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SBI Automotive Opportunities Fund - Direct Plan - Income Distribution Cum Capital Withdrawal Option
★★★★★ TopFund est.
TopFund Score (fallback rating)
- Calculated by: TopFund — used only when no third-party rating exists for this fund
- Formula: 3-year trailing return percentile within category, adjusted ±1 star for expense ratio
- Refresh frequency: Whenever TopFund re-syncs this fund's data
- Limitations: A simplified 2-factor estimate, not equivalent to a rating agency's full analysis
TopFund Score: 76/100 · Good
How this score is calculated
- Star rating (35%)4/5
- 3Y CAGR (30%)—
- Expense ratio (20%)1.02%
- AUM (15%)₹5,752 Cr
Not investment advice — an analytical read of public fund data. Methodology →
SBI Mutual Fund · Equity · Thematic
₹13.64
AUM: ₹5,752 Cr
NAV updated 20 days ago
Plan
Direct
Option
Growth
Risk
Very High
Expense Ratio
1.02%
Exit Load
Exit load of 1%, if redeemed within 30 days.
Fund Manager
Pradeep Kesavan
Inception
Jun 2024
Benchmark
NIFTY Auto Total Return Index
Sharpe Ratio
1.23
Std Dev (1Y)
18.61%
Historical Returns (CAGR)
Annualized trailing returns computed from NAV history — past performance only, not a guarantee of future results.
1m
-1.5%
3m
+15.76%
6m
+19.63%
1y
+28.73%
3y
—
5y
—
10y
—
since inception
+12.98%
TopFund's Take on SBI Automotive Opportunities Fund - Direct Plan - Income Distribution Cum Capital Withdrawal Option
SBI Automotive Opportunities Fund - Direct Plan - Income Distribution Cum Capital Withdrawal Option holds up reasonably well within the Thematic category, backed by a 4-star rating. Recent 1-year performance has been notably strong, though momentum like this doesn't always hold over longer periods. TopFund's composite Health Score, which weighs rating, 3-year CAGR, expense ratio and fund size, puts it at 76/100.
Cost: At 1.02%, the expense ratio is roughly in line with the Thematic category average of 0.99% — cost isn't a standout factor either way for this fund.
Risk-adjusted performance: Over the trailing 1-year period, the fund shows a strong Sharpe ratio of 1.23 — the fund has generated solid returns relative to the volatility it exposed investors to. Separately, annualised volatility of 18.61% is fairly typical for Thematic funds.
Who should invest: This fund is best suited to investors whose goals and risk appetite align with a Equity fund. Given the Very High risk rating, this fund is not suited to short-term goals or investors who may need to exit within 2-3 years.
This is an automated, data-driven analysis based on the fund's own metrics and its category peers — not personalized investment advice. Consult a SEBI-registered advisor before investing.
Sector Allocation
Asset Allocation
Fund Snapshot
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Tools & Guides for This Fund
Frequently Asked Questions about SBI Automotive Opportunities Fund - Direct Plan - Income Distribution Cum Capital Withdrawal Option
The current NAV (Net Asset Value) of SBI Automotive Opportunities Fund - Direct Plan - Income Distribution Cum Capital Withdrawal Option is ₹13.64. NAV is updated every business day after market close by AMFI.
1Y: 28.73%
The expense ratio of SBI Automotive Opportunities Fund - Direct Plan - Income Distribution Cum Capital Withdrawal Option is 1.02% per annum. This is the annual fee charged by the fund to manage your investment.
SBI Automotive Opportunities Fund - Direct Plan - Income Distribution Cum Capital Withdrawal Option is managed by Pradeep Kesavan at SBI Mutual Fund.
SBI Automotive Opportunities Fund - Direct Plan - Income Distribution Cum Capital Withdrawal Option is classified as a Very High risk fund. It is suitable for aggressive investors with a long-term horizon of 5+ years.
SBI Automotive Opportunities Fund - Direct Plan - Income Distribution Cum Capital Withdrawal Option is a Thematic fund. SIP suitability depends on your investment goal and risk profile.
You can start a SIP in SBI Automotive Opportunities Fund - Direct Plan - Income Distribution Cum Capital Withdrawal Option with as little as ₹500 per month through most mutual fund platforms. The minimum lump sum investment is typically ₹1,000.
The Assets Under Management (AUM) of SBI Automotive Opportunities Fund - Direct Plan - Income Distribution Cum Capital Withdrawal Option is ₹5,752 crore. AUM indicates the total market value of assets managed by the fund.
* Past performance is not indicative of future results. Mutual fund investments are subject to market risks.
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