SBI Automotive Opportunities Fund - Regular Plan - Growth
Category: Equity: Thematic-Transportation
Launch Date: 07-06-2024
AUM:
₹ 5,385.84 Cr
Expense Ratio
1.88%
Benchmark
NIFTY Auto TRI
ISIN
INF200KB1159
Minimum Investment
5000.0
Minimum Topup
1000.0
Minimum SIP Amount
500
Exit Load
Asset Class
Status
Open Ended Schemes
Fund Manager
Mr. Tanmaya Desai,
NAV as on 12-12-2025
11.073
0.06 (0.5148%)
Overview
Investment Objective
Investment in equity and equity related instruments of companies engaged in and/or expected to benefit from the growth in automotive & its allied business activities theme.
Asset Allocation
Equity
97.83%
Debt
0.17%
Others
2.00%
Indicators
| Volatility | - |
| Sharp Ratio | - |
| Alpha | - |
| Beta | - |
| Yield to Maturity | - |
| Average Maturity | - |
-
-
If you invested in this fund:
In the past (time duration):
Total value today:
0
Returns:
0%
-
If you invested in this fund:
In the past (time duration):
Total value today:
0
Returns:
0%
-
| Fund Performance | 1Y (%) | 3Y (%) | 5Y (%) | Since Launch (%) |
|---|---|---|---|---|
| SBI Automotive Opportunities Fund - Regular Plan - Growth | 14.11 | - | - | 4.4 |
| Nifty Auto TRI | 17.04 | 30.02 | 25.83 | 0.05 |
Riskometer
Sector Allocation
| Sector | Holdings (%) |
|---|---|
| Automobile and Auto Components | 90.33 |
| Capital Goods | 7.5 |
Top 10 Holdings
| Company | Holdings (%) |
|---|---|
| MAHINDRA AND MAHINDRA LIMITED EQ NEW F.V. RS.5 | 17.51 |
| MARUTI SUZUKI INDIA LIMITED EQ | 13.24 |
| EICHER MOTORS LIMITED EQ NEW FV RE. 1/- | 7.3 |
| TVS MOTOR COMPANY LIMITED EQ FV RE.1/- | 6.52 |
| CRAFTSMAN AUTOMATION LIMITED EQ | 4.47 |
| HERO MOTOCORP LIMITED EQ FV RS 2 | 3.71 |
| SONA BLW PRECISION FORGINGS LIMITED EQ | 3.52 |
| UNO MINDA LIMITED EQ NEW FV RS. 2/- | 3.44 |
| SANSERA ENGINEERING LIMITED EQ NEW FV RS. 2/- | 3.38 |
| GABRIEL INDIA LIMITED EQ NEW FV RE. 1/- | 3.32 |
Peer Comparison
| Scheme Name | Inception Date | 1Yr Rtn (%) | 3Yrs Rtn (%) | 5Yrs Rtn (%) | 10Yrs Rtn(%) |
|---|---|---|---|---|---|
| SBI Automotive Opportunities Fund Reg Gr | 07-06-2024 | 14.11 | 0.0 | 0.0 | 0.0 |
| HDFC Transportation and Logistics Fund Gr | 17-08-2023 | 16.42 | 0.0 | 0.0 | 0.0 |
| UTI Transportation and Logistics Gr | 01-08-2005 | 15.29 | 24.66 | 23.09 | 13.31 |
| Bandhan Transportation and LogisticsFund Reg GR | 25-10-2022 | 13.75 | 24.85 | 0.0 | 0.0 |
| ICICI Pru Transportation and Logistics Fund Gr | 05-10-2022 | 13.54 | 28.03 | 0.0 | 0.0 |
| ABSL Transportation and Logistics Reg Gr | 05-11-2023 | 8.54 | 0.0 | 0.0 | 0.0 |