Mutual Fund

Fund Card

SBI Automotive Opportunities Fund-Reg(G)

very highequityauto

9.48 0.07(0.73%) NAV as on 21 May 2025

8.37% 1 M

NA 1 Y

NA 3 Y

Growth Chart of the Scheme vis a vis benchmark (SIP value 10,000)

FUND OBJECTIVE

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.

SCHEME DETAILS

Expenses Ratio :

1.85

As on 30 Apr, 2025

Age :

0 yrs 11 m

Since 05 06 ,2024

Exit Load :

AUM :

5,317.48 Crs

Lock-in :

1% on or before 1Y, Nil after 1Y

Investing Style :

Large Growth

Portfolio Price To Book Value :

5.69

Min. Investment :

SIP 500 & Lumpsum 5000

Scheme Benchmark :

Fund Manager :

Tanmaya Desai

LATEST ASSET & PORTFOLIO ALLOCATION

as on Apr 30 ,2025

Debt 0.09 %

Others 6.76 %

Equity 93.15 %

TOP HOLDINGS

Mahindra & Mahindra Ltd.20.93 %

Maruti Suzuki India Ltd.11.99 %

Tata Motors Ltd.6.06 %

TVS Motor Company Ltd.6.03 %

Samvardhana Motherson Internat...4.39 %

See All Holding

ALLOCATION BY MARKET CAP

ALLOCATION BY SECTOR

Automobiles - Passenger Cars	32.92
Auto Ancillary	24.66
Automobile Two & Three Wheelers	10.22
Automobiles-Trucks/Lcv	7.33
Forgings	5.14

See All Sectors

5-YEARS HISTORY

Financial Year	2024-2025
NAV in Rs (as on 31-Mar-2025)	8.63
Net Assets(Rs Crores) (as on 31-Mar-2025)	5220.22
Scheme Returns(%)(Absolute)	-13.70
B'mark Returns(%)(Absolute)	NA
Category Rank	101/102

RISKOMETER Level of Risk in the Scheme

Investors understand that their principal will be at very high risk

PERFORMANCE COMPARISON WITH SIMILAR SCHEMES

No data found