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OmniAsset › Mutual funds › SBI Automotive Opportunities Fund

SBI Automotive Opportunities Fund

Sectoral / Thematic fund benchmarked to Nifty Auto Tri. Every figure below is read from one dated snapshot; what the snapshot cannot prove is left out, never estimated.

Latest NAV2 Sep 202613.3808
CategorySectoral / Thematic
PlanRegular · Growth
Launched17 May 2024
Risk labelthe scheme's own riskometerVERY HIGH
Legal benchmarkSEBI Tier-1Nifty Auto Tri
Expense ratiodirect plan, a year1.99%
AUM₹4,327 Cr
Growth of ₹10,000₹12,89112 Jun 2024 to 2 Sep 2026
₹13,241₹11,854₹10,467₹9,080₹7,694Jun 2024Dec 2024Jul 2025Feb 2026Sep 2026
₹12,891 (+12.1% a year) SBI Automotive Opportunities Fund

Performance (trailing, annualised)

1Y annualised30.37%

Point-to-point from the fund's own published NAV; a period the history does not span is left out.

SIP returns

SIP 1Y (₹10,000 a month)invested ₹1,20,000 → worth ₹1,43,05937.30%

₹10,000 on the first of every month, valued at the latest NAV, as an annualised rate (XIRR).

Calendar years

Calendar 202520.83%

Rolling returns

Rolling 1Y · average63 windows since 17 Jun 202515.29%
Rolling 1Y · median18.36%
Rolling 1Y · worst window-10.73%
Rolling 1Y · best window40.98%
Rolling 1Y · windows positive75%

Every window of that length in the published history, so one lucky start date cannot flatter the fund.

Risk

Volatility (3Y)17.82%
Downside deviation (3Y)12.48%
Maximum drawdown-29.62%

Management

Fund managerMr. Tanmaya Desai
Managing since5 Jun 2024

Related

Source: the OmniAsset signed reference snapshot, as of 4 Sep 2026. Figures are deterministic; missing data is withheld, never estimated. See methodology and data sources. Not investment advice.

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