SBI Automotive Opportunities Fund - Regular Plan - Income Distribution Cum Capital Withdrawal Option
Fund House: SBI Mutual Fund| Category: Equity: Thematic-Transportation |
| Launch Date: 07-06-2024 |
| Asset Class: |
| Benchmark: NIFTY Auto TRI |
| TER: 1.83% As on (30-11-2024) |
| Status: Open Ended Schemes |
| Minimum Investment: 5000.0 |
| Minimum Topup: 1000.0 |
| Total Assets: 5,935 Cr As on 30-11-2024(Source:AMFI) |
| Turn over: - | Exit Load: Exit load of 1%, if redeemed within 1 year. |
9.2962
-0.19 (-2.0266%)
-10.44%
Benchmark: 17.53%
PERFORMANCE
Returns Type:
of :
Start :
End :
Period:
This Scheme
-
vs
NIFTY Auto TRI
-
Gold
-
PPF
-
Returns Type:
of :
Period:
Start :
Period:
Fund Multiplier
Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)
Time Taken To Multiply
2x
4x
5x
10x
FUND
There is no value for 2x
There is no value for 4x
There is no value for 5x
There is no value for 10x
FD
11 years 10 Months
GOLD
8 years 9 Months
NIFTY
5 years 5 Months
Investment Objective
The scheme seeks 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.
Current Asset Allocation (%)
Indicators
| Standard Deviation | - |
| Sharpe Ratio | - |
| Alpha | - |
| Beta | - |
| Yield to Maturity | - |
| Average Maturity | - |
PEER COMPARISON
| Scheme Name | Inception Date |
1 Year Return(%) |
2 Year Return(%) |
3 Year Return(%) |
5 Year Return(%) |
10 Year Return(%) |
|---|---|---|---|---|---|---|
| SBI Automotive Opportunities Fund - Regular Plan - Income Distribution Cum Capital Withdrawal Option | 07-06-2024 | - | - | - | - | - |
| HDFC Transportation and Logistics Fund - Growth Option | 17-08-2023 | 34.33 | - | - | - | - |
| ICICI PRUDENTIAL TRANSPORTATION AND LOGISTICS FUND - Growth | 05-10-2022 | 30.56 | 33.4 | - | - | - |
| Aditya Birla Sun Life Transportation and Logistics Fund-Regular Growth | 05-11-2023 | 29.85 | - | - | - | - |
| BANDHAN TRANSPORTATION AND LOGISTICS FUND - GROWTH - REGULAR PLAN | 25-10-2022 | 25.39 | 28.29 | - | - | - |
| UTI-Transpotation and Logistics Fund-Growth Option | 01-08-2005 | 23.67 | 27.12 | 25.62 | 21.66 | 11.6 |
Scheme Characteristics
Riskometer
PORTFOLIO
Market Cap Distribution
Small Cap
17.72%
Others
1.96%
Large Cap
59.98%
Mid Cap
20.34%
