SBI Automotive Opportunities Fund Regular Growth
- Equity - Other
- Equity
- Very High Risk
Rating:
Key Metrics
Aum
₹5,380.09 Cr
Expense Ratio
1.89%
Exit Load
1.00%
Min. Investment
₹5,000.00
Min. SIP
₹500.00
Launch Date
5 Jun 2024
CAGR Returns
| Period | Absolute(%) | Annualised(%) |
|---|---|---|
| 1 Month | +3.1% | -- |
| 3 Months | +8.48% | -- |
| 6 Months | +10.63% | -- |
| 1 Year | +23.97% | +23.97% |
| 2 Years | -- | +8.1% |
| 3 Years | -- | 0% |
| 5 Years | -- | 0% |
| Since Launch | +22.13% | +9.93% |
Holdings as on 18 Jul 2026
| Name | Value (₹Cr) | Holding % |
|---|---|---|
| Mahindra & Mahindra Ltd | 828.58 | 15.40 |
| Maruti Suzuki India | 381.11 | 7.08 |
| Eicher Motors | 367.83 | 6.84 |
| TVS Motor Company | 276.85 | 5.15 |
| Bharat Forge | 257.30 | 4.78 |
| Samvardhana Motherson International | 236.98 | 4.40 |
| Sona Blw Precision Forgings | 216.97 | 4.03 |
| Ather Energy | 171.09 | 3.18 |
| Tata Motors | 169.18 | 3.14 |
| Sansera Engineering | 166.21 | 3.09 |
Morning Star Rating
Rating:
Risk
Return
Risk & Volitility
0.00
Sharpe Ratio
0.00%
Std. Deviation
--
Tracking Error
--
Alpha
--
Beta
Peer Comparison
| Fund Name | 1Y | 3Y | 5Y |
|---|---|---|---|
| Aditya Birla Sun Life PSU Equity Fund Regular Growth | +7.17% | +23.74% | +22.69% |
| SBI MNC Fund Regular Growth | +6.98% | +7.27% | +8.57% |
| SBI Automotive Opportunities Fund Regular Growth | +23.97% | -- | -- |
| Axis India Manufacturing Fund Regular Growth | +11.04% | -- | -- |
| SBI Innovative Opportunities Fund Regular Growth | +4% | -- | -- |
Results are calculated on CAGR basis
About Fund
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.
The SBI Automotive Opportunities Fund Regular Growth has an AUM of 5380.09 crores & has delivered CAGR of 0.00 in the last 5 years. The fund has an exit load of 1.00% and an expense ratio of 1.89%. The minimum investment in SBI Automotive Opportunities Fund Regular Growth is Rs 5000 and the minimum SIP is Rs 500.
As per morningstar the risk & return rating of the fund are Medium & Exceptional respectively.
The fund has a present cash holding of %. The top holdings of the fund include Mahindra & Mahindra Ltd, Maruti Suzuki India, Eicher Motors, TVS Motor Company.
The major sectors where the fund is invested are Auto & Truck Parts, Auto & Truck Manufacturers, Misc. Fabricated Products, Recreational Products.
Some of the similar funds are Aditya Birla Sun Life PSU Equity Fund Regular Growth, SBI MNC Fund Regular Growth, SBI Automotive Opportunities Fund Regular Growth, Axis India Manufacturing Fund Regular Growth, SBI Innovative Opportunities Fund Regular Growth. SBI Automotive Opportunities Fund Regular Growth has a sharpe ratio of 0.00 & a standard deviation of 0.00%.
FAQs
According to the morning star rating SBI Automotive Opportunities Fund Regular Growth has a Medium risk & Exceptional return.
SBI Automotive Opportunities Fund Regular Growth is managed by Tanmaya Desai,Pradeep Kesavan.
The expense ratio of SBI Automotive Opportunities Fund Regular Growth is 1.89%.
The 5 year annualized return on SBI Automotive Opportunities Fund Regular Growth is 0.00% & it has generated 23.97% in the last 1 year.
The minimum investment in SBI Automotive Opportunities Fund Regular Growth is 5000 Rs.
SBI Automotive Opportunities Fund Regular Growth has an AUM of 5380.09 crores.
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