What is the NAV of SBI Automotive Opportunities Fund?
The Current NAV of SBI Automotive Opportunities Fund is ₹9.47, as of 13th June 2025What are the returns of SBI Automotive Opportunities Fund?
The SBI Automotive Opportunities Fund has been there since 5th June 2024- 1 Year Returns: -9.20
What are the top 5 sectors holdings of SBI Automotive Opportunities Fund?
The top sectors SBI Automotive Opportunities Fund has invested in are as for 5th 06 2024 are as follows -- Auto Parts | 39.13%
- Four Wheelers | 30.30%
- Two Wheelers | 11.86%
- Trucks & Buses | 9.15%
- Metals - Diversified | 6.35%
What are the top 5 holdings SBI Automotive Opportunities Fund?
The top 5 holdings for SBI Automotive Opportunities Fund are- Mahindra and 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%
What is the asset allocation of SBI Automotive Opportunities Fund?
The SBI Automotive Opportunities Fund is a plan that invests- Equity | 97.81%
- Cash & Equivalents | 2.11%
- Treasury Bills | 0.09%
How to invest in SBI Automotive Opportunities Fund?
If you wish to invest in SBI Automotive Opportunities Fund Plan via smallcase, you can follow these quick and easy steps -- Log in to smallcase
- Search and select the SBI Automotive Opportunities Fund
- Complete filling your details and KYC
- Enter the Amount and type of investment (SIP or Lumpsum)
- And Voila! your SIP or Lumpsump investment in SBI Automotive Opportunities Fund is completed
You can also calculate the returns on your investment based on our smallcase Lumpsum & SIP Calculator.
What is the AUM of SBI Automotive Opportunities Fund?
The AUM of SBI Automotive Opportunities Fund is 5651.72 Cr as of 13th June 2025What is the expense ratio of SBI Automotive Opportunities Fund Plan?
The expense ratio of SBI Automotive Opportunities Fund Plan is 1.84How to exit SBI Automotive Opportunities Fund?
If you have invested in SBI Automotive Opportunities Fund, then simply visit your investment and you will find an option to exit the funds or invest more. Please click on 'exit' and add the amount or units. In case you want to exit from all units, you can simply click on the checkbox option shown.What is the alpha of SBI Automotive Opportunities Fund?
The alpha ratio for the SBI Automotive Opportunities Fund is 3.73
Alpha is the excess return of a fund compared to its expected return based on its beta and the risk-free rate. Positive alpha indicates that the fund has outperformed its expected return, while negative alpha suggests underperformance.
What is the Volatility or Standard Deviation of SBI Automotive Opportunities Fund?
The volatility or standard deviation for the SBI Automotive Opportunities Fund is 18.14
Standard Deviation measures the volatility or risk associated with the returns of a mutual fund. A higher standard deviation indicates higher volatility, suggesting that the returns of the mutual fund are more spread out from the average. On the other hand, a lower standard deviation implies lower volatility and a more stable performance.
What is the sharpe ratio of SBI Automotive Opportunities Fund?
The sharpe ratio for the SBI Automotive Opportunities Fund is -0.73
The Sharpe Ratio is a measure of risk-adjusted return that evaluates the performance of an investment, such as a mutual fund, by adjusting for its risk. Higher Sharpe Ratio, indicates a better risk-adjusted performance. A positive Sharpe Ratio indicates that the MF has provided a return in excess of the risk-free rate for the amount of risk taken. Conversely, a negative Sharpe Ratio suggests that the MF did not adequately compensate for the risk.
What is the Sortino ratio of SBI Automotive Opportunities Fund?
The Sortino ratio for the SBI Automotive Opportunities Fund is -0.07
The Sortino ratio is a measure of risk-adjusted return for an investment, such as a mutual fund.
What is the Price to Earnings (PE) of SBI Automotive Opportunities Fund?
The PE ratio (price-to-earnings) of the SBI Automotive Opportunities Fund is 36.64 while category PE ratio is 36.641. Test MF FAQ for Mutual Fund SBI Automotive Opportunities Fund Shares?
The Current NAV of SBI Automotive Opportunities Fund is ₹9.47, as of 13th June 20255. Test MF FAQ Is there any lock-in period for SBI Automotive Opportunities Fund Plan?
