SBI Automotive Opportunities Fund - Regular Plan - Growth
Fund House: SBI Mutual Fund
Category: Equity: Thematic-Transportation
Status: Open Ended Schemes
Launch Date: 07-06-2024
Minimum Investment: 5000.0
Asset Class:
Minimum Topup: 1000.0
Benchmark: NIFTY Auto TRI
Total Assets: 5235.79 As on (31-07-2025)
Expense Ratio: 1.88% As on (31-07-2025)
Turn over: 81.00% | Exit Load: 1% of the applicable NAV - If units purchased or switched in from another scheme of the Fund are redeemed or switched out on or before 1 year from the date of allotment.NIL - If units purchased or switched in from another scheme of the Fund are redeemed or switched out after 1 year from the date of allotment.
NAV as on 14-08-2025
9.8013
0.0127
CAGR Since Inception
-4.78%
NIFTY Auto TRI 17.36%
PERFORMANCE
| Scheme Performance (%) | 1-Year Ret (%) | 3-Yrs Ret (%) | 5-Yrs Ret (%) | 10-Yrs Ret (%) | Since Launch Ret (%) |
|---|---|---|---|---|---|
| SBI Automotive Opportunities Fund - Regular Plan - Growth | -6.13 | - | - | - | -4.78 |
| Nifty Auto TRI | -3.07 | 24.01 | 26.89 | 11.96 | 17.36 |
| Equity: Thematic-Transportation | -1.62 | 20.61 | 25.62 | 11.13 | 16.51 |
Funds Manager
Mr. Tanmaya Desai, Mr. Pradeep Kesavan,
RETURNS CALCULATORS for SBI Automotive Opportunities Fund - Regular Plan - Growth
Growth of 10000 In SIP (Fund vs Benchmark)
Amount
Period
Start
End
Growth of 10000 In LUMPSUM (Fund vs Benchmark)
Amount
Start
PORTFOLIO ANALYSIS of SBI Automotive Opportunities Fund - Regular Plan - Growth
Portfolio Holdings
Sector Allocation
PEER COMPARISION of SBI Automotive Opportunities Fund - Regular Plan - Growth
| Scheme Name | Inception Date | 1 Year Rtn (%) | 2 Year Rtn (%) | 3 Year Rtn (%) | 5 Year Rtn (%) | 10 Year Rtn (%) |
|---|---|---|---|---|---|---|
| SBI Automotive Opportunities Fund Reg Gr | 07-06-2024 | -6.13 | 0.0 | 0.0 | 0.0 | 0.0 |
| HDFC Transportation and Logistics Fund Gr | 17-08-2023 | 3.52 | 0.0 | 0.0 | 0.0 | 0.0 |
| ICICI Pru Transportation and Logistics Fund Gr | 05-10-2022 | 0.48 | 26.2 | 0.0 | 0.0 | 0.0 |
| UTI Transportation and Logistics Gr | 01-08-2005 | -0.65 | 23.12 | 20.61 | 25.62 | 11.13 |
| Bandhan Transportation and LogisticsFund Reg GR | 25-10-2022 | -2.4 | 22.49 | 0.0 | 0.0 | 0.0 |
| ABSL Transportation and Logistics Reg Gr | 05-11-2023 | -4.51 | 0.0 | 0.0 | 0.0 | 0.0 |
Asset Allocation (%)
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 | - | - | - | - | - | - |