SBI Mutual Fundimage

SBI Automotive Opportunities Fund

EquitySectoral/ThematicGrowthIDCWIDCW-Reinvestment

Fund Overview

NAV (13 Jan 25)

₹ 9.09

AUM (in Cr)

-

6 Months Returns

% -12.20

Risk Level 

Very High

Fund Performance

Name
1 Month%
3 Month%
6 Month%
1 Year%
3 Year%
5 Year%
SBI Automotive Opportunities Fund
-6.31
-16.19
-12.20
0.00
0.00
0.00
Nifty Auto
-5.85
-15.31
-10.71
20.50
25.28
23.41
Sectoral/Thematic
-8.44
-9.49
-5.06
14.83
15.98
20.68

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
% 1.84
Benchmark
Nifty Auto
AUM
-
Inception Date
17 May 2024
Turnover Ratio
% 45.00
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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