SBI Automotive Opportunities Fund - Regular Plan - Income Distribution Cum Capital Withdrawal Option
Category: Equity: Thematic-Transportation
Launch Date: 07-06-2024
AUM:
₹ 4,616.45 Cr
Expense Ratio
1.9%
Benchmark
NIFTY Auto TRI
ISIN
INF200KB1167
Minimum Investment
5000.0
Minimum Topup
1000.0
Minimum SIP Amount
500
Fund Manager
Mr. Tanmaya Desai,
| Fund Performance | 1Y (%) | 3Y (%) | 5Y (%) |
|---|---|---|---|
| SBI Automotive Opportunities Fund - Regular Plan - Income Distribution Cum Capital Withdrawal Option | 31.29 | - | - |
| Nifty Auto TRI | 26.01 | 27.84 | 23.02 |
If you invested in this fund:
In the past (time duration):
Total value today:
0
Returns:
0%
If you invested in this fund:
In the past (time duration):
Total value today:
0
Returns:
0%
Overview
NAV
11.2345
Last change
0.15 (1.3556%)
Fund Size (AUM)
₹ 4,616.45 Cr
Performance
4.39% (Inception)
Asset Allocation
Equity
Debt
Others
Nav Movement
Investment Objective
Investment in equity and equity related instruments of companies engaged in and/or expected to benefit from the growth in automotive & its allied business activities theme.
Fund Manager
Mr. Tanmaya Desai,
Riskometer
Very High
Top 10 Holdings
| Company | Holdings (%) |
|---|---|
| MAHINDRA AND MAHINDRA LIMITED EQ NEW F.V. RS.5 | 14.53 |
| EICHER MOTORS LIMITED EQ NEW FV RE. 1/- | 8.11 |
| TVS MOTOR COMPANY LIMITED EQ FV RE.1/- | 5.81 |
| MARUTI SUZUKI INDIA LIMITED EQ | 5.71 |
| BHARAT FORGE LIMITED EQ NEW FV RS. 2/- | 4.73 |
| Tata Motors Limited | 4.26 |
| SONA BLW PRECISION FORGINGS LIMITED EQ | 4.01 |
| SAMVARDHANA MOTHERSON INTERNATIONAL LIMITED EQ FV RS. 1/- | 4.0 |
| ZF COMMERCIAL VEHICLE CONTROL SYSTEMS INDIA LIMITED EQ | 3.98 |
| SANSERA ENGINEERING LIMITED EQ NEW FV RS. 2/- | 3.95 |
Sector Allocation
| Sector | Holdings (%) |
|---|---|
| Automobile and Auto Components | 84.52 |
| Capital Goods | 13.41 |