SBI Automotive Opportunities Fund - Regular Plan - Growth
AUM:
₹ 545.09 Cr
Expense Ratio
1.84%
Benchmark
NIFTY Auto TRI
ISIN
INF200KB1159
Minimum Investment
5000.0
Minimum Topup
1000.0
Minimum SIP Amount
500
Exit Load
1% of the applicable NAV - 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.
Asset Class
Status
Open Ended Schemes
Fund Manager
Mr. Tanmaya Desai, Mr. Pradeep Kesavan,
9.8379
0.11 (1.1161%)
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
97.50%
Debt
0.09%
Others
2.41%
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 | -5.73 | - | - | -4.8 |
| Nifty Auto TRI | -5.25 | 25.52 | 29.29 | 17.36 |
Riskometer
Sector Allocation
| Sector | Holdings (%) |
|---|---|
| Automobile and Auto Components | 91.02 |
| Capital Goods | 6.48 |
Top 10 Holdings
| Company | Holdings (%) |
|---|---|
| MAHINDRA AND MAHINDRA LIMITED EQ NEW F.V. RS.5 | 17.52 |
| MARUTI SUZUKI INDIA LIMITED EQ | 10.92 |
| TATA MOTORS LIMITED EQ NEW FV RS. 2/- | 8.08 |
| TVS MOTOR COMPANY LIMITED EQ FV RE.1/- | 5.89 |
| EICHER MOTORS LIMITED EQ NEW FV RE. 1/- | 5.19 |
| SAMVARDHANA MOTHERSON INTERNATIONAL LIMITED EQ FV RS. 1/- | 4.97 |
| ZF COMMERCIAL VEHICLE CONTROL SYSTEMS INDIA LIMITED EQ | 3.69 |
| CRAFTSMAN AUTOMATION LIMITED EQ | 3.68 |
| SONA BLW PRECISION FORGINGS LIMITED EQ | 3.53 |
| BALKRISHNA INDUSTRIES LIMITED EQ NEW F.V RS.2/- | 3.36 |
Peer Comparison
| Scheme Name | Inception Date | 1Yr Rtn (%) | 3Yrs Rtn (%) | 5Yrs Rtn (%) | 10Yrs Rtn(%) |
|---|---|---|---|---|---|
| SBI Automotive Opportunities Fund Reg Gr | 07-06-2024 | -5.73 | 0.0 | 0.0 | 0.0 |
| HDFC Transportation and Logistics Fund Gr | 17-08-2023 | 2.22 | 0.0 | 0.0 | 0.0 |
| ICICI Pru Transportation and Logistics Fund Gr | 05-10-2022 | -0.27 | 0.0 | 0.0 | 0.0 |
| UTI Transportation and Logistics Gr | 01-08-2005 | -3.29 | 22.09 | 27.64 | 11.82 |
| Bandhan Transportation and LogisticsFund Reg GR | 25-10-2022 | -4.95 | 0.0 | 0.0 | 0.0 |
| ABSL Transportation and Logistics Reg Gr | 05-11-2023 | -5.92 | 0.0 | 0.0 | 0.0 |