myplexus

NFO Monitor

Fund Fact

Name of Funds:

SBI Automotive Opportunities

Opening:

17th May 2024

Closing:

31st May 2024

Minimum Investment:

Rs. 5000/- & in multiples of Re.1

Plan:

Regular and Direct

Options:

Growth and IDCW

Entry Load:

Nil

Exit Load:

1% of NAV if units are redeemed/ switched-out within 1 year from the date of allotment.

Fund Stats

Objective:

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.

Benchmark:

BSE Auto

Fund Manager:

Tanmay Desai, Pradeep Kesavan

Asset Allocation

80-100% Equity upto 20% Money Market

upto 20% Debt upto 10% Others

Comparable existing schemes

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Fund Prognosis

Idea Distiller

The auto world has been agog with developments ever since an automaker became the richest in the world. Latest results also point to the growing heft of the category. And so the fund.

Fund House AAUM:
Rs 91590153.49 Lakhs(as on 31st March, 2024)
Fund Manager:
Combined experience of above 18 years

Scheme DNA 4 fundamentals

Uniqueness

Return

Risk

Operability

Oomph Factor

Vey high. If you are the aggressive type.

We provide a range of tools and financial know-how that can help you make the most of your short-term and long-term investment goals.

Important Links

Fund

Snapshot

Company

Registered with AMFI AMFI Registration No: 2654 Initial Registration Date: 19th March 2003 Validity: 14th May 2025 to 23rd May 2028