SBI Automotive Opportunities Fund - Direct Plan does not yet have a 5-year performance history.
The average return for Sectoral/Thematic funds is 77.59% .
The largest portfolio holding is MAHINDRA AND MAHINDRA LTD with a portfolio weight of 15.95% .
The fund currently owns more than 35 stocks.
The top 10 holdings account for 59.45% of total assets.
Based on portfolio allocation, this fund appears moderately concentrated compared with peers.
| Metric | Fund | Category Avg |
|---|---|---|
| 1 Year Return | 53.26% | -0.11% |
| 2 Year Return | N/A | 12.90% |
| 3 Year Return | N/A | 41.33% |
| 4 Year Return | N/A | 59.19% |
| 5 Year Return | N/A | 77.59% |
| 6 Year Return | N/A | 118.07% |
| 7 Year Return | N/A | 140.00% |
| Expense Ratio | 0.73% | - |
| # | Company | Sector | Weight |
|---|---|---|---|
| 1 | Consumer Discretionary |
15.95%
|
|
| 2 | Consumer Discretionary |
7.42%
|
|
| 3 | Auto - 2 & 3 Wheelers |
7.08%
|
|
| 4 | Consumer Discretionary |
6.00%
|
|
| 5 | Forgings |
4.68%
|
|
| 6 | Materials |
4.59%
|
|
| 7 | Consumer Discretionary |
4.19%
|
|
| 8 | Consumer Discretionary |
3.31%
|
|
| 9 |
3.19%
|
||
| 10 | Auto - LCVs/HCVs |
3.04%
|
|
| 11 | Engineering - General |
2.91%
|
|
| 12 | Forgings |
2.87%
|
AMC: SBI
Category: Equity • Sectoral/Thematic
Launch Date: 17 May 2024
Fund Manager: Mr. Tanmaya Desai
Minimum Purchase: ₹5,000
Exit Load: For exit within 30 days from the date of allotment - 1 %. For exit after 30 days from the date of allotment - Nil.
Lock-in: 1
Risk: Moderate Risk
SBI Automotive Opportunities Fund - Direct Plan is managed by SBI and belongs to the Equity category.
Investors often evaluate this fund using metrics such as portfolio holdings, diversification, expense ratio, risk profile and long-term NAV performance.
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