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

Nov 19, 2024

Category

Equity

AUM (Cr.)

6,003.23

Exit Load (%)

1.00

Min Inv Lumpsum

5,000

Expense Ratio

1.79

Sharpe Ratio

-5.74

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) -6.83 0 0 0 0 -3.34
Benchmark 0 0 0 0 0 0
Category Average - BEST EQUITY PERFORMERS -5.93 6.61 30.1 16.54 21.2 16.26
Category Rank 7/7 7/7 6/7 7/7 7/7 7/7
Fund Name Nav () Chg (%) 1Y Return(%) 3Y Return(%) 5Y Return(%) AUM ( in Crs) Exp. Ratio (%) Min.Invst() Action
Nippon India Taiwan Equity Fund (G) 11.4604 2.98 25.58 0.00 0.00 364.14 2.43 500.00 invest
Nippon India Taiwan Equity Fund (IDCW) 11.4604 2.98 25.58 0.00 0.00 364.14 2.43 500.00 invest
LIC MF Infrastructure Fund (G) 49.1207 1.49 56.87 29.85 27.12 786.09 0.00 5,000.00 invest
LIC MF Infrastructure Fund (IDCW) 49.1220 1.49 56.86 29.85 27.12 786.09 0.00 5,000.00 invest
Nippon India US Equity Opportunities Fund (G) 33.4737 -1.13 27.05 8.15 14.40 679.12 2.41 100.00 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 Oct 31, 2024 1,036.85 17.27 -11.84
Equity-Maruti Suzuki Oct 31, 2024 553.82 9.23 -22.53
Equity-Tata Motors Oct 31, 2024 500.43 8.34 -26.65
Equity-Bajaj Auto Oct 31, 2024 344.27 5.73 -30.29
Equity-TVS Motor Co. Oct 31, 2024 329.17 5.48 -17.21
Equity-Samvardh. Mothe. Oct 31, 2024 289.52 4.82 -14.40
Reverse Repo-TREPS Oct 31, 2024 288.57 4.81 150.71
Equity-Sona BLW Precis. Oct 31, 2024 255.77 4.26 -7.76
Equity-Hero Motocorp Oct 31, 2024 249.48 4.16 -37.61
Equity-ZF Commercial Oct 31, 2024 215.55 3.59 -9.55

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SBI Mutual Fund has announced change the benchmark index for the following ...

Jun 27, 2024 14:34

SBI Mutual Fund Announces change in scheme name

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

Jun 27, 2024 14:15

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