Compare Tata Nifty Auto Index Fund vs SBI Automotive Opportunities Fund
Risk
Very High
Very High
Rating
-
-
Min SIP Amount
₹100
₹500
Expense Ratio
1.01
1.87
NAV
₹11.88
₹11.79
Fund Started
08 Apr 2024
17 May 2024
Fund Size
₹94.67 Cr
₹5074.99 Cr
Exit Load
Exit load of 0.25%, if redeemed within 15 days.
Exit load of 1%, if redeemed within 30 days.
1 Year
12.08%
20.89%
3 Year
-
-
5 Year
-
-
Equity
99.91%
96.79%
Cash
0.09%
3.11%
Top 10 Holdings
Mahindra & Mahindra Ltd. | 23.90% |
Maruti Suzuki India Ltd. | 15.08% |
Bajaj Auto Ltd. | 9.56% |
Eicher Motors Ltd. | 8.45% |
TVS Motor Company Ltd. | 7.08% |
Tata Motors Passenger Vehicles Ltd. | 6.18% |
Hero Motocorp Ltd. | 5.71% |
Samvardhana Motherson International Ltd. | 4.63% |
Bharat Forge Ltd. | 4.33% |
Ashok Leyland Ltd. | 4.00% |
Mahindra & Mahindra Ltd. | 14.65% |
Eicher Motors Ltd. | 7.28% |
Maruti Suzuki India Ltd. | 5.25% |
TVS Motor Company Ltd. | 4.82% |
Sona BLW Precision Forgings Ltd. | 4.79% |
Bharat Forge Ltd. | 4.68% |
Samvardhana Motherson International Ltd. | 3.82% |
Tata Motors Ltd. | 3.63% |
ZF Commercial Vehicle Control Systems India Ltd. | 3.48% |
Sansera Engineering Ltd. | 3.47% |
Name
-
-
Start Date
-
-
Description
The scheme seeks to provide returns, before expenses, that are in line with the performance of Nifty Auto Index (TRI), subject to tracking error.
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.
Launch Date
08 Apr 2024
17 May 2024
