SBI Mutual Fundimage

SBI Automotive Opportunities Fund

EquitySectoral/ThematicIDCW-ReinvestmentGrowthIDCW

Fund Overview

NAV (27 May 26)

11.72

AUM (in Cr)

₹ 5074.99

1 Year CAGR

% 23.27

Risk Level 

Very High

Fund Performance

Name
1 Month%
3 Month%
6 Month%
1 Year%
3 Year%
5 Year%
SBI Automotive Opportunities Fund
3.08
0.69
5.78
23.27
Nifty Auto
1.11
-6.29
-4.88
13.08
23.91
21.33
Sectoral/Thematic
1.79
2.29
-0.20
5.91
18.43
15.51

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
% 1.89
Benchmark
Nifty Auto
AUM
₹ 5074.99
Inception Date
17 May 2024
Turnover Ratio
% 41.00
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
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