SBI Mutual Fundimage

SBI Automotive Opportunities Fund

EquitySectoral/ThematicGrowthIDCWIDCW-Reinvestment

Fund Overview

NAV (28 Mar 25)

₹ 8.63

AUM (in Cr)

₹ 5036.52

6 Months Returns

% -23.95

Risk Level 

Very High

Fund Performance

Name
1 Month%
3 Month%
6 Month%
1 Year%
3 Year%
5 Year%
SBI Automotive Opportunities Fund
4.27
-8.73
-23.95
Nifty Auto
3.93
-7.76
-22.81
0.17
27.94
35.09
Sectoral/Thematic
-4.40
-14.48
-15.12
6.96
14.09
19.25

Note:  Benchmark Performance not available due to periodic changes in underlying Benchmark composition.

Scheme Information

Investment Objective

The investment objective of the scheme is 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. However, there can be no assurance that the investment objective of the Scheme will be realized.

Expense Ratio
% 1.87
Benchmark
Nifty Auto
AUM
₹ 5036.52
Inception Date
17 May 2024
Turnover Ratio
% 54.00
Exit Load
1% of the applicable NAV - If units purchased or switched in from another scheme of the Fund are redeemed or switched out on or before 1 year from the date of allotment. NIL - If units purchased or switched in from another scheme of the Fund are redeemed or switched out after 1 year from the date of allotment.
Asset Class
Equity
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