SBI Automotive Opportunities Fund - Regular Plan - Growth
Expense Ratio: 1.87
Risk: Very High
Equity Scheme - Sectoral/ Thematic
Plan: Regular
Benchmark: Nifty Auto TRI
Inception: 17-05-2024
Exit Load: Nil
Fund Size:₹5,355.41 Cr
Performance
1Y
Fund17.23%
Cat. Avg.N/A
2Y
Fund8.95%
Cat. Avg.N/A
3Y
FundN/A
Cat. Avg.N/A
5Y
FundN/A
Cat. Avg.N/A
10Y
FundN/A
Cat. Avg.N/A
SI
Fund8.99%
Cat. Avg.N/A
Fund Facts
No available Data
Taxation
Within 1 Year (STCG (Short Term)):20%
After 1 Year (LTCG (Long Term)):12.5%
*Tax rates as per Finance Act 2024. Surcharge & cess may apply.
Allocation
Visualizing Fund's Exposure
Asset Class
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Market Cap
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Top Sectors
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Asset Class
Market Cap
Top Sectors
Portfolio Holdings
Detailed breakdown of instruments.
Instrument | Val (Cr) | % Assets | |
|---|---|---|---|
| 1 | Mahindra & Mahindra Ltd. | 828.58 | 15.40% |
| 2 | Maruti Suzuki India Ltd. | 381.11 | 7.08% |
| 3 | Eicher Motors Ltd. | 367.82 | 6.84% |
| 4 | TVS Motor Company Ltd. | 276.85 | 5.15% |
| 5 | Bharat Forge Ltd. | 257.29 | 4.78% |
| 6 | Samvardhana Motherson International Ltd. | 236.98 | 4.40% |
| 7 | Sona Blw Precision Forgings Ltd. | 216.97 | 4.03% |
| 8 | Ather Energy Ltd. | 171.08 | 3.18% |
| 9 | Tata Motors Ltd. | 169.18 | 3.14% |
| 10 | Sansera Engineering Ltd. | 166.20 | 3.09% |
SIP Returns
7th
| Period | SIP Date | Inv(₹) | Val(₹) | Abs(%) | XIRR |
|---|---|---|---|---|---|
| 1Y | 07 Nov, 25 | 60000 | 65450 | +9.1% | +19.5% |
| 2Y | 07 Nov, 24 | 1.20 L. | 1.45 L. | +21.2% | +20.9% |
| SI | 08 Jul, 24 | 1.40 L. | 1.70 L. | +21.2% | +17.6% |
Lumpsum Returns
| Period | Inv Date | Inv(₹) | Val(₹) | Abs(%) | CAGR |
|---|---|---|---|---|---|
| 1Y | 16 Oct, 25 | 1 L. | 1.17 L. | +17.2% | +17.2% |
| 2Y | 16 Oct, 24 | 1 L. | 1.19 L. | +18.7% | +9.0% |
| SI | 12 Jun, 24 | 1 L. | 1.22 L. | +22.4% | +9.0% |
SIP Calculator
Visualize how small monthly investments grow over time.
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Future Value
₹23.80L
With SIP Amount ₹5,000
Total Invested
₹9.00LTotal Profit
₹14.80LSIP Invested₹9.00L
SIP Gain₹14.80L
Lumpsum Inv.₹0
Lumpsum Gain₹0
Reality Check: Your future value will be today's ₹8.62L at inflation rate 7%
Tip: You can set a Goal first in the Goal Planner to calculate SIP targets adjusted for inflation.