Good evening :)
Add to Watchlist
Share

How to use scorecard? Learn more

SBI Automotive Opportunities Fund(IDCW)

IDCW
EquitySectoral Fund - Auto
Large-size FundAssets Under Mgmt: ₹ 6,003 Cr
Very High RiskPrinciple investment will be at very high risk
9.770.83% (-0.08)

Price Chart

High
Low
Returns
0.00%
1M
6M
1Y
3Y
5Y
Max
SIP
Loading...
1M
6M
1Y
3Y
5Y
Max
SIP

How to use scorecard? Learn more

EquitySectoral Fund - Auto
Large-size FundAssets Under Mgmt: ₹ 6,003 Cr
Very High RiskPrinciple investment will be at very high risk

Key Metrics

Expense RatioExpense RatioNo LabelNo LabelNo LabelNo Label
0.6238.15-0.84
No LabelNo LabelNo LabelNo LabelNo LabelNo Label
1.2338.15-0.88

Scheme Info

PlanPlanLock inLock inExit LoadExit Load
IDCW0 yrs1.00%
1% on or before 1Y Nil after 1Y
SIP Inv.SIP Inv.Min. LumpsumMin. Lumpsum
Allowed₹ 5,000
Initial: ₹ 5,000 Incremental: ₹ 1,000
BenchmarkBenchmark
NIFTY AUTO - TRI

About Sectoral Fund - Auto

Sectoral Funds - Auto are equity schemes that majorly invest in auto sector companies. It will give exposure to entire auto sector which comprised a wide range of companies involved in design, manufacturing, marketing and selling of automotive products.

Peers & Comparison

Hmm, looks like data is unavailable here. Please come back after some time.

Asset Allocation

Actual

Target

Jun 2024

Sep 2024

Nov 2024

ACTUAL
Cash & EquivalentsEquity1.98%98.02%

Jun 2024

Sep 2024

Nov 2024

Tickertape Separator

Sector Distribution

+3 moreMetals - DiversifiedTrucks & BusesTwo WheelersFour WheelersAuto Parts3.49 %5.58 %7.95 %15.16 %32.08 %35.74 %

Jun 2024

Sep 2024

Nov 2024

Tickertape Separator

Sector Weightage

Sep 23Dec 23Mar 24Jun 24Sep 24Nov 24N/AN/AN/A20.01%31.22%35.74%
Auto Parts as a % of total holdings for last six quarters
Tickertape Separator

Current Holdings

Equity

Others

  • Constituent
    Holding Weight
    3M Change
  • Mahindra and Mahindra Ltd
    M&M
    3M change : 3.80 %

    Holdings

    18.99 %

    3.80 %
  • Maruti Suzuki India Ltd
    MARUTI
    3M change : 0.00 %

    Holdings

    10.45 %

    0.00 %
  • Tata Motors Ltd
    TATAMOTORS
    3M change : -3.75 %

    Holdings

    7.95 %

    -3.75 %

AMC Profile

With 30 years of rich experience in fund management, SBI Funds Management Ltd. (SBIFML) bring forward their expertise by consistently delivering value to their investors. They have a strong and proud lineage that traces back to the State Bank of India (SBI) - India's largest bank. They are a Joint Venture between SBI and AMUNDI (France), one of the world's leading fund management companies., SBI currently holds 63% stake in SBIFMPL. They have been actively managing their investor's assets not only through our investment expertise in domestic mutual funds, but also offshore funds and portfolio management advisory services for institutional investors.

  • No.of Schemes

    107

  • Total AUM

    ₹ 7,71,447.40 Cr.

Fund Manager Profile

Tanmaya Desai

AUM:  ₹16,053.96 Cr.

Sum of AUMs of all funds managed by the fund manager

 | 

Exp: 6yrs

Manager Performance (0)

Loading...

Tax Implications

Invested period < 1 year

Gains are treated as short-term capital gains and taxed at 20%

Invested period > 1 year

Gains are treated as long-term capital gains and taxed at 12.5%

Let’s calculate your returns after tax

Investment frequency

Monthly

One Time

Monthly Investment Amt. (₹)

Investment period (years)

CAGR (%)
This CAGR is calculated based on the actual past return given by the fund during the selected investment period. This is the annualised growth rate assuming monthly compounding.

+

-

You make

Opinions and Fund Reviews

The content here in the form of articles and videos is for information purposes only and may have been sourced from publicly available sources or otherwise. Tickertape does not guarantee the authenticity and veracity of the material shared. The User understands and agrees that Tickertape is not aware nor liable for any content shared here.