SBI Automotive Opportunities Fund
Current Fund Size :
N.A.
₹10.73
NAV
2.56% p.a.
Overall Return
-1.03%
1-Day Change
0.84%
Expense Ratio
₹ 5,236 Cr
AUM (Fund Size)
1+ yrs
Fund Age
Investment Policy
Benchmark
NIFTY Auto TRI
Risk Level
High Risk
Min. Investment
SIP: ₹500 & Lumpsum: ₹5000
Exit Load
1.0%
Lock-in Period
Nil
Capital Gains Tax Rules (Equity)
STCG (Before 1 Year)
Returns taxed at 20% if you redeem before 1 year
LTCG (After 1 Year)
After 1 year, returns above ₹1.25 lakh in a financial year are taxed at 12.5%
Age of Fund
1 yrs 4 m since May 17, 2024
Current Value (Example)
N.A.
Returns Ratio
N/A
Holdings Lists
| # | Company Name | Sector | Instrument | % of Assets |
|---|---|---|---|---|
| 1 | Mahindra & Mahindra Ltd. | Automobile | Equity | 17.11% |
| 2 | Maruti Suzuki India Ltd. | Automobile | Equity | 10.17% |
| 3 | Eicher Motors Ltd. | Automobile | Equity | 6.53% |
| 4 | TVS Motor Company Ltd. | Automobile | Equity | 6.26% |
| 5 | Tata Motors Ltd. | Automobile | Equity | 5.11% |
| 6 | Craftsman Automation Ltd. | Automobile | Equity | 4.75% |
| 7 | ZF Commercial Vehicle Control Systems India Ltd. | Automobile | Equity | 3.76% |
| 8 | UNO Minda Ltd. | Automobile | Equity | 3.66% |
| 9 | Samvardhana Motherson International Ltd. | Automobile | Equity | 3.54% |
| 10 | Sona BLW Precision Forgings Ltd. | Automobile | Equity | 3.38% |
| 11 | Sansera Engineering Ltd. | Automobile | Equity | 3.11% |
| 12 | Gabriel India Ltd. | Automobile | Equity | 3.08% |
| 13 | Balkrishna Industries Ltd. | Automobile | Equity | 3.06% |
| 14 | Happy Forgings Ltd. | Metals & Mining | Equity | 2.75% |
| 15 | MRF Ltd. | Automobile | Equity | 2.69% |
| 16 | Bharat Forge Ltd. | Automobile | Equity | 2.54% |
| 17 | Schaeffler India Ltd. | Capital Goods | Equity | 2.44% |
| 18 | Hero Motocorp Ltd. | Automobile | Equity | 2.43% |
| 19 | Sundram Fasteners Ltd. | Capital Goods | Equity | 2.34% |
| 20 | Timken India Ltd. | Capital Goods | Equity | 2.21% |
| 21 | Ather Energy Ltd. | Automobile | Equity | 1.80% |
| 22 | Endurance Technologies Ltd. | Automobile | Equity | 1.31% |
| 23 | Alicon Castalloy Ltd. | Metals & Mining | Equity | 0.87% |
| 24 | Rolex Rings Ltd | Capital Goods | Equity | 0.75% |
| 25 | Sundaram - Clayton Dcd Ltd. | Financial | Equity | 0.64% |
| 26 | ASK Automotive Ltd. | Automobile | Equity | 0.52% |
Peer Comparison: Returns & Risk Ratios
| # | Fund Name | Annualized Returns | Risk Ratios | Other Details | |||||||
|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 Year | 3 Year | 5 Year | Std. Deviation | Beta | Sharpe Ratio | Sortino Ratio | AUM | Fund Age | Expense Ratio | ||
| 1 | SBI Automotive Opportunities Fund | -4.07% | N.A. | N.A. | N.A. | N.A. | N.A. | N.A. | 5,236 Cr | 1 yrs 4 m | 0.84% |
| 2 | ICICI Prudential Manufacturing Fund | -2.69% | 28.09% | 29.79% | 16.26 | 1.13 | 1.09 | 1.58 | 6,490 Cr | 7 yrs | 0.73% |
| 3 | Sundaram Services Fund | 1.21% | 20.02% | 25.84% | 12.58 | 0.87 | 0.89 | 1.57 | 4,333 Cr | 7 yrs 1 m | 0.74% |
| 4 | ICICI Prudential Exports and Services Fund | -2.35% | 21.4% | 24.73% | 11.25 | 0.80 | 1.16 | 2.49 | 1,369 Cr | 12 yrs 8 m | 1.69% |
| 5 | ICICI Prudential Commodities Fund | -0.32% | 22.09% | 32.98% | 15.05 | 0.98 | 0.87 | 1.40 | 2,919 Cr | 6 yrs | 0.99% |
| 6 | UTI Transportation and Logistics Fund | 2.12% | 26.37% | 28.23% | 16.11 | 1.03 | 0.95 | 1.32 | 3,741 Cr | 12 yrs 8 m | 0.83% |
Trailing Returns vs. Category Average
| # | Period | Fund Return | Category Average |
|---|---|---|---|
| 1 | 1 Month | 5.35% | 1.76% |
| 2 | 3 Months | 8.95% | 0.68% |
| 3 | 6 Months | 23.11% | 13.25% |
| 4 | 1 Year | -4.07% | -3.61% |
Related Funds
| # | Fund Name | AUM | Return 1y | Return 5y | url |
|---|---|---|---|---|---|
| 1 | SBI PSU Fund | 5,179 Cr | -5.76% | 33.12% | View Detail |
| 2 | SBI Contra Fund | 46,654 Cr | -6.29% | 30.08% | View Detail |
| 3 | SBI Infrastructure Fund | 4,836 Cr | -11.7% | 27.82% | View Detail |
| 4 | SBI Midcap Fund | 22,012 Cr | -9.22% | 25.69% | View Detail |
| 5 | SBI ELSS Tax Saver Fund | 29,937 Cr | -5.45% | 25.64% | View Detail |
| 6 | SBI Consumption Opportunities Fund | 3,175 Cr | -12.57% | 25.59% | View Detail |
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