SBI Mutual Fundimage

SBI Automotive Opportunities Fund

EquitySectoral/ThematicIDCW-ReinvestmentGrowthIDCW

Fund Overview

NAV (08 Jan 26)

11.36

AUM (in Cr)

₹ 5379.86

1 Year CAGR

% 20.70

Risk Level 

Very High

Fund Performance

Name
1 Month%
3 Month%
6 Month%
1 Year%
3 Year%
5 Year%
SBI Automotive Opportunities Fund
3.28
6.63
17.46
20.70
Nifty Auto
2.96
7.16
19.70
22.71
32.11
25.04
Sectoral/Thematic
1.19
1.53
1.44
5.13
20.12
18.10

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
% 1.88
Benchmark
Nifty Auto
AUM
₹ 5379.86
Inception Date
17 May 2024
Turnover Ratio
% 31.00
Exit Load
For exit within 30 days from the date of allotment - 1 %. For exit after 30 days from the date of allotment - Nil.
Asset Class
Equity
Connect with an
Expertquotes
Personalized investment strategies from leading experts