SBI Automotive Opportunities Fund Regular Growth

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Equity
Equity - Other
Rating N.A.
Plan

10.69 -0.12 (-1.09%) NAV as on 06 Sep, 2024

5D
1M
6M
1Y
5Y
MAX

Key Metrics

AUM (in Cr)6595.69
CAGR 0.00%
Exit Load1.00%
Expense ratio1.79%
CategoryEquity
Min Investment5000
Min SIP500
Launch Date2024-06-05

Asset Allocation

Holdings As On - 10 September 2024

Holdings

Sectors

Name
Value (Cr)
Holding %

Mahindra & Mahindra
1090.43
16.53%

Tata Motors
809.66
12.28%

Maruti Suzuki India
786.95
11.93%

Treps
461.03
6.99%

TVS Motor Co
455.58
6.91%

Bajaj Auto
434.89
6.59%

Hero Motocorp
411.64
6.24%

Ashok Leyland
231.39
3.51%

Bharat Forge
208.02
3.15%

ZF Commercial Vehicle Control Systems India
202.06
3.06%

Peer Comparison

Fund Name
ICICI Prudential Manufacturing Fund Growth55.29%
SBI Magnum Global Fund Regular Growth12.81%
SBI Automotive Opportunities Fund Regular Growth0%
Axis India Manufacturing Fund Regular Growth0%
ICICI Prudential Innovation Fund Regular Growth53.67%

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. However, there can be no assurance that the investment objective of the Scheme will be realized.

The SBI Automotive Opportunities Fund Regular Growth has an AUM of 6595.69 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 1.79%. 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 & Mahindra, Tata Motors, Maruti Suzuki India & Treps.

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

Some of the similar funds are ICICI Prudential Manufacturing Fund Growth, SBI Magnum Global Fund Regular Growth, SBI Automotive Opportunities Fund Regular Growth, Axis India Manufacturing Fund Regular Growth, ICICI Prudential Innovation Fund Regular Growth. SBI Automotive Opportunities Fund Regular Growth has a sharpe ratio of 0.00 & a standard deviation of 0.00%.