NAV Growth
Growth of each fund's NAV over the selected period, rebased to 0%
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-
-
1M
3M
6M
1Y
3Y
5Y
Fund Details
| Fund Details | SBI Automotive Opportunities Fund - Direct (G) | SBI Technology Opportunities Fund - Direct (G) |
|---|---|---|
| Fund Type | Equity | Equity |
| Risk | Very High | Very High |
| Min SIP Amount | ₹500 | ₹500 |
| Min Lumpsum | ₹5,000 | ₹5,000 |
| Expense Ratio | 1.00% | 1.02% |
| NAV | ₹14.01 (11 Nov 2026) | ₹240.03 (09 Nov 2026) |
| Fund Size | ₹5,870.81 Cr | ₹4,478.26 Cr |
| Fund Started | 05 Jun 2024 | 10 Jan 2013 |
| Lock-in Period | No lock-in | No lock-in |
| Exit Load |
|
Returns
| Returns | SBI Automotive Opportunities Fund - Direct (G) | SBI Technology Opportunities Fund - Direct (G) |
|---|---|---|
| 1M | 8.47% | 6.97% |
| 3M | -0.31% | 1.17% |
| 6M | 14.36% | 9.79% |
| 1Y | 25.86% | -3.88% |
| 3Y | — | 11.39% |
| 5Y | — | 6.92% |
| Since Inception | 14.20% | 18.46% |
Risk Ratios
Trailing risk-adjusted performance measures
| Risk Ratio | SBI Automotive Opportunities Fund - Direct (G) | SBI Technology Opportunities Fund - Direct (G) |
|---|---|---|
| Alpha | 7.25 | 6.70 |
| Beta | 0.88 | 0.87 |
| Sharpe | 0.27 | 0.34 |
| Standard Deviation | 5.79 | 5.85 |
Holding Analysis
| Holding Analysis | SBI Automotive Opportunities Fund - Direct (G) | SBI Technology Opportunities Fund - Direct (G) |
|---|---|---|
| Top 5 Holdings | 33.30% | 47.22% |
| Top 10 Holdings | 52.25% | 67.44% |
| Portfolio Turnover | 0.49 | 0.31 |
| Equity | 97.65% | 84.79% |
| Debt | 3.02% | 2.40% |
| Cash | — | — |
Top Holdings
SBI Automotive Opportunities Fund - Direct (G)
SBI Technology Opportunities Fund - Direct (G)
| Name | Assets |
|---|---|
Fund Manager
| Fund Manager | SBI Automotive Opportunities Fund - Direct (G) | SBI Technology Opportunities Fund - Direct (G) |
|---|---|---|
| Name | , |
About Fund
| About | SBI Automotive Opportunities Fund - Direct (G) | SBI Technology Opportunities Fund - Direct (G) |
|---|---|---|
| AMC | SBI Mutual Fund | SBI Mutual Fund |
| Scheme Category | Sectoral Fund | Sectoral Fund |
| Benchmark | NIFTY Auto TRI | BSE Teck TRI |
| Launch Date | 17 May 2024 | 01 Jan 2013 |


