SBI Mutual Fundimage

SBI Automotive Opportunities Fund

EquitySectoral/ThematicGrowthIDCWIDCW-Reinvestment

Fund Overview

NAV (20 May 25)

9.41

AUM (in Cr)

₹ 5317.48

Risk Level 

Very High

Fund Performance

Name
1 Month%
3 Month%
6 Month%
1 Year%
3 Year%
5 Year%
SBI Automotive Opportunities Fund
9.23
7.15
-2.63
Nifty Auto
10.10
6.64
0.78
1.81
30.25
34.38
Sectoral/Thematic
4.31
7.60
0.73
7.82
22.04
27.36

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
% 1.85
Benchmark
Nifty Auto
AUM
₹ 5317.48
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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