SBI Automotive Opportunities Fund Regular Growth

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Equity
Equity - Other
Rating N.A.
Plan

9.47 -0.06 (-0.66%) NAV as on 23 Jun, 2025

5D
1M
6M
1Y
5Y
MAX

Key Metrics

AUM (in Cr)5651.72
CAGR -8.17%
Exit Load1.00%
Expense ratio1.84%
CategoryEquity
Min Investment5000
Min SIP500
Launch Date2024-06-05

Asset Allocation

Holdings As On - 24 June 2025

Holdings

Sectors

Name
Value (Cr)
Holding %

Mahindra And Mahindra
1071.65
18.96%

Maruti Suzuki India
640.59
11.33%

Tata Motors
460.48
8.15%

Tvs Motor Co
333.70
5.90%

Eicher Motors
266.68
4.72%

Craftsman Automation
201.76
3.57%

Balkrishna Industries
185.42
3.28%

Risk & Volitility

Alpha 0.00%
Beta 0.00
Sharpe Ratio0.00
Std Deviation 0.00%
Tracking Error 0.00%

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 5651.72 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 1.84%. 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 - & - respectively.

The top holdings of the fund include Mahindra And Mahindra, Maruti Suzuki India, Tata Motors & Tvs Motor Co.

The major sectors where the fund is invested are Auto & Truck Parts, Auto & Truck Manufacturers, Constr. & Agric. Machinery & Misc. Fabricated Products.

SBI Automotive Opportunities Fund Regular Growth has a sharpe ratio of 0.00 & a standard deviation of 0.00%.