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

Jul 09, 2025

Category

Equity

AUM (Cr.)

5,651.72

Exit Load (%)

1.00

Min Inv Lumpsum

5,000

Expense Ratio

1.84

Sharpe Ratio

-2.07

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) 1.46 3.88 -7.16 0 0 -1.56
Benchmark 0 0 0 0 0 0
Category Average - BEST EQUITY PERFORMERS 1.38 4.11 2.78 22.63 24.11 13.79
Category Rank 3/10 8/10 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
Nippon India Taiwan Equity Fund (G) 13.2999 1.42 12.45 25.19 0.00 326.67 2.43 500.00 invest
Nippon India Taiwan Equity Fund (IDCW) 13.2999 1.42 12.45 25.19 0.00 326.67 2.43 500.00 invest
Samco Active Momentum Fund - Regular (G) 14.6900 1.24 -0.81 0.00 0.00 858.50 2.25 5,000.00 invest
Motilal Oswal Innovation Opportunities Fund-Reg (G) 12.7309 1.14 0.00 0.00 0.00 182.41 2.43 500.00 invest
Quant PSU Fund - Regular (IDCW) 10.4742 -0.83 -14.43 0.00 0.00 722.39 2.34 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 May 31, 2025 1,071.65 18.96 -3.71
Equity-Maruti Suzuki May 31, 2025 640.59 11.33 0.51
Equity-Tata Motors May 31, 2025 460.48 8.15 42.95
Equity-TVS Motor Co. May 31, 2025 333.70 5.90 4.07
Equity-Samvardh. Mothe. May 31, 2025 267.96 4.74 14.89
Equity-Eicher Motors May 31, 2025 266.68 4.72 19.76
Equity-Sona BLW Precis. May 31, 2025 217.58 3.85 13.05
Equity-Craftsman Auto May 31, 2025 201.76 3.57 21.69
Equity-ZF Commercial May 31, 2025 200.52 3.55 6.71
Equity-Balkrishna Inds May 31, 2025 185.42 3.28 -7.58

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...

Jul 03, 2025 12:43

SBI Mutual Fund announces change in scheme name

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

Jun 30, 2025 11:02

SBI Nifty200 Quality 30 Index Fund Announces Extension of NFO period

SBI Mutual Fund has announced that New Fund Offer (NFO) Period of the Schem...

May 29, 2025 13:59

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

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