ENERecommendable#1 in categoryHIGH CONVICTIONPrimary Pick

SBI Energy Opportunities Fund

SBI MF · Richard D souza · benchmarked to Nifty Energy TRI

Prospera Research Engine v7 · Data as of 24 Aug 2026 · Synced 14 Sept 2026Review date unknown — validation required

Prospera VerdictProspera Recommended

BEATS 2: Broadest energy mandate - oil/gas, power, renewables, coal, transmission, nuclear. Nuclear Energy Mission Rs20K Cr (100 GW by 2047) is 20-year tailwind SBI accesses that DSP global mandate does not prioritise.

Final Score76.8

1Y Return7.9%

3Y CAGR16.2%

5Y CAGR21.4%

AUM₹4.2K Cr

Expense Ratio0.68%

Eligibility: All gates passed

Prospera Research

Score Breakdown

13 weighted parameters, exactly as configured in the Research Engine — 8 qualitative (analyst-scored) plus 5 quantitative (formula-derived), summing to a final score out of 100.

Momentum (7% weight)8.0/10

3–6M price+flow vs benchmark

Consistency (10% weight)7.0/10

3Y/5Y quartile rank stability

Portfolio Quality (11% weight)8.0/10

PE, concentration, churn

Fund Mgr Quality (12% weight)8.0/10

Philosophy, communication, style drift

Valuation Risk (10% weight)7.0/10

Portfolio PE/PB vs category avg

Sector Tailwinds (9% weight)9.0/10

Policy/macro drivers 12-18M

Downside Protection (8% weight)7.0/10

Max DD, Sortino, bear markets

Outperformance Prob. (8% weight)7.0/10

Analyst 12M alpha probability

Mgr Tenure Score (8% weight)6.0/10

Years managing fund → 1-10 score

AMC Quality Score (6% weight)10.0/10

Research depth, AUM scale, compliance

AUM Trend Score (5% weight)9.0/10

Growing=9, Stable=6, Declining=3

Expense Ratio Score (4% weight)7.0/10

Inverse ER — lower cost = higher score

Thesis Strength (2% weight)7.0/10

Analyst 12-24M thesis conviction

Final Score76.8/100

Prospera Research

Why This Fund

Stance: 10% max allocation

Prospera Research

Analyst Write-Up

A full analyst write-up hasn't been published for this fund yet — only shortlisted funds at the review stage get one. The score breakdown and performance data above are still real and current.

Prospera Research

Risk-Adjusted Performance

3Y Alpha—

5Y Alpha-2.0%

Max Drawdown21.4%

Sharpe (3Y)0.88

Sortino (3Y)1.13

Beta0.92

Alpha Consistency71%

Prospera Research

AMC & Manager Intelligence

SBI MF

AA — TIER 1

35-analyst research team · Clean — minor queries

Largest AMC by AUM. Government backing provides distribution moat. Research quality slightly below ICICI/HDFC but improving. Compliance record has had minor queries (no enforcement). Strong in debt; improving in equity.