Sbi Automotive Opportunities Fund Overview
Category Sectoral/ Thematic
BMSMONEY Rank N/A
BMSMONEY Rating N/A
Gro. Opt. As On: 31-01-2025
NAV ₹9.14(R) +1.54% ₹9.22(D) +1.54%
Returns 1Y 3Y 5Y 7Y 10Y
LumpSum (R) -% -% -% -% -%
LumpSum (D) -% -% -% -% -%
SIP (R) -% -% -% -% -%
SIP (D) -% -% -% -% -%
Ratio Sharpe Ratio Sortino Ratio Sterling Ratio Jensen's Alpha Treynor Ratio
Risk STD. Dev VaR 1Y95% Max DD Beta Semi Devi.
Top Sectoral/ Thematic
Fund Name Rank Rating
Franklin India Opportunities Fund 1
Icici Prudential India Opportunities Fund 2
ITI Pharma and Healthcare Fund 3
- 4
- 5

NAV Date: 31-01-2025

Scheme Name NAV Rupee Change Percent Change
SBI Automotive Opportunities Fund - Regular Plan - Growth 9.14
0.1400
1.5400%
SBI Automotive Opportunities Fund - Regular Plan - Income Distribution Cum Capital Withdrawal Option 9.14
0.1400
1.5400%
SBI Automotive Opportunities Fund - Direct Plan - Income Distribution Cum Capital Withdrawal Option 9.22
0.1400
1.5400%
SBI Automotive Opportunities Fund - Direct Plan - Growth 9.22
0.1400
1.5400%

Review Date: 31-01-2025

A review of the different performance parameters of the fund is as follows:
  1. Returns: It signifies the growth in the investment's value over a specific period, presented either as a percentage or a monetary figure. Our analysis focused on three return parameters of this fund. The return parameters have been categorized into three performance groups: the top 25%, those below the top 25% but above average, and those below average. Now, let's take a look at how each parameter has performed.
    1. Top 25%: One return parameter of the SBI Automotive Opportunities Fund is in the top 25% in the category, as shown below:
      • 1M Return %
    2. Above Average Below the Top 25%: The fund does not have any return parameter which is above average but below the top 25%.
    3. Below Average: SBI Automotive Opportunities Fund has two return parameters that are below average in the category, which are listed below:
      • 3M Return %
      • 6M Return %
  2. Risk: It is defined as the prospect of not attaining expected yields or enduring financial setbacks due to numerous causes. For SBI Automotive Opportunities Fund, we have analyzed zero risk parameters and divided them into three groups the lowest 25%, below average but above the lowest 25%, and above average, which are described below.
    1. Lowest 25%: SBI Automotive Opportunities Fund does not have any risk parameters in the lowest 25% of the category. It means high risk compared to other funds in the category.
    2. Below Average but Above the Lowest 25%: SBI Automotive Opportunities Fund does not have any risk parameters in the below average but above the lowest 25% of the category.
    3. Above Average: SBI Automotive Opportunities Fund does not have any risk parameters above average; which is a good sign.
  3. Risk Adjusted Performance Parameters: In mutual funds, risk-adjusted performance parameters are evaluation tools that gauge the returns of an investment against the risk taken. They assist investors in comparing various investments, factoring in both risk and returns. We have evaluated zero risk-adjusted performance parameters of the fund.
    1. Top 25% Risk Adjusted Performance Parameters: The fund does not have any risk-adjusted performance parameters that are in the top 25% of the category.
    2. Above Average Below Top 25% Risk Adjusted Performance Parameters: The fund does not have any risk-adjusted performance parameters that are in the above average but below top 25% of the category.
    3. Below Average Risk Adjusted Performance Parameters: The fund does not have any risk-adjusted performance parameters that are in the above average but below top 25% of the category.


