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Fund Overview

SBI Automotive Opportunities Fund - Regular (G)

Get detailed information of scheme on investment, NAV, Performance.

Nav(₹)

9.58

Inception Date

05-06-2024

Category

Equity - Auto
Invest
Investment Objectives

The investment objective of the scheme is to generate long-term capital appreciation to unit holders from a portfolio that is invested in equity and equity related instruments of companies engaged in automotive & allied business activities theme. However, there can be no assurance that the investment objective of the Scheme will be realized.

Risk O Meter
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Performance
Scheme Name 3 Months (%) 6 Months (%) 1 Years (%) 3 Years (%) 5 Years (%) 10 Years (%) Since Inception
SBI Automotive Opportunities Fund - Regular (G) 9.16 0.86 -4.16
Value of Investment in last

Lumpsum

1Lakh investment Grown to 1.10 Lakh

SIP

₹ 10000 Monthly SIP Grown to 1.28 Lakh

Benchmark

1Lakh investment Grown to NA Lakh

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Key Parameters
AUM(₹ Cr.) 5,317
Type OPEN ENDED
Entry Load Nil
Minimum investment(₹) 5000
Incrimental Investment(₹) 1000
Expense Ratio (%) NA
Benchmark NIFTY Auto TRI
Fund Manager Tanmaya Desai
Exit 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
Nav Movement
3M 6M 1Y 3Y 5Y Inception
AUM Movement
3M 6M 1Y 3Y 5Y Inception
Asset Allocation Pie chart
Top 10 Company Holdings
Company Asset Honding(%)
M & M Equity 20.93
Maruti Suzuki Equity 11.99
Tata Motors Equity 6.06
TVS Motor Co. Equity 6.03
Samvardh. Mothe. Equity 4.39
Eicher Motors Equity 4.19
TREPS Reverse Repo 3.85
Balkrishna Inds Equity 3.77
Sona BLW Precis. Equity 3.62
ZF Commercial Equity 3.53
Sector Holdings Pie Chart
Peer Comparision
Scheme Name AUM (Rs.in Cr.) 1 Years (%) 3 Years (%) 5 Years (%) Since Inception Inception Date Sharpe Std.Dev
SBI Automotive Opportunities Fund 5,317.48 NA NA NA -4.16 05-Jun-2024 -1.2073 5.61
ICICI Pru Transportation and Logistics Fund 3,010.04 8.61 NA NA 26.35 28-Oct-2022 1.0345 4.49
HDFC Transportation and Logistics Fund 1,257.03 5.59 NA NA 27.41 17-Aug-2023 0.8955 5.10
UTI-Transportation & Logistics Fund 3,291.83 2.86 26.53 31.12 15.71 01-Aug-2005 0.9052 4.71
Aditya Birla SL Transportation and Logistics Fund 1,377.48 2.13 NA NA 21.91 17-Nov-2023 0.4533 5.50
Bandhan Transportation and Logistics Fund 512.67 2.00 NA NA 22.89 25-Oct-2022 0.8393 4.48
Kotak Transportation & Logistics Fund 364.98 NA NA NA 0.40 16-Dec-2024 -1.4092 5.22