SBI Automotive Opportunities Fund - Regular Plan - Income Distribution Cum Capital Withdrawal Option
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 31-01-2026
10.7887
-5.0E-4
CAGR Since Inception
2.38%
NIFTY Auto TRI -0.07%
PERFORMANCE
| Scheme Performance (%) | 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 | 18.02 | - | - | - | 2.38 |
| Nifty Auto TRI | 20.01 | 27.98 | 23.33 | 14.56 | -0.07 |
| Equity: Thematic-Transportation | 18.2 | 24.63 | 20.73 | 13.35 | 16.69 |
Funds Manager
Mr. Tanmaya Desai,
RETURNS CALCULATORS for SBI Automotive Opportunities Fund - Regular Plan - Income Distribution Cum Capital Withdrawal Option
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 - Income Distribution Cum Capital Withdrawal Option
Portfolio Holdings
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Sector Allocation
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PEER COMPARISION of SBI Automotive Opportunities Fund - Regular Plan - Income Distribution Cum Capital Withdrawal Option
| Scheme Name | Inception Date | 1 Year Rtn (%) | 2 Year Rtn (%) | 3 Year Rtn (%) | 5 Year Rtn (%) | 10 Year Rtn (%) |
|---|---|---|---|---|---|---|
| SBI Automotive Opportunities Fund Reg IDCW | 07-06-2024 | 18.02 | 0.0 | 0.0 | 0.0 | 0.0 |
| HDFC Transportation and Logistics Fund Gr | 17-08-2023 | 22.42 | 19.65 | 0.0 | 0.0 | 0.0 |
| UTI Transportation and Logistics Gr | 01-08-2005 | 18.36 | 15.09 | 23.71 | 20.73 | 13.35 |
| Bandhan Transportation and LogisticsFund Reg GR | 25-10-2022 | 18.28 | 13.97 | 23.38 | 0.0 | 0.0 |
| SBI Automotive Opportunities Fund Reg Gr | 07-06-2024 | 18.02 | 0.0 | 0.0 | 0.0 | 0.0 |
| ICICI Pru Transportation and Logistics Fund Gr | 05-10-2022 | 17.66 | 17.81 | 26.79 | 0.0 | 0.0 |
| Kotak Transportation & Logistics Fund Reg Gr | 16-12-2024 | 17.24 | 0.0 | 0.0 | 0.0 | 0.0 |
| ABSL Transportation and Logistics Reg Gr | 05-11-2023 | 15.45 | 13.68 | 0.0 | 0.0 | 0.0 |
Asset Allocation (%)
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 | - | - | - | - | - | - |