Compare Mutual Funds

Get an in-depth mutual fund comparison based on their performance, size, risk and many other factors to find the right fund for your investment goals, risk levels, horizon and wealth objectives.
Compare Up to 4 FundsFree Analysis
SBI Energy Opportunities Fund - Regular (G)
Energy very high Risk
ICICI Pru Energy Opportunities Fund - Reg (G)
Energy very high Risk
Baroda BNP Paribas Energy Opportunities Fund-Reg (G)
Energy very high Risk
KOTAK ENERGY OPPORTUNITIES FUND REGULAR PLAN GROWTH
Energy medium Risk

Our Verdict

We reviewed risk-adjusted returns, volatility and consistency to select the top mutual fund winner for your goals.

Returns (1Y)
12.64 %
Expense Ratio
1.8 %
The trade-off:

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Returns (1Y)
21.44 %
Expense Ratio
1.76 %
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Returns (1Y)
15.29 %
Expense Ratio
2.36 %
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Returns (1Y)
9.71 %
Expense Ratio
2.42 %
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Fund Performance Track

Analyze fund performance trends and market comparisons over time.

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Complete Fund Review

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METRICS
ICICI Pru Energy Opportunities Fund - Reg (G)
KOTAK ENERGY OPPORTUNITIES FUND REGULAR PLAN GROWTH
SBI Energy Opportunities Fund - Regular (G)
Baroda BNP Paribas Energy Opportunities Fund-Reg (G)

Basic Overview

Current NAV
₹ 11.48
₹ 10.73
₹ 11.15
₹ 12.25
Benchmark
NIFTY Energy TRI
-
NIFTY Energy TRI
Nifty Energy TRI
Fund Size (AUM)
₹8796 Cr
₹255 Cr
₹7805 Cr
₹640 Cr
Expense Ratio
2%
2.4%
1.80%
2.360%
Launch Date
22 Jul 2024
02 May 2025
26 Feb 2024
14 Feb 2025
Fund Managers
Nitya Mishra
Raj Gandhi
Sanjay Chawla
Turnover
-
-
-
-

SIP Returns

1 Year Return
-0%
-8.6%
-11.01%
-3.800%
3 Year Return
-
-
-
-
5 Year Return
-
-
-
-
Since Inception
-
-
-
-

Trailing Returns

1 Month Return
13%
12.7%
13.81%
10.970%
3 Month Return
10%
6.5%
5.00%
8.100%
1 Year Return
21%
9.7%
12.64%
15.290%
3 Year Return
-
-
-
-
5 Year Return
-
-
-
-

Rolling Returns

1 Year Return
00
00
00
00
3 Year Return
00
00
00
00
5 Year Return
00
00
00
00

Risk Metrics (Standard)

Alpha
-
-
-
-
Beta
-
-
-
-
Sharpe Ratio
-
-
-
-
Standard Deviation
-
-
-
-

Investment & Taxes

Min SIP Amount
₹ 100
₹ 100
₹ 500
₹ 500
Min Lumpsum
₹ 5,000
₹ 100
₹ 5,000
₹ 1,000
Exit Load
ICICI Prudential Energy Opportunities Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 90 days. There are no other charges./365
/365
SBI Energy Opportunities Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365
Baroda BNP Paribas Energy Opportunities Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365
Lock In
No Lock-in
No Lock-in
No Lock-in
No Lock-in

Asset Allocation

Equity
96.90%
95.29%
94.64%
93.77%
Others
3.10%
4.71%
5.36%
6.23%

Portfolio Market Cap

Portfolio Sectors

Advanced Investor Insights

Go deeper than returns, see how these funds hold up in market crashes, downturns and challenging economic times.

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Defense ScoreAbility to resist market falls
ICICI Pru Energy Opportunities Fund - Reg (G)3 /100
Outstanding protection during market downturns.
KOTAK ENERGY OPPORTUNITIES FUND REGULAR PLAN GROWTH3 /100
Strong ability to limit losses in volatile markets.
SBI Energy Opportunities Fund - Regular (G)3 /100
Strong ability to limit losses in volatile markets.
Baroda BNP Paribas Energy Opportunities Fund-Reg (G)3 /100
More vulnerable during market declines.
insight icons
Worst CaseMax loss in a single year (Since Inception)
insight icons
Recovery SpeedHow fast it bounces back
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Annual Performance History

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Little Investments, Big Wins

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MONTHLY INVESTMENT
₹ 50k
TENURE
5
Projected Wealth
Investment Amount : ₹ 50,000
Tenure : 5 Yrs.

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( Fund Age - 1Y 1M )
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Note: SIP value calculations are based on historical NAV data of funds.
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Frequently Asked Questions

Everything You Need To Know To Get Started With Confidence

SBI Energy Opportunities Fund - Regular (G) is equally volatile than ICICI Pru Energy Opportunities Fund - Reg (G). Choose a fund based on your risk tolerance and goals.