SBI Automotive Opportunities Fund - Regular Plan - Growth
Fund House : SBI Mutual Fund
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- 1W
- 2W
- 1M
- 3M
- 6M
- 1Y
- SI
NAV (as on
2025-06-03)
9.49 -0.28%
Fund Size (Total
Assets)
-
Expense Ratio
(Regular)
-%
Expense Ratio
(Direct)
-%
SIP Returns
| Period Invested for | ₹1000 SIP Started on | Investments | Latest Value | Abs. Returns |
|---|---|---|---|---|
| One Week | 2025-05-27 | ₹1,000.00 | ₹998.49 |
-0.15 %
|
| Two Week | 2025-05-19 | ₹1,000.00 | ₹990.25 |
-0.98 %
|
| 1 Month | 2025-05-05 | ₹1,000.00 | ₹1,051.50 |
5.15 %
|
| Three Months | 2025-03-05 | ₹3,000.00 | ₹3,316.25 |
10.54 %
|
| Six Months | 2024-12-05 | ₹6,000.00 | ₹6,308.57 |
5.14 %
|
| One Year | 2024-06-05 | ₹12,000.00 | ₹11,839.01 |
-1.34 %
|
| Since Inception | 2024-05-17 | ₹13,000.00 | ₹12,736.96 |
-2.02 %
|
Portfolio Summary
| Company Name | Sector | Sector Type | Nav(in %) |
|---|---|---|---|
| Mahindra & Mahindra Ltd. | Automobile | Equity | 16.53 |
| Tata Motors Ltd. | Automobile | Equity | 12.28 |
| Maruti Suzuki India Ltd. | Automobile | Equity | 11.93 |
| TVS Motor Company Ltd. | Automobile | Equity | 6.91 |
| Bajaj Auto Ltd. | Automobile | Equity | 6.59 |
| Hero Motocorp Ltd. | Automobile | Equity | 6.24 |
| Ashok Leyland Ltd. | Automobile | Equity | 3.51 |
| Bharat Forge Ltd. | Automobile | Equity | 3.15 |
| ZF Commercial Vehicle Control Systems India Ltd. | Automobile | Equity | 3.06 |
| Sona Blw Precision Forgings Ltd. | Automobile | Equity | 2.78 |
| Sundram Fasteners Ltd. | Automobile | Equity | 2.55 |
| Craftsman Automation Ltd. | Automobile | Equity | 2.40 |
| Samvardhana Motherson International Ltd. | Automobile | Equity | 2.37 |
| Balkrishna Industries Ltd. | Automobile | Equity | 2.02 |
| Uno Minda Ltd. | Automobile | Equity | 1.58 |
| Motherson Sumi Wiring India Ltd. | Automobile | Equity | 1.57 |
| Sansera Engineering Ltd. | Automobile | Equity | 1.51 |
| Endurance Technologies Ltd. | Automobile | Equity | 1.38 |
| Schaeffler India Ltd. | Automobile | Equity | 0.97 |
| Happy Forgings Ltd. | Automobile | Equity | 0.83 |
| Timken India Ltd. | Automobile | Equity | 0.78 |
| SKF India Ltd. | Automobile | Equity | 0.64 |
| Gabriel India Ltd. | Automobile | Equity | 0.54 |
| Automotive Axles Ltd. | Automobile | Equity | 0.50 |
| Alicon Castalloy Ltd. | Automobile | Equity | 0.04 |
| Tube Investments Of India Ltd. | Automobile | Equity | 0.03 |
SIP Calculator
Risk Ratios
Standard Deviation
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Beta
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Sharpe Ratio
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Lock In Period
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Residual Maturity
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Standard Deviation:
Standard deviation numbers measure the variability or volatility of a fund's returns over a specific time period (often 3 years).
- Low standard deviation = Stable, predictable returns → Suitable for conservative investors seeking stability.
- High standard deviation = High volatility, more risk → Be cautious, suitable for risk-tolerant investors who can handle fluctuations.
Beta:
Beta measures a fund's volatility about the market or a benchmark. A lower beta means the fund's performance is less sensitive to market movements, making it more predictable compared to the market.
- Low beta = Less sensitive to market changes → Great for investors with less market exposure.
- High beta = More sensitive to market changes → Better for aggressive investors who seek higher returns but can handle market risks.
Sharpe Ratio:
The Sharpe Ratio measures how much return a fund has made compared to the risk it carries. A higher Sharpe ratio indicates better returns relative to the risk taken, meaning the fund delivers more efficiently.
- A higher Sharpe ratio indicates better risk-adjusted returns → Look for funds with higher ratios for better return efficiency.
- Use it to compare different funds' efficiency in generating returns relative to the risk taken.
Lock-In Period:
India's "lock-in period" in mutual funds encourages long-term investment, particularly in tax-saving schemes preventing redemption or selling of units.
Lock-in times for various investment types
- Most ELSS mutual fund holders hold for 3 years.
- Tax savings FDs lock in for 5 years.
- The lock-in period for 8% Government of India bond investment is 6 years.
- ULIPs must be locked in for 5 years.
- The average hedge fund holding period is 30-90 days.
- The average PPF investor holds onto their money for 15 years.
Residual Maturity:
Residual maturity is the remaining time until a security reaches its maturity date. It is an important factor for investors to consider when evaluating the risk associated with an investment.
There are two different types of residual maturity.
- Short-term residual maturity: This occurs when a security has less than a year left on its maturity.
- Long-term residual maturity: This occurs when a security has more than a year left on its remaining maturity.
Scheme Details
- Fund manager(s) : Mr. Tanmaya Desai (Over 15 years), Mr. Pradeep Kesavan (Over 18 years),
- Expense ration regular : -
- Expense ration direct : -
- Launch date : -
- Benchmark : -
- Min SIP amount : -
- Max SIP amount : -
- Min investment amount (one time- first time) : ₹500.00
- Type : others
Exit load
1% for exit on or before 1 year; Nil thereafter
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