SBI Automotive Opportunities Fund - Regular Plan - Income Distribution Cum Capital Withdrawal Option

Q: How to check the XIRR of SBI Automotive Opportunities Fund - Regular Plan - Income Distribution Cum Capital Withdrawal Option?

You can track the exact XIRR and portfolio overlapping of SBI Automotive Opportunities Fund - Regular Plan - Income Distribution Cum Capital Withdrawal Option alongside your PMS and AIF investments using the MutualSaathi Portfolio Analyzer.

Q: How to check portfolio overlap for SBI Automotive Opportunities Fund - Regular Plan - Income Distribution Cum Capital Withdrawal Option?

Use the MutualSaathi Portfolio Analyzer to compare SBI Automotive Opportunities Fund - Regular Plan - Income Distribution Cum Capital Withdrawal Option 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

Fund23.97%

Cat. Avg.N/A

Fund8.10%

Cat. Avg.N/A

FundN/A

Cat. Avg.N/A

FundN/A

Cat. Avg.N/A

10Y

FundN/A

Cat. Avg.N/A

Fund8.08%

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	Type	Sub-Cat	Cap	Sector	Val (Cr)	% Assets
1	Mahindra & Mahindra Ltd.	Equity	Listed	Large Cap	Automobiles	1181.88	12.80%
2	Eicher Motors Ltd.	Equity	Listed	Large Cap	Automobiles	684.94	7.42%
3	Maruti Suzuki India Ltd.	Equity	Listed	Large Cap	Automobiles	492.24	5.33%
4	TVS Motor Company Ltd.	Equity	Listed	Large Cap	Automobiles	470.93	5.10%
5	Bharat Forge Ltd.	Equity	Listed	Mid Cap	Auto Components	442.09	4.79%
6	ZF Commercial Vehicle Control Systems India Ltd.	Equity	Listed	Small Cap	Auto Components	385.50	4.18%
7	Sona Blw Precision Forgings Ltd.	Equity	Listed	Small Cap	Auto Components	385.20	4.17%
8	Sansera Engineering Ltd.	Equity	Listed	Small Cap	Auto Components	373.41	4.04%
9	Tata Motors Ltd.	Equity	Listed	Large Cap	Agricultural, Commercial & Construction Vehicles	355.32	3.85%
10	Tenneco Clean Air India Ltd.	Equity	Listed	Small Cap	Auto Components	339.97	3.68%

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SIP Returns

Amount (₹)

Date

7th

Period	SIP Date	Inv(₹)	Val(₹)	Abs(%)	XIRR
1Y	07 Aug, 25	60000	66682	+11.1%	+24.1%
2Y	07 Aug, 24	1.20 L.	1.43 L.	+19.4%	+19.2%
SI	08 Jul, 24	1.25 L.	1.49 L.	+19.3%	+18.3%

Lumpsum Returns

Amount (₹)

Period	Inv Date	Inv(₹)	Val(₹)	Abs(%)	CAGR
1Y	16 Jul, 25	1 L.	1.24 L.	+24.0%	+24.0%
2Y	16 Jul, 24	1 L.	1.17 L.	+16.8%	+8.1%
SI	12 Jun, 24	1 L.	1.18 L.	+17.7%	+8.1%

SIP Planner

Visualize how small monthly investments grow over time.

Monthly SIP Amount

HNI/UHNI? Enter manually (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

HNI/UHNI? Enter manually (Max: ₹1000 Cr)

₹

Expected Return on Lumpsum

Max: 30%

Future Value

₹23.80L

With SIP Amount ₹5,000

Total Invested

₹9.00L

Total Gained

₹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.