duration

5 months

Avg Drawdown

-9.99 %

1 Y

-0.0029

vs NIFTY 50

Duration	Alpha	Beta	Upside Capture	Downside Capture	Fund CAGR	Benchmark CAGR
1 year	9.13	0.95	104.8	92.7	13.26 %	4.00 %
3 years	0.03	1.12	107.9	108.8	0.90 %	1.47 %
5 years	0.33	1.12	107.9	108.8	0.54 %	0.88 %
7 years	0.45	1.12	107.9	108.8	0.38 %	0.63 %
10 years	0.56	1.12	107.9	108.8	0.27 %	0.44 %
12 years	0.59	1.12	107.9	108.8	0.22 %	0.37 %
15 years	0.64	1.12	107.9	108.8	0.18 %	0.29 %