Mutual Funds
SBI Automotive Opportunities Fund-Reg(G)
Equity  |   Very High  |   Equity - Sectoral Fund - Auto
10.57   +0.11
NAV(₹) as on 20/3/2026 		1.09%
  1D 		20.24%
  1Y 		   -
  3Y 		   -
  5Y
SBI Automotive Opportunities Fund-Reg(G)
Growth Chart of the Scheme

Scheme Details
Expense Ratio:
1.87 		Launch Date:
05 Jun 2024
Exit Load:
1% on or before 30D, Nil after 30D 		AUM:
₹ 5,332.87 Crs
Lock-in:
Nil 		Investing Style:
Large Growth
Portfolio Price To Book Value:
7.78 		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 28/2/2026 0.09 % 1.99 % 97.92 %
TOP HOLDINGS

Mahindra & Mahindra Ltd.
14.53 %

Eicher Motors Ltd.
8.11 %

TVS Motor Company Ltd.
5.81 %

Maruti Suzuki India Ltd.
5.71 %

Bharat Forge Ltd.
4.73 %

Tata Motors Ltd.
4.26 %

Sona BLW Precision Forgings Ltd.
4.01 %

Samvardhana Motherson International Ltd.
4.00 %

ZF Commercial Vehicle Control Systems India Ltd.
3.98 %

Sansera Engineering Ltd.
3.95 %

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

Auto Ancillary
36.23 %

Automobiles - Passenger Cars
20.24 %

Automobile Two & Three Wheel
16.58 %

Forgings
8.48 %

Bearings
5.68 %

See All Sectors
PORTFOLIO CHARACTERISTICS (Debt)

No Data

5 YEAR HISTORY

Financial Year 2024-25 2025-26
NAV (20/3/2026) 8.63 10.57
Net Assets (Rs Crores) 5,22,021.53 5,33,286.98
Scheme Returns(%)(Absolute) -13.70 23.15
B'mark Returns(%)(Absolute) NA NA
Category Rank 101/102 1/119
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 |  10.57   +0.11  
5/6/2024 ₹ 5,332.87 20.24% - - 3.14%