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NRI
  • Mutual Fund
  • SBI Automotive Opportunities Fund - Regular (IDCW)

Jan 17, 2025

Category

Equity

AUM (Cr.)

5,730.45

Exit Load (%)

1.00

Min Inv Lumpsum

5,000

Expense Ratio

1.84

Sharpe Ratio

-8.34

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 (IDCW) -3.26 -11.31 0 0 0 -7.3
Benchmark 0 0 0 0 0 0
Category Average - BEST EQUITY PERFORMERS -5.91 -4.26 17.03 15.02 19.94 13.57
Category Rank 3/10 4/10 6/10 7/10 7/10 10/10
Fund Name Nav () Chg (%) 1Y Return(%) 3Y Return(%) 5Y Return(%) AUM ( in Crs) Exp. Ratio (%) Min.Invst() Action
HDFC Defence Fund - Regular (G) 20.2730 1.78 30.68 0.00 0.00 4,647.38 1.86 100.00 invest
HDFC Defence Fund - Regular (IDCW) 20.2730 1.78 30.68 0.00 0.00 4,647.38 1.86 100.00 invest
DSP Natural Resources & New Energy Fund (IDCW) 29.6670 1.42 11.48 12.08 18.53 1,212.05 0.00 100.00 invest
DSP Natural Resources & New Energy Fund (G) 85.5880 1.42 11.47 15.13 20.68 1,212.05 0.00 100.00 invest
ICICI Pru Transportation and Logistics Fund-Reg (IDCW) 16.1300 -7.93 23.36 0.00 0.00 3,101.23 1.95 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 Dec 31, 2024 1,142.70 19.94 1.38
Equity-Maruti Suzuki Dec 31, 2024 608.07 10.61 -1.95
Equity-Tata Motors Dec 31, 2024 414.48 7.23 -12.16
Equity-TVS Motor Co. Dec 31, 2024 303.17 5.29 -2.71
Equity-Samvardh. Mothe. Dec 31, 2024 273.21 4.77 -3.90
Equity-Bajaj Auto Dec 31, 2024 237.56 4.15 -12.34
Equity-Sona BLW Precis. Dec 31, 2024 226.02 3.94 -9.77
Equity-Balkrishna Inds Dec 31, 2024 203.71 3.55 14.49
Equity-Bharat Forge Dec 31, 2024 194.93 3.40 10.84
Equity-Craftsman Auto Dec 31, 2024 193.86 3.38 16.58

latest news

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

SBI MF announces change in the Benchmark of Fixed Maturity Plan under its schemes

SBI Mutual Fund has announced change in the benchmark Fixed Maturity Plan o...

Jan 03, 2025 12:03

SBI Mutual Fund announces change in Exit Load Structure

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SCHEME DETAILS

AMC Name : SBI Mutual Fund
Fund Name : SBI Automotive Opportunities Fund - Regular (IDCW)
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