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KPIs* Fund Benchmark Cat. Avg Min | Max Rank (In Cat.) Performance
1M Return % -2.58 -3.47
-5.20
-13.12 | -0.13 7 | 28 Very Good
3M Return % -6.51 -4.74
-6.09
-16.11 | 0.14 19 | 28 Average
6M Return % -15.64 -7.92
-8.75
-22.03 | 1.48 27 | 28 Poor
Return data last Updated On : Jan. 31, 2025.
Other parameters, fund ranking, non return related analysis are updated after every month end. Last Updated On : Dec. 31, 2024
KPIs: Key Performance Indicators

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KPIs* Fund Benchmark Cat. Avg Min | Max Rank (In Cat.) Performance
1M Return % -2.48 -3.47 -5.11 -13.08 | -0.10 7 | 28
3M Return % -6.23 -4.74 -5.80 -15.79 | 0.47 19 | 28
6M Return % -15.12 -7.92 -8.19 -21.41 | 2.43 27 | 28
Return data last Updated On : Jan. 31, 2025.
Other parameters, fund ranking, non return related analysis are updated after every month end. Last Updated On : Dec. 31, 2024
KPIs: Key Performance Indicators

Investment Period Regular Direct
Return % Current Value of ₹ 10000 Return % Current Value of ₹ 10000
1D 1.54 ₹ 10,154.00 1.54 ₹ 10,154.00
1W 2.40 ₹ 10,240.00 2.42 ₹ 10,242.00
1M -2.58 ₹ 9,742.00 -2.48 ₹ 9,752.00
3M -6.51 ₹ 9,349.00 -6.23 ₹ 9,377.00
6M -15.64 ₹ 8,436.00 -15.12 ₹ 8,488.00
1Y ₹ ₹
3Y ₹ ₹
5Y ₹ ₹
7Y ₹ ₹
10Y ₹ ₹
15Y ₹ ₹

Disclaimer: Past performance may or may not be sustained in future and should not be used as a basis for comparison with other investments. Returns for periods above 1 year are annualised.

Investment Period Invested Amount Regular Direct
XIRR % Current Value of Invested Amount XIRR % Current Value of Invested Amount
1Y ₹ 12000 ₹ ₹
3Y ₹ 36000 ₹ ₹
5Y ₹ 60000 ₹ ₹
7Y ₹ 84000 ₹ ₹
10Y ₹ 120000 ₹ ₹
15Y ₹ 180000 ₹ ₹


Date Sbi Automotive Opportunities Fund NAV Regular Growth Sbi Automotive Opportunities Fund NAV Direct Growth
31-01-2025 9.1416 9.2163
30-01-2025 9.0029 9.0762
29-01-2025 9.0339 9.1072
28-01-2025 8.8791 8.9509
27-01-2025 8.819 8.8899
24-01-2025 8.9271 8.9981
23-01-2025 9.0938 9.1658
22-01-2025 9.0011 9.072
21-01-2025 9.061 9.1321
20-01-2025 9.2028 9.2747
17-01-2025 9.2699 9.3414
16-01-2025 9.3277 9.3994
15-01-2025 9.2312 9.3019
14-01-2025 9.2699 9.3405
13-01-2025 9.0925 9.1615
10-01-2025 9.3659 9.4361
09-01-2025 9.4626 9.5332
08-01-2025 9.4835 9.554
07-01-2025 9.53 9.6005
06-01-2025 9.5024 9.5724
03-01-2025 9.715 9.7856
02-01-2025 9.7197 9.79
01-01-2025 9.4732 9.5414
31-12-2024 9.3834 9.4507

Fund Launch Date: 07/Jun/2024
Fund Category: Sectoral/ Thematic
Investment Objective: To generate long-term capital appreciation by investing in equity and equity-related instruments of companies engaged in automotive and allied business activities theme.
Fund Description: Open-ended equity scheme following automotive & allied business activities theme
Fund Benchmark: NIFTY Auto TRI
Source: Fund FactSheet

Disclaimer: NO INVESTMENT ADVICE. The Content is for informational purposes only.