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Fund Overview

SBI Automotive Opportunities Fund - Regular (G)

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

Nav (₹)

9.60

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
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Performance
Scheme Name 3 Months (%) 6 Months (%) 1 Year (%) 3 Years (%) 5 Years (%) 10 Years (%) Since Inception (%)
SBI Automotive Opportunities Fund - Regular (G) 8.47 4.98 -11.03 NA NA NA -3.50
Value of 1,00,000 is now

Worth of investments in last

This Scheme

SIP

Benchmark (NIFTY Auto TRI)

1Lakh investment Grown to 0.89 Lakh

10,000 investment Grown to 1.30 Lakh

1Lakh investment Grown to 0.89 Lakh

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Key Parameters
AUM(₹ Cr.) 5,451
Type OPEN ENDED
Entry Load Nil
Minimum investment(₹) 5000
Expense Ratio (%) 0
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
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 30 06 25 )
Company Asset No.of shares Value (₹ in Cr)
M & M Equity 3000000 954.96
Maruti Suzuki Equity 480000 595.20
Tata Motors Equity 6400000 440.32
TVS Motor Co. Equity 1100000 320.98
Eicher Motors Equity 500000 282.83
Samvardh. Mothe. Equity 17500000 270.95
ZF Commercial Equity 150000 200.88
Craftsman Auto Equity 360000 200.54
Sona BLW Precis. Equity 4000000 192.54
Balkrishna Inds Equity 750000 183.40
Bharat Forge Equity 1400000 183.13
Sansera Enginee. Equity 1280000 176.60
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 5,450.92 -11.03 NA NA -3.50 05-Jun-2024 -0.5437 5.75
HDFC Transportation and Logistics Fund 1,394.51 -1.49 NA NA 28.32 17-Aug-2023 1.1636 4.99
ICICI Pru Transportation and Logistics Fund 3,208.02 -4.51 NA NA 24.76 28-Oct-2022 1.1961 4.41
UTI-Transportation & Logistics Fund 3,588.60 -7.12 19.88 26.28 15.64 01-Aug-2005 1.0464 4.75
Bandhan Transportation and Logistics Fund 565.52 -7.75 NA NA 22.18 25-Oct-2022 1.0249 4.45
Aditya Birla SL Transportation and Logistics Fund 1,511.16 -9.89 NA NA 19.64 17-Nov-2023 0.7453 5.40
Kotak Transportation & Logistics Fund 412.70 NA NA NA 5.27 16-Dec-2024 0.3243 5.85