Sbi Automotive Opportunities Fund Overview
Category Sectoral/ Thematic
BMSMONEY Rank N/A
Rating N/A
Growth Option 07-03-2025
NAV ₹8.58(R) +0.16% ₹8.66(D) +0.17%
Returns 1Y 3Y 5Y 7Y 10Y
Lumpsum Regular -% -% -% -% -%
Direct -% -% -% -% -%
Benchmark
SIP (XIRR) Regular -% -% -% -% -%
Direct -% -% -% -% -%
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
Icici Prudential India Opportunities Fund 1
Icici Prudential Exports And Services Fund 2
Franklin India Opportunities Fund 3
ICICI Prudential Business Cycle Fund 4
ITI Pharma and Healthcare Fund 5

NAV Date: 07-03-2025

Scheme Name NAV Rupee Change Percent Change
SBI Automotive Opportunities Fund - Regular Plan - Growth 8.58
0.0100
0.1600%
SBI Automotive Opportunities Fund - Regular Plan - Income Distribution Cum Capital Withdrawal Option 8.58
0.0100
0.1600%
SBI Automotive Opportunities Fund - Direct Plan - Income Distribution Cum Capital Withdrawal Option 8.66
0.0100
0.1700%
SBI Automotive Opportunities Fund - Direct Plan - Growth 8.66
0.0100
0.1700%

Review Date: 07-03-2025

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%: The fund does not have any return parameter in the top 25% in the category.
    2. Above Average Below the Top 25%: The SBI Automotive Opportunities Fund has one return parameter in the category, which is above average but below the top 25%, as shown below:
      • 3M Return %
    3. Below Average: Two return parameters of the fund are below average in the category, which are listed below:
      • 1M 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.


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.


Date Sbi Automotive Opportunities Fund NAV Regular Growth Sbi Automotive Opportunities Fund NAV Direct Growth
07-03-2025 8.5788 8.6584
06-03-2025 8.5648 8.644
05-03-2025 8.4761 8.5543
04-03-2025 8.2414 8.3172
03-03-2025 8.2723 8.3481
28-02-2025 8.2776 8.3528
27-02-2025 8.5215 8.5987
25-02-2025 8.6409 8.7186
24-02-2025 8.5912 8.6682
21-02-2025 8.6043 8.6806
20-02-2025 8.7833 8.8608
19-02-2025 8.6944 8.7709
18-02-2025 8.6513 8.7272
17-02-2025 8.714 8.7901
14-02-2025 8.7798 8.8556
13-02-2025 8.9014 8.978
12-02-2025 8.9441 9.0208
11-02-2025 9.0364 9.1136
10-02-2025 9.2752 9.3541
07-02-2025 9.407 9.486

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.