Sbi Automotive Opportunities Fund Overview
Category Sectoral/ Thematic
BMSMONEY Rank N/A
BMSMONEY Rating N/A
Gro. Opt. As On: 22-11-2024
NAV ₹9.71(R) +1.16% ₹9.76(D) +1.16%
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
Tata Business Cycle Fund 3
- 4

NAV Date: 22-11-2024

Scheme Name NAV Rupee Change Percent Change
SBI Automotive Opportunities Fund - Regular Plan - Growth 9.71
0.1100
1.1600%
SBI Automotive Opportunities Fund - Regular Plan - Income Distribution Cum Capital Withdrawal Option 9.71
0.1100
1.1600%
SBI Automotive Opportunities Fund - Direct Plan - Income Distribution Cum Capital Withdrawal Option 9.76
0.1100
1.1700%
SBI Automotive Opportunities Fund - Direct Plan - Growth 9.76
0.1100
1.1600%

Review Date: 22-11-2024

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 two 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 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:
      • 1M Return %
      • 3M Return %
  2. Risk: It refers to the chance of suffering a financial loss or not reaching the expected profits due to a variety of circumstances. Zero risk parameters of the fund are divided 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: Risk-adjusted performance parameters in mutual funds are parameters that assess the return on investments based on the risks involved. These parameters provide a platform for investors to compare various investments, by considering both profits and the risks involved. For SBI Automotive Opportunities Fund, we have evaluated zero risk-adjusted performance parameters.
    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 % -3.99
-2.23
-5.13 | 1.63 24 | 27 Poor
3M Return % -9.15
-5.11
-11.34 | 3.16 26 | 27 Poor
Return data last Updated On : Nov. 22, 2024.
Other parameters, fund ranking, non return related analysis are updated after every month end. Last Updated On : Oct. 31, 2024
KPIs: Key Performance Indicators

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KPIs* Fund Benchmark Cat. Avg Min | Max Rank (In Cat.) Performance
1M Return % -3.90 -2.12 -5.10 | 1.73 24 | 27
3M Return % -8.87 -4.81 -11.06 | 3.63 26 | 27
Return data last Updated On : Nov. 22, 2024.
Other parameters, fund ranking, non return related analysis are updated after every month end. Last Updated On : Oct. 31, 2024
KPIs: Key Performance Indicators

Investment Period Regular Direct
Return % Current Value of ₹ 10000 Return % Current Value of ₹ 10000
1D 1.16 ₹ 10,116.00 1.16 ₹ 10,116.00
1W 2.17 ₹ 10,217.00 2.19 ₹ 10,219.00
1M -3.99 ₹ 9,601.00 -3.90 ₹ 9,610.00
3M -9.15 ₹ 9,085.00 -8.87 ₹ 9,113.00
6M
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
22-11-2024 9.7077 9.7648
21-11-2024 9.5962 9.6524
19-11-2024 9.6655 9.7214
18-11-2024 9.511 9.5657
14-11-2024 9.5017 9.5551
13-11-2024 9.4616 9.5145
12-11-2024 9.6985 9.7523
11-11-2024 9.8378 9.8921
08-11-2024 9.9057 9.9594
07-11-2024 9.9253 9.9787
06-11-2024 10.0223 10.0759
05-11-2024 9.9027 9.9554
04-11-2024 9.849 9.9011
31-10-2024 9.7777 9.8281
30-10-2024 9.7669 9.8169
29-10-2024 9.7288 9.7782
28-10-2024 9.8538 9.9036
25-10-2024 9.8641 9.9129
24-10-2024 10.0794 10.129
23-10-2024 10.0918 10.1411
22-10-2024 10.1115 10.1606

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.