SBI Automotive Opportunities Fund Direct Payout Inc Dist cum Cap Wdrl
Get the latest NAV of SBI Automotive Opportunities Fund Direct Payout Inc Dist cum Cap Wdrl. View historical returns compared to its benchmark and category average. Know which stocks and sectors the fund is investing in. Get an estimate of returns from the SIP and lump sum returns calculator. View detailed holding analysis and peer comparison. Get INDmoney ranking of the fund.
₹9.96
NAV as on 10 Jul 2025
/per year
Since Inception
▲▼
SBI Automotive Opportunities Fund Direct Payout Inc Dist cum Cap Wdrl Performance vs. Nifty 500
Fund returns vs Benchmark returns vs Category Average returns as on (10-Jul-25)
The fund has underperformed the benchmark (Nifty 500) over the last 1Y, 3Y, 5Y time periods.
Peer comparison
SBI Automotive Opportunities Fund Direct Payout Inc Dist cum Cap Wdrl Returns Calculator
Calculate SIP and lumpsum returns based on historical performance
Total Investment
0
Profit
Total Corpus
0
SBI Automotive Opportunities Fund Direct Payout Inc Dist cum Cap Wdrl Asset Allocation
See fund asset allocation details as on (14-Jun-25)
Fund Distribution
as on (14-Jun-25)
Equity 97.8%
Debt & Cash 2.2%
SBI Automotive Opportunities Fund Direct Payout Inc Dist cum Cap Wdrl Sector Allocation
See fund sector allocation details as on (14-Jun-25)
Sector Allocation
Equity 97.8%
Debt & Cash 2.2%
Top 2 Sectors in May were Consumer Cyclical, Industrial
Consumer Cyclical
92%
Industrial
8%
Consumer Cyclical
92%
Industrial
8%
SBI Automotive Opportunities Fund Direct Payout Inc Dist cum Cap Wdrl Holdings Details
as on (30-Jun-25)
Equity
Debt & Cash
SBI Automotive Opportunities Fund Direct Payout Inc Dist cum Cap Wdrl Overview
Get key fund statistics, minimum investment details, AUM, expense ratio, exit load, and tax treatment.
| Expense ratio | 0.67% |
Benchmark | Nifty Auto TR INR |
| AUM | ₹5652 Cr |
| Inception Date | 5 June, 2024 |
| Min Lumpsum/SIP | --/-- |
Exit Load | 1.0% |
| Lock In | No Lock-in |
TurnOver | 0% |
| STCG | Selling mutual fund before 1 year, returns taxed at 20%. |
| LTCG | After 1 year, 12.5% tax on returns over ₹1.25 lakh/year. |
| Risk |   Very High Risk |
About SBI Automotive Opportunities Fund Direct Payout Inc Dist cum Cap Wdrl
SBI Automotive Opportunities Fund Direct Payout Inc Dist cum Cap Wdrl is an equity fund. This fund was started on 5 June, 2024. The fund is managed by Tanmaya Desai. The fund could potentially beat inflation in the long-run.
Key Parameters
- SBI Automotive Opportunities Fund Direct Payout Inc Dist cum Cap Wdrl has ₹5652 Cr worth of assets under management (AUM) as on Jun 2025 and is more than category average.
- The fund has an expense ratio 0.7.
Returns
SBI Automotive Opportunities Fund Direct Payout Inc Dist cum Cap Wdrl has given a CAGR return of -0.40% since inception. Over the last 1 year the fund has given a CAGR return of -4.44%.
Holdings
SBI Automotive Opportunities Fund Direct Payout Inc Dist cum Cap Wdrl has allocated its funds majorly in Cash Equivalent, Consumer Cyclical, Industrial. Its top holdings are Mahindra & Mahindra Ltd, Maruti Suzuki India Ltd, Tata Motors Ltd, TVS Motor Co Ltd, Samvardhana Motherson International Ltd
Taxation
As it is a equity - other mutual fund the taxation is as follows:For short term (less than a year) capital gains will be taxed at 20%For long term (more than 1 year) capital gains will be taxed at 12.5% without indexation benefitDividends will always be taxed at slab rate. Long term gains upto Rs 1 lakh are exempt capital gains tax.
Investment objective of SBI Automotive Opportunities Fund Direct Payout Inc Dist cum Cap Wdrl
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.
Minimum Investment and lockin period
Minimum investment for lump sum payment is INR 0.00 and for SIP is INR 0.00. SBI Automotive Opportunities Fund Direct Payout Inc Dist cum Cap Wdrl has no lock in period.
Fund Manager
Tanmaya Desai
Fund Manager of SBI Automotive Opportunities Fund Direct Payout Inc Dist cum Cap Wdrl, since 5 June 2024
- AUM of the fund stands at 5.7K Cr as of May'25
- AUM increased by 334.2 Cr between May'25 and Apr'25
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Frequently Asked Questions for SBI Automotive Opportunities Fund Direct Payout Inc Dist cum Cap Wdrl
How do I invest in SBI Automotive Opportunities Fund Direct Payout Inc Dist cum Cap Wdrl?
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