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 16-01-2026
11.0392
-0.052
CAGR Since Inception
3.93%
NIFTY Auto TRI 0.04%
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 | 18.35 | - | - | - | 3.93 |
| Nifty Auto TRI | 21.83 | 30.41 | 23.2 | 15.01 | 0.04 |
| Equity: Thematic-Transportation | 17.9 | 25.96 | 20.56 | 13.7 | 18.13 |
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 | 18.35 | 0.0 | 0.0 | 0.0 | 0.0 |
| HDFC Transportation and Logistics Fund Gr | 17-08-2023 | 21.98 | 22.16 | 0.0 | 0.0 | 0.0 |
| Bandhan Transportation and LogisticsFund Reg GR | 25-10-2022 | 19.53 | 17.03 | 24.73 | 0.0 | 0.0 |
| UTI Transportation and Logistics Gr | 01-08-2005 | 19.28 | 17.4 | 24.82 | 20.56 | 13.7 |
| ICICI Pru Transportation and Logistics Fund Gr | 05-10-2022 | 17.58 | 19.83 | 28.33 | 0.0 | 0.0 |
| Kotak Transportation & Logistics Fund Reg Gr | 16-12-2024 | 15.94 | 0.0 | 0.0 | 0.0 | 0.0 |
| ABSL Transportation and Logistics Reg Gr | 05-11-2023 | 12.62 | 15.52 | 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 | - | - | - | - | - | - |