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SBI Automotive Opportunities Fund - Regular Plan - Growth

Fund House: SBI Mutual Fund
Category: Equity: Thematic-Transportation
Launch Date: 07-06-2024
Asset Class:
Benchmark: NIFTY Auto TRI
TER: 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(Source:AMFI)
Turn over: - | 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 19-05-2025

9.5881

0 (0.0448%)

CAGR Since Inception

-7.63%

Benchmark: 17.5%

PERFORMANCE

Returns Type:
of  : 
Start :  
End : 
Period:  
This Scheme
-
vs
NIFTY Auto TRI
-
Gold
-
PPF
-
Returns Type:
of  : 
  Period:  

Start :  
Period:  

RETURNS ANALYSIS

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Fund Multiplier

Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)

Time Taken To Multiply
2x
4x
5x
10x
FUND
There is no value for 2x
There is no value for 4x
There is no value for 5x
There is no value for 10x
FD
11 years 10 Months
GOLD
8 years 9 Months
NIFTY
5 years 5 Months

 

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.

Current Asset Allocation (%)

Indicators

Standard Deviation -
Sharpe Ratio -
Alpha -
Beta -
Yield to Maturity -
Average Maturity -

PEER COMPARISON

Scheme Name Inception
Date		 1 Year
Return(%)		 2 Year
Return(%)		 3 Year
Return(%)		 5 Year
Return(%)		 10 Year
Return(%)
SBI Automotive Opportunities Fund - Regular Plan - Growth 07-06-2024 - - - - -
ICICI PRUDENTIAL TRANSPORTATION AND LOGISTICS FUND - Growth 05-10-2022 6.76 30.19 - - -
HDFC Transportation and Logistics Fund - Growth Option 17-08-2023 4.97 - - - -
UTI-Transportation and Logistics Fund-Growth Option 01-08-2005 1.64 27.09 26.6 32.27 11.48
Aditya Birla Sun Life Transportation and Logistics Fund-Regular Growth 05-11-2023 0.97 - - - -
BANDHAN TRANSPORTATION AND LOGISTICS FUND - GROWTH - REGULAR PLAN 25-10-2022 0.85 26.72 - - -

Scheme Characteristics

Riskometer

riskometer

PORTFOLIO

Market Cap Distribution

Small Cap

21.38%

Others

6.84%

Large Cap

53.59%

Mid Cap

18.19%

Scheme Documents

April 2025

Monthly Portfolio Disclosure - April 2025

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