02 Apr, EOD - Indian

Nifty Bank 51548.75 (0.19)

Nifty 50 22713.1 (0.15)

Nifty Smallcap 100 15650.5 (-0.38)

Nifty Next 50 61957.6 (0.07)

Nifty Midcap 100 53677.05 (-0.26)

Nifty IT 30441.45 (2.60)

SENSEX 73319.55 (0.25)

Nifty Pharma 21808.4 (-0.92)

02 Apr, EOD - Global

NIKKEI 225 53123.49 (1.26)

HANG SENG 25116.53 (-0.70)

S&P 6615.75 (-0.28)

Login/Signup
Careers

Fund Overview

SBI Automotive Opportunities Fund - Regular (G)

Get details information of scheme on investment, NAV, Performation.

Nav (₹)

10.34

Inception Date

05-06-2024

Category

Equity - Auto
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
img
Performance
Scheme Name 3 Months (%) 6 Months (%) YTD (%) 1 Year (%) 3 Years (%) 5 Years (%) 10 Years (%) Since Inception (%)
SBI Automotive Opportunities Fund - Regular (G) -10.84 -3.05 -8.80 19.58 NA NA NA 1.85
Value of 1,00,000 is now

Worth of investments in last

This Scheme

SIP

Benchmark (NIFTY Auto TRI)

1Lakh investment Grown to 1.20 Lakh

10,000 investment Grown to 1.20 Lakh

1Lakh investment Grown to 1.14 Lakh

img
Key Parameters
AUM(₹ Cr.) 5,333
Type OPEN ENDED
Entry Load Nil
Minimum investment(₹) 5000
Expense Ratio (%) 0
Benchmark NIFTY Auto TRI
Fund Manager Tanmaya Desai
Exit For exit within 30 days from the date of allotment - 1% For exit after 30 days from the date of allotment - Nil
Incrimental Invest(₹) 1000
NAV Movement
3M 6M 1Y 3Y 5Y
AUM Movement
3M 6M 1Y 3Y 5Y
Asset Allocation Pie chart
Top Company Holding (As on 28 02 26 )
Company Asset No.of shares Value (₹ in Cr)
M & M Equity 2280000 774.61
Eicher Motors Equity 540000 432.57
TVS Motor Co. Equity 800000 309.58
Maruti Suzuki Equity 205000 304.57
Bharat Forge Equity 1320000 252.28
Tata Motors Equity 4500000 227.39
Sona BLW Precis. Equity 4000000 213.80
Samvardh. Mothe. Equity 16000000 213.34
ZF Commercial Equity 140000 212.30
Sansera Enginee. Equity 900000 210.80
Happy Forgings Equity 1500000 200.06
Tenneco Clean Equity 3300000 191.83
Sector Holding Pie Chart
Peer Comparison
Scheme Name AUM (₹ IN Cr.) 1 Years (%) 3 Years (%) 5 Years (%) Since Inception (%) Inception Date Sharpe Std.Dev
SBI Automotive Opportunities Fund 5,332.87 19.58 NA NA 1.85 05-Jun-2024 0.1819 5.12
HDFC Transportation and Logistics Fund 1,758.44 13.96 NA NA 18.87 17-Aug-2023 1.237 4.51
Bandhan Transportation and Logistics Fund 692.13 12.58 21.13 NA 17.19 25-Oct-2022 1.3132 4.27
ICICI Pru Transportation and Logistics Fund 3,039.54 10.65 23.86 NA 19.04 28-Oct-2022 1.4603 4.22
UTI-Transportation & Logistics Fund 4,046.80 9.45 21.29 16.65 14.92 01-Aug-2005 1.2439 4.49
Kotak Transportation & Logistics Fund 552.14 8.86 NA NA 0.28 16-Dec-2024 0.5398 4.10
Aditya Birla SL Transportation and Logistics Fund 1,540.23 7.84 NA NA 12.43 17-Nov-2023 0.7882 4.77