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Compare SBI Automotive Opportunities Fund vs UTI Transportation and Logistics Fund
Fund Comparison
Detailed comparison on parameters like NAV | Returns | Risk | Rating | Analysis
Fund Details
Risk | Very High | Very High |
Rating | - | - |
Min SIP Amount | ₹500 | ₹500 |
Expense Ratio | 1.89 | 1.9 |
NAV | ₹10.96 | ₹294.05 |
Fund Started | 17 May 2024 | 01 Aug 2005 |
Fund Size | ₹5378.28 Cr | ₹4008.33 Cr |
Exit Load | Exit load of 1%, if redeemed within 30 days. | Exit load of 1% if redeemed within 30 days. |
Risk
Very High
Very High
Rating
-
-
Min SIP Amount
₹500
₹500
Expense Ratio
1.89
1.9
NAV
₹10.96
₹294.05
Fund Started
17 May 2024
01 Aug 2005
Fund Size
₹5378.28 Cr
₹4008.33 Cr
Exit Load
Exit load of 1%, if redeemed within 30 days.
Exit load of 1% if redeemed within 30 days.
Returns
1 Year | 12.82% | 16.74% |
3 Year | - | 24.70% |
5 Year | - | 23.94% |
1 Year
12.82%
16.74%
3 Year
-
24.70%
5 Year
-
23.94%
Holding Analysis
Equity | 97.91% | 94.69% |
Cash | 2.00% | 5.16% |
Equity
97.91%
94.69%
Cash
2.00%
5.16%
Top Holdings
Top 10 Holdings |
|
|
Top 10 Holdings
Name | Assets |
|---|---|
Mahindra & Mahindra Ltd. | 17.51% |
Maruti Suzuki India Ltd. | 13.24% |
Eicher Motors Ltd. | 7.30% |
TVS Motor Company Ltd. | 6.52% |
Craftsman Automation Ltd. | 4.47% |
Hero Motocorp Ltd. | 3.71% |
Sona BLW Precision Forgings Ltd. | 3.52% |
UNO Minda Ltd. | 3.44% |
Sansera Engineering Ltd. | 3.38% |
Gabriel India Ltd. | 3.32% |
Name | Assets |
|---|---|
Mahindra & Mahindra Ltd. | 13.96% |
Maruti Suzuki India Ltd. | 10.56% |
Eicher Motors Ltd. | 9.69% |
Eternal Ltd. | 6.73% |
Interglobe Aviation Ltd. | 5.02% |
Bajaj Auto Ltd. | 4.71% |
Hero Motocorp Ltd. | 4.53% |
Hyundai Motor India Ltd. | 4.33% |
Adani Ports and Special Economic Zone Ltd. | 3.90% |
TVS Motor Company Ltd. | 3.53% |
Fund Manager
Name | Tanmaya Desai | Sachin Trivedi |
Start Date | 17 May 2024 | 22 Sep 2016 |
Name
Tanmaya Desai
Sachin Trivedi
Start Date
17 May 2024
22 Sep 2016
About Fund
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 by investing predominantly in equity and equity related securities of companies engaged in the transportation and logistics sector. |
Launch Date | 17 May 2024 | 01 Aug 2005 |
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 by investing predominantly in equity and equity related securities of companies engaged in the transportation and logistics sector.
Launch Date
17 May 2024
01 Aug 2005