SCHEME OVERVIEW

SBI Automotive Opportunities Fund - Regular Plan - Growth

Category: Equity: Thematic-Transportation
Launch Date: 07-06-2024
Asset Class:
Benchmark: NIFTY Auto TRI
Expense Ratio: 1.85% As on (31-03-2025)
Status: Open Ended Schemes
Minimum Investment: 5000.0
Minimum Topup: 1000.0
Total Assets: 5,220.22 Cr As on (31-03-2025)
Turn over:
NAV as on 29-04-2025

8.8757

0 (0.0101%)

CAGR Since Inception

-14.49%

NIFTY Auto TRI 17.15%

PERFORMANCE of SBI Automotive Opportunities Fund - Regular Plan - Growth

Scheme Performance (%) Data as on - 29-04-2025

1-Year Ret (%) 3-Yrs Ret (%) 5-Yrs Ret (%) 10-Yrs Ret (%) Since Launch Ret (%)
SBI Automotive Opportunities Fund - Regular Plan - Growth - - - - -14.49
Nifty Auto TRI 1.76 27.3 33.22 11.52 17.15
Equity: Thematic-Transportation 0.29 21.37 29.85 11.17 10.88

Yearly Performance (%)

Nav Movement

Fund Managers

Tanmaya Desai, Pradeep Kesavan

Investment Objective

The scheme seeks to generate long-term capital appreciation to unit holders from a portfolio that is invested in equity and equity related instruments of companies engaged in automotive & allied business activities theme.

RETURNS CALCULATOR for SBI Automotive Opportunities Fund - Regular Plan - Growth

Growth of 10000 In SIP (Fund vs Benchmark)

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Period :
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Growth of 10000 In LUMPSUM (Fund vs Benchmark)

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Rolling Returns

Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.

Key Performance and Risk Statistics of SBI Automotive Opportunities Fund - Regular Plan - Growth

Key Statistics Volatility Sharpe Ratio Alpha Beta Yield to Maturity Average Maturity
SBI Automotive Opportunities Fund - Regular Plan - Growth - - - - - -
Equity: Thematic-Transportation - - - - - -

PEER COMPARISION

Scheme Name Launch
Date
1-Year
Ret (%)
2-Yrs
Ret (%)
3-Yrs
Ret (%)
5-Yrs
Ret (%)
10-Yrs
Ret (%)
SBI Automotive Opportunities Fund - Regular Plan - Growth 07-06-2024 0.0 0.0 0.0 0.0 0.0
ICICI PRUDENTIAL TRANSPORTATION AND LOGISTICS FUND - Growth 05-10-2022 5.45 29.02 0.0 0.0 0.0
HDFC Transportation and Logistics Fund - Growth Option 17-08-2023 1.9 0.0 0.0 0.0 0.0
UTI-Transportation and Logistics Fund-Growth Option 01-08-2005 -0.75 25.3 21.37 29.85 11.17
BANDHAN TRANSPORTATION AND LOGISTICS FUND - GROWTH - REGULAR PLAN 25-10-2022 -2.03 23.45 0.0 0.0 0.0
Aditya Birla Sun Life Transportation and Logistics Fund-Regular Growth 05-11-2023 -3.1 0.0 0.0 0.0 0.0

Asset Allocation (%)

PORTFOLIO ANALYSIS of SBI Automotive Opportunities Fund - Regular Plan - Growth

Portfolio as on

Top 10 Sectors in portfolio (%)

Top 10 Stocks in portfolio (%)