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: 5654.5 As on (30-05-2025)
Expense Ratio: 1.84% As on (31-05-2025)
Turn over: 81.00% | Exit Load: 1% of the applicable NAV - If units purchased or switched in from another scheme of the Fund are redeemed or switched out on or before 1 year from the date of allotment. NIL - If units purchased or switched in from another scheme of the Fund are redeemed or switched out after 1 year from the date of allotment.
NAV as on 12-06-2025
9.504
-0.1704
CAGR Since Inception
-8.44%
NIFTY Auto TRI 17.4%
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 | -8.44 | - | - | - | -8.44 |
| Nifty Auto TRI | -4.18 | 28.88 | 30.73 | 12.48 | 17.4 |
| Equity: Thematic-Transportation | -3.91 | 23.72 | 27.98 | 12.15 | 14.81 |
Funds Manager
Mr. Tanmaya Desai, Mr. Pradeep Kesavan,
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
Sector Allocation
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 | -8.44 | 0.0 | 0.0 | 0.0 | 0.0 |
| ICICI Pru Transportation and Logistics Fund Gr | 05-10-2022 | 0.83 | 27.12 | 0.0 | 0.0 | 0.0 |
| HDFC Transportation and Logistics Fund Gr | 17-08-2023 | -1.2 | 0.0 | 0.0 | 0.0 | 0.0 |
| ABSL Transportation and Logistics Reg Gr | 05-11-2023 | -4.45 | 0.0 | 0.0 | 0.0 | 0.0 |
| UTI Transportation and Logistics Gr | 01-08-2005 | -4.99 | 23.16 | 23.72 | 27.98 | 12.15 |
| Bandhan Transportation and LogisticsFund Reg GR | 25-10-2022 | -5.19 | 23.26 | 0.0 | 0.0 | 0.0 |
| SBI Automotive Opportunities Fund Reg Gr | 07-06-2024 | -8.44 | 0.0 | 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 | - | - | - | - | - | - |