Home Mf Research Sbi Automotive Opportunities Fund Regular Plan Growth

SBI Automotive Opportunities Fund - Regular Plan - Growth

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  • 1Y
  • SI
Fund info
NAV (as on 2025-07-18)
9.83 -0.75%
AUM (Fund Size)
N/A
Expense Ratio
N/A
Exit load
1% for exit on or before 1 year; Nil thereafter
Risk
N/A
AMC
SBI Mutual Fund
View AMC Details

SIP Returns

Period Invested for ₹1000 SIP Started on Investments Latest Value Abs. Returns
One Week 2025-07-11 ₹1,000.00 ₹1,013.64
1.36 %
Two Week 2025-07-03 ₹1,000.00 ₹1,000.77
0.08 %
One Month 2025-06-18 ₹1,000.00 ₹1,041.45
4.15 %
Three Months 2025-04-21 ₹3,000.00 ₹3,193.21
6.44 %
Six Months 2025-01-20 ₹6,000.00 ₹6,516.21
8.60 %
One Year 2024-07-18 ₹12,000.00 ₹12,297.47
2.48 %
Since Inception 2024-05-17 ₹15,000.00 ₹15,221.84
1.48 %

Return Calculator

SIP Amount
1M
6M
1Y
3Y
5Y
Investment
₹0
Maturity Value
₹0
Abs. Returns
0
Current CAGR
0

Portfolio

Allocation of Equity and Debt Asset Classes.

Equity 84%
Debt 2%
Others 0%

Sectors Holding in SBI Automotive Opportunities Fund - Regular Plan - Growth

Automobiles
47%
Auto Components
33%
Industrial Products
3%
Agricultural, Commercial & Construction Vehicles
1%
Other
2%

Companies Holding in SBI Automotive Opportunities Fund - Regular Plan - Growth

Mahindra & Mahindra Ltd.
18.96%
Maruti Suzuki India Ltd.
11.33%
Tata Motors Ltd.
8.15%
TVS Motor Company Ltd.
5.90%
Samvardhana Motherson International Ltd.
4.74%
Eicher Motors Ltd.
4.72%
Sona Blw Precision Forgings Ltd.
3.85%
Craftsman Automation Ltd.
3.57%
ZF Commercial Vehicle Control Systems India Ltd.
3.55%
Balkrishna Industries Ltd.
3.28%
UNO Minda Ltd.
3.21%
Sansera Engineering Ltd.
3.08%
Bharat Forge Ltd.
3.07%
Sundram Fasteners Ltd.
2.54%
Schaeffler India Ltd.
2.45%
Happy Forgings Ltd.
2.41%
Timken India Ltd.
1.99%
Gabriel India Ltd.
1.63%
Endurance Technologies Ltd.
1.29%
Ather Energy Ltd.
1.24%
MRF Ltd.
1.23%
Motherson Sumi Wiring India Ltd.
1.02%
Ashok Leyland Ltd.
1.00%
Sundaram Clayton Ltd.
0.89%
Alicon Castalloy Ltd.
0.86%
Rolex Rings Ltd.
0.85%
Automotive Axles Ltd.
0.50%
ASK Automotive Ltd.
0.48%
182 DAY T-BILL 05.06.25
0.09%
TREPS
2.68%
Margin Amount For Derivative Positions
0.21%
Net Receivable / Payable
-0.77%

Risk Ratios

Std. Deviation N/A
Beta N/A
Sharpe Ratio N/A
Lock In Period N/A
Residual Maturity N/A

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

Min. SIP Amount
N/A
Min. Lumpsum Amount
N/A
AUM (in Cr.)
N/A
Expense Ratio Regular
N/A
Expense Ratio Direct
N/A
Lock-in Period
N/A
Fund Age
N/A
Benchmark
N/A
Fund managers
Mr. Tanmaya Desai
Over 15 years Experience
Mr. Pradeep Kesavan
Over 18 years Experience

Exit load

1% for exit on or before 1 year; Nil thereafter

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