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: 5399.1 As on (30-09-2025)
Expense Ratio: 1.89% As on (29-09-2025)
Turn over: 81.00% | Exit Load:
NAV as on 29-10-2025
10.843
-0.0479
CAGR Since Inception
3.21%
NIFTY Auto TRI -0.02%
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 | 11.45 | - | - | - | 3.21 |
| Nifty Auto TRI | 14.34 | 28.23 | 29.13 | 13.88 | -0.02 |
| Equity: Thematic-Transportation | 14.8 | 24.34 | 27.25 | 12.81 | 20.4 |
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 | 11.45 | 0.0 | 0.0 | 0.0 | 0.0 |
| HDFC Transportation and Logistics Fund Gr | 17-08-2023 | 21.94 | 33.52 | 0.0 | 0.0 | 0.0 |
| UTI Transportation and Logistics Gr | 01-08-2005 | 16.13 | 27.25 | 24.01 | 27.25 | 12.81 |
| ICICI Pru Transportation and Logistics Fund Gr | 05-10-2022 | 15.99 | 28.77 | 0.0 | 0.0 | 0.0 |
| Bandhan Transportation and LogisticsFund Reg GR | 25-10-2022 | 13.41 | 25.81 | 24.68 | 0.0 | 0.0 |
| ABSL Transportation and Logistics Reg Gr | 05-11-2023 | 9.89 | 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 | - | - | - | - | - | - |