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SBI Automotive Opportunities Fund
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Key Metrics
| Expense RatioExpense Ratio | No LabelNo Label | No LabelNo Label |
|---|---|---|
| 0.62 | 38.15 | -1.38 |
| No LabelNo Label | No LabelNo Label | No LabelNo Label |
|---|---|---|
| 1.23 | 38.15 | -1.42 |
Scheme Info
| PlanPlan | Lock inLock in | Exit LoadExit Load |
|---|---|---|
| Growth | 0 yrs | 1.00% |
| SIP Inv.SIP Inv. | Min. LumpsumMin. Lumpsum |
|---|---|
| Allowed | ₹ 5,000 |
| 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
Jun 2024
Sep 2024
Nov 2024
Sector Distribution
Jun 2024
Sep 2024
Nov 2024
Sector Weightage
Current Holdings
Equity
Others
- ConstituentHolding Weight3M Change
- Mahindra and Mahindra Ltd3M change : 3.80 %
Holdings
18.99 %
3.80 % - Maruti Suzuki India Ltd3M change : 0.00 %
Holdings
10.45 %
0.00 % - Tata Motors Ltd3M 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
₹ 7,71,389.95 Cr.
Fund Manager Profile
Tanmaya Desai
AUM: ₹16,028.85 Cr.
|
Exp: 6yrs
Qualification
B.E (Electronics),MBA (Finance),C.F.A(USA) Level III candidate
Past Experience
Mr. Desai has close to 6 years of work experience with over 3 years of experience in Indian capital markets. He has been associated with SBI Funds Management Private Limited from May 2008. Prior to join SBI Funds Management Pvt. Ltd. he was a lecturer in Electronics Department with D J Sanghvi College of Engineering, Mumbai.
Manager Performance (0)
Tax Implications
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Investment frequency
Monthly
One Time
Monthly Investment Amt. (₹)
Investment period (years)
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Opinions and Fund Reviews
How to invest in SBI Automotive Opportunities Fund through YONO App
6 months ago•SBI Mutual Fund
How to invest Lumpsum in SBI Automotive Opportunities Fund through InstaInvest (CBS)
6 months ago•SBI Mutual Fund
How to create co-branded material for SBI Automotive Opportunities Using SBIMF Partner Portal
6 months ago•SBI Mutual Fund
Maasi & Priya: SBI Automotive Opportunities Fund
6 months ago•SBI Mutual Fund
NDTV Profit | The MF Show with Mr. Tanmaya Desai – Fund Manager, SBI Automotive Opportunities Fund
6 months ago•SBI Mutual Fund
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%