Compare SBI Automotive Opportunities Fund vs Kotak Transportation & Logistics Fund
SBI Automotive Opportunities Fund
EquitySectoral-Auto & Transportation
Kotak Transportation & Logistics Fund
EquitySectoral-Auto & Transportation
Risk
Very High
Very High
Rating
-
-
Min SIP Amount
₹500
₹100
Expense Ratio
2
2.6
NAV
₹12.60
₹11.56
Fund Started
17 May 2024
25 Nov 2024
Fund Size
₹6070.82 Cr
₹544.55 Cr
Exit Load
Exit load of 1%, if redeemed within 30 days.
Exit load of 0.5%, if redeemed within 90 days.
1 Year
12.57%
-3.11%
3 Year
-
-
5 Year
-
-
Equity
97.05%
98.77%
Cash
2.87%
1.23%
Top 10 Holdings
Name | Assets |
|---|---|
Mahindra & Mahindra Ltd. | 12.15% |
TVS Motor Company Ltd. | 4.87% |
Sona BLW Precision Forgings Ltd. | 4.79% |
Eicher Motors Ltd. | 4.71% |
Samvardhana Motherson International Ltd. | 4.30% |
Maruti Suzuki India Ltd. | 3.84% |
Bharat Forge Ltd. | 3.81% |
Tata Motors Ltd. | 3.75% |
Sansera Engineering Ltd. | 3.59% |
Bosch Ltd. | 3.49% |
Name | Assets |
|---|---|
Maruti Suzuki India Ltd. | 7.54% |
Hero Motocorp Ltd. | 6.93% |
INDO-MIM Ltd. | 6.16% |
Interglobe Aviation Ltd. | 5.63% |
Mahindra & Mahindra Ltd. | 5.57% |
Bajaj Auto Ltd. | 4.85% |
Adani Ports and Special Economic Zone Ltd. | 4.69% |
The Great Eastern Shipping Company Ltd. | 4.38% |
ZF Commercial Vehicle Control Systems India Ltd. | 3.87% |
Sansera Engineering Ltd. | 3.75% |
Name
-
-
Start Date
-
-
Description
The scheme seeks 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.
The scheme seeks to generate long-term capital appreciation from a portfolio that is invested predominantly in equity and equity related securities of companies engaged in transportation & logistics and related activities.
Launch Date
17 May 2024
25 Nov 2024
