14 Aug, EOD - Indian

Nifty IT 34833.2 (0.40)

Nifty Next 50 66511.6 (-0.17)

Nifty Smallcap 100 17547.45 (-0.38)

Nifty Pharma 22151.85 (0.10)

Nifty Midcap 100 56504.25 (-0.31)

SENSEX 80597.66 (0.07)

Nifty Bank 55341.85 (0.29)

Nifty 50 24631.3 (0.05)

14 Aug, EOD - Global

NIKKEI 225 43378.31 (1.71)

HANG SENG 25270.07 (-0.98)

S&P 6479.9 (-0.15)

Login/Signup
Careers

Fund Overview

SBI Automotive Opportunities Fund - Regular (G)

Get details information of scheme on investment, NAV, Performation.

Nav (₹)

9.80

Inception Date

05-06-2024

Category

Equity - Auto
Investment Objectives

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.

Risk O Meter
img
Performance
Scheme Name 3 Months (%) 6 Months (%) 1 Year (%) 3 Years (%) 5 Years (%) 10 Years (%) Since Inception (%)
SBI Automotive Opportunities Fund - Regular (G) 5.50 9.97 -6.08 NA NA NA -1.78
Value of 1,00,000 is now

Worth of investments in last

This Scheme

SIP

Benchmark (NIFTY Auto TRI)

1Lakh investment Grown to 0.94 Lakh

10,000 investment Grown to 1.24 Lakh

1Lakh investment Grown to 0.97 Lakh

img
Key Parameters
AUM(₹ Cr.) 5,236
Type OPEN ENDED
Entry Load Nil
Minimum investment(₹) 5000
Expense Ratio (%) 0
Benchmark NIFTY Auto TRI
Fund Manager Tanmaya Desai
Exit 1% - If units purchased or switched in from another scheme of the Fund are redeemed or switched out on or before 1 year from the date of allotment Nil - If units purchased or switched in from another scheme of the Fund are redeemed or switched out after 1 year from the date of allotment
Incrimental Invest(₹) 1000
NAV Movement
3M 6M 1Y 3Y 5Y
AUM Movement
3M 6M 1Y 3Y 5Y
Asset Allocation Pie chart
Top Company Holding (As on 31 07 25 )
Company Asset No.of shares Value (₹ in Cr)
M & M Equity 3000000 960.93
Maruti Suzuki Equity 300000 378.24
Tata Motors Equity 5600000 372.93
TVS Motor Co. Equity 1100000 308.20
Eicher Motors Equity 553000 302.41
Craftsman Auto Equity 360000 243.07
Samvardh. Mothe. Equity 24000000 233.21
Balkrishna Inds Equity 800000 214.10
ZF Commercial Equity 149011 196.49
Sona BLW Precis. Equity 4000000 179.82
Sansera Enginee. Equity 1280000 170.91
Bharat Forge Equity 1400000 163.67
Sector Holding Pie Chart
Peer Comparison
Scheme Name AUM (₹ IN Cr.) 1 Years (%) 3 Years (%) 5 Years (%) Since Inception (%) Inception Date Sharpe Std.Dev
SBI Automotive Opportunities Fund 5,235.79 -6.08 NA NA -1.78 05-Jun-2024 -0.5096 5.51
HDFC Transportation and Logistics Fund 1,450.98 3.45 NA NA 28.50 17-Aug-2023 1.2674 4.88
ICICI Pru Transportation and Logistics Fund 3,162.27 0.11 NA NA 25.46 28-Oct-2022 1.1933 4.37
UTI-Transportation & Logistics Fund 3,565.22 -0.95 20.62 25.04 15.73 01-Aug-2005 0.9482 4.67
Bandhan Transportation and Logistics Fund 572.75 -2.46 NA NA 22.66 25-Oct-2022 1.0727 4.39
Aditya Birla SL Transportation and Logistics Fund 1,491.86 -4.58 NA NA 21.19 17-Nov-2023 0.7267 5.28
Kotak Transportation & Logistics Fund 422.22 NA NA NA 7.61 16-Dec-2024 0.3769 5.34