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  • SBI Automotive Opportunities Fund (G)
SBI Mutual Fund

SBI Automotive Opportunities Fund (G)

EquitySectoral / Thematic

10.372

NAV (Oct 21)

3.738%
Till Date CAGR
Scripbox Opinion
Not Reviewed yet
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Investment Calculator

Investment Duration5 years

0

Total Investment

0

Wealth Gained

0

Total Corpus Created (₹)

With CAGR of 11.25 % in 5 years

Historical NAV

10.372

NAV (Oct 21)

Fund Returns

Last 1Y
NA
Last 3Y
NA
Last 5Y
NA
Last 10Y
NA
Since Inception
3.7%
6 Month CAGR
NA

Scheme Information

Investment Objective

The scheme seeks 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.

Expense Ratio
1.79%
Launched <1Y
2024-06-07
AUM in Crores
6810.8
ISIN
INF200KB1159
Lock-in (days)
No Lock-in
Benchmark
NIFTY Auto Total Return Index
SIP Minimum
1000
Lumpsum Min.
5000
Standard Deviation (3yr)
-
Standard Deviation
-
Beta
-
Sharpe Ratio
-
YTM
-
Fund Managers

Pradeep Kesavan

Fund Manager

Tanmaya Desai

Fund Manager

Important Links

Scheme Information Document

Statement of Additional Information

Portfolio Disclosure

Returns Calculator Comparison

of

for

with step up of

AssetReturnsTotal CorpusGainsCAGR
SBI Automotive Opportunities Fund (G)70%NaN NaNNaN%
EPF70% 9,00,761 1,68,1498.50%
Property70% 8,67,662 1,35,0507.00%
PPF70% 8,69,819 1,37,2077.10%
Bank FD70% 8,46,471 1,13,8596.00%
Gold70% 8,46,471 1,13,8596.00%
Savings Bank70% 8,25,950 93,3385.00%

Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully before investing. Past performance is not an indicator of future returns.

Asset allocation and Holdings

Last updated on 2024-06-18

Top Stock Holdings

Mahindra & Mahindra Ltd.

16.53%
16.53%

Tata Motors Ltd.

12.28%
12.28%

Maruti Suzuki India Ltd.

11.93%
11.93%

Others

6.99%
6.99%

TVS Motor Company Ltd.

6.91%
6.91%
See all holdings

Allocation by Sector

Automobile

86.88%
86.88%

Capital Goods

4.94%
4.94%

Metals & Mining

0.87%
0.87%
See all sectors

Comparison with Equity Funds

Fund NameFund Size
mirae-asset-global
Mirae Asset ELSS Tax Saver Fund (G)

₹ 26,417 cr

₹ 66,206 cr

₹ 24,508 cr

₹ 51,197 cr

₹ 17,770 cr

amc-img

About the AMC

SBI Mutual Fund

The SBI Mutual Fund Trustee Company Private Limited was set up as a trust under the Trust Act of 1882. This Trust controls the SBI Mutual Fund, one of India’s largest and oldest MFs. The SBI Mutual Fund is a Joint Venture (JV) between one of India’s largest and most profitable banks, the State Bank of India, and Amundi, which is a French asset management company.amc-img
phone-img022-61793000 / 1800-425-5425
Fund NameScripbox Opinion
Till Date CAGR

9%

14.5%

16.6%

6.6%

17.8%

15.4%

24%

17.4%

23.9%

16.4%

SBI Automotive Opportunities Fund (G) Review

SBI Automotive Opportunities Fund (G) is a Sectoral / Thematic Equity fund and has delivered an annualised return of 3.74%. The fund is managed by SBI Mutual Fund. The fund managers are Pradeep Kesavan, Tanmaya Desai.

Nav of SBI Automotive Opportunities Fund (G) as of 10/21/2024 is ₹10.37 with the total AUM as of 10/22/2024 is ₹6810.82. With Scripbox you can compare and check the latest nav for all mutual funds in India. SBI Automotive Opportunities Fund (G) was launched on 2024-06-07.

The minimum SIP amount for SBI Automotive Opportunities Fund (G) is ₹1000 and you can increase this in multiples of ₹100. In case you want to invest a lump sum, the minimum amount to be invested is ₹5000. Check your estimated returns on mutual funds by using sip calculator.

SBI Automotive Opportunities Fund (G) is meant for investors with a minimum investment horizon of 5-7 years. Due to the asset class nature, expect volatility in your investments over the short term. The fund is benchmarked to NIFTY Auto Total Return Index.

Scripbox provides a compare mutual funds research tool to view a detailed comparison with SBI Automotive Opportunities Fund (G).

Frequently Asked Questions

What is SBI Automotive Opportunities Fund (G)?

It is a Sectoral / Thematic Equity scheme predominantly investing across Equity instruments with an investment objective to generate wealth over the long term.

How to invest in SBI Automotive Opportunities Fund (G)?

You can invest in SBI Automotive Opportunities Fund (G) through AMC, intermediaries, brokers or platforms like Scripbox. To learn step by step process visit how to invest in mutual funds?

What is the minimum sip amount of SBI Automotive Opportunities Fund (G)?

The minimum sip amount for SBI Automotive Opportunities Fund (G) is ₹1000. You can invest in multiples of ₹5000.

What is the expense ratio of the SBI Automotive Opportunities Fund (G)?

The expense ratio of the SBI Automotive Opportunities Fund (G) is 1.79% for regular plan.

What is the NAV of SBI Automotive Opportunities Fund (G)?

Today's SBI Automotive Opportunities Fund (G) NAV is ₹10.37.