How to check the XIRR of SBI Automotive Opportunities Fund - Regular Plan - Growth?

You can track the exact XIRR and portfolio overlapping of SBI Automotive Opportunities Fund - Regular Plan - Growth alongside your PMS and AIF investments using the MutualSaathi Portfolio Analyzer.

SBI Automotive Opportunities Fund - Regular Plan - Growth

Q: How to check portfolio overlap for SBI Automotive Opportunities Fund - Regular Plan - Growth?

Use the MutualSaathi Portfolio Analyzer to compare SBI Automotive Opportunities Fund - Regular Plan - Growth with other funds, PMS, and AIFs to detect hidden stock overlaps.

SBI Mutual Fund

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

Fund17.23%

Cat. Avg.N/A

Fund8.95%

Cat. Avg.N/A

FundN/A

Cat. Avg.N/A

FundN/A

Cat. Avg.N/A

10Y

FundN/A

Cat. Avg.N/A

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

Tap to expand

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	Type	Sub-Cat	Cap	Sector	Val (Cr)	% Assets
1	Mahindra & Mahindra Ltd.	Equity	Listed	Large Cap	Automobiles	828.58	15.40%
2	Maruti Suzuki India Ltd.	Equity	Listed	Large Cap	Automobiles	381.11	7.08%
3	Eicher Motors Ltd.	Equity	Listed	Large Cap	Automobiles	367.82	6.84%
4	TVS Motor Company Ltd.	Equity	Listed	Large Cap	Automobiles	276.85	5.15%
5	Bharat Forge Ltd.	Equity	Listed	Mid Cap	Auto Components	257.29	4.78%
6	Samvardhana Motherson International Ltd.	Equity	Listed	Large Cap	Auto Components	236.98	4.40%
7	Sona Blw Precision Forgings Ltd.	Equity	Listed	Mid Cap	Auto Components	216.97	4.03%
8	Ather Energy Ltd.	Equity	Listed	Small Cap	Automobiles	171.08	3.18%
9	Tata Motors Ltd.	Equity	Listed	Large Cap	Agricultural, Commercial & Construction Vehicles	169.18	3.14%
10	Sansera Engineering Ltd.	Equity	Listed	Small Cap	Auto Components	166.20	3.09%

Similar Funds

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NAV / Fund Size

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7.24%

8.76%

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Fund Details

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Nippon India Small Cap Fund - Growth Plan - Bonus Option

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4.78%

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19.69%

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Fund Details

Nippon India Small Cap Fund - Growth Plan - Bonus Option

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SBI Equity Hybrid Fund - Regular Plan -Growth

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NAV / Fund Size

₹309.58₹83,065.48 Cr

Incep: 01-01-2005

Aggressive Hybrid FundVery High RiskHybrid

4.51%

9.15%

13.55%

11.23%

11.90%

Fund Details

SBI Equity Hybrid Fund - Regular Plan -Growth

NAV / Fund Size₹309.58₹83,065.48 Cr

Aggressive Hybrid FundVery High RiskHybrid

4.51%

9.15%

13.55%

11.23%

11.90%

SIP Returns

Amount (₹)

Date

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

Amount (₹)

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.

Monthly SIP Amount

Max: ₹10 Cr

₹

Investment Tenure

Max: 40 Years

Years

Expected Annual Return (SIP)

Max: 30%

Expected Inflation

Max: 20%

Annual Step-up

Beat inflation and compound wealth faster with an annual step-up.

Max: 500%

Initial Lumpsum

Max: ₹1000 Cr

₹

Expected Return on Lumpsum

Max: 30%

Future Value

₹23.80L

With SIP Amount ₹5,000

Total Invested

₹9.00L

Total Profit

₹14.80L

SIP 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.