SBI Automotive Opportunities Fund - Direct Plan - Growth

As on 23 May 2025

SBI Automotive Opportunities Fund - Direct Plan - Growth

Q: What kind of returns does SBI Automotive Opportunities Fund - Direct Plan - Growth provide?

SBI Automotive Opportunities Fund - Direct Plan - Growth aims to generate capital appreciation by investing mainly in public sector undertakings (PSUs). Historically, its returns have often shown moderate to high growth rate depending on market conditions. SBI Automotive Opportunities Fund - Direct Plan - Growth had a return of NA over the past 1 year.

Q: How much expense ratio is charged by SBI Automotive Opportunities Fund - Direct Plan - Growth?

The expense ratio for SBI Automotive Opportunities Fund - Direct Plan - Growth, or any other mutual fund, is the yearly fee you pay for managing your investments. As of 23 May 2025, the expense ratio charged by SBI Automotive Opportunities Fund - Direct Plan - Growth is typically around 2.03 %. This fee covers fund management, administrative, and other operational costs. It is relatively low compared to actively managed funds, reflecting its direct growth option.

Q: What is the AUM of SBI Automotive Opportunities Fund - Direct Plan - Growth?

As of 23 May 2025, the Assets Under Management (AUM) of SBI Automotive Opportunities Fund - Direct Plan - Growth is approximately ₹5317.4847 crore. The AUM can fluctuate based on market conditions and investor activity. It indicates the total value of assets managed by the fund.

Q: What is the NAV of SBI Automotive Opportunities Fund - Direct Plan - Growth?

The Net Asset Value (NAV) of SBI Automotive Opportunities Fund - Direct Plan - Growth is updated daily and reflects the per-unit value of the fund's assets. As of 23 May 2025 , the NAV is around undefined per unit, but this value might change based on market performance and fund holdings.

Q: What is the PE and PB ratio of SBI Automotive Opportunities Fund - Direct Plan - Growth?

The PE ratio for SBI Automotive Opportunities Fund - Direct Plan - Growth is 32.1 and the PB ratio is 5.57. The PE ratio is calculated by dividing the market price by the earnings per share, whereas the PB ratio is calculated by dividing the stock price by the book value per share.

Q: What is the exit load of SBI Automotive Opportunities Fund - Direct Plan - Growth?

The exit load for SBI Automotive Opportunities Fund - Direct Plan - Growth is 0% if units are redeemed within 30 days from the date of investment. After this period, no exit load is applicable. This fee is charged to discourage short-term trading and ensure long-term investment.

Equity

NAV

₹ 9.56

CAGR (3 Years)

AUM (Cr)

₹ 5,317.48

Risk

Very High Risk

About SBI Automotive Opportunities Fund - Direct Plan - 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. However, there can be no assurance that the investmen

Breakdown of this Fund

Auto Ancillaries

54.57%

Automobile

103.92%

Bearings

7.77%

Castings, Forgings & Fastners

15.06%

Debt Others

8.65%

Derivatives - Index

0.46%

T Bills

0.18%

Tyres

7.44%

Market Capitalization

Expense Ratio, Exit Load and Tax

Expense Ratio

2.03

Exit Load

Nil

Stamp Duty

0.005% (from July 1st, 2020)

Tax Implication

Returns are taxed at 20%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 12.5% on returns of Rs 1.25 lakh+ in a financial year.