SBI Automotive Opportunities Fund - Regular Plan - Income Distribution Cum Capital Withdrawal Option
| Category: Equity: Thematic-Transportation |
| Launch Date: 07-06-2024 |
| Asset Class: |
| Benchmark: NIFTY Auto TRI |
| Expense Ratio: 1.84% As on ( 31-05-2025) |
| Status: Open Ended Schemes |
| Minimum Investment: 5000.0 |
| Minimum Topup: 1000.0 |
| Total Assets: 5,654.5 Cr As on ( 30-05-2025) |
| Turn over: |
NAV (₹):
9.4729
₹ -0.03 ( -0.3283%)
as on
13-06-2025
CAGR
Since Inception -
-8.72%
NIFTY Auto TRI -
17.32%
Fund Managers
Mr. Tanmaya Desai, Mr. Pradeep Kesavan,
Investment Objective
Investment in equity and equity related instruments of companies engaged in and/or expected to benefit from the growth in automotive & its allied business activities theme.
PERFORMANCE of SBI Automotive Opportunities Fund - Regular Plan - Income Distribution Cum Capital Withdrawal Option
Scheme Performance (%) Data as on - 13-06-2025
| 1-Year Ret (%) | 3-Yrs Ret (%) | 5-Yrs Ret (%) | 10-Yrs Ret (%) | Since Launch Ret (%) | |
|---|---|---|---|---|---|
| SBI Automotive Opportunities Fund - Regular Plan - Income Distribution Cum Capital Withdrawal Option | -9.2 | - | - | - | -8.72 |
| Nifty Auto TRI | -6.41 | 28.16 | 30.12 | 12.6 | 17.32 |
| Equity: Thematic-Transportation | -5.26 | 24.39 | 27.76 | 12.06 | 14.37 |
RETURNS CALCULATOR for SBI Automotive Opportunities Fund - Regular Plan - Income Distribution Cum Capital Withdrawal Option
Growth of 10000 In SIP (Fund vs Benchmark)
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Growth of 10000 In LUMPSUM (Fund vs Benchmark)
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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.
Key Performance and Risk Statistics of SBI Automotive Opportunities Fund - Regular Plan - Income Distribution Cum Capital Withdrawal Option
| Key Statistics | Volatility | Sharpe Ratio | Alpha | Beta | Yield to Maturity | Average Maturity |
|---|---|---|---|---|---|---|
| SBI Automotive Opportunities Fund - Regular Plan - Income Distribution Cum Capital Withdrawal Option | - | - | - | - | - | - |
| Equity: Thematic-Transportation | - | - | - | - | - | - |
PEER COMPARISION
| Scheme Name | Launch Date |
1-Year Ret (%) |
2-Yrs Ret (%) |
3-Yrs Ret (%) |
5-Yrs Ret (%) |
10-Yrs Ret (%) |
|---|---|---|---|---|---|---|
| SBI Automotive Opportunities Fund Reg IDCW | 07-06-2024 | -9.2 | 0.0 | 0.0 | 0.0 | 0.0 |
| ICICI Pru Transportation and Logistics Fund Gr | 05-10-2022 | -0.55 | 26.75 | 0.0 | 0.0 | 0.0 |
| HDFC Transportation and Logistics Fund Gr | 17-08-2023 | -2.77 | 0.0 | 0.0 | 0.0 | 0.0 |
| ABSL Transportation and Logistics Reg Gr | 05-11-2023 | -6.03 | 0.0 | 0.0 | 0.0 | 0.0 |
| UTI Transportation and Logistics Gr | 01-08-2005 | -6.37 | 22.75 | 24.39 | 27.76 | 12.06 |
| Bandhan Transportation and LogisticsFund Reg GR | 25-10-2022 | -6.67 | 22.96 | 0.0 | 0.0 | 0.0 |
| SBI Automotive Opportunities Fund Reg Gr | 07-06-2024 | -9.2 | 0.0 | 0.0 | 0.0 | 0.0 |
Asset Allocation (%)
PORTFOLIO ANALYSIS of SBI Automotive Opportunities Fund - Regular Plan - Income Distribution Cum Capital Withdrawal Option
Portfolio as on