Pros | - | ![]() Larger AUM within category. | ||
Cons | - | - |
INDMoney rank | - | 2/40 | ||
Category,Subcateogry | Equity,Equity - Other | Equity,Equity - Other | ||
Fund Age | 1 Years | 4 Years | ||
Fund Size | 5236 Cr | 13479 Cr | ||
Min Investment | SIP ₹500 Lumpsum ₹5000 | SIP ₹100 Lumpsum ₹5000 | ||
Expense Ratio | 0.83% | 0.72% | ||
Exit Load | 1% | 1% | ||
Benchmark Index | Nifty Auto TR INR | Nifty 500 TR INR |
No of Holdings | 30 | 81 | ||
Top 5 Holdings | Mahindra & Mahindra Ltd (18.35%) Maruti Suzuki India Ltd (7.22%) Tata Motors Ltd (7.12%) TVS Motor Co Ltd (5.89%) Eicher Motors Ltd (5.78%) | HDFC Bank Ltd (9.72%) ICICI Bank Ltd (8.91%) Reliance Industries Ltd (7.68%) Larsen & Toubro Ltd (6.89%) UltraTech Cement Ltd (4%) | ||
No of Sectors | 3 | 12 | ||
Top 3 Sectors | Consumer Cyclical (91.93%) Industrial (8.07%) Government (2.9%) | Financial Services (32.6%) Industrial (17.6%) Consumer Cyclical (14.23%) | ||
Equity % | 96.76% | 87.26% | ||
Debt % | 0.09% | - | ||
P/E | 29.84 | 23.72 | ||
P/B | 4.8 | 3.29 | ||
Credit Quality | - | - | ||
Modified Duration | - | - | ||
YTM | - | - |
1-Month Return | 2.48% | 0.74% | ||
3-Month Return | 5.68% | 2.72% | ||
6-Month Return | 21.94% | 17.77% | ||
1-Year Return | -5.97% | 5.5% | ||
3-Year Return | - | 23.03% | ||
5-Year Return | - | - |
Sharpe | - | 1.31 | ||
Alpha | - | 7.29 | ||
Beta | - | 0.86 | ||
Standard Deviation | - | 12.3 | ||
Information Ratio | - | 1.57 |
Description | SBI Automotive Opportunities Fund Direct Growth is an equity fund.The fund could potentially beat inflation in the long-run. | ICICI Prudential Business Cycle Fund Direct Growth is an equity fund.The fund could potentially beat inflation in the long-run. | ||
Managers | Pradeep Kesavan,Tanmaya Desai | Lalit Kumar,Manish Banthia,Anish Tawakley,Sharmila D’mello |