Mutual Funds
SBI Automotive Opportunities Fund-Reg(G)
Equity  |   Very High  |   Equity - Sectoral Fund - Auto
13.32   -0.04
NAV(₹) as on 11/9/2026 		-0.26%
  1D 		25.77%
  1Y 		   -
  3Y 		   -
  5Y
SBI Automotive Opportunities Fund-Reg(G)
Growth Chart of the Scheme

Scheme Details
Expense Ratio:
1.97 		Launch Date:
05 Jun 2024
Exit Load:
1% on or before 30D, Nil after 30D 		AUM:
₹ 6,348.97 Crs
Lock-in:
Nil 		Investing Style:
Large Growth
Portfolio Price To Book Value:
8.98 		Min. Investment:
SIP : ₹ 500.00
Lumpsum : ₹ 5,000.00
Scheme Benchmark:
NA
Fund Manager:
Tanmaya Desai

FUND OBJECTIVE

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.

LATEST ASSET & PORTFOLIO ALLOCATION Debt Others Equity
as on 31/8/2026 0.08 % 2.47 % 97.46 %
TOP HOLDINGS

Mahindra & Mahindra Ltd.
12.92 %

Eicher Motors Ltd.
5.64 %

TVS Motor Company Ltd.
4.92 %

Sona BLW Precision Forgings Ltd.
4.48 %

Samvardhana Motherson International Ltd.
4.30 %

Maruti Suzuki India Ltd.
4.27 %

Bharat Forge Ltd.
3.98 %

Dhoot Transmission Ltd.
3.81 %

Tata Motors Ltd.
3.71 %

Happy Forgings Ltd.
3.55 %

See All Holding
ALLOCATION BY MARKET CAP (Equity)
ALLOCATION BY RATING (Debt & Others)
ALLOCATION BY SECTOR

Auto Ancillary
35.65 %

Automobiles - Passenger Cars
19.62 %

Automobile Two & Three Wheel
14.41 %

Forgings
7.53 %

Cable
3.81 %

See All Sectors
PORTFOLIO CHARACTERISTICS (Debt)

No Data

5 YEAR HISTORY

Financial Year 2024-25 2025-26
NAV (31/3/2026) 8.63 10.22
Net Assets (Rs Crores) 5,22,021.53 4,61,645.13
Scheme Returns(%)(Absolute) -13.70 19.03
B'mark Returns(%)(Absolute) NA NA
Category Rank 101/102 2/120
RISKOMETER
Level of Risk in the Scheme

Clients will understand that their principal will be at Very High risk.

PERFORMANCE COMPARISON WITH SIMILAR SCHEMES

Fund Details Inception Date Aum(₹ Crs) 1Y 3Y 5Y Since Inception
MDB Logo
SBI Automotive Opportunities Fund-Reg(G)
Equity - Sectoral Fund - Auto  |   Very High |  13.32   +-0.04  
5/6/2024 ₹ 6,348.97 25.77% - - 13.48%