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SBI Automotive Opportunities Fund - Regular Plan - Income Distribution Cum Capital Withdrawal Option

Category: Equity: Thematic-Transportation Launch Date: 07-06-2024
AUM:

₹ 5,074.99 Cr

Expense Ratio

1.89%

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 20.89 - -
Nifty Auto TRI 13.26 23.08 20.65
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
11.5244
Last change
0.02 (0.1788%)
Fund Size (AUM)
₹ 5,074.99 Cr
Performance
5.42% (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 14.65
EICHER MOTORS LIMITED EQ NEW FV RE. 1/- 7.28
MARUTI SUZUKI INDIA LIMITED EQ 5.25
TVS MOTOR COMPANY LIMITED EQ FV RE.1/- 4.82
SONA BLW PRECISION FORGINGS LIMITED EQ 4.79
BHARAT FORGE LIMITED EQ NEW FV RS. 2/- 4.68
SAMVARDHANA MOTHERSON INTERNATIONAL LIMITED EQ FV RS. 1/- 3.82
Tata Motors Limited 3.63
ZF COMMERCIAL VEHICLE CONTROL SYSTEMS INDIA LIMITED EQ 3.48
SANSERA ENGINEERING LIMITED EQ NEW FV RS. 2/- 3.47

Sector Allocation

Sector Holdings (%)
Automobile and Auto Components 83.71
Capital Goods 13.08

Peer Comparison