There is a lock in period of N/A for SBI Automotive Opportunities Fund
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SBI Automotive Opportunities Fund Standard Growth
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SBI Automotive Opportunities Fund Performance & Key Metrics
SBI Automotive Opportunities Fund Performance & Key Metrics
| Expense RatioExpense Ratio | No LabelNo Label | No LabelNo Label |
|---|---|---|
| 1.84 | 36.64 | -0.73 |
| No LabelNo Label | No LabelNo Label | No LabelNo Label |
|---|---|---|
| 1.26 | 36.64 | -0.70 |
SBI Automotive Opportunities Fund Scheme InfoSBI Automotive Opportunities Fund Scheme Info
| PlanPlan | Lock inLock in | Exit LoadExit Load |
|---|---|---|
| Growth | 0 yrs | 1.00% |
| SIP Inv.SIP Inv. | Min. LumpsumMin. Lumpsum |
|---|---|
| Allowed | ₹ 5,000 |
| BenchmarkBenchmark |
|---|
| NIFTY AUTO - TRI |
About Sector Funds - Auto
About Sector Funds - Auto
Sector Funds - Auto are equity schemes that majorly invest in auto sector companies. It will give exposure to entire auto sector which comprised a wide range of companies involved in design, manufacturing, marketing and selling of automotive products.
SBI Automotive Opportunities Fund Portfolio
What are constituents?
What are constituents?
Mutual fund constituents are the various stocks, bonds, and other securities held within a fund. The size and mix of holdings depend on the category or type of fund. The holding analysis can give valuable understanding regarding the diversification of the fund.
SBI Automotive Opportunities Fund Asset Allocation
SBI Automotive Opportunities Fund Asset Allocation
Actual
Target
Mar 2025
May 2025
Mar 2025
May 2025
SBI Automotive Opportunities Fund Sector Distribution
SBI Automotive Opportunities Fund Sector Distribution
Mar 2025
May 2025
SBI Automotive Opportunities Fund Sector Weightage
SBI Automotive Opportunities Fund Sector Weightage
SBI Automotive Opportunities Fund Current Holdings
SBI Automotive Opportunities Fund Current Holdings
Equity
Debt
Others
- ConstituentHolding Weight3M Change
Holdings
18.96 %
-0.54 %Holdings
11.33 %
-1.00 %Holdings
8.15 %
1.99 %
AMC Profile of SBI Automotive Opportunities Fund
AMC Profile of SBI Automotive Opportunities Fund
With 30 years of rich experience in fund management, SBI Funds Management Ltd. (SBIFML) bring forward their expertise by consistently delivering value to their investors. They have a strong and proud lineage that traces back to the State Bank of India (SBI) - India's largest bank. They are a Joint Venture between SBI and AMUNDI (France), one of the world's leading fund management companies., SBI currently holds 63% stake in SBIFMPL. They have been actively managing their investor's assets not only through our investment expertise in domestic mutual funds, but also offshore funds and portfolio management advisory services for institutional investors.
With 30 years of rich experience in fund management, SBI Funds Management Ltd. (SBIFML) bring forward their expertise by consistently delivering value to their investors. They have a strong and proud lineage that traces back to the State Bank of India (SBI) - India's largest bank. They are a Joint Venture between SBI and AMUNDI (France), one of the world's leading fund management companies., SBI currently holds 63% stake in SBIFMPL. They have been actively managing their investor's assets not only through our investment expertise in domestic mutual funds, but also offshore funds and portfolio management advisory services for institutional investors.
No.of Schemes
107
Total AUM
₹ 7,89,646.71 Cr.
SBI Automotive Opportunities Fund Manager Details
SBI Automotive Opportunities Fund Manager Details
SBI Automotive Opportunities Fund Manager Profile
SBI Automotive Opportunities Fund Manager Profile
Tanmaya Desai
AUM: ₹15,707.36 Cr.
|
Exp: 6yrs
Qualification
B.E (Electronics),MBA (Finance),C.F.A(USA) Level III candidate
Past Experience
Mr. Desai has close to 6 years of work experience with over 3 years of experience in Indian capital markets. He has been associated with SBI Funds Management Private Limited from May 2008. Prior to join SBI Funds Management Pvt. Ltd. he was a lecturer in Electronics Department with D J Sanghvi College of Engineering, Mumbai.
Funds Managed (6)
SBI Automotive Opportunities Fund Manager Performance (0)
SBI Automotive Opportunities Fund Manager Performance (0)
SBI Automotive Opportunities Fund Tax Implications
SBI Automotive Opportunities Fund Tax Implications
Investment frequency
Monthly
One Time
Monthly Investment Amt. (₹)
Investment period (years)
You make
Gains are treated as short-term capital gains and taxed at 20%
Gains are treated as long-term capital gains and taxed at 12.5%