SBI Automotive Opportunities Fund - Direct Plan - Income Distribution Cum Capital Withdrawal Option
Expense Ratio: 0.82
Risk: Very High
Equity Scheme - Sectoral/ Thematic
Plan: Direct
Benchmark: Nifty Auto TRI
Inception: 17-05-2024
Exit Load: Nil
Fund Size:₹5,355.41 Cr
Performance
1Y
Fund25.25%
Cat. Avg.N/A
2Y
Fund9.29%
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
Fund9.28%
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. | 1181.88 | 12.80% |
| 2 | Eicher Motors Ltd. | 684.94 | 7.42% |
| 3 | Maruti Suzuki India Ltd. | 492.24 | 5.33% |
| 4 | TVS Motor Company Ltd. | 470.93 | 5.10% |
| 5 | Bharat Forge Ltd. | 442.09 | 4.79% |
| 6 | ZF Commercial Vehicle Control Systems India Ltd. | 385.50 | 4.18% |
| 7 | Sona Blw Precision Forgings Ltd. | 385.20 | 4.17% |
| 8 | Sansera Engineering Ltd. | 373.41 | 4.04% |
| 9 | Tata Motors Ltd. | 355.32 | 3.85% |
| 10 | Tenneco Clean Air India Ltd. | 339.97 | 3.68% |
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SIP Returns
7th
| Period | SIP Date | Inv(₹) | Val(₹) | Abs(%) | XIRR |
|---|---|---|---|---|---|
| 1Y | 07 Aug, 25 | 60000 | 67020 | +11.7% | +25.4% |
| 2Y | 07 Aug, 24 | 1.20 L. | 1.45 L. | +20.7% | +20.5% |
| SI | 08 Jul, 24 | 1.25 L. | 1.51 L. | +20.7% | +19.5% |
Lumpsum Returns
| Period | Inv Date | Inv(₹) | Val(₹) | Abs(%) | CAGR |
|---|---|---|---|---|---|
| 1Y | 16 Jul, 25 | 1 L. | 1.25 L. | +25.2% | +25.3% |
| 2Y | 16 Jul, 24 | 1 L. | 1.19 L. | +19.4% | +9.3% |
| SI | 12 Jun, 24 | 1 L. | 1.20 L. | +20.4% | +9.3% |
SIP Planner
Visualize how small monthly investments grow over time.
₹
Years
%
%
Beat inflation and compound wealth faster with an annual step-up.
%
₹
%
Future Value
₹23.80L
With SIP Amount ₹5,000
Total Invested
₹9.00LTotal Gained
₹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.