| Category: Equity: Thematic-Transportation |
| Launch Date: 07-06-2024 |
| Asset Class: |
| Benchmark: NIFTY Auto TRI |
| Expense Ratio: 1.84% As on (31-05-2025) |
| Status: Open Ended Schemes |
| Minimum Investment: 5000.0 |
| Minimum Topup: 1000.0 |
| Total Assets: 5,654.5 Cr As on (30-05-2025) |
| Turn over: |
| 1-Year Ret (%) | 3-Yrs Ret (%) | 5-Yrs Ret (%) | 10-Yrs Ret (%) | Since Launch Ret (%) | |
|---|---|---|---|---|---|
| SBI Automotive Opportunities Fund - Regular Plan - Growth | -10.8 | - | - | - | -9.31 |
| Nifty Auto TRI | -8.97 | 30.09 | 30.14 | 12.15 | 17.26 |
| Equity: Thematic-Transportation | -6.67 | 25.86 | 27.99 | 11.85 | 14.24 |
Mr. Tanmaya Desai, Mr. Pradeep Kesavan,
Investment in equity and equity related instruments of companies engaged in and/or expected to benefit from the growth in automotive & its allied business activities theme.
Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.
| Key Statistics | Volatility | Sharpe Ratio | Alpha | Beta | Yield to Maturity | Average Maturity |
|---|---|---|---|---|---|---|
| SBI Automotive Opportunities Fund - Regular Plan - Growth | - | - | - | - | - | - |
| Equity: Thematic-Transportation | - | - | - | - | - | - |
| Scheme Name | Launch Date |
1-Year Ret (%) |
2-Yrs Ret (%) |
3-Yrs Ret (%) |
5-Yrs Ret (%) |
10-Yrs Ret (%) |
|---|---|---|---|---|---|---|
| SBI Automotive Opportunities Fund - Regular Plan - Growth | 07-06-2024 | -10.8 | 0.0 | 0.0 | 0.0 | 0.0 |
| ICICI PRUDENTIAL TRANSPORTATION AND LOGISTICS FUND - Growth | 05-10-2022 | -2.33 | 25.98 | 0.0 | 0.0 | 0.0 |
| HDFC Transportation and Logistics Fund - Growth Option | 17-08-2023 | -4.08 | 0.0 | 0.0 | 0.0 | 0.0 |
| UTI-Transportation and Logistics Fund-Growth Option | 01-08-2005 | -7.43 | 22.41 | 25.86 | 27.99 | 11.85 |
| Aditya Birla Sun Life Transportation and Logistics Fund-Regular Growth | 05-11-2023 | -7.64 | 0.0 | 0.0 | 0.0 | 0.0 |
| BANDHAN TRANSPORTATION AND LOGISTICS FUND - GROWTH - REGULAR PLAN | 25-10-2022 | -7.76 | 22.29 | 0.0 | 0.0 | 0.0 |