SBI Automotive Opportunities Fund - Regular Plan - Income Distribution Cum Capital Withdrawal Option
Category: Equity: Thematic-Transportation
Launch Date: 07-06-2024
AUM:
₹ 5,654.5 Cr
Expense Ratio
1.84%
Benchmark
NIFTY Auto TRI
ISIN
INF200KB1167
Minimum Investment
5000.0
Minimum Topup
1000.0
Minimum SIP Amount
500
Fund Manager
Mr. Tanmaya Desai, Mr. Pradeep Kesavan,
| Fund Performance | 1Y (%) | 3Y (%) | 5Y (%) |
|---|---|---|---|
| SBI Automotive Opportunities Fund - Regular Plan - Income Distribution Cum Capital Withdrawal Option | -9.61 | - | - |
| Nifty Auto TRI | -7.0 | 30.39 | 29.85 |
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
9.4222
Last change
-0.02 (-0.2144%)
Fund Size (AUM)
₹ 5,654.5 Cr
Performance
-9.06% (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, Mr. Pradeep Kesavan,
Riskometer
Very High
Top 10 Holdings
| Company | Holdings (%) |
|---|---|
| MAHINDRA AND MAHINDRA LIMITED EQ NEW F.V. RS.5 | 18.96 |
| MARUTI SUZUKI INDIA LIMITED EQ | 11.33 |
| TATA MOTORS LIMITED EQ NEW FV RS. 2/- | 8.15 |
| TVS MOTOR COMPANY LIMITED EQ FV RE.1/- | 5.9 |
| SAMVARDHANA MOTHERSON INTERNATIONAL LIMITED EQ FV RS. 1/- | 4.74 |
| EICHER MOTORS LIMITED EQ NEW FV RE. 1/- | 4.72 |
| SONA BLW PRECISION FORGINGS LIMITED EQ | 3.85 |
| CRAFTSMAN AUTOMATION LIMITED EQ | 3.57 |
| ZF COMMERCIAL VEHICLE CONTROL SYSTEMS INDIA LIMITED EQ | 3.55 |
| BALKRISHNA INDUSTRIES LIMITED EQ NEW F.V RS.2/- | 3.28 |
Sector Allocation
| Sector | Holdings (%) |
|---|---|
| Automobile and Auto Components | 91.5 |
| Capital Goods | 6.29 |
| N/A | 2.21 |