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  • Mutual Fund
  • SBI Automotive Opportunities Fund - Regular (G)

May 22, 2025

Category

Equity

AUM (Cr.)

5,220.22

Exit Load (%)

1.00

Min Inv Lumpsum

5,000

Expense Ratio

1.85

Sharpe Ratio

-7.85

Beta Ratio

0.00

Fund Manager

Tanmaya Desai

Inception Date

Jun 05, 2024

Risk Level

Very High

Investment Objective

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.

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Return Calculator

Investment Type

SIP Lumpsum

Company

  • periodic returns
  • Peer Comparison
Returns Type 1 Month (%) 6 Months (%) 1 Year (%) 3 Years (%) 5 Years (%) Since Inception (%)
Scheme - SBI Automotive Opportunities Fund - Regular (G) 7.28 -2.75 0 0 0 -5.59
Benchmark 0 0 0 0 0 0
Category Average - BEST EQUITY PERFORMERS 2.93 -0.07 6.77 20.95 26.64 12.11
Category Rank 3/10 4/10 6/10 7/10 8/10 10/10
Fund Name Nav () Chg (%) 1Y Return(%) 3Y Return(%) 5Y Return(%) AUM ( in Crs) Exp. Ratio (%) Min.Invst() Action
HDFC Defence Fund - Regular (IDCW) 24.1630 1.22 12.70 0.00 0.00 4,975.51 1.80 100.00 invest
HDFC Defence Fund - Regular (G) 24.1630 1.22 12.70 0.00 0.00 4,975.51 1.80 100.00 invest
Aditya Birla SL MNC Fund - (G) 1,301.7300 0.72 1.96 13.67 14.88 3,371.41 2.02 1,000.00 invest
Aditya Birla SL MNC Fund - (IDCW) 224.8200 0.71 1.96 13.67 14.88 3,371.41 2.02 1,000.00 invest
ICICI Pru US Bluechip Equity Fund (G) 59.9400 -2.31 0.77 13.32 13.71 3,019.13 2.03 5,000.00 invest

Asset Allocation

Val (Cr.) Allocation (%)

Top sectors

AUM in Cr.

top holdings

Company Name As on Date Invested Amt (Cr) % Portfolio Weight Change (%)
(Invested Amt.)		 4 Months Trends
Equity-M & M Apr 30, 2025 1,112.94 20.93 9.87
Equity-Maruti Suzuki Apr 30, 2025 637.36 11.99 6.38
Equity-Tata Motors Apr 30, 2025 322.13 6.06 -4.48
Equity-TVS Motor Co. Apr 30, 2025 320.64 6.03 3.52
Equity-Samvardh. Mothe. Apr 30, 2025 233.22 4.39 1.76
Equity-Eicher Motors Apr 30, 2025 222.68 4.19 -22.89
Reverse Repo-TREPS Apr 30, 2025 204.91 3.85 69.37
Equity-Balkrishna Inds Apr 30, 2025 200.63 3.77 4.71
Equity-Sona BLW Precis. Apr 30, 2025 192.46 3.62 4.33
Equity-ZF Commercial Apr 30, 2025 187.91 3.53 -3.59

latest news

SBI Mutual Fund announces change in fund manager under its schemes

SBI Mutual Fund has announced change in fund manager under the following sc...

May 16, 2025 12:43

SBI Mutual Fund announces change in fund manager under its schemes

SBI Mutual Fund has announced change in fund manager under the following sc...

May 06, 2025 10:35

SBI Mutual Fund announces change in scheme name

SBI Mutual Fund has announced change in scheme name under the following sch...

May 06, 2025 09:59

SBI Mutual Fund introduces Rs 250 JanNivesh SIP initiative

SBI Mutual Fund, in partnership with State Bank of India, has launched the ...

Feb 17, 2025 16:51

SBI MF announces change in fund manager under its schemes

SBI Mutual Fund has announced change in fund managers under the following s...

Feb 04, 2025 12:07

SBI MF announces change in Fund Manager of the following schemes

SBI Mutual Fund has announced change in Fund Managers of the following sche...

Jan 04, 2025 10:36

SCHEME DETAILS

AMC Name : SBI Mutual Fund
Fund Name : SBI Automotive Opportunities Fund - Regular (G)
Contact Persone : Tanmaya Desai
Registered Address : 9th Floor,Crescenzo, C-39&39,G Block, Bandra kurla complex,Bandra (east), Mumbai-400 051.
Telephone No : 022-61793000
Fax No. : 022-67425687
Email : customer.delight:sbimf.com
Website : www.sbimf.com