SBI Automotive Opportunities Fund Direct Growth
Equity
Direct
Equity - Other
NAV as on 21-02-2025
₹ 8.68
▲1%
1D
Inception Returns
/yr
About SBI Automotive Opportunities Fund Direct Growth
SBI Automotive Opportunities Fund Direct Growth is an equity fund. This fund was started on 5 June, 2024. The fund is managed by Tanmaya Desai. The fund could potentially beat inflation in the long-run.
Key Parameters
- SBI Automotive Opportunities Fund Direct Growth has ₹5567 Cr worth of assets under management (AUM) as on Jan 2025 and is more than category average.
- The fund has an expense ratio 0.7.
Returns
SBI Automotive Opportunities Fund Direct Growth has given a CAGR return of -11.39% since inception.
Holdings
SBI Automotive Opportunities Fund Direct Growth has allocated its funds majorly in Cash Equivalent, Consumer Cyclical, Industrial, Government. Its top holdings are Mahindra & Mahindra Ltd, Maruti Suzuki India Ltd, Tata Motors Ltd, TVS Motor Co Ltd, Eicher Motors Ltd
Taxation
As it is a equity - other mutual fund the taxation is as follows:For short term (less than a year) capital gains will be taxed at 20%For long term (more than 1 year) capital gains will be taxed at 12.5% without indexation benefitDividends will always be taxed at slab rate. Long term gains upto Rs 1 lakh are exempt capital gains tax.
Investment objective of SBI Automotive Opportunities Fund Direct Growth
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.
Minimum Investment and lockin period
Minimum investment for lump sum payment is INR 5000.00 and for SIP is INR 500.00. SBI Automotive Opportunities Fund Direct Growth has no lock in period.
Historical NAV & Returns
Absolute
▲
▼
3523 people have invested ₹ 1.1Cr in SBI Automotive Opportunities Fund Direct Growth in the last three months
SBI Automotive Opportunities Fund Direct Growth Overview
| Expense ratio | 0.67% |
Benchmark | NIFTY Auto TR INR |
| AUM | ₹5567 Cr |
| Inception Date | 5 June, 2024 |
| Min Lumpsum/SIP | ₹5000/₹500 |
Exit Load | 1.0% |
| Lock In | No Lock-in |
TurnOver | 0% |
| STCG | Selling mutual fund before 1 year, returns taxed at 20%. |
| LTCG | After 1 year, 12.5% tax on returns over ₹1.25 lakh/year. |
| Risk |   Very High Risk |
Trailing Returns
as on (21-Feb-25)
Fund Distribution
as on (31-Jan-25)
Large cap
59.1%
Small cap
22.2%
Mid cap
16.5%
Sector Allocation
Consumer Cyclical
91.9%
Industrial
8.1%
All changes are between Nov'24 and Jan'25
- AUM of the fund stands at 5.6K Cr as of Jan'25
- AUM decreased by 367.9 Cr between Jan'25 and Dec'24
Top Stocks bought last month
Eicher Motors Ltd's allocation increased from 3.37% to 5.04%
Maruti Suzuki India Ltd's allocation increased from 10.61% to 11.5%
Happy Forgings Ltd's allocation increased from 1.92% to 2.65%
Top Stocks sold last month
Samvardhana Motherson International Ltd's allocation decreased from 4.77 % to 4.44 %
Sona BLW Precision Forgings Ltd's allocation decreased from 3.94 % to 3.62 %
Bharat Forge Ltd's allocation decreased from 3.4 % to 3.3 %
Mid Cap allocation has gone down from 21% to 20.9%
Large Cap allocation has gone up from 55.4% to 56.7%
Small Cap allocation has gone down from 18.2% to 17.9%
Debt allocation has gone up from 0.1% to 0.1%
Cash allocation has gone down from 2.8% to 2.1%
Top 3 Sectors in January were Consumer Cyclical, Industrial & Government
Jan'25
Consumer Cyclical
92%
Industrial
8%
Government
4%
Dec'24
Consumer Cyclical
92%
Industrial
8%
Government
3%
See all
Top Growth Drivers | 1M Return |
|---|---|
 Maruti Suzuki India Ltd | 5.5% |
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Tanmaya Desai
Fund Manager of SBI Automotive Opportunities Fund Direct Growth, since 5 June 2024
Top funds managed
Fund House
SBI Funds Management Ltd
Total Schemes
Total AUM
₹7.67L Cr
as on 31-Jan-2025
Address
9th Floor, Crescenzo,,C-38 & 39, G Block, Bandra Kurla Complex,,Bandra (East), Mumbai
Phone
91-22-66142900
Website
partnerforlife@sbimf.com
SBI Automotive Opportunities Fund Direct Growth Highlights
Very High Risk
Investors understand that their principal will be at Very High Risk
Fund Allocations
This fund has an allocation of 97.83% in Equity, 0.09% in Debt and 2.08% in Cash related instruments
AUM size ₹5567 Cr
This fund has AUM of ₹5567 Cr which is more than its category average of ₹ 2217 Cr
Expense Ratio 0.67%
This fund has an expense ratio of 0.67% which is less than its category average expense ratio of 1.28%
Frequently Asked Questions for SBI Automotive Opportunities Fund Direct Growth
The current NAV of SBI Automotive Opportunities Fund Direct Growth is ₹8.68 as on 21-Feb-2025.
