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

Dec 20, 2024

Category

Equity

AUM (Cr.)

5,934.57

Exit Load (%)

1.00

Min Inv Lumpsum

5,000

Expense Ratio

1.83

Sharpe Ratio

-6.44

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) -3.82 -10.41 0 0 0 -7.04
Benchmark 0 0 0 0 0 0
Category Average - BEST EQUITY PERFORMERS 2.3 3.1 25.86 19.51 21.56 16.4
Category Rank 5/8 6/8 6/8 7/8 7/8 8/8
Fund Name Nav () Chg (%) 1Y Return(%) 3Y Return(%) 5Y Return(%) AUM ( in Crs) Exp. Ratio (%) Min.Invst() Action
Nippon India US Equity Opportunities Fund (G) 33.9996 0.82 21.03 8.89 14.14 719.18 2.39 100.00 invest
Nippon India US Equity Opportunities Fund (IDCW) 33.9996 0.82 21.03 8.89 14.14 719.18 2.39 100.00 invest
SBI Healthcare Opportunities Fund (G) 429.2021 0.37 42.39 25.37 29.37 3,459.68 1.95 5,000.00 invest
SBI Healthcare Opportunities Fund (IDCW) 270.3752 0.37 42.39 25.37 29.37 3,459.68 1.95 5,000.00 invest
Quant Teck Fund - Regular (G) 13.3489 -3.00 27.40 0.00 0.00 442.10 2.39 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 Nov 30, 2024 1,127.12 18.99 8.71
Equity-Maruti Suzuki Nov 30, 2024 620.16 10.45 11.98
Equity-Tata Motors Nov 30, 2024 471.87 7.95 -5.71
Equity-TVS Motor Co. Nov 30, 2024 311.61 5.25 -5.33
Equity-Samvardh. Mothe. Nov 30, 2024 284.31 4.79 -1.80
Equity-Bajaj Auto Nov 30, 2024 271.01 4.57 -21.28
Equity-Sona BLW Precis. Nov 30, 2024 250.51 4.22 -2.06
Equity-Sansera Enginee. Nov 30, 2024 203.64 3.43 4.43
Equity-ZF Commercial Nov 30, 2024 187.25 3.16 -13.13
Equity-Balkrishna Inds Nov 30, 2024 177.93 3.00 25.42

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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