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 (30-04-2025) |
| Status: Open Ended Schemes |
| Minimum Investment: 5000.0 |
| Minimum Topup: 1000.0 |
| Total Assets: 5,317.48 Cr As on (30-04-2025) |
| Turn over: - |
9.48
0.07 (0.7226%)
-8.67%
NIFTY Auto TRI 17.39%
PERFORMANCE of SBI Automotive Opportunities Fund - Regular Plan - Growth
Scheme Performance (%)
Data as on - 21-05-2025Yearly Performance (%)
Fund Managers
Mr. Tanmaya Desai, Mr. 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.
NAV & Lumpsum details( Invested amount 1,00,000)
| NAV Date | NAV | Units | Market Value |
Returns (%) |
|---|---|---|---|---|
| 12-06-2024 | 10.3802 | 9633.7257 | 100000 | 0.0 % |
| 12-07-2024 | 10.3556 | - | 99763 | -0.24 % |
| 12-08-2024 | 10.4897 | - | 101055 | 1.05 % |
| 12-09-2024 | 10.7983 | - | 104028 | 4.03 % |
| 14-10-2024 | 10.849 | - | 104516 | 4.52 % |
| 12-11-2024 | 9.6985 | - | 93433 | -6.57 % |
| 12-12-2024 | 9.7036 | - | 93482 | -6.52 % |
| 13-01-2025 | 9.0925 | - | 87595 | -12.4 % |
| 12-02-2025 | 8.9441 | - | 86165 | -13.84 % |
| 12-03-2025 | 8.4668 | - | 81567 | -18.43 % |
| 15-04-2025 | 8.5571 | - | 82437 | -17.56 % |
| 12-05-2025 | 9.3372 | - | 89952 | -10.05 % |
| 21-05-2025 | 9.48 | - | 91328 | -8.67 % |
RETURNS CALCULATOR for SBI Automotive Opportunities Fund - Regular Plan - Growth
Growth of 10000 In SIP (Fund vs Benchmark)
Growth of 10000 In LUMPSUM (Fund vs Benchmark)
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.
Riskometer
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 of SBI Automotive Opportunities Fund - Regular Plan - Growth
| 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 | 5.65 | 29.38 | 0.0 | 0.0 | 0.0 |
| HDFC Transportation and Logistics Fund - Growth Option | 17-08-2023 | 4.19 | 0.0 | 0.0 | 0.0 | 0.0 |
| UTI-Transportation and Logistics Fund-Growth Option | 01-08-2005 | 0.19 | 26.12 | 24.87 | 30.88 | 11.34 |
| Aditya Birla Sun Life Transportation and Logistics Fund-Regular Growth | 05-11-2023 | -0.37 | 0.0 | 0.0 | 0.0 | 0.0 |
| BANDHAN TRANSPORTATION AND LOGISTICS FUND - GROWTH - REGULAR PLAN | 25-10-2022 | -0.69 | 25.99 | 0.0 | 0.0 | 0.0 |
PORTFOLIO ANALYSIS of SBI Automotive Opportunities Fund - Regular Plan - Growth
Asset Allocation (%)
| Allocation | Percentage (%) |
|---|
Market Cap Distribution
Small Cap
21.38%
Others
6.84%
Large Cap
53.59%
Mid Cap
18.19%
Total
100%