Existing (Absolute + CAGR) as on 21-Feb-2025.
SBI Automotive Opportunities Fund Direct Growth | Absolute Returns | CAGR Returns |
1 Month Returns | -4.46% | -4.46% |
6 Month Returns | -17.18% | -17.18% |
1 Year Returns | 0% | 0% |
3 Years Returns | 0% | 0% |
5 Years Returns | 0% | 0% |
With INDmoney, the process of investing is very simple and involves zero commission.
- Click Buy on the fund name.
- Input the amount you are looking to invest.
- Select Lump Sum or SIP (Weekly, Monthly or Quarterly).
- Select your bank account and proceed with Payment.
0.67% as on January 2025
₹5567 Cr as on January 2025
Mahindra & Mahindra Ltd(20.41%), Maruti Suzuki India Ltd(11.5%), Tata Motors Ltd(7.72%), TVS Motor Co Ltd(5.65%), Eicher Motors Ltd(5.04%) as on January 2025
The alpha ratio for the SBI Automotive Opportunities Fund Direct Growth for various period is as follows:
Fund Name | Alpha 1 Year | Alpha 3 Years | Alpha 5 Years |
SBI Automotive Opportunities Fund Direct Growth | - | - | - |
As on January 2025
The alpha for SBI Automotive Opportunities Fund Direct Growth is calculated against NIFTY Auto TR INR. Higher alpha indicates that this fund has generated extra returns compared to the benchmark index. An alpha of 1.0 means the fund has outperformed its benchmark index by 1%.
The Beta ratio for the SBI Automotive Opportunities Fund Direct Growth for various period is as follows:
Fund Name | Beta 1 Year | Beta 3 Years | Beta 5 Years |
SBI Automotive Opportunities Fund Direct Growth | - | - | - |
As on January 2025
The Beta for SBI Automotive Opportunities Fund Direct Growth is calculated with NIFTY Auto TR INR. Beta tells the volatility of the mutual fund relative to its benchmark. If the beta of a mutual fund is more than 1, then the mutual fund is more volatile than its benchmark. If beta is less than 1, then the mutual fund is less volatile than the benchmark.
The sharpe ratio for the SBI Automotive Opportunities Fund Direct Growth for various period is as follows:
Fund Name | Sharpe Ratio 1 Year | Sharpe Ratio 3 Years | Sharpe Ratio 5 Years |
SBI Automotive Opportunities Fund Direct Growth | - | - | - |
As on January 2025
The sharpe ratio for SBI Automotive Opportunities Fund Direct Growth is calculated with NIFTY Auto TR INR. Sharpe ratio tells risk-adjusted-returns of the mutual fund. The higher a fund's Sharpe ratio, the better a fund's returns have been relative to the risk it has taken on.
The standard deviation for the SBI Automotive Opportunities Fund Direct Growth for various period is as follows:
Fund Name | Standard Deviation 1 Year | Standard Deviation 3 Years | Standard Deviation 5 Years |
SBI Automotive Opportunities Fund Direct Growth | - | - | - |
As on January 2025
Standard deviation tells the volatility of the returns of the mutual fund. The higher a fund's Standard deviation, the higher the volatility of the fund's returns.
Tanmaya Desai is the fund manager of SBI Automotive Opportunities Fund Direct Growth
The Exit load of SBI Automotive Opportunities Fund Direct Growth is 1%