The investment objective of the scheme is to generate long-term capital appreciation to unit holders from a portfolio that is invested in equity and equity related instruments of companies engaged in automotive & allied business activities theme.
Expert-managed portfolios tailored to your financial goals and risk appetite.
| Sector Funds | 1M | 3M | 6M | 9M | 1Y | 2Y | 3Y | 4Y | 5Y | 10Y | ALL |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Fund returns | -5.16% | 2.56% | 11.43% | 14.72% | 15.83% | 10.23% | N/A | N/A | N/A | N/A | 10.26% |
| Category returns | -5.16% | 2.56% | 11.43% | 14.72% | 15.83% | 10.23% | 0% | 0% | 0% | 0% | N/A |
| Absolute returns | -5.16% | 2.56% | 11.43% | 14.72% | 15.83% | 21.54% | N/A | N/A | N/A | N/A | 26.08% |
| Rank within category | 1/1 | 1/1 | 1/1 | 1/1 | 1/1 | 1/1 | N/A | N/A | N/A | N/A | N/A |
| Sector Funds | 2024 | 2025 | 2026 |
|---|---|---|---|
| Yearly returns | N/A | 20.83% | 11.2% |
| Q1 returns | N/A | -8.03% | -9.9% |
| Q2 returns | N/A | 12.67% | 18.01% |
| Q3 returns | 7.23% | 8.72% | 7.98% |
| Q4 returns | -15.76% | 7.25% | -3.14% |
1% on or before 30D, Nil after 30D
| Alpha | 0.598334 |
| Beta | 0.8863 |
| Sharpe Ratio | 0.107267 |
| Sortino Ratio | 0.19469 |
| R-Squared | 0.8822 |
| Tracking Error | 1.9252 |
| Downside Risk | 24.1061 |
| Std. Deviation (Annualised) | 18.5508 |
| Sector Funds | 1M | 3M | 6M | 9M | 1Y | 3Y | 5Y | 10Y | ALL | Fund Size (Cr) | Exp. Ratio | Sharpe | Risk |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| SBI Automotive Opportunities Fund - Regular Plan - Growth Current | -5.16% | 2.56% | 11.43% | 14.72% | 15.83% | N/A | N/A | N/A | 10.26% | 6,070.82 | 2.00 | 0.11 | Very High |
| Name | Sector | Instrument | Assets % |
|---|---|---|---|
| Mahindra & Mahindra Ltd. | Automobiles | Domestic Equities | 12.15% |
| TVS Motor Company Ltd. | Automobiles | Domestic Equities | 4.87% |
| Sona BLW Precision Forgings Ltd. | Auto Components | Domestic Equities | 4.79% |
| Eicher Motors Ltd. | Automobiles | Domestic Equities | 4.71% |
| Samvardhana Motherson International Ltd. | Auto Components | Domestic Equities | 4.30% |
| Maruti Suzuki India Ltd. | Automobiles | Domestic Equities | 3.84% |
| Bharat Forge Ltd. | Auto Components | Domestic Equities | 3.81% |
| Tata Motors Ltd. | Agricultural, Commercial & Construction Vehicles | Domestic Equities | 3.75% |
| Sansera Engineering Ltd. | Auto Components | Domestic Equities | 3.59% |
| Bosch Ltd. | Auto Components | Domestic Equities | 3.49% |
| Dhoot Transmission Ltd. | Auto Components | Domestic Equities | 3.43% |
| Sedemac Mechatronics Ltd. | Auto Components | Domestic Equities | 3.11% |
| TREPS | Cash & Cash Equivalents and Net Assets | 3.08% | |
| Ather Energy Ltd. | Automobiles | Domestic Equities | 3.00% |
| Gabriel India Ltd. | Auto Components | Domestic Equities | 2.92% |
| Happy Forgings Ltd. | Industrial Products | Domestic Equities | 2.86% |
| UNO Minda Ltd. | Auto Components | Domestic Equities | 2.54% |
| Hyundai Motor India Ltd. | Automobiles | Domestic Equities | 2.51% |
| Craftsman Automation Ltd. | Auto Components | Domestic Equities | 2.23% |
| ASK Automotive Ltd. | Auto Components | Domestic Equities | 2.15% |
| Kingfa Science & Technology (India) Ltd. | Industrial Products | Domestic Equities | 2.14% |
| Tenneco Clean Air India Ltd. | Auto Components | Domestic Equities | 2.09% |
| Belrise Industries Ltd. | Auto Components | Domestic Equities | 1.98% |
| Minda Corporation Ltd. | Auto Components | Domestic Equities | 1.91% |
| Balkrishna Industries Ltd. | Auto Components | Domestic Equities | 1.88% |
| Sundram Fasteners Ltd. | Auto Components | Domestic Equities | 1.88% |
| Timken India Ltd. | Industrial Products | Domestic Equities | 1.81% |
| Schaeffler India Ltd. | Auto Components | Domestic Equities | 1.54% |
| Motherson Sumi Wiring India Ltd. | Auto Components | Domestic Equities | 1.40% |
| Endurance Technologies Ltd. | Auto Components | Domestic Equities | 1.31% |
| SPR Auto Technologies Ltd. | Auto Components | Domestic Equities | 1.25% |
| ZF Commercial Vehicle Control Systems India Ltd. | Auto Components | Domestic Equities | 1.23% |
| Asahi India Glass Ltd. | Auto Components | Domestic Equities | 1.11% |
| Bajaj Auto Ltd. | Automobiles | Domestic Equities | 0.72% |
| Sundaram-Clayton Ltd. | Auto Components | Domestic Equities | 0.40% |
| Alicon Castalloy Ltd. | Auto Components | Domestic Equities | 0.34% |
| 364 DAY T-BILL 19.11.26 | Treasury Bills | 0.08% | |
| Net Receivable / Payable | Cash & Cash Equivalents and Net Assets | -0.21% | |
| Total | 100.00% | ||
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.
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