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SBI Automotive Opportunities Fund - Regular Plan - Income Distribution Cum Capital Withdrawal Option

ITI · Sectoral
Very High
₹13.08
Current NAV
04 Nov 2026
21.1%
1Y Return
12.0%
3Y CAGR
24.0%
5Y CAGR
Watchlist
NAV History (1 Year)
Analysis & Suitability
Pros / Upsides
  • Exceptional short-term performance with a 1-year return exceeding 20%.
  • Excellent risk-adjusted performance (Sharpe Ratio: 1.50).
  • Well-diversified portfolio aligned with the Sectoral mandate.
Cons / Risks
  • Subject to high equity market volatility and short-term capital fluctuations.
  • Higher expense ratio (2.0%) which can affect compounding over long horizons.
Suitable for
  • Long-term wealth creation (5+ years horizon) like retirement or child education.
  • Systematic investments (SIP) for long-term target goal-based planning.
Not suitable for
  • Short-term goals (under 3 years) where preserving the capital is the main priority.
  • Short-term trading or speculative investment horizons.
Risk Profile: Very High Risk
Low Moderate High Very High
Risk Metrics
1.50
Sharpe Ratio
0.80
Beta
-3.00
Alpha
1.80
Sortino
Fund Details
Fund House ITI
Category Sectoral
AUM ₹5050 Cr
Expense Ratio 2.00%
Min SIP ₹500
Min Lumpsum ₹1000
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