:::LALKAR GROUP::::

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SBI Automotive Opportunities Fund - Regular (G)

Summary Info

Fund Name :

SBI Mutual Fund

Scheme Name :

SBI Automotive Opportunities Fund - Regular (G)

AMC :

SBI Mutual Fund

Type :

Open

Category :

Equity - Auto

Launch Date :

17-May-24

Fund Manager :

Tanmaya Desai

Net Assets:(Rs. cr)

5220.22

NAV Graph


NAV Details
NAV Date :	25-Apr-25
NAV [Rs] :	8.77
Buy/Resale Price [Rs] :	0.00
Sell/Repurchase Price [Rs] :	0.00
Entry Load % :	Nil
Exit Load % :	1% - If units purchased or switched in from another scheme of the Fund are redeemed or switched out on or before 1 year from the date of allotment Nil - If units purchased or switched in from another scheme of the Fund are redeemed or switched out after 1 year from the date of allotment

Latest Payouts

Investment Details

	1 Week	1 Month	3 Month	6 Month	1 Year	3 Year	5 Year	Since INC
Performance(%)								Date :24-Apr-25
Scheme Return	3.66	0.27	0.04	-11.39	NA	NA	NA	-10.69
Category Avg	3.12	1.82	1.18	-8.37	3.38	22.45	31.79	13.26
Category Best	3.68	2.64	2.87	-4.97	9.15	23.15	32.56	26.00
Category Worst	2.40	0.27	0.04	-11.83	-0.47	21.74	31.03	-10.69

Statistical Ratios
What is Beta ? Beta is a measure of the volatility of the portfolio to that of the index. In simple words it shows the movement of the portfolio in comparison. The Higher the Beta, higher the volatility of the scheme to the index. If its greater than1 , then the portfolio is highly volatile to the movemnts in the index. If the beta is lesser than 1 , then scheme is less volatile to the index and beta which is close to 1 implies that the scheme is closely following the index.
Beta [%]	SD [%]	Sharpe Ratio [%]	Jensons Alpha [%]	ER [%]
0.8846	5.7623	-1.4387	-6.2884	-0.0787

Asset Allocation

Holdings	31-Mar-25
Company Name	% Hold
M & M	19.41
Maruti Suzuki	11.48
Tata Motors	6.46
TVS Motor Co.	5.93
Eicher Motors	5.53
Samvardh. Mothe.	4.39
ZF Commercial	3.73
Balkrishna Inds	3.67
Sona BLW Precis.	3.53
Craftsman Auto	3.36
Bharat Forge	3.36
Uno Minda	3.02
Sansera Enginee.	2.98
Sundram Fasten.	2.45
Happy Forgings	2.11
Schaeffler India	2.05
Hyundai Motor I	1.96
Timken India	1.90
Gabriel India	1.55
Bajaj Auto	1.51
Motherson Wiring	1.40
Endurance Tech.	1.32
Ashok Leyland	1.17
Sundaram Clayton	0.86
Rolex Rings	0.74
Alicon Cast.	0.68
ASK Automotive	0.51
Automotive Axles	0.49
TBILL-182D	0.09
TREPS	2.32
Net CA & Others	-0.19
Margin amount for Derivative	0.23