SBI Automotive Opportunities Fund-Reg(G)
- Equity
- Sector Funds
- Very High Risk
Fund Overview
- Assets Under Management (AUM)
- ₹5,380.09 Cr
- Expense Ratio
- 1.60%
- Riskometer
- Very High
- Category
- Sector Funds
- Asset Type
- Equity
- Benchmark
- BSE SENSEX - TRI
- SIP
- Available
- Switch
- Available
- Inception Date
- 16 May 2024
- ISIN
- INF200KB1159
- Scheme Code
- 687G
- Fund Scheme ID
- 38659
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Performance & Returns
Calculate SIP ReturnsReturns by period
| Period | Trailing Return | Absolute Return | Annualised Return | CAGR |
|---|---|---|---|---|
| 1 Month | 1.46% | 1.46% | 17.24% | 56.05% |
| 3 Months | 15.68% | 15.68% | 62.22% | 82.99% |
| 6 Months | 20.19% | 20.19% | 40.05% | 38.13% |
| 1 Year | 28.86% | 28.86% | 28.86% | 30.34% |
| Since Inception | 13.55% | 33.08% | 14.70% | 13.86% |
Past performance is not indicative of future returns.
Portfolio
Asset Allocation
100.00%
- Domestic Equities97.92%
- Cash & Cash Equivalents and Net Assets1.99%
- Treasury Bills0.09%
Top Sectors
- Automobile & Ancillaries92.05%
- Telecom2.69%
- Miscellaneous2.36%
- Plastic Products1.92%
- Construction Materials1.26%
- G-Sec0.09%
Holdings
Overview of fund allocations across sectors and securities
Automobile & Ancillaries
Value
₹4,952.37 Cr
Weightage
92.05%
Telecom
Value
₹144.72 Cr
Weightage
2.69%
Miscellaneous
Value
₹126.97 Cr
Weightage
2.36%
Plastic Products
Value
₹103.30 Cr
Weightage
1.92%
Construction Materials
Value
₹67.79 Cr
Weightage
1.26%
G-Sec
Value
₹4.84 Cr
Weightage
0.09%
About
Fund Manager(s)
Mr. Tanmaya Desai
Launch Date
16 May 2024
Benchmark
BSE SENSEX - TRI
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.
RISKOMETER
The riskometer indicates the level of risk associated with the fund based on historical data and portfolio composition.
Exit Load, Stamp Duty and Tax Implication
- Exit load
- 1% on or before 30D, Nil after 30D
- Stamp duty on investment: 0.005% (from July 1st, 2020)
- from July 1st 2020
- Tax implication
- --
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