Sharpe ratio
0.42Return earned for the risk taken.
Moderate
Moderate risk-adjusted returns. The reward for risk has been average.
+26.48%1Y Absolute Return
-0.52%1D
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Past performance is not an indicator of future returns.
Returns calculator comparison
Compare an illustrative investment outcome across return assumptions.
| Asset | Projected corpus | Total invested | Gain | Annual return |
|---|---|---|---|---|
| SBI Automotive Opportunities Fund - Direct Plan - GrowthFund 1Y annualised return · 5Y history unavailable | ₹14,56,361 | ₹7,32,612 | ₹7,23,749 | +26.48% |
| EPFIllustrative annual assumption | ₹8,95,132 | ₹7,32,612 | ₹1,62,520 | +8.25% |
| Residential propertyIllustrative annual assumption | ₹8,67,662 | ₹7,32,612 | ₹1,35,050 | +7.00% |
| PPFIllustrative annual assumption | ₹8,69,819 | ₹7,32,612 | ₹1,37,207 | +7.10% |
| Bank fixed depositIllustrative annual assumption | ₹8,56,981 | ₹7,32,612 | ₹1,24,369 | +6.50% |
| GoldIllustrative annual assumption | ₹8,67,662 | ₹7,32,612 | ₹1,35,050 | +7.00% |
| Savings accountIllustrative annual assumption | ₹7,86,827 | ₹7,32,612 | ₹54,215 | +3.00% |
Illustration only. Fund results use the available NAV-derived annualised return and can be negative. Reference rows are assumptions, not current quoted rates or guaranteed returns; property excludes transaction costs, taxes, and liquidity constraints. Mutual fund investments are subject to market risk.
Wealth multiple
₹1 became₹1.13
₹1 Lakh since launch₹1.13 Lakh
Fund age2.4 yrs
Fund information
Scheme code152657
ISININF200KB1183
BenchmarkNIFTY Auto TRI
CategoryEquity Scheme - Sectoral/ Thematic
Expense ratio1.04%
Exit loadExit load of 1%, if redeemed within 30 days.
Minimum SIP₹500 SIP
Return comparison
16th / 932 in category| Period | Fund | Benchmark | Category avg |
|---|---|---|---|
| 1M | +179.09% | — | — |
| 3M | +4.61% | — | — |
| 6M | +46.84% | — | — |
| 1Y | +26.48% | — | +4.16% |
| Since Launch | +13.23% | — | — |
Risk-adjusted performance
Every measure is expanded with a plain-language reading of the latest calculated value.
Sortino ratio
0.61Return earned while limiting downside risk.
Moderate
Moderate downside risk-adjusted performance.
Standard deviation
19.46%How much the fund’s returns fluctuate over time.
High volatility
Returns can swing significantly.
Beta
—How closely the fund moves with the market.
Unavailable
This measure needs sufficient fund and benchmark history to calculate.
Alpha
—Extra return generated above the benchmark.
Unavailable
This measure needs sufficient fund and benchmark history to calculate.
Treynor ratio
—Return earned for each unit of market risk taken.
Unavailable
This measure needs sufficient fund and benchmark history to calculate.
Calmar ratio
0.45How well the fund rewarded investors relative to its biggest decline.
Low
Returns have been modest compared to the drawdowns experienced.
Information ratio
—How consistently the fund outperformed its benchmark.
Unavailable
This measure needs sufficient fund and benchmark history to calculate.
Portfolio allocation
Latest disclosed portfolio mix
Asset allocation
Portfolio100%
Equity97.91%
Cash2.00%
Debt0.09%
Market cap allocation
Sector allocation
Equity exposure by sector
Top holdings
10 of 33 disclosed positions
| Holding | Sector | Instrument type | Weight |
|---|---|---|---|
| Mahindra & Mahindra Ltd | Consumer Discretionary | Equity | 15.4% |
| Maruti Suzuki India Ltd | Consumer Discretionary | Equity | 7.08% |
| Eicher Motors Ltd | Consumer Discretionary | Equity | 6.84% |
| TVS Motor Company Ltd | Consumer Discretionary | Equity | 5.15% |
| Bharat Forge Ltd | Consumer Discretionary | Equity | 4.78% |
| Samvardhana Motherson International Ltd | Consumer Discretionary | Equity | 4.4% |
| Sona BLW Precision Forgings Ltd | Consumer Discretionary | Equity | 4.03% |
| Ather Energy Ltd. | Consumer Discretionary | Equity | 3.18% |
| Tata Motors Ltd | Industrials | Equity | 3.14% |
| Sansera Engineering Ltd | Consumer Discretionary | Equity | 3.09% |
Fund management
PR
Pradeep Kesavan
Since 2024 · Prior to joining SBI MF, he has worked with Elara Capital, Accenture Strategy, Morgan Stanley and 3i Infotech
Mr. Kesavan has done B.Com, MBA (Finance) and CFA
TA
Tanmaya Desai
Since 2024 · Prior to joining SBI Mutual Fund he has worked with D.J. Sanghvi College of Engineering and Patni Computer Systems Ltd.
Mr. Desai is a B.E. (Electronics), MBA (Finance) and CFA (Level III).
Compare similar funds
No comparable category funds are available yet.
Summary
A very high-risk equity scheme - sectoral/ thematic fund. Ranks 16 of 932 in its category over 1 year. Consumer Discretionary makes up 83% — trouble in that sector hits the whole fund.
Strengths
- Ranks 16 of 932 in its category over 1 year.
Weaknesses
- None
Ideal investor
- Needs a 5–7+ years horizon to ride out its very high risk level.
- Good fit for SIPs — spreading purchases smooths out 19.5% volatility.
Risk drivers
- Consumer Discretionary makes up 83% — trouble in that sector hits the whole fund.