SBI Automotive Opportunities IDCW-R
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1–7 yearsInvestment Horizon
HNI,MATarget Segments
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Performance and Risk Analysis
Historical returns, volatility patterns, and how this fund has performed relative to its benchmark.
Risk Profile
Standard Deviation22.5%
Sharpe Ratio0.80
Strategy Details
A closer look at the investment thesis, portfolio construction, and current holdings.
Portfolio Holdings Overview
Geographic Allocation
Domestic100%
Top Stock Holdings
CompanySectorAllocation
Mahindra & Mahindra LtdConsumers12.15%
TVS Motor Co LtdConsumers4.87%
Sona BLW Precision Forgings LtdConsumers4.79%
Eicher Motors LtdConsumers4.71%
Samvardhana Motherson International LtdConsumers4.30%
Maruti Suzuki India LtdConsumers3.84%
Bharat Forge LtdCapital Goods3.81%
Tata Motors LtdConsumers3.75%
Sansera Engineering LtdConsumers3.59%
Bosch LtdConsumers3.49%
Operational & Regulatory Details
What it costs to invest, transaction mechanics, and regulatory disclosures you should know.
Costs and Fees
Total Expense Ratio (TER)1.97%
Regulatory & Tax Information
INF200KB1175
ISINDailyDealing Frequency
LTCG | >1Year 12.5%% on gain above 1.25 Lakh
STCG | <1Year 20%%
Tax Implications (India)