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: 5382.56 As on (31-12-2025)
Expense Ratio: 1.88% As on (31-12-2025)
Turn over: 81.00% | Exit Load:
NAV as on 06-02-2026
11.1524
-0.0999
CAGR Since Inception
4.43%
NIFTY Auto TRI 0.05%
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 | 19.25 | - | - | - | 4.43 |
| Nifty Auto TRI | 18.72 | 28.35 | 22.0 | 15.13 | 0.05 |
| Equity: Thematic-Transportation | 18.47 | 25.48 | 19.26 | 13.93 | 18.1 |
Funds Manager
Mr. Tanmaya Desai,
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
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Sector Allocation
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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 | 19.25 | 0.0 | 0.0 | 0.0 | 0.0 |
| HDFC Transportation and Logistics Fund Gr | 17-08-2023 | 21.94 | 18.89 | 0.0 | 0.0 | 0.0 |
| Bandhan Transportation and LogisticsFund Reg GR | 25-10-2022 | 20.58 | 14.26 | 24.68 | 0.0 | 0.0 |
| UTI Transportation and Logistics Gr | 01-08-2005 | 17.68 | 13.85 | 24.36 | 19.26 | 13.93 |
| Kotak Transportation & Logistics Fund Reg Gr | 16-12-2024 | 17.29 | 0.0 | 0.0 | 0.0 | 0.0 |
| ICICI Pru Transportation and Logistics Fund Gr | 05-10-2022 | 16.8 | 17.11 | 27.4 | 0.0 | 0.0 |
| ABSL Transportation and Logistics Reg Gr | 05-11-2023 | 15.77 | 13.11 | 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 | - | - | - | - | - | - |